The Select 50

Our experts' favourite funds

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. 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.

View the Select 50

The Select 50 is under continuous review by our fund selection experts. The most recent additions to and removals from the list are detailed below.

Newly added funds

2 funds were added to the Select 50 on 3 August 2017.

Invesco Perpetual Global Targeted Returns
Lazard US Concentrated Equity 

Removed funds

2 funds were removed from the Select 50 on 3 August 2017.

Fidelity American Special Situations
JOHCM UK Dynamic

 

How funds are chosen
30 June 2016 - Fidelity

Past performance is not a reliable indicator to future returns.

In our most recent review cycle changes to the size of some sector categories have prompted changes to the list. Neither of the removed funds are being taken off for investment reasons, so if you hold them you shouldn’t take this as a signal to sell.

Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

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