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.
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.
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.
|Investment name||Management group||Type||Total ongoing charges||Sector/Geography|
|BlackRock European Dynamic||BlackRock||Actively managed||1.23%||Europe|
|BlackRock Frontier Markets IT||BlackRock Investment Managemen||Actively managed||1.89%||Global Emerging Markets|
|BlackRock Gold & General||BlackRock||Actively managed||1.6%||Specialist|
|BNY Mellon Sustainable Real Return||BNY Mellon Fund Managers Ltd||Actively managed||1.18%||Targeted Absolute Return|
|Brown Advisory US Sustainable Growth||Brown Advisory LLC||Actively managed||0.88%||North America|
|EdenTree Responsible and Sustainable Global Equity||EdenTree Investment Management||Actively managed||0.78%||Global|
|Fidelity American Special Situations||Fidelity International (FIL In||Actively managed||1.44%||North America|
|Fidelity Asian Values||Fidelity (FIL Invt Intl)||Actively managed||1.44%||Asia|
|Fidelity Index Emerging Markets||Fidelity International (FIL In||Passive||0.22%||Global Emerging Markets|
|Fidelity Index Europe ex UK||Fidelity International (FIL In||Passive||0.12%||Europe|
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.
Choose from a wide range of investments - funds, stocks & shares, investments trusts and ETFs.
Choose from one of our funds, ready-made investments managed by Charles Stanley’s Investment Professionals.
Our starter portfolios assemble a range of investments from our preferred list reflecting different investment outlooks.
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.
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.
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.
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.
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.
|Fidelity Index World||279.69||+0.47 (+0.17%)|
|Fundsmith Equity||616.98||-1.5 (-0.24%)|
|Vanguard LifeStrategy 100% Equity||302.0401||+1.61 (+0.53%)|
|Fidelity Global Technology||6.149||+0.09 (+1.52%)|
|Baillie Gifford American||1193||-39 (-3.17%)|
|Baillie Gifford Positive Change||311.8||-5.5 (-1.73%)|
|Baillie Gifford Managed||1347||-14 (-1.03%)|
|Vanguard LifeStrategy 80% Equity||260.9953||+1.2 (+0.46%)|
|Fidelity Index US||367.05||+1.29 (+0.35%)|
|Jupiter Merlin Balanced Portfolio||252.28||+1.01 (+0.4%)|
|SCOTTISH MORT||885.4||-2.8 (-0.32%)|
|RIO TINTO||4914||-33.5 (-0.68%)|
|PHOENIX GRP HD||663.4||+0.4 (+0.06%)|
|SHELL PLC||2236||+17.5 (+0.79%)|