Do it yourself investing
Investment ideas
Our curated list of preferred investment ideas covering funds and investment trusts allow you to filter by investment type or sector and find options for responsible investing.
Our Preferred List
Experienced Collective Research Team
Compiled by our experienced Collectives Research Team and designed to provide a helpful shortlist of investment options for the consideration of investors who wish to make new cash investments.
For Direct Investment Clients
Aimed at clients who are self-directed, non-advised investors, undertaking their own research and seeking ideas for exposure to certain investment sectors as part of a diversified portfolio.
Not a personal recommendation
The investments on the list should always be considered only from the perspective of making new cash investments. Removal of a fund from this list should not be viewed as a suggestion or recommendation to sell holdings.
We have
72
investments for you to choose from
| Investment name | Management group | Type | Total ongoing charges | Sector/Geography |
|---|---|---|---|---|
| Aberforth Smaller Companies IT | Aberforth Partners | Actively managed | 1.12% | UK Smaller Companies |
| Allianz Technology IT | Allianz Global Invtrs GmbH(UK) | Actively managed | 1.15% | Specialist |
| Artemis Global Income | Artemis Fund Managers Limited | Actively managed | 1.58% | Global Equity Income |
| Artemis US Extended Alpha | Artemis Fund Managers Limited | Actively managed | 3.1% | North America |
| Asian Total Return Inv Co Plc | Schroder Investment Management | Actively managed | 1.69% | Asia |
| Baillie Gifford Japan IT | Baillie Gifford & Co Ltd | Actively managed | 1.15% | Japan |
| Baillie Gifford Positive Change | Baillie Gifford & Co Ltd | Actively managed | 0.71% | Global |
| BlackRock Continental European Income | BlackRock | Actively managed | 1.08% | Europe |
| BlackRock European Dynamic | BlackRock | Actively managed | 1.14% | Europe |
| BlackRock Frontier Markets IT | BlackRock Investment Managemen | Actively managed | 1.97% | Global Emerging Markets |
Page
1
of
8
Next
Information presented on this website is not personal advice based on your personal circumstances. No news or research item is a personal recommendation to deal. Investment decisions in funds and other collective investments should only be made after reading the Key Investor Information Document or Key Information Document, Supplementary Information Document and Prospectus. If you are unsure of the suitability of your investment please seek professional advice. Past performance is not a reliable guide to future returns. The value of investments, and any income derived from them, may fall as well as rise. The removal of an investment from the Direct Investment Service Preferred List does not constitute a recommendation to sell.
Explore more investment options
Search for an investment
Choose from a wide range of investments - funds, stocks & shares, investments trusts and ETFs.
First-time investors
Figuring out how to start investing might seem daunting, but it doesn’t have to be. Our helpful guides and videos seek to answer your questions to help you on your way to building wealth.
Charles Stanley Funds
Choose from one of our funds, ready-made investments managed by Charles Stanley’s Investment Professionals.
Starter Portfolios
Our starter portfolios assemble a range of investments from our preferred list reflecting different investment outlooks.
Latest insights
Read our latest commentary, in-depth guidance and stories to help educate yourself on key financial matters. Sign up to receive weekly email updates with our latest insights.
Direct Investment Service Preferred List
How we select our investments
Our research department specialises in providing comprehensive and continuous coverage of a wide range of UK-listed companies, investment trusts and other investment products. The list is derived from detailed quantitative and qualitative analysis, which aims to highlight “best of breed” funds from across the major sectors in the context of their strategy and style.
Philosophy
We believe detailed research can identify skilful active fund managers capable of adding value over the longer term. We are patient, willing to consider all styles of investing, and mindful that at times active management does not always offer value for money versus passive funds.
Screening
We aim to put performance into perspective; our specially designed screening process generates investment ideas based on performance metrics in the context of style, without revealing the investment name to ensure no bias. We then monitor each investment we identify as part of our research cycle.
Analysis
We conduct hundreds of fund manager meetings each year alongside in-depth fund research and performance analysis. We aim to ensure chosen funds excel in our four “P’s”, People, Process, Performance and Price, through examination of key characteristics such as risk, style, sustainability, governance, charges, operations and capacity.
Most bought investments this week
Take a look at the 10 most bought Funds (OEICs, Unit Trusts and equivalent daily dealt funds) and Shares (London stock market listed shares including Exchange Traded Funds and Investment Trusts) in the last 7 days through our Online Direct Investment Service.
Most bought funds
Name
Buy Price
Change
Fidelity Index World
294.84
+1.75
(+0.6%)
Fundsmith Equity
639.15
+3.53
(+0.56%)
Vanguard LifeStrategy 100% Equity
314.4629
+1.75
(+0.56%)
UBS S&P 500 Index
1.6234
+0.02
(+1%)
Royal London Short Term Money Market
108.1262
+0.02
(+0.02%)
Fidelity Index US
384.18
+2.69
(+0.71%)
Jupiter India
210.15
-0.83
(-0.39%)
L&G Global Technology Index Trust
129.5
+1.2
(+0.94%)
L&G US Index Trust
981.1
+6
(+0.62%)
Vanguard LifeStrategy 80% Equity
266.4951
+1
(+0.38%)
| Name | Buy Price | Change |
|---|---|---|
| Fidelity Index World | 294.84 | +1.75 (+0.6%) |
| Fundsmith Equity | 639.15 | +3.53 (+0.56%) |
| Vanguard LifeStrategy 100% Equity | 314.4629 | +1.75 (+0.56%) |
| UBS S&P 500 Index | 1.6234 | +0.02 (+1%) |
| Royal London Short Term Money Market | 108.1262 | +0.02 (+0.02%) |
| Fidelity Index US | 384.18 | +2.69 (+0.71%) |
| Jupiter India | 210.15 | -0.83 (-0.39%) |
| L&G Global Technology Index Trust | 129.5 | +1.2 (+0.94%) |
| L&G US Index Trust | 981.1 | +6 (+0.62%) |
| Vanguard LifeStrategy 80% Equity | 266.4951 | +1 (+0.38%) |
Most bought shares
Name
Buy Price
Change
ANGLO AMERICAN
1917
-421.9
(-18.97%)
ROLLS-ROYCE HL
298
+3.1
(+1.08%)
BR.AMER.TOB.
2600
+10
(+0.43%)
LLOYDS GRP.
46.97
+0.62
(+1.36%)
BP
475.05
+8
(+1.74%)
SCOTTISH MORT
798
+8
(+1.09%)
AVIVA
450
+1.2
(+0.28%)
LEGAL&GEN.
245
+1.2
(+0.5%)
BARCLAYS
145
+3.14
(+2.24%)
| Name | Buy Price | Change |
|---|---|---|
| ANGLO AMERICAN | 1917 | -421.9 (-18.97%) |
| ROLLS-ROYCE HL | 298 | +3.1 (+1.08%) |
| BR.AMER.TOB. | 2600 | +10 (+0.43%) |
| LLOYDS GRP. | 46.97 | +0.62 (+1.36%) |
| BP | 475.05 | +8 (+1.74%) |
| SCOTTISH MORT | 798 | +8 (+1.09%) |
| AVIVA | 450 | +1.2 (+0.28%) |
| LEGAL&GEN. | 245 | +1.2 (+0.5%) |
| BARCLAYS | 145 | +3.14 (+2.24%) |