Styles & Sectors: London
Exchange Traded Funds and Investment Trusts funds on
which the Styles RouteMap updates recommendations every month
| Styles RouteMap: ETF Research Universe | ||||||
| Exchange Traded Funds: Listed in London | ||||||
| Passive ETF | ||||||
| EPIC | Fund | Style & Sector | Country & Region | Fund | ||
| Code | Name | Mandate | Mandate | Sponsor | ||
| XS7R.L | DJ STOXX 600 Banks | Finance | Europe | db x-trackers | ||
| AUCP.L | Russell Global Gold Miners | Gold | World | ETF Securities | ||
| IDJG.L | DJ Euro STOXX Growth | Growth | Euro-Zone | iShares | ||
| XSDR.L | DJ STOXX 600 Health Care | Health Care | Europe | db x-trackers | ||
| IPRP.L | EPRA European Property | Real Estate | Euro-Zone | iShares | ||
| IUKP.L | EPRA UK Property | Real Estate | United Kingdom | iShares | ||
| IUSP.L | EPRA NAREIT US Property | Real Estate | United States | iShares | ||
| IWDP.L | EPRA NAREIT Global Property | Real Estate | World | iShares | ||
| XSER.L | DJ STOXX 600 Oil & Gas | Resources | Europe | db x-trackers | ||
| OILS.L | Dow Jones STOXX 600 Oil & Gas | Resources | Europe | ETF Securities | ||
| XEUM.L | MSCI Europe MidCap (TR) | SmallCap | Europe | db x-trackers | ||
| XXSC.L | MSCI Europe SmallCap (TR) | SmallCap | Europe | db x-trackers | ||
| DJMC.L | DJ Euro STOXX MidCap | SmallCap | Euro-Zone | iShares | ||
| DJSC.L | DJ Euro STOXX SmallCap | SmallCap | Euro-Zone | iShares | ||
| ISJP.L | MSCI Japan SmallCap | SmallCap | Japan | iShares | ||
| MIDD.L | FTSE 250 | SmallCap | United Kingdom | iShares | ||
| L250.L | FTSE 250 | SmallCap | United Kingdom | Lyxor | ||
| XMCX.L | FTSE 250 ETF | SmallCap | United Kingdom | db x-trackers | ||
| RTWP.L | Russell 2000 Fund | SmallCap | United States | ETF Securities | ||
| XRU2.L | Russell 2000 Fund | SmallCap | United States | db x-trackers | ||
| ISP6.L | S&P Smaller Cap 600 | SmallCap | United States | iShares | ||
| XS8R.L | DJ STOXX 600 Technology | Technology | Europe | db x-trackers | ||
| XS6R.L | DJ STOXX 600 Utilities | Technology | Europe | db x-trackers | ||
| IDJV.L | DJ Euro STOXX Value | Value | Euro-Zone | iShares | ||
| Short ETF | ||||||
| EPIC | Fund | Style & Sector | Country & Region | Fund | ||
| Code | Name | Mandate | Mandate | Sponsor | ||
| XS7S.L | DJ STOXX 600 Banks Short | Finance | Europe | db x-trackers | ||
| XSDS.L | DJ STOXX 600 Health Care Short | Health Care | Europe | db x-trackers | ||
| XSES.L | DJ STOXX 600 Oil & Gas Short | Resources | Europe | db x-trackers | ||
| XS8S.L | DJ STOXX 600 Technology Short | Technology | Europe | db x-trackers | ||
| Financial Health Warning: Prices of short funds moves inversely to underlying indices, but there will be progressive under-performance depending on daily volatility. | ||||||
| Active ETF | ||||||
| EPIC | Fund | Style & Sector | Country & Region | Fund | ||
| Code | Name | Mandate | Mandate | Sponsor | ||
| PSES.L | RAFI Europe | SmallCap Value | Europe | PowerShares | ||
| PSRE.L | FTSE Europe | Value | Europe | PowerShares | ||
| LREU.L | FTSE RAFI Europe | Value | Europe | Lyxor | ||
| XD3E.L | DJ EURO STOXX Select Div 30 | Value | Euro-Zone | db x-trackers | ||
| IDVY.L | DJ Euro STOXX Select Dividend | Value | Euro-Zone | iShares | ||
| LRZZ.L | FTSE RAFI Euro-Zone | Value | Euro-Zone | Lyxor | ||
| LRJPR.L | FTSE RAFI Japan | Value | Japan | Lyxor | ||
| IUKD.L | FTSE UK Dividend Plus | Value | United Kingdom | iShares | ||
