abrdn
We invest to help create more for our clients. We offer investment expertise across key asset classes, regions and markets so that our clients can capture investment potential. By combining market and economic insight with technology and diverse perspectives, we look for optimal ways to help our clients navigate the future and reach their objectives. And by integrating environmental, social and governance (ESG) considerations through our process, we seek to find the most sustainable investment opportunities globally helping build our conviction and underpin client solutions. By ensuring the assets we invest in are ready for and resilient to a world in transition, we act as guardians of our clients’ assets and where possible we align the interests of our clients and wider society with a more sustainable future for our planet.
*All data facts and figures as at March 31, 2024
AJ Bell
AJ Bell is one of the UK’s largest providers of online investment platforms and stockbroker services. A Which? Recommended Provider for five years running, we look after £80.3bn of assets for 499,000 customers and counting. We've succeeded by offering award-winning investment accounts, all backed up with excellent service at a low cost.
Amundi Asset Management
Amundi ETF is Europe's leading ETF provider, with nearly 220 billion euros in assets under management.1
Since its launch, Amundi ETF has established itself as a leading player, recognized for its competitive and innovative solutions, as well as for its pioneering spirit in responsible investment.
Today, Amundi ETF offers a comprehensive range of over 300 ETFs covering all asset classes and geographical zones, and ESG, climate and thematic approaches.
The Amundi ETF teams draw on all the resources of the Amundi Group, in particular its key research capabilities and its technological power, to help investors achieve their savings and allocation objectives.
1. Source: Amundi Asset Management, ETC Gold included, as at 31/12/2023.
More information on amundietf.com
BBGI Global Infrastructure
BBGI is a global infrastructure investment company and FTSE 250 constituent, helping to provide responsible capital to build and maintain critical social infrastructure. We invest in and actively manage for the long-term a globally diversified, low-risk portfolio of 56 high-quality, 100% availability-style infrastructure assets that generate sustainable returns. From hospitals, schools, affordable housing, clean energy, roads and transport infrastructure assets, we partner with the public sector to deliver social infrastructure that forms the building blocks of local economies, while creating sustainable value for all stakeholders.
BBGI is committed to delivering stable, predictable cash flows with progressive long-term dividend growth and attractive, sustainable, returns for shareholders. We have a proactive approach to preserving and enhancing the value of our investments, and to delivering well maintained social infrastructure for communities and end users.
All BBGI's investments are supported by secure public sector-backed contracted revenues, with high-quality inflation linked characteristics. Our portfolio is 100% operational and located across highly rated investment grade countries with stable, well-developed operating environments. BBGI's in-house management team is incentivised by shareholder returns and consistently maintains low comparative ongoing charges.
BlackRock
BlackRock’s purpose is to help more and more people experience financial well-being. As a fiduciary to investors and a leading provider of financial technology, we help millions of people build savings that serve them throughout their lives by making investing easier and more affordable. For additional information on BlackRock, please visit www.blackrock.com/corporate
Columbia Threadneedle Investments
Investing smarter for the world you want
At Columbia Threadneedle Investments, we offer investments to make a difference to your world, and the wider world. Millions of people rely on us to manage their money and invest for their future; together they entrust us with US $652 billion*.
We are Globally Connected
Our reach is expansive, with over 2,500 people* – including more than 650 investment specialists* – spanning the world. But for us, a global perspective is about more than numbers; it is about the smarter advantage we create when we bring our teams’ insights together. We’ve built our diverse expertise and on-the-ground knowledge into our investment processes and solutions, covering almost every asset class and market.
We are Intense about Research
We share a belief that original, independent research makes investment decisions smarter. We have over 200 research associates around the globe, and proprietary tools harnessing big data and next generation analytics. This allows us to turn information into forward-looking insights that can add real value to our investment decisions, enhancing our ability to help deliver good outcomes for our clients.
We have a Responsible Ethos
We think our Responsible Investment (RI) capabilities can help you contribute through your investments to shaping the future world you seek. This continually pushes us forward in how we seek to operate as a business in developing our in-depth RI research capability as support for portfolio construction.** As a responsible investor, partner, and citizen we’re building our RI capabilities needed to help you, our clients, achieve your financial goals while seeking to shape the world you want to live in.
We focus on Continuous Improvement
Markets don’t stand still and neither do we. Every day, we’re looking for opportunities to improve how we invest and what our clients experience – be it the independent oversight teams that ensure the robustness of our investment processes, the emphasis we place on developing our talent, or the innovative solutions that we offer. The world is continually changing, and with it our clients’ needs, which is why we are always evolving.
Whatever world you want, our purpose is to help you achieve it.
