SWIS and Clerical Medical fund managers

Aberdeen Asset Management

Aberdeen Asset Management logo

Aberdeen Asset Management plc is a global asset manager and a FTSE 100 company. Based in over 20 countries, Aberdeen manages assets for both institutional and retail clients from more than 30 offices around the world. Aberdeen’s business is predominantly the active management of financial assets, using first-hand research to make investment decisions. Active investment spans equities, fixed income securities and property, sharing resources and a common investment approach. Aberdeen has also developed an investment solutions business that can blend abilities across different asset classes to provide highly tailored investment outcomes to meet specific client needs. This incorporates expertise in both quantitative equities and alternatives.

For more information about Aberdeen, visit Aberdeen’s website


Fidelity logo

Established over 40 years ago, Fidelity is committed to delivering superior returns for clients by finding the best global investment opportunities in any prevailing market environment. Fidelity attributes the main reason for success as being its approach to investment, encouraging fund managers to develop their individual flair, while basing every investment choice on rigorous research, the cornerstone of its global investment process.

For more information about Fidelity, visit Fidelity’s website

Insight Investment

Insight Investment logo

Insight is a specialist asset manager at the forefront of designing and delivering investment solutions to meet its clients' investment needs. As a leading fixed income manager and pioneer or liability-driven investments, multi-asset and absolute returns solutions, it combines expertise, strength and depth of knowledge with innovation across a broad range of asset classes and the entire risk/return spectrum to offer its clients complete flexibility.

For more information about Insight, visit Insight’s website

Invesco Perpetual

Invesco Perpetual logo

Invesco Perpetual is one of the largest independent investment managers in the UK, managing assets on behalf of consumers, intermediaries and professional investors through a broad product range which includes ICVCs, investment trusts, ISAs, pension funds, offshore funds and other specialist mandates. Invesco Perpetual forms part of Invesco Ltd, a leading independent global investment management organisation serving retail, institutional and high-net-worth clients around the world.

For more information about Invesco Perpetual, visit Invesco Perpetual’s website

Investec Asset Management

Investec Asset Management logo

Investec Asset Management is a specialist, independent provider of active investment products and services to institutional and individual investors. The business has grown organically from domestic roots in the UK and Southern Africa to a position where it proudly serves a growing international client base from the Americas, Europe, Asia, the Middle East, Australia and Africa.

For more information about Investec, visit Investec’s website

Jupiter Asset Management

Jupiter Asset Management logo

Launched in 1985 as a specialist boutique, Jupiter has grown to be one of the UK's most successful and respected investment management groups. It currently manages assets spread across a range of UK and offshore mutual funds, multi-manager products, hedge funds, institutional mandates and investment companies. Jupiter has gained a reputation for achieving outperformance across a broad variety of portfolios specialising in different markets, including UK equities, Europe, global financials and emerging Europe.

For more information about Jupiter, visit Jupiter’s website

Martin Currie

Martin Currie logo

Martin Currie is a specialist investment management business, managing active equity portfolios for clients around the world. It is a private company, owned and managed by its full-time employees. It believes that employee ownership confers stability, minimises corporate distractions and helps it attract and retain talented people to the business.

For more information about Martin Currie, visit Martin Currie’s website


Newton logo

Newton Investment Management Limited is one of BNY Mellon Asset Management's specialist asset managers. Newton is one of the pioneers of global thematic investing and this philosophy has been fundamental in the delivery of strong relative performance in rising and falling markets. The firm terms its investment approach as 'active stock and bond selection within a global framework'. This approach involves the skills of active fund management on a daily basis and recognises that no one market in the world operates independently from activities and developments in others around the globe.

For more information about Newton, visit Newton’s website

Old Mutual Asset Managers

Old Mutual Asset Managers logo

Old Mutual Asset Managers (UK) is a specialist investment firm focused exclusively on asset management. It manages relative and absolute return funds, and segregated managed accounts for retail and institutional clients and offers four key capabilities: discretionary equities; quantitative strategies; statistical arbitrage and fixed interest.

For more information about Old Mutual, visit Old Mutual’s website

Schroders Asset Management

Schroders Asset Management logo

Schroders is an independent, dedicated asset manager with a strong heritage and culture based on over 200 years' experience of investment markets. Listed on the FTSE 100, Schroders benefits from a strong balance sheet and a stable ownership structure which allows it to focus entirely on delivering results.

For more information about Schroders, visit Schroders’ website

UBS Global Asset Management

USB Global Asset Management logo

UBS Global Asset Management is a large scale asset manager with well-diversified businesses across regions, capabilities and distribution channels. It offers investment capabilities and investment styles across all major traditional and alternative asset classes. These include equity, fixed income, currency, hedge fund, real estate and infrastructure investment capabilities that can also be combined in multi-asset strategies.

For more information about UBS, visit UBS’s website

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Scottish Widows Limited. Registered in England and Wales No. 3196171. Registered office in the United Kingdom at 25 Gresham Street, London EC2V 7HN. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Financial Services Register number 181655.

Scottish Widows Unit Trust Managers Limited. Registered in England and Wales No. 1629925. Registered Office in the United Kingdom at Charlton Place, Andover, Hampshire SP10 1RE. Tel: 0345 300 2244. Authorised and regulated by the Financial Conduct Authority. Financial Services Register number 122129.

HBOS Investment Fund Managers Limited, registered in England number 941082. Registered office in the United Kingdom at Trinity Road, Halifax, West Yorkshire HX1 2RG. Authorised and regulated by the Financial Conduct Authority. Financial Services Register number 119223.

Scottish Widows Bank is a trading name of Lloyds Bank plc. Registered office: 25 Gresham Street, London EC2V 7HN. Registered in England and Wales, no. 2065. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority under number 119278.

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