AJ Bell Favourite funds

Funds can make investing easier. No picking individual stocks and shares, no spending hours researching individual companies. But there are thousands of funds to choose from – spread across multiple sectors, regions, asset classes, and investment strategies. How do you begin to know which to choose?

That’s where the AJ Bell Favourite funds list comes in. We’ve surveyed the markets and picked out the funds we think are likeliest to provide your portfolio with an income, or with medium- to long-term growth. The list is chosen by our investment specialists, is regularly updated, and features only funds that offer a combination of the following:

  • Low-cost – and great value
  • Proven management record versus benchmark and peers
  • Achievable investment objective

With the help of our handy filter tool, you can find the right fund to meet your criteria – whether that’s fund type, fund sector, or investment goal. But before you go ahead and invest, make sure you do your own research too. That includes reading factsheets and reports, as well as Key Information Documents (KIDs and KIIDs).

Ryan Hughes, Head of Active Portfolios introduces the AJ Bell Favourite funds list

The AJ Bell Favourite funds list is designed to help you choose your investments, but isn’t a personal recommendation. You may own funds not included on the list – this doesn’t mean we recommend that you sell them. If you’re not confident about making your own financial decisions, or are looking for advice, you should speak to a suitably qualified financial adviser. Remember that the value of investments can change, and you could lose money as well as make it. You can also view our complete list of funds by using our Fund screener tool.

  • How do you choose funds for the AJ Bell Favourite funds list?

Search our Favourite funds

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Select the fund(s) that match your investment criteria and then click Add to basket. Then use the Checkout button to buy the fund(s).

