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Our Preferred List represents best-in-class fund ideas from our specialist research teams for different asset classes, sectors, and higher risk specialist investment themes. Simply filter by investment type or sector, and even find options for responsible investing.
What is our investment funds 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.
We have
78
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 | 1.77% | Global Emerging Markets |
| BlackRock Gold & General | BlackRock | Actively managed | 1.66% | Specialist |
| BlackRock ICS Liquidity Fund Premier | BlackRock Inv Mgt (Dublin) Ltd | Actively managed | 0.12% | Bonds and Fixed Interest |
| BlackRock Smaller Companies Trust | BlackRock Investment Managemen | Actively managed | 0.8% | UK Smaller Companies |
| Brown Advisory US Sustainable Growth | Brown Advisory LLC | Actively managed | 1.07% | North America |
| EdenTree Global Equity | EdenTree Investment Management | Actively managed | 0.87% | Global |
| Fidelity American Special Situations | Fidelity International (FIL In | Actively managed | 0.99% | 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 | 0.12% | Europe |
Nothing on this website should be considered or taken as personal advice, and it is not 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 not sure if an investment is suitable for you, please seek professional advice. Past performance is not a reliable guide to future returns. The value of investments, and the income from them, can fall as well as rise. Investors may get back less than invested. The removal of an investment from the Online Investing Preferred List does not constitute a recommendation to sell.
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Online Investing Preferred List
How we select good funds to invest in
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.
Most popular investment funds and shares 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 Online Investing.
Most bought funds
Name
Buy Price
Change
Artemis Global Income
371.65
-3.53
(-0.94%)
Jupiter Gold And Silver
64.7952
+2.89
(+4.68%)
Fidelity Index World
415.5
-4.11
(-0.98%)
Vanguard LifeStrategy 80% Equity
355.6802
-4.76
(-1.32%)
Vanguard LifeStrategy 100% Equity
442.0466
-6.97
(-1.55%)
Royal London Short Term Money Market
119.5113
+0.02
(+0.01%)
Artemis Global Income
214.47
-2.04
(-0.94%)
Artemis SmartGARP European Equity
900.56
-7.25
(-0.8%)
MI Charles Stanley Multi Asset Adventurous
178.24
-0.84
(-0.47%)
Invesco Asian (UK)
851
-7.52
(-0.88%)
| Name | Buy Price | Change |
|---|---|---|
| Artemis Global Income | 371.65 | -3.53 (-0.94%) |
| Jupiter Gold And Silver | 64.7952 | +2.89 (+4.68%) |
| Fidelity Index World | 415.5 | -4.11 (-0.98%) |
| Vanguard LifeStrategy 80% Equity | 355.6802 | -4.76 (-1.32%) |
| Vanguard LifeStrategy 100% Equity | 442.0466 | -6.97 (-1.55%) |
| Royal London Short Term Money Market | 119.5113 | +0.02 (+0.01%) |
| Artemis Global Income | 214.47 | -2.04 (-0.94%) |
| Artemis SmartGARP European Equity | 900.56 | -7.25 (-0.8%) |
| MI Charles Stanley Multi Asset Adventurous | 178.24 | -0.84 (-0.47%) |
| Invesco Asian (UK) | 851 | -7.52 (-0.88%) |
Most bought shares
Name
Buy Price
Change
BAE SYS.
2050
-17
(-0.82%)
DIAGEO
1677.5
+46.5
(+2.85%)
BP
439.85
+2.15
(+0.49%)
LEGAL&GEN.
261
-1.4
(-0.53%)
ROLLS-ROYCE HL
1252.5
-29
(-2.26%)
JET2 PLC
1254
-12
(-0.95%)
TAYLOR WIMPEY
105.95
-0.5
(-0.47%)
FRESNILLO
4060
+82
(+2.06%)
| Name | Buy Price | Change |
|---|---|---|
| BAE SYS. | 2050 | -17 (-0.82%) |
| DIAGEO | 1677.5 | +46.5 (+2.85%) |
| BP | 439.85 | +2.15 (+0.49%) |
| LEGAL&GEN. | 261 | -1.4 (-0.53%) |
| ROLLS-ROYCE HL | 1252.5 | -29 (-2.26%) |
| JET2 PLC | 1254 | -12 (-0.95%) |
| TAYLOR WIMPEY | 105.95 | -0.5 (-0.47%) |
| FRESNILLO | 4060 | +82 (+2.06%) |