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 83 fund managers including Amundi, UBS, J.P. Morgan Asset Management, Goldman Sachs Asset Management, AllianceBernstein, Franklin Templeton, Capital Group, Allianz Global Investors, M&G Investments, Vontobel.

• SEI — SEI Global Master Fund PLC - The SEI Select Value Fund GBP Wlth A (IE000D52TAK4, 1-year return: +21.8%)
• St. James's Place International — GB00BMWGD444 (GB00BMWGD444, 1-year return: +12.3%)
• SPDR ETFs — SPDR Series Trust - State Street SPDR S&P Biotech ETF Dist USD (US78464A8707, 1-year return: +54.6%)
• SHK — SHK Corporate Arbitrage Manager (KYG392182468, 1-year return: —)
• CA Indosuez Fund Solutions S.A. — Select Equities - Schroder Global Emerging Markets Equities - V distributing (LU1518580318, 1-year return: +25.0%)
• SuMi Trust — LU2869556816 (LU2869556816, 1-year return: +20.9%)
• Redwheel — TM Redwheel Funds - TM Redwheel UK Equity Income Fund - L GBP Acc (GB00BG342D73, 1-year return: +23.5%)
• Banque — Banque Hermes Medium Bonds (LU0719524281, 1-year return: —)
• True Potential Investments — GB00BGR6VH64 (GB00BGR6VH64, 1-year return: +12.2%)
• Union Bancaire Privée — UBAM - Swiss Equity RC CHF (LU0132643411, 1-year return: +10.5%)
• UBS — UBS (Lux) Bond Fund - Euro High Yield (EUR) (USD hedged) Q-6%-mdist (LU1317082110, 1-year return: +3.6%)
• UBS — UBS (Lux) Equity SICAV - Euro Countries Income (EUR) P-acc (LU1121265208, 1-year return: +13.5%)
• UBS — UBS SBI® Foreign AAA-BBB 5-10 ESG UCITS ETF CHF acc (LU0950677863, 1-year return: +9.4%)
• LRI Invest S.A. — US EquityFlex I (LU1138397838, 1-year return: +16.9%)
• Insight — Insight Insight Global Credit (IE00BSL7CR62, 1-year return: —)
• Vontobel — Vontobel Fund - Emerging Markets Debt HG (hedged) (LU2514512818, 1-year return: —)
• Vontobel — Vontobel Fund - TwentyFour Sustainable Short Term Bond Income HNG (hedged) (LU2386631720, 1-year return: —)
• Aberdeen Group plc — abrdn SICAV I - Frontier Markets Bond Fund J Minc Hedged GBP (LU3239892576, 1-year return: —)
• IPM — IPM Global Equity (LU0371143750, 1-year return: —)
• Capital Group — Capital International Fund - Capital Group Multi-Sector Income Fund (LUX) N (LU2593130318, 1-year return: +1.9%)
• Neuberger Berman — Neuberger Berman Investment Funds Plc - Neuberger Berman High Yield Bond Fund AUD T (Weekly) Distributing Class - Hedged (IE00B95QHL52, 1-year return: +12.8%)
• Perpetual Investment Management — AU60PER07089 (AU60PER07089, 1-year return: +9.8%)
• UBS — UBS (Lux) Equity Fund - Japan (JPY) I-A1-acc (LU0403304966, 1-year return: +11.4%)
• UBS — Focused SICAV - High Grade Bond USD (JPY hedged) F-acc (LU1786948718, 1-year return: -7.8%)
• AllianceBernstein — AB FCP I - Global High Yield Portfolio IT EUR H (LU1113143140, 1-year return: +8.2%)
• AllianceBernstein — AB SICAV I - International Health Care Portfolio S1NN (LU2705807340, 1-year return: 0.0%)
