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Our Preferred List represents the best-in-class ideas from our specialist research teams for different asset classes, sectors, and specialist investment themes. Simply filter by investment type or sector, and even find options for responsible investing.

Preferred list How we choose our list

What is the 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 investors looking to make new cash investments.

For Online Investing clients

Our Preferred List is designed for clients who are self-directed, non-advised investors, who carry out their own research. It is for clients seeking ideas for exposure to certain investment sectors as part of a diversified portfolio.

Not a personal recommendation

Funds and investment trusts on the list should only be considered for making new cash investments. Removal of a fund from this list should not be viewed as a suggestion or recommendation to sell holdings.

Use the filter to explore our Preferred List
We have 75 investments for you to choose from
Investment name Management group Type Total ongoing charges Sector/Geography
BlackRock Frontier Markets IT BlackRock Investment Managemen Actively managed 1.74% Global Emerging Markets
BlackRock Gold & General BlackRock Actively managed 1.55% Specialist
BlackRock Smaller Companies Trust BlackRock Investment Managemen Actively managed 0.8% UK Smaller Companies
Brown Advisory US Sustainable Growth Brown Advisory LLC Actively managed 1.09% North America
EdenTree Responsible and Sustainable Global Equity EdenTree Investment Management Actively managed 0.85% Global
Fidelity American Special Situations Fidelity International (FIL In Actively managed 0.95% North America
Fidelity Asian Values Fidelity (FIL Invt Intl) Actively managed 0.9% Asia
Fidelity Index Emerging Markets Fidelity International (FIL In Passive 0.23% Global Emerging Markets
Fidelity Index Europe ex UK Fidelity International (FIL In Passive 0.13% Europe
Fidelity Index Japan Fidelity International (FIL In Passive 0.08% Japan
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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.

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Charles Stanley Funds

Choose from one of our funds, ready-made investments managed by Charles Stanley’s Investment Professionals.

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Choose from a wide range of investments - funds, stocks & shares, investments trusts and ETFs.

Online Investing Preferred List

How we select our recommendations

Our research department provides comprehensive and continuous coverage of a wide range of UK-listed companies, investment trusts and other investment products. The list is derived from a detailed analysis of fund data coupled with investment trend forecasts from our fund managers. We aim to highlight “best-in-class” funds across major sectors taking into account their investment strategy and style bias.

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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.

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.

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.

Analysis

We conduct hundreds of fund manager meetings each year as well as in-depth fund research and performance analysis. We aim to ensure chosen funds excel in our four “P’s”: People, Process, Performance and Price. We achieve this by examining key characteristics such as risk, style, sustainability, governance, charges, operations and capacity.

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 386.59 +1.83 (+0.48%)
Artemis UK Select 1143.68 -3.54 (-0.31%)
L&G Global Technology Index Trust 187.3 -0.3 (-0.16%)
UBS S&P 500 Index 2.2078 +0.02 (+0.97%)
Fundsmith Equity 765.78 -1.41 (-0.18%)
Vanguard LifeStrategy 100% Equity 396.1842 -0.43 (-0.11%)
L&G US Index Trust 1330 -3 (-0.23%)
Artemis Global Income 259.59 +2 (+0.78%)
M&G Global Dividend 162.21 +0.45 (+0.28%)
Fidelity Index US 523.39 +2.6 (+0.5%)

Most bought shares

Name Buy Price Change
GSK 1427.5 -16 (-1.11%)
LEGAL&GEN. 239.7 +0.8 (+0.34%)
BP 458.65 -3.65 (-0.79%)
WARPAINT LONDO 400 -10.5 (-2.57%)
INTL CONSOL AI 344.4 -3.3 (-0.95%)
ASTRAZENECA 11666 +40 (+0.34%)
HSBC HLDGS.UK 876.4 +0.7 (+0.08%)