Three fund ideas for 2026
The hand-picked trio for 2026 include one of last year’s recommendations, an old Fidelity favourite, and an emerging markets fund that’s kept up a smooth performance through turbulent times.
Important information - investment values can go down as well as up, so you may get back less than you invest. Any investment views expressed may no longer be current. SIPP/ISA eligibility and tax treatment depends on individual circumstances and tax rules may change. You cannot normally access money in a pension until age 55 (57 from 2028). Past performance is not a reliable indicator of future returns. Please note that Tom’s picks are not a personal recommendation for you. If you're not sure which investments are suitable for you, consult Fidelity's advisers or another authorised financial adviser.
Be invested in 2026 - three fund ideas
If you’re wondering what to invest in, but don’t know where to start, why not take a look at Tom’s picks? Watch this video to see what Tom’s thinking about for 2026 and why he’s choosing to invest in these three funds.
- Dodge & Cox Worldwide Global Stock Fund
- Fidelity Special Situations
- Lazard Emerging Markets
Three funds for 2026
For Tom’s picks, please read the fund providers' Key Investor Information Document (KIID/KID) for full details of the features and risks of each fund.
For a global fund, this pick is unusual in that around half of its investments sit outside the US.
Run by an experienced team, the fund targets companies trading at sensible prices, looking for value over hype.
It’s a strategy that’s delivered well for investors over recent years, earning the fund a spot in Tom’s picks for the second year in a row.
A familiar name to many investors, this UK-focused fund doesn’t follow the rest of the pack when it comes to its investing approach, picking a broad spread of companies across the market cap range.
Special Situations has historically performed well, even in post-bubble markets. A staple fixture in many portfolios.
Emerging markets were the top performing equity investment in 2025. And while they can be prone to volatility, this fund has managed a smooth performance in recent years.
Tom believes the solid investment approach and experienced team behind Lazard Emerging Markets could make this fund one to watch in 2026.
Important information - For Tom’s picks, please read the fund providers' Key Investor Information Document (KIID/KID) for full details of the features and risks of each fund.
A closer look at Tom's picks
Lazard Emerging Markets
Emerging markets were the top performing equity investment in 2025. And while they can be prone to volatility, this fund has managed a smooth performance in recent years.
Dodge & Cox Worldwide Global Stock Fund
A value-focused global fund - underweighted to the US, while being overweighted to the cheaper UK and European markets.
Fidelity Special Situations
A familiar name to many investors, this UK-focused fund doesn’t follow the rest of the pack when it comes to its investing approach, picking a broad spread of companies across the market cap range.
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