Archived article
Please note that tax, investment, pension and ISA rules can change and the information and any views contained in this article may now be inaccurate.
What is the AJ Bell Favourite funds list?
The AJ Bell Favourite funds list is designed to lighten your research load. There are thousands of funds out there – so we’ve narrowed the field by selecting a high-quality shortlist of funds we believe can deliver their objectives over the long term. To make the list, each fund needs to pass our robust, independent selection process.
What have we changed?
We keep our Favourite funds list under constant review to ensure we have the highest conviction in the funds on the list, and to see if new funds have better potential to achieve their objectives. As a result of this work, we’ve recently removed the Allianz Gilt Yield fund.
Why have we removed Allianz Gilt Yield?
Active fund managers investing in UK government bonds (gilts) don’t have many levers to pull to generate returns ahead of their benchmark index. As a result, some funds – including Allianz Gilt Yield – may become overly reliant on their peripheral investments in overseas government bonds to drive performance.
We feel that lower-cost passive alternatives which track an index of UK government bonds are more appropriate for investors looking for pure exposure to this market.
To see the passive options on our list, take a look at our Favourite funds page.
We hope you find this update useful. Please remember that it falls to you to monitor and manage your own investments and to make any changes you think are necessary. Keep in mind this is information only, and not a personal recommendation to buy or sell any of the funds referenced above.
Written by:
James Piper
James is Active Portfolio Analyst at AJ Bell. He is part of the investment team responsible for fund research and analysis on all actively managed investment solutions. James began working for AJ Bell Securities in 2015, he joined the fledgling AJ Bell Investments business unit in November 2016 and was heavily involved in the launch and implementation of the AJ Bell funds range. James holds the CFA-UK Investment Management Certificate (IMC) and has a degree in Political, Economic and Social Sciences from the University of Sydney.
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