• AllianceBernstein — AB SICAV I - Sustainable Global Thematic Portfolio AX (LU0289961442, 1-year return: +1.0%)
• Amundi — AMUNDI FUNDS - AMUNDI FUNDS EUROPEAN EQUITY VALUE - A USD (C) (LU1883314756, 1-year return: +19.9%)
• AllianceBernstein — AB SICAV I - Short Duration High Yield Portfolio EI (LU2463034103, 1-year return: +2.5%)
• AQR Capital Management — AQR UCITS Funds - AQR Apex UCITS Fund C3 (GBP) Acc (LU1532680961, 1-year return: +8.0%)
• AXA Investment Managers — AXA IM Fixed Income Investment Strategies - US Short Duration High Yield I Capitalisation USD (LU0188172174, 1-year return: +2.9%)
• Azimut Holding — AZ Fund 1 - AZ Equity - China I-EUR (ACC) (LU2097828474, 1-year return: +4.8%)
• Algebris Investments — Algebris UCITS Funds PLC - Algebris Financial Credit Fund C SGD (IE00BKPSPP81, 1-year return: +2.9%)
• Allianz Global Investors — Allianz Global Investors Fund - Allianz China A-Shares W7 (USD) (LU1997245763, 1-year return: —)
• Allianz Global Investors — Allianz Global Investors Fund - Allianz Oriental Income Ertrag Asien Pazifik A2 (EUR) (LU1173936821, 1-year return: +41.2%)
• Amundi — AMUNDI FUNDS - AMUNDI FUNDS GLOBAL MULTI-ASSET CONSERVATIVE - G EUR QTD (D) (LU1883329945, 1-year return: +10.9%)
• Amundi — AMUNDI FUNDS - AMUNDI FUNDS US SHORT TERM BOND - A2 HKD (C) (LU3036603218, 1-year return: —)
• Amundi — AMUNDI INDEX SOLUTIONS - Amundi EUR Corporate Bond ESG - IHG (D) (LU2183780050, 1-year return: +4.0%)
• Artemis — Artemis SmartGARP European Equity Fund I Dist GBP (GB00BR4TTQ03, 1-year return: +33.8%)
• Aviva Investors — Aviva Investors - Global Sovereign Bond Fund Imh GBP (LU2633342998, 1-year return: +2.2%)
• BNP PARIBAS ASSET MANAGEMENT — BNP PARIBAS EASY - MSCI Emerging Min TE Track Classic CAPITALISATION (LU1291097340, 1-year return: —)
• BNY — BNY Mellon Global Funds, plc - BNY Mellon Global Credit Fund USD L (Acc.) (IE000J3LXBI2, 1-year return: +2.3%)
• Baillie Gifford — Baillie Gifford Worldwide Funds PLC - Baillie Gifford Worldwide Japanese Fund B EUR Income (IE00BFWVPQ67, 1-year return: +11.1%)
• Barings — Barings Umbrella Fund plc - Barings Emerging Markets Local Debt Fund - Tranche E1 USD Accumulation (IE00BL0BMD69, 1-year return: +11.7%)
• Mercer — IE00BGK8XW82 (IE00BGK8XW82, 1-year return: +27.2%)
• RBC BlueBay Asset Management — BlueBay Funds - BlueBay Investment Grade Bond Fund - M - EUR accumulating (LU0438374190, 1-year return: +6.1%)
• Brummer & Partners — Brummer Umbrella ICAV - Brummer Multi Strategy UCITS Investor Class Shares CHF (IE00BMV37993, 1-year return: +20.3%)
• UBS — UBS (Lux) Robotics and Automation Equity Fund (EUR) P-dist (LU2067181615, 1-year return: +14.4%)
• Candriam — Candriam Sustainable - Candriam Sustainable Bond Euro Corporate R - USD - Hedged (LU1932633487, 1-year return: +2.0%)
• Capital Group — Capital International Fund - Capital Group Emerging Markets Local Currency Debt Fund (LUX) ZLd (LU2099823747, 1-year return: +11.8%)