Boutique Fund Manager Funds · 200

Boutique Fund Managers on Funds Benchmark

Funds from specialist boutique managers outside the mega-brand asset managers. Smaller, focused teams often producing distinctive performance.

Funds Benchmark lists 200 boutique fund managers from 87 fund managers including St. James's Place International, BetaShares, Dimensional, Banca Fideuram, Ruth Asset Management, IPAC Asset Management, Aegon/Scottish Equitable plc, Phoenix Unit Trust Managers, KBC Asset Management, Aviva Life & Pension.

• Dimensional — International Core Equity Portfolio (I) (US2332033719, 1-year return: +29.7%)
• Dimensional — International Small Cap Value Portfolio (I) (US2332037363, 1-year return: +45.7%)
• Dimensional — Emerging Markets Core Equity Portfolio (I) (US2332034212, 1-year return: +30.1%)
• Dimensional — One-Year Fixed Income Portfolio (I) (US2332036035, 1-year return: +2.5%)
• Dimensional — Five-Year Global Fixed Income Portfolio (I) (US2332038841, 1-year return: +3.5%)
• Dimensional — Real Estate Securities Portfolio (I) (US2332038353, 1-year return: +2.6%)
• IPAC Asset Management — IPAC Summit Select Index Moderately Defensive (AU60NMM01123, 1-year return: +16.4%)
• IPAC Asset Management — IPAC Summit Select Index Balance (AU60NMM01131, 1-year return: +17.5%)
• IPAC Asset Management — IPAC Summit Select Index Growth (AU60NMM01149, 1-year return: +19.3%)
• IPAC Asset Management — IPAC Summit Select Index High Growth (AU60NMM01156, 1-year return: +20.6%)
• IPAC Asset Management — IPAC North Professional Balanced (AU60IPA00776, 1-year return: +16.4%)
• AMP Capital — AMP Capital Income Generator (AU60IPA00750, 1-year return: +15.8%)
• IPAC Asset Management — IPAC Diversified Investment Strategy 2 (AU60IPA01154, 1-year return: +16.3%)
• Assura — Assura PLC (GB00BVGBWW93, 1-year return: —)
• Macquarie — Macquarie Walter Scott Emerging Markets (AU60MAQ06518, 1-year return: +29.8%)
• Epoch Investment Partners Inc — Epoch Global Equity Shareholder Yield (Unhedged) (AU60GSF00021, 1-year return: +20.5%)
• St. James's Place International — SJP Global Lower Carbon Equity (GB00B4675294, 1-year return: +15.8%)
• Equity Trustees Fund Services — EQT Cash Management (AU60ETL01012, 1-year return: +11.6%)
• T.Rowe Price — T. Rowe Price Global Equity (AU60ETL00717, 1-year return: +11.3%)
• La Trobe Financial Services — La Trobe Australian Credit Fund – Classic Notice Account (AU60LTC00018, 1-year return: +12.5%)
• Dimensional — Dimensional Global Bond Trust (AU60DFA00281, 1-year return: +11.0%)
• Dimensional — Dimensional World Allocation 70/30 Trust (AU60DFA00299, 1-year return: +19.5%)
• Standard Life Investments — Standard Life Sustainable Multi Asset (AP) Pension Fund (GB00B6X0SG04, 1-year return: +13.1%)
• Russell Investments — Russell Global Bond (AU60RIM00801, 1-year return: -0.1%)
• Scottish Widows Limited — SW Passive Emerging Market Equity (GB00B6SWNT95, 1-year return: +26.3%)
• St. James's Place International — SJP Global Value (GB00B4MZLZ29, 1-year return: +11.6%)
• St. James's Place International — SJP Global Government Inflation Linked Bond (GB00B6VJ8D62, 1-year return: +3.0%)
• St. James's Place International — SJP Global Absolute Return (GB00B76L5009, 1-year return: +4.0%)
• BetaShares — Betashares Crude Oil Index Currency Hedged Complex ETF (AU000000OOO6, 1-year return: +75.1%)
• ReAssure Life Limited — OMR iShares Emerging Markets Equity Index (UK) Life (GB00B7F0X601, 1-year return: +12.4%)
• Solaris Investment Management — Solaris Core Australian Equity (AU60SOL00015, 1-year return: +20.5%)
• St. James's Place International — SJP Global Value UT (GB00B6XMG731, 1-year return: +13.4%)
• Polunin Capital — Emerging Markets Technology Fund (LU0255439472, 1-year return: +25.5%)
• Coronation — Coronation Multi-Manager Global Equity Fund (IE00081GIY56, 1-year return: +8.4%)
• Merricks Capital Pty Ltd — Merricks Capital Partners Fund (AU60MER00016, 1-year return: +17.8%)
• Allfunds Investment Solutions — All Nomura Japan Equity (LU2893169651, 1-year return: +43.8%)
• BetaShares — Betashares Global Shares Currency Hedged ETF (AU0000269987, 1-year return: +27.2%)
• FundRock — Sissener Canopus (LU0694231910, 1-year return: +40.9%)
• AllianceBernstein — China A Shares Value Equity Portfolio (LU0564317138, 1-year return: —)
• FundRock — Sissener Corporate Bond Fund (LU1923202326, 1-year return: +16.1%)
• CaixaBank Asset Management — Alternative Strategies Fund (LU2597981674, 1-year return: +9.7%)
• Universal Investment — Metzler FX Protected Carry Fund (IE000N2TS5K6, 1-year return: —)
• Aviva Investors — Aviva Investors Real Estate Active LTAF (GB00BMBTPD75, 1-year return: +8.0%)
• CaixaBank Asset Management — Absolute Return Strategies Fund (LU2597981831, 1-year return: +6.2%)
• Phoenix Unit Trust Managers — PUTM ACS UK All Share Listed Equity Multi Manager Fund (GB00BP8L2T27, 1-year return: +22.7%)
• Waystone — P (LU2217669543, 1-year return: +11.8%)
• BetaShares — Betashares Inflation Protected U.S. Treasury Bond Currency Hedged ETF (AU0000292831, 1-year return: +10.0%)
• St. James's Place International — SJP Polaris 4 (GB00BQV3RK85, 1-year return: +11.0%)
• KBC Asset Management — High Yield Responsible Investing (LU2556672116, 1-year return: —)
• Standard Life Assurance Co — SL iShares ESG Sterling Corporate Bond Index Pension Fund S4 (GB00BFCNPK62, 1-year return: +3.2%)