Congratulations to everyone who has made the shortlist in 2026. All shortlisted funds / groups below should have received an email confirming the next steps but if you did not, please contact Amelia.Hrabe@incisivemedia.com

To submit your entry questionnaire please click here

(Only shortlisted companies can enter the categories listed below)

Deadline for entries: 3rd April



Equities

UK All Companies

Artemis SmartGARP UK Equity Fund

Artemis UK Select Fund

Artemis UK Special Situations Fund

Fidelity Special Situations Fund

Invesco UK Equity High Income Fund

Invesco UK Opportunities Fund

JPM UK Dynamic Fund

Ninety One UK Special Situations Fund

UK Smaller Companies

Aberforth UK Small Companies Fund

AXA Framlington UK Smaller Companies Fund

CT UK Smaller Companies Fund

Fidelity UK Smaller Companies Fund

Premier Miton Tellworth UK Smaller Companies Fund

RGI UK Listed Smaller Companies Fund

Schroder UK Smaller Companies Fund

VT Teviot UK Smaller Companies Fund

WS Gresham House UK Micro Cap Fund

UK Equity Income

Artemis Income Fund

BNY Mellon UK Income Fund

CT Select UK Equity Income Fund

J O Hambro Capital Management UK Equity Income Fund

Man Income Fund

Schroder Income Maximiser Fund

TM Redwheel UK Equity Income Fund

Asia Pacific Ex-Japan

Baillie Gifford Pacific Fund

Federated Hermes Asia ex-Japan Equity Fund

Invesco Asian Fund

JPM Asia Pacific Equity Fund

Jupiter Merian Asia Pacific Fund

M&G Asian Fund

Ninety One Asian Equity Fund

Schroder Asian Income Fund

China

AB China A Shares Equity Portfolio

Allianz Hong Kong Equity Fund

Baillie Gifford China Fund

JPMorgan Funds - Greater China Fund

JSS Equity - All China Fund

Jupiter China Fund

Ninety One All China Equity Fund

Schroder International Selection - Greater China Fund

India

Ashoka WhiteOak India Opportunities Fund

Chikara Indian Subcontinent Fund

Eastspring Investments India Equity Fund

HSBC GIF Indian Equity Fund

Jupiter India Select Fund

Kotak India Midcap Fund

Morgan Stanley Indian Equity Fund

Pictet Indian Equities Fund

Schroder International Selection - Indian Equity Fund

Japan

Amova Japan Value Fund

CT Japan Fund

Fidelity Japan Fund

M&G Japan Fund

Man Japan CoreAlpha Fund

Morgan Stanley Japanese Equity Fund

Nomura Japan Strategic Value Fund

Polar Capital Japan Value Fund

WS Morant Wright Japan Fund

Global Emerging Markets

Artemis SmartGARP Global Emerging Markets Equity Fund

FTF Templeton Global Emerging Markets Fund

Invesco Global Emerging Markets Fund

Lazard Emerging Markets Fund

Nomura Emerging Markets Fund

Pacific North of South EM All Cap Equity Fund

Pacific North of South EM Equity Income Opportunities Fund

Principle Origin Global Emerging Markets Fund (Sub-advised by Jupiter Asset Management)

