AJ Bell Favourite funds

We understand that choosing funds is tricky and so we have done the hard work for you by researching the market to help you find the right funds for your portfolio.

Ryan Hughes, Head of Fund Selection introduces the AJ Bell Favourite funds list

The AJ Bell Favourite funds list is our pick of the best funds for medium to long-term growth or to provide income. Funds only make it onto the list if they offer a combination of:

  • Low-cost and great value for money
  • Proven track record compared to benchmark and peers
  • Quality of the fund management team

Use the filter tool below to help you find the funds that meet your investment criteria. You should make sure that you research any fund before investing and the analysts’ ratings and reports, factsheets and key investor information documents (KIIDs) will help you with your research.

The AJ Bell Favourite funds is not a personal recommendation. The list is provided to help you choose your investments. You may own funds which are not included in the list and this does not mean that we are recommending that you sell the fund. If you are unsure about making your own financial decisions or are looking for advice you should speak to a suitably qualified financial adviser. To view our full range of funds please use our Fund screener tool.

Find out how funds are chosen for the AJ Bell Favourite funds list

How funds are chosen for the AJ Bell Favourite funds list

The Favourite funds list is made up of both active and tracker funds. With an active fund the fund manager is paid to select investments to try and outperform a benchmark, whilst a passive or tracker funds tracks an index or benchmark. To understand more on the types of funds read our investing in funds page.

The active funds on the list have been assessed on a number of criteria including:

  • The fund manager, their team and wider organisation
  • The investment philosophy that underpins the investment process
  • The funds objective and suitability to meet the funds strategy
  • The construction of the fund portfolio and that is it suitably diversified
  • The performance of the fund and its ability to meet its objectives
  • The cost of the fund and the value added by the fund manager

The passive funds on the list have been chosen following careful research evaluating:

  • The fund manager and their ability to successfully track the chosen index
  • The investment approach to index replication – only funds which physically replicate the index they track have been selected
  • The cost of the fund or ETF
  • The size of the fund is sufficiently large to ensure liquidity