| PSRF.L | FTSE UK Dividend Plus | Value | United Kingdom | PowerShares | ||
| LRAM.L | FTSE RAFI US | Value | United States | Lyxor | ||
| XGSD.L | DJ STOXX Global Select Div 100 | Value | World | db x-trackers | ||
| Managed ETF | ||||||
| EPIC | Fund | Style & Sector | Country & Region | Fund | ||
| Code | Name | Mandate | Mandate | Sponsor | ||
| BLP.L | Blue Planet European Finance | Finance | Europe | Blue Planet | ||
| NST.L | New Star Financial | Finance | World | New Star | ||
| MLW.L | Merrill Lynch World Mining | Gold | World | Merill Lynch | ||
| SJG.L | Schroder Japan Growth | Growth | Japan | Schroeder | ||
| ABNY.L | Albany | Growth | United Kingdom | Albany | ||
| ARR.L | Aurora | Growth | United Kingdom | Mars | ||
| BPO.L | British Portfolio Trust | Growth | United Kingdom | Allianz | ||
| FGT.L | Finsbury Growth | Growth | United Kingdom | Close Asset Management | ||
| ICA.L | Investec Capital Accumulator | Growth | United Kingdom | Investec | ||
| ISI.L | Ivory & Sime ISIS | Growth | United Kingdom | F&C Management | ||
| FCV.L | JPMF Claverhouse | Growth | United Kingdom | JP Morgan Fleming | ||
| KIT.L | Keystone Investment | Growth | United Kingdom | INVESCO | ||
| MTH.L | Mithras | Growth | United Kingdom | Legal and General | ||
| SCF.L | Schroeder Income Growth | Growth | United Kingdom | Schroeder | ||
| SDU.L | Schroeder UK Growth | Growth | United Kingdom | Schroeder | ||
| JMO.L | JPMF Overseas | Growth | World | JP Morgan Fleming | ||
| FWP.L | Finsbury Worldwide Pharma | Health Care | World | Close Asset Management | ||
| APT.L | Axa Property | Real Estate | Europe | Axa | ||
| TRY.L | TR Property | Real Estate | UK + World | Henderson | ||
| FCPT.L | F&C Commercial Property | Real Estate | United Kingdom | F&C | ||
| IPI.L | Invesco UK Property Income | Real Estate | United Kingdom | Invesco | ||
| IPT.L | Isis Property Trust | Real Estate | United Kingdom | F&C | ||
| IRP.L | Isis Property Trust 2 | Real Estate | United Kingdom | F&C | ||
| UBR.L | UK Balanced Property | Real Estate | United Kingdom | Scottish Widows | ||
| HGPC.L | Henderson Global Property | Real Estate | World | Henderson | ||
| CYN.L | City Natural Resources High Income | Resources | World | New City | ||
| REI.L | Resources | Resources | World | Independent | ||
| EAT.L | European Assets | SmallCap | Europe ex UK | ISIS | ||
| JFF.L | JPMF Euro Fledgling | SmallCap | Europe ex UK | JP Morgan Fleming | ||
| TRG.L | TR European Growth | SmallCap | Europe ex UK | Henderson | ||
| 62356.L | Atlantis Japan Growth | SmallCap | Japan | Atlantis | ||
| BGS.L | Baillie Gifford Shin Nippon | SmallCap | Japan | Baillie Gifford | ||
| IJD.L | INVESCO Japan Discovery | SmallCap | Japan | INVESCO | ||
| JPS.L | JPMF Japanese Small Companies | SmallCap | Japan | JP Morgan Fleming | ||
| NAS.L | North Atlantic Smaller Companies | SmallCap | UK + US | JO Hambro | ||
| FCS.L | F&C Smaller Companies | SmallCap | UK + World | F&C Management | ||
| HIS.L | Henderson Strata | SmallCap | UK + World | Henderson | ||
| ASL.L | Aberforth Smaller Co. | SmallCap | United Kingdom | Aberforth | ||
| AIT.L | Active Capital | SmallCap | United Kingdom | Active | ||
| CGW.L | Chelverton Growth Trust | SmallCap | United Kingdom | Chelverton | ||
| DNDL.L | Dunedin Smaller Co. | SmallCap | United Kingdom | Aberdeen | ||
| EIN.L | Eaglet | SmallCap | United Kingdom | Unicorn | ||
| EFS.L | Edinburgh Small Tracker | SmallCap | United Kingdom | Aberdeen | ||
