Skip Header

Choose your ISA funds with our expert's guidance

Important information - please keep in mind the value of investments and the income from them, can go down as well as up, so you may get back less than you invest. Tax treatment depends on individual circumstances and all tax rules may change in the future. Please note Tom's picks are not a personal recommendation for you. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser.

Tom's picks

" Every year, I like to highlight a few funds that I will be holding in my Stocks and Shares ISA, as I hope they will give our customers ideas for their own ISAs. This year, I have five selections that are based on the investment themes I think could be particularly significant in the coming months – sustainability, income and value investing. I hope you find them helpful, but please do keep in mind that they are not a personal recommendation for you."

- Tom Stevenson, Investment Director

Tom's picks for 2021 are:

  • Brown Advisory US Sustainable Growth Fund
  • Stewart Investors Asia Pacific Leaders Sustainability Fund
  • FP Foresight UK Infrastructure Income Fund
  • Fidelity Special Situations Fund
  • Fidelity UK Select Fund

Important information - investors should note that the views expressed may no longer be current and may have already been acted upon. All these funds invest in overseas markets to a varying degree, so the value of investments could be affected by changes in currency exchange rates depending on the exposure each fund has to those markets. The Stewart Investors Asia Pacific Leaders Sustainability Fund invests in emerging markets which can be more volatile than more developed markets. The Brown Advisory US Sustainable Growth Fund, the Stewart Investors Asia Pacific Leaders Sustainability Fund and Fidelity UK Select Fund invest in a relatively small number of companies and so may carry more risk than funds that are more diversified. The FP Foresight UK Infrastructure Income Fund, Fidelity Special Situations Fund and Fidelity UK Select Fund use financial derivative instruments for investment purposes, which may expose the funds to a higher degree of risk and can cause investments to experience larger than average price fluctuations. The Stewart Investors Asia Pacific Leaders Sustainability Fund may also use derivatives to reduce risk or to manage the Fund more efficiently. The FP Foresight UK Infrastructure Income Fund, Fidelity Special Situations Fund and Fidelity UK Select Fund use currency hedging. Currency hedging is used to substantially reduce the risk of losses from unfavourable exchange rate movements on holdings in currencies that differ from the dealing currency. Hedging also has the effect of limiting the potential for currency gains to be made. The FP Foresight UK Infrastructure Income Fund investment policy means it invests mainly in units in collective investment schemes. The Brown Advisory US Sustainable Growth Fund, Fidelity Special Situations Fund and Fidelity UK Select Fund have, or are likely to have, high volatility owing to its portfolio composition or the portfolio management techniques. If you'd like to invest in or find out more about these individual funds then view their factsheets below.

A closer look at Tom's five fund picks

None

Brown Advisory US Sustainable Growth Fund

The fund is managed by David Powell and Karina Funk who apply a robust approach to investing in high-quality, growing businesses with sustainable business advantages in the US equity market.

None

Stewart Investors Asia Pacific Leaders Sustainability Fund

The fund aims to achieve long-term capital growth, while investing in companies that are involved in economically & environmentally sustainable development. It is managed by David Gait & Sashi Reddy.

None

FP Foresight UK Infrastructure Income Fund

The fund is managed by Mark Brennan, Nick Scullion and Carly Magee. It comprises investment companies that own real assets in the renewable energy and infrastructure sectors.

None

Fidelity Special Situations Fund

This fund is managed by Alex Wright and Jonathan Winton. It aims to provide long-term capital growth and focuses on finding unloved companies that are entering a period of positive change.

None

Fidelity UK Select Fund

This fund is managed by Aruna Karunathilake and Karan Singh. It aims to provide quality growth and seeks to own good businesses for the long term.