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. 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.

Newly added funds

5 funds were added to the Select 50 on 31 July 2018.

Fidelity Funds - Asian Special Situations

Franklin UK Equity Income

JOHCM UK Dynamic

Jupiter Absolute Return

Maple Brown Abbott Asia Pacific-ex Japan

Removed funds

3 funds were removed from the Select 50 on 31 July 2018.

Franklin UK Smaller Companies

Fidelity Funds - Asian Smaller Companies

Lazard Emerging Markets

These funds were removed as a result of changes in the relative customer benefits within their regional categories. Their investment credentials continue to be highly-rated by our fund selectors.

What is the Select 50?

Tom Stevenson talks to Eileen Rowsome, from Fidelity's Manager Research Team about how the Select 50 is created and why it could help you choose funds.

The Select 50 Balanced Fund

A new fund that brings our experts' favourite funds together in one investment.

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.

Investors should note that the views expressed may no longer be current and may have already been acted upon. 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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