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Let Tom lead the way with your ISA this year

Important Information: 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. Eligibility to invest in an ISA and tax treatment depends on personal circumstances and all tax rules may change in the future. Please note that Tom’s picks are not a personal recommendation for you. If you’re unsure about the suitability of these funds for your personal circumstances, you should speak to one of Fidelity’s advisers or an authorised financial adviser of your choice.

Tom's picks

We asked Investment Director, Tom Stevenson, to highlight the four funds he’s chosen for his own ISA, based on the key trends he expects to see in the market during 2022. They all come from Select 50; our short list of funds recommended by Fidelity investment specialists.

" Every year I like to help investors who are looking for fund ideas by highlighting the funds I have chosen to put in my Stocks and Shares ISA. This year, I’ve picked four funds based on the investment themes that I think will be significant in 2022 – inflation, interest rates and opportunities in undervalued markets – though, of course, I also believe they are all good long-term investments. I hope you find them helpful, but please remember that they are not a personal recommendation for you."

- Tom Stevenson, Investment Director

Tom's picks for 2022 are:

  • Fidelity Global Special Situations Fund
  • Ninety One Global Gold Fund
  • Artemis UK Select Fund
  • Baillie Gifford Japanese Fund

Important Information:  Investors should note that the views expressed may no longer be current and may have already been acted upon. All funds invest in overseas markets and so the value of investments could be affected by changes in currency exchange rates. The Fidelity Global Special Situations Fund, Ninety One Global Gold Fund and Artemis 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. All funds have, or are likely to have, high volatility owing to their portfolio composition or the portfolio management techniques. Fidelity Global Special Situations Fund uses currency hedging 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. Fidelity Global Special Situations Fund also invests in emerging markets which can be more volatile than other more developed markets. Ninety One Global Gold Fund invests in a relatively small number of companies and so may carry more risk than funds that are more diversified. For the Artemis UK Select Fund, there is a risk that the issuers of bonds may not be able to repay the money they have borrowed or make interest payments. When interest rates rise, bonds may fall in value. Rising interest rates may cause the value of your investment to fall.

A closer look at Tom's four fund picks

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Fidelity Global Special Situations Fund

The fund is managed by Jeremy Podger who focuses on three drivers of return: exceptional value; competitive advantage; and catalysts for change such as mergers and acquisitions.

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Ninety One Global Gold Fund

Fund manager George Cheveley invests in gold miners rather than the metal itself. Gold tends to do well when interest rates are kept below the rate of inflation.

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Artemis UK Select Fund

This fairly concentrated fund is managed by Ed Legget and Ambrose Faulks with a bias towards cyclical, value focused shares, that tend to do best in an economic recovery.

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Baillie Gifford Japanese Fund

The fund is managed by Matthew Brett and has a big focus on one of Japan’s areas of competitive advantage, advanced technologies such as robotics.

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