*All correct as at 31 March 2024.
**Although RI research is made available to all portfolio managers, each portfolio management team within our firm makes its own investment decisions and certain teams may place more, less or no emphasis on such research in any given investment decision.
First Sentier Investors
First Sentier Investors is a global asset management group focused on providing high quality, long-term investment capabilities to clients. We bring together teams of active, specialist investors who share a common commitment to responsible investment principles.
We are a stand-alone asset management business and the home of investment teams AlbaCore Capital Group, FSSA Investment Managers, Igneo Infrastructure Partners, Stewart Investors and RQI Investors. All our investment teams – whether in-house or individually branded – operate with discrete investment autonomy, according to their investment philosophies.
Goldman Sachs Asset Management
Goldman Sachs Asset Management is the primary investing area within Goldman Sachs, delivering investment and advisory services across public and private markets for the world’s leading institutions, financial advisors and individuals. The business is driven by a focus on partnership and shared success with its clients, seeking to deliver long-term investment performance drawing on its global network and deep expertise across industries and markets. Goldman Sachs Asset Management is a leading investor across fixed income, liquidity, equity, alternatives and multi-asset solutions. Goldman Sachs oversees more than $2.8 trillion in assets under supervision as of December 31, 2023.
https://www.linkedin.com/showcase/goldman-sachs-assetmanagement/
HICL Infrastructure PLC (HICL)
HICL was the first diversified core infrastructure investment company listed on the London Stock Exchange. The Company completed its IPO in 2006 and is a member of the FTSE 250 index. HICL invests in core infrastructure, the segment of the infrastructure market at the lower end of the risk spectrum, which captures critical assets with strong social foundations such as healthcare and education, assets that connect communities from rail and road to communications; and assets that support the transition to a low-carbon modern economy. The company follows an active strategy to manage and selectively grow its portfolio of investments with a protected market position, that deliver investors resilient, high-quality cashflows.
HSBC Asset Management
HSBC Asset Management, the investment management business of the HSBC Group, invests on behalf of HSBC’s worldwide customer base of retail and private clients, intermediaries, corporates and institutions through both segregated accounts and pooled funds. HSBC Asset Management connects HSBC’s clients with investment opportunities around the world through an international network of offices in 23 countries and territories, delivering global capabilities with local market insight. As at 31 March 2024, HSBC Asset Management managed assets totalling US$712bn on behalf of its clients.
Impax Asset Management
Founded in 1998, Impax is a specialist asset manager, with assets under management of approximately £39.6 billion as of 31 March 2024 in both listed and private markets strategies, investing in the opportunities arising from the transition to a more sustainable global economy.
Impax believes that capital markets will be shaped profoundly by global sustainability challenges, including climate change, pollution and essential investments in human capital, infrastructure and resource efficiency. These trends will drive growth for well-positioned companies and create risks for those unable or unwilling to adapt.
The company seeks to invest in higher quality companies with strong business models that demonstrate sound management of risk. Impax offers a well-rounded suite of investment solutions spanning multiple asset classes seeking superior risk-adjusted returns over the medium to long term.
Impax has approximately 300 employees across its offices in the United Kingdom, the United States, Ireland, Hong Kong and Japan, making it one of the investment management sector's largest investment teams dedicated to sustainable development.
Invesco
Invesco is a leading independent global investment management firm with more than 8,400 dedicated people in over 26 countries. Our philosophy is about using our integrity, passion and expertise to solve the needs of our clients, helping them reach their goals.
We manage over US$1.3 trillion of assets*, giving our clients the confidence of working with a partner with size, scale and stability. We offer a wide range of single-country, regional, and global capabilities across major equity, fixed-income, and alternative asset classes, delivered through a diverse set of investment vehicles, including a broad range of ESG-related capabilities.
31 May 2024
Law Debenture
Law Debenture (LWDB) investment trust is a unique combination of a UK equity income portfolio, and a leading provider of professional services. This unique structure offers significant diversification at low cost, with an ongoing charge of 0.49%.
LWDB has been around for over 134 years, with a proven track record for significant benchmark outperformance. We have delivered largely superior long-term returns compared to other larger UK equity income funds, with the share price total return having outpaced the FTSE All Share by 44% over the past decade.
Our Independent Professional Services (IPS) business, which is in its sixth year of delivering consistent mid-to-high single growth, accounts for 20% of our NAV and has funded a third of our dividends over the past decade (adding to 45 years of increasing or maintaining dividends).
This strong cashflow gives investment managers, James Henderson and Laura Foll, greater flexibility to invest across a range of low or zero yielding growth.
Montfort Communications
Montfort is an award-winning reputation management consultancy, delivering data-driven strategic advice to the world’s leading companies, individuals, and organisations.
