Our experts research thousands of funds a year. For the Select 50, they chose their favourites or, to use the industry jargon, their ‘highest conviction’ picks. These were predominantly actively managed funds, however in some specific cases passively-managed funds (otherwise known as tracker funds) were also included, to offer the widest choice to our customers. We then grouped the funds into eight straightforward categories, so it’s easy to find what you’re looking for.
What’s more, we spoke with the managers to negotiate extra discounts for our customers, and have secured them on many of these funds. Combined with our low-cost service fee, the Select 50 offers you truly great value.
The Select 50 is not a personal recommendation to buy funds. Equally, if a fund you own is not on the Select 50, we’re not recommending you sell it. You must ensure that any fund you choose to invest in is suitable for your own personal circumstances.
We want to help you achieve your investment aims, so we negotiate with all the managers in our range to see if we can get even better value for your portfolio. Those funds with the discount sign, have a special discount that means you pay less for it. Your savings can come from lower charges or a rebate that is paid back into your holdings. Any rebates you receive are potentially liable to income tax at your marginal tax rate.
View the Select 50
The Select 50 is updated twice a year in January and July, though funds may be removed at any point during the year. The most recent additions to and removals from the list are detailed below.
Changes to the Select 50 can occur for a variety of reasons. Our expert fund selectors may have changed their view of a fund. Alternatively, its benefits to customers (discounts etc) may have become more or less attractive relative to the other funds in its category. You should not necessarily view removal from the Select 50 as a reason to sell.