Fund Manager Notes
At Money Wise UK, we believe in independent thinking and informed decision-making. During my time at LWM Consultants, I thoroughly enjoyed writing fund manager notes, offering insights from direct meetings and conversations with fund managers. Continuing this practice under my consultancy work, I’m pleased to share some selected meeting notes here.
These notes capture key points, observations, and impressions gathered during meetings with fund managers. They are intended to offer readers — whether financial advisers or individual investors — a window into current market thinking, fund strategies, and manager philosophies.
Important Notice:
Money Wise UK is not a regulated entity. These notes are provided for informational purposes only and do not constitute investment advice or a recommendation to buy, sell, or hold any fund or security mentioned. If you are considering any investment, you must conduct your own research or seek advice from a regulated financial adviser. Money Wise UK accepts no liability for any investment decisions made based on these notes.
We hope you find these insights useful as part of your broader research and learning
When bringing fund managers to Bristol, you can always be relied upon for thoughtful, well-prepared and engaging meetings, which I hugely appreciate....
Was this worth a coffee? Not a flat white. Just a regular, sensible £2 coffee. If this helped, feel free to buy me one. If it didn't, keep your money — that's only fair.
Investment Research Notes 2026
| Date | Name | Investment |
|---|---|---|
| August | Just Pension Annuity / Secure Lifetime Income | Retirement Income Strategy |
| Date | Name | Investment |
|---|---|---|
| July | Pacific Asset Management Core MPS | MPS |
| Date | Name | Investment Type |
|---|---|---|
| April 2026 | Premier Miton Strategic Monthly Income Bond Fund | Single Fund Strategy |
| Date | Name | Investment Type |
|---|---|---|
| April 2026 | Redwheel Emerging Markets ex China Fund | Single Fund Strategy |
| Date | Name | Investment Type |
|---|---|---|
| April 2026 | GIB AM Emerging Markets Active Engagement Fund | Single Fund Strategy |
| Date | Name | Investment Type |
|---|---|---|
| March 2026 | Invesco Summit Income Fund | Multi Asset Strategy / Retirement Strategy |
| Date | Name | Investment Type |
|---|---|---|
| March 2026 | Merlin Fidelis Emerging Equity Fund | Single Strategy Fund |
| Date | Name | Investment Type |
|---|---|---|
| March 2026 | Polen Capital US Small Company Growth Fund | Single Strategy Fund |
| Date | Name | Investment Type |
|---|---|---|
| March 2026 | Pacific Efficient Passive MPS | MPS |
| Date | Name | Investment Type |
|---|---|---|
| March 2026 | Redwheel Next Generation Emerging Markets Fund | Single Strategy Fund |
| Date | Name | Investment Type |
|---|---|---|
| February 2026 (update following meeting with managers) | RGI Global Income and Growth Fund | Single Strategy Fund |
| Date | Name | Investment Type |
|---|---|---|
| February 2026 | Invesco Global Emerging Markets Fund | Single Fund Strategy |
| Date | Name | Investment Type |
|---|---|---|
| February 2026 | abrdn Enhanced Index Equity Funds | Enhanced Index Funds |
| Date | Name | Investment Type |
|---|---|---|
| January 2026 | Lazard Global Infrastructure Equity Fund | Single Fund Strategy |
| Date | Name | Investment Type |
|---|---|---|
| January 2026 | GIB AM Sustainable World Corporate Bond Fund | Single Fund Strategy |
| Date | Name | Investment Type |
|---|---|---|
| January 2026 | First Eagle US Small Cap Opportunity Fund | Single Fund Strategy |
| Date | Name | Investment Type |
|---|---|---|
| January 2026 | Chawton Global Equity Income Fund | Single Fund Strategy |
Fund Review Notes - 2025
| Fund Name | Review Date |
|---|---|
| Premier Miton Strategic Monthly Income Bond Fund | May 2025 |
| Fund Name | Review Date |
|---|---|
| Premier Miton UK Multi Cap Income Fund | July 2025 |
| Fund Name | Review Date |
|---|---|
| First Sentier Global Listed Infrastructure Fund | September 2025 |
| Fund Name | Review Date |
|---|---|
| Vanguard FTSE Developed World ex-Uk Equity Index Fund | November 2025 |
| Fund Name | Review Date |
|---|---|
| Guinness Global Equity Income Fund | November 2025 |
| Fund Name | Review Date |
|---|---|
| Premier Monthly Income Fund | November 2025 |
| Fund Name | Review Date |
|---|---|
| Royal London Short Term Money Market Fund | November 2025 |
| Fund Name | Review Date |
|---|---|
| Premier Miton UK Money Market Fund | November 2025 |
| Fund | Review Date |
|---|---|
| Sands Capital Emerging Markets Growth Fund | December 2025 |
Multi Asset/MPS Review Notes
| Fund Name | Review Date |
|---|---|
| Orbis Fund Review - Global Equity, Global Balanced & Global Cautious | September 2025 |
| Fund Name | Review Date |
|---|---|
| Aspen Sustainable Model Portfolio Range | November 2025 |
| Fund Name | Review Date |
|---|---|
| Premier Miton Index Model Portfolios | November 2025 |
| Fund Name | Review Date |
|---|---|
| Vanguard Model Portfolio Service | November 2025 |
| Fund Name | Review Date |
|---|---|
| Pacific Asset Management Income MPS | December 2025 |
Please note VCTs, EISs and IHT Products require specialist advice. These notes were written in 2025 and may no longer be up to date. Tax and rules change and this can impact these products. Money Wise UK will no longer be reviewing these types of strategies.
VCT Review Notes
Inheritance Tax Service Review Notes
| Fund Name | Review Date |
|---|---|
| Octopus Inheritance Tax Service (OITS) | November 2025 |
| Fund Name | Review Date |
|---|---|
| Zenzic Estate Planning Service | December 2025 |