Retirement Money Show Webinar

Presenting

Baillie Gifford

Baillie Gifford’s sole business is investment management. Since the company was founded in 1908 it has been a partnership. Today it is owned by 47 partners all of whom work in the business.

We believe that the best investment ideas spring from thinking about future possibilities, not short-term probabilities. We set no barriers to the imagination of our investors, encouraging fresh perspectives and the use of diverse sources of information. We term ourselves Actual Investors.

We currently manage or advise some £352.4bn on behalf of clients worldwide. Whilst we are predominantly an institutional manager (circa 81% of FUM), we offer an extensive range of investment trusts and open ended funds to UK wealth managers and intermediaries.

BlackRock

BlackRock’s purpose is to help more and more people experience financial well-being. As a fiduciary to investors and a leading provider of financial technology, we help millions of people build savings that serve them throughout their lives by making investing easier and more affordable.

BlackRock Smaller Companies Trust plc aims to achieve long-term capital growth for shareholders through investment mainly in smaller UK quoted companies. For additional information on this Trust, please visit blackrock.com/uk/brsc (AJ Bell – please use following tracking link for url: https://www.blackrock.com/uk/individual/products/investment-trusts/our-range/blackrock-smaller-companies-investment-trust/trust-information?siteEntryPassthrough=true&cid=aff:investmenttrusts2021:brsc:ajbell:link) 

Invesco

Invesco is one of the UK’s leading investment managers, delivering an ever-widening range of investment products that span investment styles, asset classes and geographies. Key to our success has been a relentless commitment to investment excellence and our focus on helping investors achieve their investment goals.

We have significant strength and depth in resources, with investment professionals located in 25 countries and more than 8,000 employees worldwide1, all focused on delivering the best outcomes for our clients.

1 As at 30 September 2020.

Janus Henderson Investors

Janus Henderson Investors is a leading global active asset manager. We exist to help clients achieve their long-term financial goals.

Our active management offers clients the opportunity to outperform passive portfolios over the course of market cycles. We aim to do this by taking on appropriate levels of risk and offering products and strategies at reasonable fees. The outlook for markets in the foreseeable future suggests returns are likely to be lower on a relative basis and more volatile than they have been in the past decade. In this environment, the value of active management could be crucial.

We are also in a time of accelerating change that is reshaping the way people live their lives. This can be unsettling and make it harder to achieve financial goals. At an investment level, disruption poses both challenges and opportunities and our managers apply their experience within the context of risk versus reward, seeking to ensure clients are on the right side of change. In this way, we hope to offer a welcome level of stability and predictability in a volatile world.

JPMorgan

J.P. Morgan Asset Management, with assets under management of USD 2.6 trillion as of June 30, 2021, is a global leader in investment management. J.P. Morgan Asset Management's clients include institutions, retail investors and high net worth individuals in every major market throughout the world. J.P. Morgan Asset Management offers global investment management in equities, fixed income, real estate, hedge funds, private equity and liquidity.

With more than 130 years of investment experience, J.P. Morgan Asset Management is one of the UK’s leading investment trust providers. The company combines global investment resources with local expertise to offer more than 20 investment trusts—each designed to help investors build stronger portfolios. Thanks to its worldwide network of experienced investment professionals, J.P. Morgan Asset Management has the scale and expertise to invest successfully across all major asset classes and regions, and through multiple market cycles. Investment trusts are a well-established part of J.P. Morgan Asset Management’s comprehensive range of investment solutions, with some of its key trusts offering a track record stretching back more than a century—a testament to the company’s long-term view and ongoing commitment to its clients.

Schroders

Schroder AsiaPacific Fund plc is a United Kingdom-based investment company. The Company's principal investment objective is to achieve capital growth through investment in equities of companies located in the continent of Asia (excluding the Middle East and Japan), together with the far eastern countries bordering the Pacific Ocean. It may invest up to 5% of its assets in securities, which are not listed on any stock exchange. The Company invests in a range of sectors, such as information technology, industrials, financials, energy and real estate.