We act for clients in every region of the world:
• Protecting and enhancing corporate reputation
• Crafting campaigns that harness the power of new and legacy media
• Managing crises and legal disputes
• Shaping the political environment through tailored engagement strategies
• Handling high profile M&A and IPO assignments.
We are led by one of the most experienced leadership teams in global communications. We operate across virtually every sector, with significant depth in financial services especially in asset & wealth management.
NextEnergy
NextEnergy Solar Fund is a leading specialist solar and energy storage investment company and is a constituent of the FTSE 250.
The main objective for the fund is to provide shareholders with a reliable source of income through dividends and ongoing value accretion via the NAV. In the past ten years NESF has paid over £345m in dividend income to shareholders, delivering a ten-year cash covered and year-on-year growing dividend.
NESF achieves its returns via investing primarily in utility scale solar assets alongside complementary ancillary technologies, such as energy storage.
NESF is driven by a mission to lead the transition to clean energy, while providing impact and return for investors and other key stakeholders.
Pantheon
PIP is managed and advised by Pantheon, a specialist global private markets investor. Pantheon has been at the forefront of private markets investing for more than 40 years, earning a reputation for providing innovative solutions covering the full lifecycle of investments, across private equity, real assets and private credit. The firm has partnered with more than 650 clients, with approximately $65bn in discretionary assets under management (as at 31 December 2023).
Royal London Asset Management
At Royal London Asset Management, we do things a little differently.
We take a distinct approach to active management. As an integral part of customer-owned mutual Royal London, we’re free from short-term shareholder demands. Instead, we put our clients at the heart of what we do, using a longer-term perspective to generate investment returns.
It’s a different pressure to perform and we thrive on it. As active long-term investors, we create solutions with the right balance of return and risk. Our consistent track record across asset classes speaks for itself.
We are independent, responsible investors. Entrusted with other people’s money, we embrace the influence we have as stewards of our clients’ capital, for the mutual benefit of our clients and wider society.
We are dedicated to delivering for our clients around the world. Building a better future, together.
It’s asset management excellence, with a longer-term perspective
Schroders
About us
As a global asset and wealth manager, Schroders delivers a broad range of investments designed to meet the diverse needs of individuals, intermediaries and institutions.
For over 200 years we have built principled partnerships with our clients, putting them at the centre of everything we do. They trust us to deliver sustainable returns through times of economic prosperity and of uncertainty.
We are a global business, managed locally. Our international presence supports us in understanding the needs of our clients and delivering them the right expertise from across the business.
As an active investment manager we believe that we have an important role to play in driving better outcomes for our clients and society as a whole. We bring together people and data to identify the trends that will shape the prosperity of individuals, businesses and future generations.
Schroders Investment Trusts
Schroders, winner of ‘Group of the Year’ at the 2023 Investment Company of the Year Awards, has been managing investment trusts since 1924 and has established a strong reputation. Our specialist teams draw on Schroders’ extensive investment resources, combining global insights with local market knowledge.
We offer a wide range of investment trusts with clearly defined investment strategies that help investors meet their financial objectives.
The Renewables Infrastructure Group Limited (TRIG)
TRIG was the first and remains the largest geographically and technologically diversified investment company investing in and operating renewable energy infrastructure listed on the London Stock Exchange. The Company completed its IPO in 2013 and has been a member of the FTSE 250 Index since 2015. TRIG’s diversified portfolio of assets predominantly consists of operational onshore and offshore wind farms, solar parks and battery storage projects in the UK and mainland Europe. TRIG’s purpose is to create shareholder value from a portfolio of renewable energy generation and supporting infrastructure, contributing towards a cleaner and more secure future.
Tritax Big Box REIT plc
Tritax is an asset manager investing in critical supply chain real assets aligned with the structural trends that are shaping the future economy, including digitisation, automation, urbanisation and green energy. Our four funds – Tritax Big Box REIT plc (FTSE 250), Tritax EuroBox plc (FTSE 250), MetroBox (private) and Tritax Property Income Fund (private) – own and manage more than 50 million sq ft of modern, flexible and well-located real assets. These funds help businesses succeed in a dynamic economy by enabling sustainable and resilient supply chains and offer investors access to a wide range of some of the most attractive opportunities in this fast-growing sector. We collaborate with our stakeholders to deliver a cleaner, healthier and more equitable society because we believe this will drive superior returns over the long term. Our specialist focus and 25+ year track record help us to identify some of the most attractive investment opportunities, while our entrepreneurial spirit and strong governance mean we can move fast and confidently act on them. Tritax is backed by global asset manager abrdn.