Winner: JPM UK Equity Plus
The shortlisted companies are:
Ninety One UK Special Situations
Artemis UK Select
JPM UK Equity Plus
Royal London UK Dividend Growth
BlackRock UK Equity
Ninety One UK Special Situations
Management group: Ninety One
Category: UK Equity
Related benchmark used: FTSE All-Share
One-year total return: 23.91
Five-year total return: 43.36
Assets/Market capitalisation: £436mn
Name of manager(s)/management team(s): Alessandro Dicorrado & Steve Woolley
Start date of longest serving manager(s)/management team(s): April 17, 2020
Artemis UK Select
Management group: Artemis
Category: UK Equity
Related benchmark used: FTSE All-Share
One-year total return: 18.21
Five-year total return: 64.23
Assets/Market capitalisation: £2.19bn
Name of manager(s)/management team(s): Ed Legget & Ambrose Faulks
Start date of longest serving manager(s)/management team(s): December 31, 2015
JPM UK Equity Plus
Management group: JPMorgan Asset Management
Category: UK Equity
Related benchmark used: FTSE All-Share
One-year total return: 11.41
Five-year total return: 41.68
Assets/Market capitalisation: £182mn
Name of manager(s)/management team(s): Callum Abbot, James Illsley, Zach Chadwick & Anthony Lynch
Start date of longest serving manager(s)/management team(s): September 8, 2015
Royal London UK Dividend Growth
Management group: Royal London
Category: UK Equity
Related benchmark used: FTSE All-Share
One-year total return: 8.33
Five-year total return: 39.14
Assets/Market capitalisation: £1.12bn
Name of manager(s)/management team(s): Richard Marwood & Niko De Walden
Start date of longest serving manager(s)/management team(s): April 12, 2016
BlackRock UK Equity
Management group: BlackRock
Category: UK Equity
Related benchmark used: FTSE All-Share
One-year total return: 8.24
Five-year total return: 32.36
Assets/Market capitalisation: £331mn
Name of manager(s)/management team(s): Luke Chappell, Matthew Betts, Adam Avigdori, David Goldman & Samantha Brownlee
Start date of longest serving manager(s)/management team(s): September 30, 2016
