A Global Approach

Page 1

The global approach to selecting fund managers

Key to our distinctive approach is the ability to identify and select fund managers from around the world.

Contracting out the management of our funds gives us greater freedom and the flexibility to source investment expertise on a global scale.

Our managers are based in cities from London to Cape Town, Toronto to Sydney.

This approach also provides you with the benefits of exclusivity. We have 34 funds. Some of those funds are managed with the strategy of a single fund management company.

We have 17 funds, shown shaded below, where at least 50% of the strategy is exclusive to St. James’s Place clients.

Fund strategies (unit trust)

Amundi Global Absolute Return

Arga Investment Management, LP Emerging Markets Equity

Aristotle North American

Artemis UK Equity Income

Artisan Partners Global Global Value

Artisan Partners Global Quality Global Growth

Axiom Investors Global Growth

Baillie Gifford UK

Blackrock Global Absolute Return Index linked gilts

BlueBay Diversified Bond Strategic Income

BlueBay Global High Yield Bond

Burgundy Greater European Progressive Capital Four Global High Yield Bond

Comgest

EdgePoint

Japan

Global Growth

FSSA Asia Pacific

GMO

Impax

Balanced Managed

Sustainable & Responsible Equity

Global Quality

Invesco Global Absolute Return Corporate Bond

Jennison Associates

Balanced Managed

JO Hambro Global Quality

J.P.Morgan UK Equity Income

KKR Diversified Assets (FAIF)

Lazard Asset Management Ltd Emerging Markets Equity

Loomis Sayles

Investment Grade Corporate Bond

Los Angeles Capital Global Equity UK

Man GLG Diversified Bond

MidOcean

Ninety One

Ninety One

Nippon Value

Investors

Oaktree

Orchard Street

Paradice

Payden & Rygel

Pzena

Strategic Income

Continental European Global Quality

Greater European Progressive Worldwide Income

Japan

Global High Yield Bond

Property

Global Smaller Companies

Diversified Bond Global Absolute Return

Global Value

Redwheel UK

Sanders Capital

Sands Capital Management

Global Value

Global Growth

UK Equity Income

Global Quality

Schroders Managed Growth Strategic Income

Select Equity

Somerset Capital Management LLP

State Street

Global Advisors

State Street

Global Advisors

Threadneedle

Global Quality

Emerging Markets Equity

Global Equity

International Equity

Global Emerging Markets

Global Absolute Return

Corporate Bond Strategic Managed

Investment Grade

Twenty Four Strategic Income

Wasatch

WCM Investment Management

Wellington Management

Diversified Bond

Emerging Markets Equity

Global Growth

Gilts Global Absolute Return

2 | The global approach to selecting fund managers
SJP4010_DS B4 (02/23) The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. Members of the St. James’s Place Partnership in the UK represent St. James’s Place Wealth Management plc., which is authorised and regulated by
Financial Conduct Authority. St. James’s Place Wealth Management plc. Registered Office: St. James’s Place House, 1 Tetbury Road, Cirencester, Gloucestershire, GL7 1FP, United Kingdom. Registered in England Number 4113955.
the
SJP Approved 01/02/23
Man Numeric Global Equity
The value of an investment with St. James’s Place will be directly linked to the funds selected and may go down as well as up. You may get back less than you invested.

Turn static files into dynamic content formats.

Create a flipbook
Issuu converts static files into: digital portfolios, online yearbooks, online catalogs, digital photo albums and more. Sign up and create your flipbook.