Three fund ideas for 2026
Every year, Fidelity’s Investment Director, Tom Stevenson, shares a handful of funds he’s investing in for the year ahead.
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.
The hand-picked trio for this year includes one of last year’s recommendations, an old favourite, and an emerging markets fund that aims to uncover hidden value in fast-growing economies.
Watch Tom's chat with Ed Monk, host of the Personal Investor podcast, to find out why he's chosen them. Or read Tom’s article where he reviews previous fund picks as well as his choices for this year.
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.
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A closer look at Tom's picks
Dodge & Cox Worldwide Global Stock Fund
A global fund which targets reasonably priced companies and has half of its assets invested outside the US.
Fidelity Special Situations Fund
A UK-focused fund investing in companies of all sizes, with a history of steady performance.
Lazard Emerging Markets Fund
Emerging markets were the top performing equity investment in 2025. While they can be prone to volatility, this fund invests with a long-term focus on companies it believes are good value.
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