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NameSectorRating?Fund mgrs' charge?3 yr returnYield?GoalFund typeIncome freqOCF rangeFund size range
Artemis European Opportunities AccEurope (ex UK)AA0.8516.291.35 GrowthActiveAnnuallylt1lt500m0
Artemis US Select AccNorth AmericaA0.8518.500.29 GrowthActiveAnnuallylt1lt1bn0
Artemis US Smaller Companies AccNorth AmericaA0.920.780.05 GrowthActiveAnnuallylt1lt500m0
Baillie Gifford Global Alpha Growth AccGlobalAA0.618.690.48 GrowthActiveSemi-annuallylt1lt1bn0
Baillie Gifford High Yield Bond IncCorporate & government bondsA0.386.023.85 Income,GrowthActiveQuarterlyltpt5lt500m0
Baillie Gifford Japanese AccJapanAA0.6323.010.75 GrowthActiveAnnuallylt1gt1bn0
Baring Europe Select Trust IncEurope (ex UK)AA0.8122.050.94 GrowthActiveSemi-annuallylt1gt1bn0
Blackrock European Dynamic AccEurope (ex UK)AAA0.9219.260.63 GrowthActiveAnnuallylt1gt1bn0
BlackRock Japan Equity Tracker Fund AccJapan-0.1617.391.51 GrowthTrackerSemi-annuallyltpt5gt1bn0
BlackRock Overseas Govt Bond Tracker Fund AccCorporate & government bonds-0.177.540.99 IncomeTrackerSemi-annuallyltpt5lt1bn0
BlackRock UK Equity Tracker Fund AccUK equity-0.068.623.27 GrowthTrackerSemi-annuallyltpt5gt1bn0
CF Woodford Equity Income IncUK equity incomeAAA0.756.833.56 Income,GrowthActiveQuarterlylt1gt1bn0
Evenlode Income IncUK equity incomeA0.912.932.53 Income,GrowthActiveSemi-annuallylt1gt1bn0
Fidelity Asia AccAsia (ex Japan)A0.9721.280.90 GrowthActiveAnnuallylt1gt1bn0
Fidelity Emerging Markets AccEmerging marketsA0.9914.810.80 GrowthActiveAnnuallylt1gt1bn0
Fidelity Enhanced Income IncUK equity incomeA0.954.417.04 Income,GrowthActiveQuarterlylt1lt1bn0
Fidelity Index World Fund AccGlobal-0.1314.541.68 GrowthTrackerAnnuallyltpt5lt1bn0
Fidelity Strategic Bond IncCorporate & government bondsAA0.663.762.65 Income,GrowthActiveMonthlylt1gt1bn0
First State Global Listed Infrastructure AccGlobalAA0.8215.162.61 Income,GrowthActiveSemi-annuallylt1gt1bn0
First State Global Resources AccOtherA0.843.151.00 GrowthActiveSemi-annuallylt1lt500m0
FP Crux European Special Situations AccEurope (ex UK)AAA0.8618.831.45 GrowthActiveSemi-annuallylt1gt1bn0
Henderson Fixed Interest Monthly Income IncCorporate & government bondsA0.77.235.09 Income,GrowthActiveMonthlylt1lt1bn0
Henderson UK Property PAIF AccOtherR0.844.242.73 Income,GrowthActiveQuarterlylt1gt1bn0
Invesco Perpetual Asian AccAsia (ex Japan)A0.921.150.96 GrowthActiveSemi-annuallylt1gt1bn0
Invesco Perpetual Corporate Bond IncCorporate & government bondsAAA0.614.663.78 Income,GrowthActiveSemi-annuallylt1gt1bn0
Invesco Perpetual Global Financial Capital AccOtherAA0.728.104.12 Income,GrowthActiveSemi-annuallylt1lt100m0
Investec UK Alpha AccUK equityA0.849.662.25 GrowthActiveAnnuallylt1gt1bn0
iShares Core FTSE 100 Dist ETFUK equity-0.077.504.05 GrowthTrackerQuarterlyltpt5gt1bn0
iShares Core MSCI EM IMI Acc ETFEmerging markets-0.2513.15- GrowthTrackerNoneltpt50
iShares Core MSCI Pacific ex-Japan ETF AccAsia (ex Japan)-0.210.00- GrowthTrackerNoneltpt50
iShares Core MSCI World ETFGlobal-0.214.36- GrowthTrackerNoneltpt50
iShares Core S&P 500 ETF AccNorth America-0.0716.51- GrowthTrackerNoneltpt50
iShares Core UK Gilts ETF DistCorporate & government bonds-0.24.811.88 IncomeTrackerSemi-annuallyltpt5gt1bn0
iShares GBP Corporate Bond ETF DistCorporate & government bonds-0.25.962.80 IncomeTrackerQuarterlyltpt5gt1bn0
iShares Global Government Bond ETFCorporate & government bonds- IncomeTrackerSemi-annuallyltpt50
iShares Global High Yield Corp Bond ETFCorporate & government bonds-0.54.344.77 IncomeTrackerSemi-annuallylt10
iShares UK Gilts 0-5 years ETFCorporate & government bonds- IncomeTrackerSemi-annuallyltpt5gt1bn0
iShares UK Property ETFOther-0.42.363.28 GrowthTrackerQuarterlyltpt5lt1bn0
iShares £ Index-Linked Gilts Dist ETFCorporate & government bonds- IncomeTrackerSemi-annuallyltpt5lt1bn0
JP Morgan Emerging Markets Income IncEmerging marketsA0.939.303.80 Income,GrowthActiveQuarterlylt1lt500m0
JP Morgan Multi Asset Income IncOtherA0.834.673.62 Income,GrowthActiveMonthlylt1lt500m0
JP Morgan US Equity IncomeNorth AmericaA0.9314.422.00 Income,GrowthActiveQuarterlylt1gt1bn0
