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.

JP Morgan Global Growth & Income

JPMorgan Global Growth & Income has a distinctive strategy for today’s market – aiming to provide the best of both worlds. The Portfolio Managers focus on investing in their best ideas from across the world’s stock markets, whilst the Company provides an attractive quarterly dividend distribution – set at the beginning of its financial year. Investment decisions are made by three highly experienced Portfolio Managers, who are supported by a team of more than 80 research and investment specialists. The Company’s Portfolio Managers have the freedom to invest anywhere in the world in any market and in any sector in pursuit of the most attractive growth opportunities. They tap into the local proprietary analysis of JPMorgan’s award winning and experienced global research team. The Portfolio Managers look to build a portfolio of global stocks that offer the best total returns, and the Company’s dividend policy does not change their investment approach.

Schroder AsiaPacific Fund (SDP)

Schroder AsiaPacific Fund (SDP) aims to invests in high quality companies, across all countries and sectors of the Asian economy, that offer the greatest return potential. The portfolio managers draw upon the extensive resources of Schroders’ Asia Pacific equities research team with 40+ analysts based across the region, as well as Schroders’ London-based global sector specialists.