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Sector: All SectorsAsia Pacific Excluding JapanAsia Pacific Including JapanChina/Greater ChinaCommodity/Natural ResourcesDirect & Hybrid PropertyEurope Excluding UKEurope Including UKEuropean Smaller CompaniesFinancials and Financial InnovationFlexible InvestmentGlobalGlobal BondsGlobal EM Bonds - BlendedGlobal EM Bonds - Hard CurrencyGlobal EM Bonds - Local CurrencyGlobal Emerging MarketsGlobal Equity IncomeHealthcare and BiotechnologyIndia/Indian SubcontinentInfrastructureJapanLatin AmericaListed PropertyMixed Investment 0-35% SharesMixed Investment 20-60% SharesMixed Investment 40-85% SharesNorth AmericaNorth American Smaller CompaniesShort Term Money MarketSpecialistSterling Corporate BondSterling High YieldSterling Strategic BondTargeted Absolute ReturnTechnology & Technology InnovationUK All CompaniesUK Equity IncomeUK GiltsUK Index Linked GiltsUK Smaller CompaniesVolatility Managed

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149 Managers Alpha Rating   Manager  1m  6m  1y  3y  5y  7y  9y  10y  Funds managed Aaron Scully 7.1 13.5 26.0 59.5 n/a n/a n/a n/a Janus Henderson US Sustainable Equity Adam Jokich 4.4 4.8 26.6 43.2 61.1 n/a n/a n/a UBS US Equity Value Aditya Khowala n/a n/a n/a n/a n/a n/a -1.6 27.4 Premier Miton US Opportunities Adrian Brass 7.2 12.4 33.6 68.8 n/a n/a n/a n/a Artemis US Extended Alpha Alex Knox -2.6 -12.1 -12.8 n/a n/a n/a n/a n/a Premier Miton US Opportunities Alexa Gagliardi 6.7 10.4 29.8 n/a n/a n/a n/a n/a T. Rowe Price US Structured Research Equity Amadeo Alentorn 6.5 10.6 29.5 71.8 n/a n/a n/a n/a Jupiter Merian North American Equity Andrew Brandon 3.6 9.3 23.1 42.1 59.6 n/a n/a n/a JPM US Equity Income Anjli Shah 1.2 3.3 n/a n/a n/a n/a n/a n/a SVS Landseer North American Equity Ann Holcomb 6.7 10.4 29.8 n/a n/a n/a n/a n/a T. Rowe Price US Structured Research Equity Anthony Hardy 7.5 5.1 16.8 n/a n/a n/a n/a n/a FTF Franklin US Opportunities Ashish Bhardwaj 1.3 4.5 17.3 34.0 47.7 n/a n/a n/a Fidelity American Special Situations ASI Quantitative Investment Team 6.9 10.2 28.8 67.9 97.8 168.0 n/a n/a abrdn American Equity Enhanced Index Avellemy Multi-Asset Team 4.7 8.1 24.9 65.2 n/a n/a n/a n/a IFSL Ascot Lloyd US Equity Ayesha Akbar 5.3 6.5 23.7 56.2 77.9 134.0 168.9 246.2 Fidelity America Fidelity US Equity Aziz Hamzaogullari 5.3 1.0 14.3 64.9 90.6 181.3 256.7 385.0 TM Natixis Loomis Sayles U.S. Equity Leaders Benedikt Blomberg 5.6 8.4 26.3 52.1 82.1 n/a n/a n/a CT American CT US Equity Income Benjamin Ram 4.7 4.0 21.4 50.6 69.4 n/a n/a n/a Invesco US Equity (UK) Benjamin Ruegsegger 6.1 3.4 16.4 32.3 41.7 n/a n/a n/a SVS AllianceBernstein Sustainable US Equity Bimal Patel 6.8 10.1 29.4 65.7 92.1 171.6 n/a n/a WS Keyridge North American BNY Mellon Investment Management EMEA Limited 3.9 11.2 26.8 56.9 94.2 138.0 n/a n/a Quilter Investors US Equity Income Brad Weafer 0.0 0.0 0.0 33.1 47.8 92.2 144.7 n/a IFSL Marlborough US Focus Brian Ferguson 3.9 10.0 24.4 n/a n/a n/a n/a n/a BNY Mellon US Equity Income Brian Recht 7.0 5.4 25.7 70.8 n/a n/a n/a n/a Janus Henderson US Growth Callum Russell 6.1 9.3 29.5 n/a n/a n/a n/a n/a UBS S&P 500 Index Caroline Shaw 6.4 n/a n/a n/a n/a n/a n/a n/a Fidelity US Equity Chris Ford 1.2 3.3 13.3 58.2 66.8 151.3 208.4 309.9 SVS Landseer North American Equity Chris Forgan 6.4 n/a n/a n/a n/a n/a n/a n/a Fidelity US Equity Chris Kent 10.5 17.7 46.2 92.8 112.5 n/a n/a n/a Artemis US Select Chris Tydeman 4.4 8.2 20.5 n/a n/a n/a n/a n/a L&G S&P 500 US Equal Weight Index Christopher D. Buchbinder 5.4 n/a n/a n/a n/a n/a n/a n/a Capital Group UK - Investment Company of America (UK) Clare Hart 3.6 9.3 23.1 42.1 59.6 95.7 136.4 204.9 JPM US Equity Income Cormac Weldon 10.5 17.7 46.2 92.8 97.8 173.3 245.8 372.8 Artemis US Select Daniel C. Roarty 6.1 3.4 16.4 32.3 41.7 n/a n/a n/a SVS AllianceBernstein Sustainable US Equity Daniel White 7.0 15.5 37.6 59.4 82.5 124.6 140.7 222.9 M&G North American Value Danielle Hines 5.1 4.8 21.3 61.8 n/a n/a n/a n/a JPM US ESG Equity Dave Bujnowski 5.7 -9.1 -1.4 40.3 -16.9 n/a n/a n/a Baillie Gifford American David Shaw 5.5 0.1 13.0 44.9 61.4 142.6 223.4 323.0 AXA Framlington American Growth David Silberman 3.6 9.3 23.1 42.1 59.6 n/a n/a n/a JPM US Equity Income David Small 5.1 4.8 21.3 61.8 n/a 68.1 n/a n/a JPM US ESG Equity David Zhao 6.0 8.5 20.9 35.3 48.5 103.9 118.9 n/a BlackRock US Mid-Cap Value Dharma Laloobhai 6.8 9.4 29.0 n/a n/a n/a n/a n/a iShares North American Equity Index Diversified Alternatives Team 6.9 9.3 29.3 72.2 92.8 166.5 220.6 323.2 Janus Henderson Inst North American Index Opportunities EMEA Portfolio Engineering Team 6.5 9.3 29.2 72.1 n/a n/a n/a n/a Scottish Widows US Equity Eric Garfunkel 8.6 6.9 28.7 n/a n/a n/a n/a n/a UBS US Growth Felix Wintle 8.3 8.8 29.3 59.3 36.3 99.0 n/a 149.7 VT Tyndall North American Finn Provan 8.4 11.1 31.2 n/a n/a n/a n/a n/a Royal London US Equity Trust Gabriel Solomon 5.6 16.6 27.9 49.6 n/a n/a n/a n/a T. Rowe Price US Large Cap Value Equity Gary Robinson 5.7 -9.1 -1.4 40.3 -16.9 87.0 165.2 272.3 Baillie Gifford American Geode Capital Management 6.7 9.8 29.7 71.2 101.6 180.5 237.9 350.1 Fidelity Index US