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Select 50 - our experts' favourite funds

Our experts research thousands of funds a year. For our 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, our Select 50 offers you truly great value.

Important information - please keep in mind that the value of investments can fall as well as rise, so you may get back less than you invest. Select 50 is not a personal recommendation to buy funds. Equally, if a fund you own is not on 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.

Select 50 updates

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.

The Select 50 is updated twice a year in January and July, though funds may be removed at any point during the year.

Newly added funds

Following the July 2019 review, the following funds were added to the Select 50:

  • Foresight UK Infrastructure Income
  • Artemis Global Emerging Markets
  • Lindsell Train Japanese Equity
  • Man GLG Japan Core Alpha
  • Lazard US Concentrated Equity
  • Barings Global High Yield

Removed funds

The following funds were removed from the Select 50 following the July 2019 review but remain highly rated by our investment specialists. They have been replaced on the list by funds that scored more highly in our customer benefit analysis: 

  • Aviva Investors Multi Strategy Target Return
  • Fidelity American Special Situations
  • JOHCM UK Dynamic

The following funds were removed from the Select 50 after a change in rating by our investment specialists:

  • Aberdeen Japan Equity
  • Threadneedle European Select


What is the Select 50?

Tom Stevenson and Claire Dwyer explain how the Select 50 is created and why it could help you choose funds.


The Fidelity Select 50 Balanced Fund

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

The Fidelity Select 50 Balanced Fund

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Select 50 FAQs

How do you choose funds for the Select 50 list?
What quantitative analysis is done in the selection process?
What qualitative analysis is done in the selection process?
How impartial is the selection process?
Do negotiated discounts influence a fund’s inclusion in the Select 50 list?