Select ETF - our experts’ favourite ETFs

Our view
Provides exposure to the FTSE 100 index of the largest companies listed on the London Stock Exchange at a highly competitive price. The product has a record of tracking its benchmark to a high degree of accuracy and scored ahead of rivals on this measure. Income generated is reinvested.

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Our view
Tracks the FTSE 250 index of medium-sized companies, providing a greater domestic focus than the FTSE 100. The product is among the lowest cost on the market and comes from one the most established players. This is an ‘Accumulation’ product, meaning any income generated is reinvested.

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Our view
Tracks a selection of shares in companies from around the developed world that pay high levels of dividend income. Positions are selected according to a process aimed at reducing sector and country risk. Any income generated is distributed back to investors.

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Our view
Replicates returns from the FTSE All World, an index that encompasses both developed and emerging markets from around the world. Ranks among the cheapest products of its type. This is an ‘Accumulation’ product, meaning any income generated is reinvested. 

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Our view
Tracks a selection of shares in major US companies that pay high levels of dividend income. Run according to a methodology that reduces sector risk compared to competitor products.  Among the lowest-cost ways of investing in US equity income. Income generated is reinvested.

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Our view
Provides exposure to the S&P 500 index, which includes the largest US companies by market capitalisation. The product ranks as among the cheapest anywhere and our experts judged it well placed to track its index accurately. This is an ‘Accumulation’ product, meaning any income generated is reinvested. 

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Our view
Tracks a selection of high-dividend-paying European companies. Positions selected according to a process aimed at reducing sector and country risk. Any income generated is reinvested.

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Our view
Provides exposure to an index of continental European companies, excluding those from the UK. The product comes from an established provider and at a competitive price. This is an ‘Accumulation’ product, meaning any income generated is reinvested. 

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Our view
Gives a broad exposure to companies in Japan, one of the world’s major investment markets. This fund provides access to a wider range of companies - including smaller companies - than rival products, and at a low cost. Any income generated is reinvested.

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Our view
Provides exposure to a fast-growing market, encompassing both developed and emerging markets in Asia. The product is priced more cheaply than rivals. Any income generated from underlying positions is reinvested.

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Our view
This fund tracks the return of an index of companies in emerging markets from around the world. It ranked well on our experts’ technical measures and is priced competitively versus rival products.  Income generated is reinvested.

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Our view
Provides broad exposure to the bonds of companies around the world. Our experts said the product scored well on their technical measures, and for a competitive price. Income generated is distributed to investors.

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Our view
Provides broad exposure to bonds issued by governments around the world. Our experts said the fund scored well on their technical measures, and for a competitive price. Income generated is distributed to investors.

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Our view
Offers a way to access bonds issued by UK companies. The product scored well on our experts’ measures and is available at a competitive price. Income generated is distributed to investors.

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Our view
Provides broad exposure to inflation-linked bonds of the UK Government. Our experts said the fund scored well on their technical measures and can boast an established track record. Income generated is distributed to investors.

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Our view
Provides broad exposure to bonds issued by the UK Government. Our experts said the fund was among the lowest cost of those giving exposure to this asset class. This is an ‘Accumulation’ product, meaning any income generated is reinvested. 

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Our view
Offers exposure to changes in the price of gold - an important investment commodity. This fund is backed by physical gold and scored well on our experts’ measures.

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Introduction and important information about using the Select ETF list

The Select ETF list is a pick list of our recommended ETFs that represent commonly used investment exposures and that we have selected based on a range of selection criteria set out below. The Select ETF list is, therefore, not a personal recommendation and so you must decide whether any investments on the list might be right for you. If you are unsure about the suitability of an investment, we strongly recommend that you should speak to an authorised financial adviser.  Remember that the value of investments can go down as well as up so you may get back less than you invested.

Select ETF selection process and information about individual investments

The Select ETF list has been picked by the experts in our ETF and Multi Asset teams.  Our selection process is based on a range of criteria (summarised below) based on commonly used investment exposures and, when appropriate, that we feel are most likely to replicate the relevant index after all costs.

The key selection criteria include:

Universe
Only products that meet our Platform’s trading criteria are considered - this means they must be:

• Registered in the UK
• Trading in GBP on the London Stock Exchange
• 'Physically replicating’ i.e. based on held securities to replicate the index rather than derivatives.

Categories
Eight categories make up the selection list:

• UK
• North America
• Europe (excluding UK)
• Japan
• Asia and Emerging Markets (excluding Japan)
• Global
• Alternatives
• Bonds.

Qualitative metrics used for selection purposes
These metrics include:

• OCF (ongoing charges figure)
• Spread (based on a 3-year holding period)
• Tracking difference/error
• AUM (Assets Under Management)
• Trading volumes
• Share price.

 A range of factual source data is used to analyse and then create the Select ETF List using Fidelity and third party systems and information using reliable market based data. The shortlist of ETFs is then scrutinised by our experts who apply their value judgement to make the final selections where multiple investment options are available.

You can view detailed information about each of the Select ETF investments via the latest individual factsheet which can be found on our Select ETF webpage. Factsheets are updated regularly and they contain current performance and valuation metrics, as well as key statistics to help investors make their own investment decisions.

Select ETF review process

The Select ETF list will be reviewed at least annually, although changes to the Select ETF list may be made at any time. Details of any investments either added to or removed from the Select ETF list in the last 12 months will be shown on our Select ETF web page.  

Changes to the Select ETF list can occur for a variety of reasons. Our expert analysts may have changed their view of an investment. Alternatively, its benefits to customers may have become more or less attractive relative to the other assets in its category.

You should not consider the addition or removal of an investment from the ETF Select List as a reason to buy or sell respectively or of its overall performance merits or otherwise. Remember that the list is not a personal recommendation and so you must decide what investments you wish to hold.

Conflicts of interest

Fidelity operates a range of controls to minimise potential risks from conflicts that might arise. Within the Select ETF list, there may be funds provided by Fidelity when they have met the selection criteria. These funds will always be clearly identifiable as ‘Fidelity’ will appear in the fund name.

More information about our Conflicts of Interest policy is available within our Client Terms.