Europe

Artemis SmartGARP European Equity Fund

BlackRock Continental European Income Fund

EdenTree Sustainable European Equity Fund

HSBC Euroland Value Fund

JPMorgan Funds - Europe Small Cap Fund

Liontrust European Dynamic Fund

Mirabaud Discovery Europe ex UK Fund

Schroder European Fund

Waverton European Dividend Growth Fund

WS Ardtur Continental European Fund

Global Equity

Allianz Best Styles Global AC Equity Fund

Capital Group New Economy Fund

Heptagon Fund ICAV - WCM Global Equity Fund

Janus Henderson Horizon Global Smaller Companies Fund

Jupiter Merian Global Equity Fund

Polar Capital Artificial Intelligence Fund

WS Blue Whale Growth Fund

Global Income

Aegon Global Equity Income Fund

Artemis Global Income Fund

Fidelity Global Dividend Fund

Fidelity Global Enhanced Income Fund

Invesco Global Equity Income Fund

M&G Global Dividend Fund

Thornburg Equity Income Builder Fund

UBS Global Enhanced Equity Income Fund

US

AB Select US Equity Fund

Alger American Asset Growth Fund

American Century US Focused Innovation Equity Fund

Artemis US Select Fund

Artisan US Focus Fund

Capital Group Investment Company of America

New Capital US Growth Fund

T. Rowe Price US Blue Chip Equity Fund

UBS US Growth Fund

Bonds

Sterling Strategic Bond

Aegon Strategic Bond Fund

Artemis High Income Fund

Capital Group Global High Income Opportunities Fund

Man Dynamic Income Fund

Neuberger Berman Global Flexible Credit Income Fund

Royal London Sterling Extra Yield Bond Fund

Schroder Strategic Bond Fund

Titan Hybrid Capital Bond Fund

Sterling Corporate Bond

Aegon Investment Grade Bond Fund

Aegon Sterling Corporate Bond Fund

BNY Mellon Responsible Horizons UK Corporate Bond Fund

Man Sterling Corporate Bond Fund

Neuberger Berman Corporate Hybrid Bond Fund

Rathbone Ethical Bond Fund

Royal London Corporate Bond Fund

Royal London Sterling Credit Fund

Schroder Sterling Corporate Bond Fund

Global Emerging Market Bond

Barings Emerging Markets Sovereign Debt Fund

BlueBay Emerging Market Unconstrained Bond Fund

GMO Emerging Country Debt UCITS Fund

Goldman Sachs Emerging Markets Debt Portfolio

Neuberger Berman Emerging Market Debt Hard Currency Fund

PIMCO GIS Emerging Markets Bond ESG Fund

Templeton Emerging Markets Bond Fund

Vanguard Emerging Markets Bond Fund

Vontobel Emerging Markets Blend Fund

High Yield Bond

Aegon High Yield Bond Fund

Barings Global High Yield Bond Fund

Invesco High Yield Fund

Liontrust GF High Yield Bond Fund

Man High Yield Opportunities Fund

Schroder High Yield Opportunities Fund

T. Rowe Price Global High Income Bond Fund

Wellington Global High Yield Bond Fund

Global Corporate Bond

abrdn Euro Corporate Bond Fund

Aegon Global Short Dated Climate Transition Fund

Invesco Global Investment Grade Corporate Bond Fund

Muzinich Global Short Duration Investment Grade Fund

PGIM Global Corporate Bond Fund

PIMCO GIS Global Investment Grade Credit ESG Fund

Schroder International Selection Fund EURO Corporate Bond Fund

Vanguard Global Credit Bond Fund

Wellington Euro Credit ESG Fund

Global Bond

abrdn SICAV II - Global Income Bond Fund

Allianz Global Multi Sector Credit Fund

Goldman Sachs Global Dynamic Bond Plus Portfolio

Goldman Sachs Global Income Bond Portfolio

Muzinich Europeyield Fund

PGIM Multi-Sector Credit Fund

Robeco Credit Income Fund

Royal London Global Bond Opportunities Fund

Wellington Credit Income Fund

Specialist

Bonds

Algebris IG Financial Credit Fund

Jupiter Financials Contingent Capital Fund

Lombard Odier Asia Value Bond

M&G Global Convertibles Fund

MI Twentyfour Investment Funds - Asset Backed Opportunities Fund

New Capital Global Convertible Bond Fund

PIMCO GIS Low Duration Income Fund

Redwheel Global Convertibles Fund

Equities

Algebris Financial Equity Fund

Herald Worldwide Technology Fund

Jupiter Financial Innovation Fund

Neuberger Berman Next Generation Connectivity Fund

Polar Capital Global Technology Fund

Schroder International Selection - Emerging Europe Fund

T. Rowe Price Global Technology Equity Fund

Wellington Asia Technology Fund

Equity Precious Metals

BlackRock Gold & General Fund

Jupiter Gold & Silver Fund

Ninety One Global Gold Fund

SVS Baker Steel Gold and Precious Metals Fund

SVS Sanlam Global Gold & Resources Fund

WS Ruffer Gold Fund

YFS Charteris Gold and Precious Metals Fund

Absolute Return and Multi-Asset

Managed 0-35% Shares

Fidelity Multi Asset Open Defensive Fund

IFSL Church House Tenax Multi-Asset Strategy Fund

IFSL YOU Multi-Asset Blend Cautious Fund

Jupiter Merlin Monthly Income Select Fund

Legal & General Mixed Investment Income 0-35% Fund

Premier Miton Defensive Multi-Asset Fund

Multi-Asset Managed 20-60% shares

Aegon Diversified Monthly Income Fund

Artemis Monthly Distribution Fund

IFSL YOU Multi-Asset Blend Balanced Fund

Invesco Global Income Fund

Orbis OEIC Global Cautious Fund

Premier Miton Cautious Monthly Income Fund

Schroder MM Diversity Fund

TrinityBridge Diversified Income Portfolio Fund

TrinityBridge Managed Conservative Fund

Managed - 40-85% Shares

CG AJ Bell Moderately Adventurous Fund

Credo Dynamic Fund

FP Russell Investments Multi Asset Growth Fund V

IFSL YOU Multi-Asset Blend Growth Fund

M&G Episode Growth Fund

Nedgroup Investments Global Flexible Fund

Orbis OEIC Global Balanced Fund

VT Chelsea Managed Balanced Growth Fund

Managed - Flexible 

AB Emerging Markets Multi-Asset Portfolio

CG AJ Bell Adventurous Fund

IFSL Atomos Growth Fund

M&G Managed Growth Fund

VT Chelsea Managed Aggressive Growth Fund

VT Price Value Portfolio

VT Tatton Blended Aggressive Fund

Absolute Return

BNY Mellon Real Return Fund

Carmignac Portfolio Long-Short European Equities Fund

CT Dynamic Real Return Fund

Jupiter Merian Global Equity Absolute Return Fund

Royal London Diversified Asset-Backed Credit Fund

TM Fulcrum Income Fund

YFS Argonaut Absolute Return Fund

Global Group of the Year (based on number of funds included in the shortlist)

Aegon Asset Management

Artemis Fund Managers

Fidelity International

Invesco

Jupiter

M&G Investments

Schroders