Jupiter Asian Income IncAsia (ex Japan)AA0.9823.303.74 Income,GrowthActiveQuarterlylt1lt1bn0
Jupiter UK Special Situations AccUK equityAA0.769.552.15 GrowthActiveSemi-annuallylt1gt1bn0
Kames Ethical Cautious Managed AccOtherA0.796.651.87 GrowthActiveQuarterlylt1lt1bn0
Kames Investment Grade Bond IncCorporate & government bondsAA0.795.972.83 Income,GrowthActiveQuarterlylt1gt1bn0
Lazard Emerging Markets AccEmerging marketsAA1.0610.551.70 GrowthActiveSemi-annuallylt1pt5gt1bn0
Liontrust Special Situations IncUK equityAA0.8815.031.74 GrowthActiveAnnuallylt1gt1bn0
Majedie UK Equity AccUK equityAA0.778.072.40 GrowthActiveSemi-annuallylt1gt1bn0
Man GLG Japan Core Alpha Equity AccJapanAAA1.117.42- GrowthActiveNonelt1pt50
Man GLG Undervalued Assets AccUK equityA0.913.142.46 GrowthActiveSemi-annuallylt1lt1bn0
Newton Global Dynamic Bond IncOtherAA0.691.942.79 Income,GrowthActiveQuarterlylt1gt1bn0
Newton Global Income IncGlobalA0.7915.263.20 Income,GrowthActiveQuarterlylt1gt1bn0
Old Mutual UK Smaller Companies AccUK smaller companiesAA0.9423.130.65 GrowthActiveAnnuallylt1gt1bn0
Polar Capital Global Insurance AccOtherAA0.9119.42- GrowthActiveNonelt1lt1bn0
Polar Capital Global Technology IncOtherA1.1628.53- GrowthActiveAnnuallylt1pt50
River & Mercantile UK Equity Income IncUK equity incomeAA0.858.623.94 Income,GrowthActiveSemi-annuallylt1lt500m0
River & Mercantile UK Equity Smaller Companies AccUK smaller companiesAA0.8317.680.95 GrowthActiveSemi-annuallylt1lt1bn0
Schroder Tokyo AccJapanA0.9118.280.96 GrowthActiveAnnuallylt1gt1bn0
SPDR ® FTSE UK All Share ETFUK equity-0.28.04- GrowthTrackerNoneltpt5lt500m0
Standard Life Investments Global Smaller Companies AccGlobalA1.0621.710.03 GrowthActiveAnnuallylt1pt5lt1bn0
Stewart Investors Asia Pacific Leaders AccAsia (ex Japan)AAA0.8910.750.91 GrowthActiveSemi-annuallylt1gt1bn0
Stewart Investors Worldwide Sustainability AccOtherA0.9515.990.33 GrowthActiveSemi-annuallylt1lt500m0
TB Saracen Global Income & Growth DisGlobalA0.9912.292.54 Income,GrowthActiveSemi-annuallylt1lt500m0
Threadneedle Dynamic Real Return AccOtherA0.946.010.90 GrowthActiveSemi-annuallylt1lt1bn0
Threadneedle UK Equity Income IncUK equity incomeAA0.829.063.96 Income,GrowthActiveQuarterlylt1gt1bn0
Unicorn UK income incUK smaller companiesA0.8112.383.76 Income,GrowthActiveQuarterlylt1lt1bn0
Vanguard FTSE 250 ETFUK equity-0.110.703.19 GrowthTrackerQuarterlyltpt5lt1bn0
Vanguard FTSE Developed Europe ex UK ETFEurope (ex UK)-0.1210.352.63 GrowthTrackerQuarterlyltpt50
Vanguard FTSE Japan ETFJapan-0.1915.521.45 GrowthTrackerQuarterlyltpt50
Vanguard UK Gilt ETFCorporate & government bonds- IncomeTrackerMonthlyltpt5lt500m0
Vanguard UK Inflation-Linked Gilt Index Fund AccCorporate & government bonds-0.159.05- IncomeTrackerQuarterlyltpt5gt1bn0
VT AJ Bell Passive Adventurous fundMulti-asset-0.5-- GrowthajbellSemi-annuallylt1lt100m4
VT AJ Bell Passive Balanced fundMulti-asset-0.5-- GrowthajbellSemi-annuallylt1lt100m2
VT AJ Bell Passive Cautious fundMulti-asset-0.5-- GrowthajbellSemi-annuallylt1lt100m0
VT AJ Bell Passive Moderately Adventurous fundMulti-asset-0.5-- GrowthajbellSemi-annuallylt1lt100m3
VT AJ Bell Passive Moderately Cautious fundMulti-asset-0.5-- GrowthajbellSemi-annuallylt1lt100m1

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Changes to the Favourite funds list

The Favourite funds list is continually reviewed by our experts and the following changes have recently been made. The removal and additional of funds from the list are not a personal recommendation to buy or sell the fund and the updates are provided for information only.

August 2017
  • Schroder Tokyo fund downgraded from AAA to A
June 2017
  • Schroder UK Dynamic Smaller Companies removed from the list following the departure of the fund managers
  • Unicorn UK Income fund added to the list
April 2017
  • Invesco Perpetual Asian fund downgraded from AA to A following a change in the fund manager
  • GS Emerging Markets Equity portfolio removed from list following the departure of the fund manager
  • Fidelity Emerging Markets fund added to the list