2025 London Net-Impact Ultra Race Checkpoints

Checkpoints are based on fund metrics available on the publicly accessible Upright platform. All calculations and any potential errors are my own.

Investor NameHQ CountryAverage Net Impact RatioNumber of Funds
BridgepointUnited Kingdom43.481
HgCapital LLPUnited Kingdom40.612
APAX PARTNERS LLPUnited Kingdom40.323
Intermediate Capital Group plcUnited Kingdom39.983
Impax Asset ManagementUnited Kingdom28.1411
BlackstoneUnited States24.5710
Walter Scott & Partners LimitedUnited Kingdom23.756
Fundsmith LLPUnited Kingdom19.474
CinvenUnited Kingdom18.822
COUTTS & COMPANYUnited Kingdom15.45
Baillie GiffordUnited Kingdom14.2265
Insight InvestmentUnited Kingdom13.5814
Royal Bank of ScotlandUnited Kingdom13.362
Rathbones Group PlcUnited Kingdom13.2223
Liontrust Investment Partners LLPUnited Kingdom12.7558
Newton Investment ManagementUnited Kingdom12.4610
AXA Investment ManagersFrance12.06165
Investec Wealth & InvestmentUnited Kingdom11.5610
CardanoUnited Kingdom11.5211
BNP Paribas Asset ManagementFrance10.88262
Wellington Management Company LLPUnited States10.4865
BlueBay Asset Management LLPUnited Kingdom10.1939
Aviva InvestorsUnited Kingdom8.8973
Scottish Widows Investment Partnership Ltd.United Kingdom8.4246
DWS GroupGermany8.23247
Sumitomo Mitsui Trust Bank, LimitedJapan7.0664
Northern Trust Asset ManagementUnited States6.789
Allianz Global InvestorsGermany6.65248
UBS Asset ManagementSwitzerland6.59350
Morgan Stanley Investment ManagementUnited States6.1196
PIMCOUnited States5.97147
SchrodersUnited Kingdom5.87289
Royal London Asset ManagementUnited Kingdom5.6567
Nuveen, a TIAA CompanyUnited States5.5763
Brookfield Asset Management Inc.United States5.5514
Legal & General Investment Management (Holdings)United Kingdom5.43142
abrdnUnited Kingdom5.42265
AmundiFrance5.24522
Manulife Investment ManagementCanada5.03222
T. Rowe PriceUnited States5.02206
Janus Henderson InvestorsUnited Kingdom4.89235
Canaccord Genuity Wealth ManagementUnited Kingdom4.753
Natixis Investment ManagersFrance4.4736
Bank of New York MellonUnited States3.89205
AllianceBernsteinUnited States3.16175
Goldman Sachs Asset Management (GSAM)United States2.93187
Mondrian Investment Partners LimitedUnited Kingdom2.688
State Street Global Advisors (SSGA)United States2.6691
Man GroupUnited Kingdom2.239
BlackRockUnited States1.89283
Fidelity InvestmentsUnited States1.82933
Apollo Global Management, Inc.United States1.4724
Macquarie Asset ManagementAustralia1.3359
OSTRUM ASSET MANAGEMENTFrance1.2325
Smith & Williamson Investment Management LLPUnited Kingdom1.052
J.P. Morgan Asset ManagementUnited States0.75449
HSBC Global Asset ManagementUnited Kingdom0.49313
Federated Hermes, Inc. (formerly Federated Investors, Inc.)United States0.1108
M&G InvestmentsUnited Kingdom0.03136
The Vanguard Group, Inc.United States0.0017379
Columbia Threadneedle InvestmentsUnited Kingdom-0.0781
Dimensional Fund AdvisorsUnited States-0.44165
PGIM Fixed IncomeUnited States-0.49103
Franklin Templeton InvestmentsUnited States-0.57344
Invesco LtdUnited States-1.02676
MFS Investment ManagementUnited States-1.5121
Legg Mason Global Asset ManagementUnited Kingdom-3.018
Marathon Asset Management LimitedUnited Kingdom-3.357
Jupiter Asset ManagementUnited Kingdom-3.6192
Ping An Asset Management Co., LtdChina-3.6420
Ashmore Group plcUnited Kingdom-5.8329
Wells FargoUnited States-7.2457
Quilter plcUnited Kingdom-10.0840
Capital GroupUnited States-19.3194