| FSC.L | F&C UK Smaller Companies | SmallCap | United Kingdom | F&C Management | ||
| FLN.L | Falcon | SmallCap | United Kingdom | Unicorn | ||
| GMF.L | Gartmore Fledgling Trust | SmallCap | United Kingdom | Gartmore | ||
| GGO.L | Gartmore Growth Opportunities | SmallCap | United Kingdom | Gartmore | ||
| GSM.L | Gartmore Smaller Co. | SmallCap | United Kingdom | Gartmore | ||
| HSL.L | Henderson Smaller Companies | SmallCap | United Kingdom | Henderson | ||
| PSM.L | INVESCO Perpetual UK Smaller Companies | SmallCap | United Kingdom | INVESCO | ||
| FMN.L | JPMF Mercantile | SmallCap | United Kingdom | JP Morgan Fleming | ||
| JMF.L | JPMF MidCap | SmallCap | United Kingdom | JP Morgan Fleming | ||
| JMI.L | JPMF Smaller Companies | SmallCap | United Kingdom | JP Morgan Fleming | ||
| MBS.L | Merrill British Small Cos. | SmallCap | United Kingdom | Merrill | ||
| MTU.L | Montanaro UK Smaller Companies | SmallCap | United Kingdom | Montanaro | ||
| PNI.L | Platinum | SmallCap | United Kingdom | Platinum | ||
| SCP.L | Schroder UK Mid & Small Cap | SmallCap | United Kingdom | Schroeder | ||
| THRG.L | Throgmorton Trust | SmallCap | United Kingdom | Framlington | ||
| MTE.L | UK Smaller | SmallCap | United Kingdom | Montana | ||
| FSC.L | F&C US Smaller Companies | SmallCap | United States | F&C Management | ||
| FCS.L | F&C Global Smaller Cos. | SmallCap | World | F&C | ||
| JIT.L | Jubilee Investment Trust | SmallCap | World | Garrison | ||
| JPU.L | JPMF US Discovery | SmallCap Growth | United States | JP Morgan Fleming | ||
| HRI.L | Herald | SmallCap Growth | World | Herald | ||
| FJV.L | Fidelity Japanese Values | SmallCap Value | Japan | Fidelity | ||
| IEI.L | INVESCO English & International | SmallCap Value | United Kingdom | INVESCO | ||
| SHD.L | Shires Smaller Companies | SmallCap Value | United Kingdom | Glasgow | ||
| CFB.L | Close Finsbury EuroTech | Technology | Europe | Close Asset Management | ||
| FTT.L | Finsbury Technology | Technology | World | Close Asset Management | ||
| PCT.L | Polar Capital Technology | Technology | World | Polar Capital | ||
| JEO.L | Jupiter European Opportunities | Value | Europe | Jupiter | ||
| FEV.L | Fidelity European Values | Value | Europe ex UK | Fidelity | ||
| HNE.L | Henderson EuroTrust | Value | Europe ex UK | Henderson | ||
| FSV.L | Fidelity Special Values | Value | United Kingdom | Fidelity | ||
| GLS.L | Glasgow Income | Value | United Kingdom | Glasgow | ||
| HAN.L | Hansa Trust | Value | United Kingdom | Hansa Capital | ||
| HANA.L | Hansa Trust A | Value | United Kingdom | Hansa Capital | ||
| HHI.L | Henderson High Income | Value | United Kingdom | Henderson | ||
| SLET.L | Standard Life Equity Income | Value | United Kingdom | Standard Life | ||
| SVU.L | SVM UK Active | Value | United Kingdom | SVM | ||
| BTEM.L | British Empire Securities | Value | World | Aberdeen | ||
| EPG.L | EP Global Opportunities | Value | World | Edinburgh Partners | ||
| Please note that this analysis of a general and impersonal nature, in that the advice provided is not adapted to any specific portfolio or any client's specific needs. Private investors should take professional advice as to the suitability of any recommendation. These are updated regularly on the basis of the investment mandate shown, using month end prices, expressed in US$ as a common currency for international investors as well as relative to indices representing the regional market and the global style or secctor average. | ||||||