NameSectorFund mgrs' charge 3 yr return Yield GoalFund typeIncome freqOCF rangeFund size range
Aberdeen Standard Investments Global Smaller Companies AccGlobal0.954.33- GrowthActiveAnnuallylt1gt1bn-1
Allianz Strategic Bond IncStrategic bonds0.433.351.10 Income,GrowthActiveSemi-annuallyltpt5gt1bn-1
Artemis Corporate Bond IncUK corporate bonds0.39-3.03 Income,GrowthActiveQuarterlyltpt5lt1bn-1
Artemis Strategic Bond AccStrategic bonds0.570.113.01 Income,GrowthActiveQuarterlylt1gt1bn-1
Artemis Strategic Bond IncStrategic bonds0.570.113.07 Income,GrowthActiveQuarterlylt1gt1bn-1
Artemis US Select AccNorth America0.858.76- GrowthActiveAnnuallylt1gt1bn-1
Artemis US Smaller Companies AccNorth America0.897.76- GrowthActiveAnnuallylt1gt1bn-1
Baillie Gifford Global Alpha Growth AccGlobal0.607.310.30 GrowthActiveSemi-annuallylt1gt1bn-1
Baillie Gifford High Yield Bond IncHigh yield bonds0.37-0.984.88 Income,GrowthActiveQuarterlyltpt5lt1bn-1
Baillie Gifford Japanese AccJapan0.621.961.44 GrowthActiveAnnuallylt1gt1bn-1
Baring Europe Select Trust IncEurope (ex UK)0.800.981.40 GrowthActiveSemi-annuallylt1lt1bn-1
BlackRock Continental European Income IncEurope (ex UK)0.915.464.26 Income,GrowthActiveQuarterlylt1gt1bn-1
Blackrock European Dynamic AccEurope (ex UK)0.918.85- GrowthActiveAnnuallylt1gt1bn-1
BlackRock Gold and General AccSpecialist1.17-4.271.63 GrowthActiveAnnuallylt1pt5gt1bn-1
BlackRock UK Special Situations AccUK equity0.901.921.62 GrowthActiveSemi-annuallylt1lt1bn-1
BMO Responsible Sterling Corporate Bond IncUK corporate bonds0.55-2.431.58 Income,Growth,ResponsibleActiveSemi-annuallylt1lt500m-1
Fidelity Asia AccAsia (ex Japan)0.943.230.27 GrowthActiveAnnuallylt1gt1bn-1
Fidelity Emerging Markets AccEmerging markets0.950.591.19 GrowthActiveAnnuallylt1gt1bn-1
Fidelity Global Special Sits AccGlobal0.929.540.29 GrowthActiveAnnuallylt1gt1bn-1
Fidelity Index World Fund AccGlobal0.1210.571.41 GrowthTrackerAnnuallyltpt5gt1bn-1
Fidelity Strategic Bond AccStrategic bonds0.60-1.382.09 Income,GrowthActiveAnnuallylt1lt1bn-1
Fidelity Strategic Bond IncStrategic bonds0.60-1.382.96 Income,GrowthActiveMonthlylt1lt1bn-1
First Sentier Global Listed InfrastructureSpecialist0.805.152.41 Income,GrowthActivelt1gt1bn-1
Franklin UK Mid Cap AccUK equity0.822.221.65 GrowthActiveSemi-annuallylt1lt1bn-1
Franklin UK Smaller Companies AccUK smaller companies0.838.250.91 GrowthActiveSemi-annuallylt1lt500m-1
HSBC FTSE All-World Index Tracker Fund C AccGlobal0.139.611.64 GrowthTrackerAnnuallyltpt5gt1bn-1
Invesco Asian AccAsia (ex Japan)0.909.341.53 GrowthActiveAnnuallylt1gt1bn-1
iShares Automation & Robotics ETFSpecialist0.413.17- GrowthTrackerNoneltpt5-1
iShares Core FTSE 100 Dist ETFUK equity0.074.333.70 GrowthTrackerQuarterlyltpt5gt1bn-1
iShares Core Global Aggregate Bond ETF (£ Hedged) IncGlobal bonds0.1-1.881.47 Income,GrowthTrackerSemi-annuallyltpt5-1
iShares Core MSCI EM IMI Acc ETFEmerging markets0.183.89- GrowthTrackerNoneltpt5-1
iShares Core S&P 500 ETF AccNorth America0.0714.21- GrowthTrackerNoneltpt5-1
iShares GBP Corporate Bond ETF DistUK corporate bonds0.2-2.222.32 Income,GrowthTrackerQuarterlyltpt5gt1bn-1
iShares Japan Equity Index Fund AccJapan0.082.981.96 GrowthTrackerSemi-annuallyltpt5gt1bn-1
iShares MSCI Target UK Real Estate ETFProperty0.44.001.34 Income,GrowthTrackerQuarterlyltpt5lt100m-1
iShares MSCI World SRI UCITS ETF AccGlobal0.2-1.60 Growth,ResponsibleTrackerNoneltpt5-1
iShares Physical Gold ETC AccSpecialist6.03- GrowthTrackerNonegt1pt5-1
iShares UK Equity Index Fund AccUK equity0.054.633.26 GrowthTrackerSemi-annuallyltpt5gt1bn-1
J O Hambro Capital Management UK Dynamic AccUK equity0.674.755.32 GrowthActivelt1gt1bn-1
Janus Henderson Absolute Return AccAbsolute return1.072.36- GrowthActiveSemi-annuallylt1pt5gt1bn-1
JP Morgan Emerging Markets Income IncEmerging markets0.904.383.20 Income,GrowthActiveQuarterlylt1lt1bn-1
JP Morgan US Equity Income IncNorth America0.7810.191.88 Income,GrowthActiveQuarterlylt1gt1bn-1
Jupiter Asian Income IncAsia (ex Japan)1.018.744.19 Income,GrowthActiveQuarterlylt1pt5lt1bn-1
Jupiter Japan Income IncJapan0.983.582.41 Income,GrowthActiveSemi-annuallylt1lt1bn-1
Jupiter UK Special Situations AccUK equity0.766.172.58 GrowthActiveSemi-annuallylt1gt1bn-1
Lazard Emerging Markets AccEmerging markets0.931.313.50 GrowthActiveSemi-annuallylt1lt500m-1
LF Lightman European R AccEurope (ex UK)0.807.600.04 GrowthActiveAnnuallylt1lt500m-1
LF Tellworth UK Smaller Companies AccUK smaller companies0.965.430.72 GrowthActiveSemi-annuallylt1lt500m-1
Liontrust Sustainable Future Global Growth AccGlobal0.8810.72- Growth,ResponsibleActiveSemi-annuallylt1gt1bn-1
Liontrust Sustainable Future UK Growth AccUK equity0.871.591.11 Growth,ResponsibleActiveSemi-annuallylt1lt1bn-1
Lyxor Core MSCI Japan ETFJapan0.123.27- GrowthTrackerNoneltpt5-1
Lyxor Core UK Equity All Cap ETFUK equity0.044.323.83 GrowthTrackerSemi-annuallyltpt5lt500m-1
Lyxor FTSE Actuaries UK Gilts 0-5yr ETFUK government bonds0.05-0.821.40 Income,GrowthTrackerSemi-annuallyltpt5lt500m-1
Lyxor FTSE Actuaries UK Gilts ETFUK government bonds0.05-3.802.07 Income,GrowthTrackerSemi-annuallyltpt5lt1bn-1
Lyxor FTSE Actuaries UK Gilts Inflation-Linked ETFUK government bonds0.07-3.480.38 Income,GrowthTrackerSemi-annuallyltpt5lt100m-1
M&G Emerging Markets Bond IncEmerging market bonds0.68-3.356.88 Income,GrowthActiveSemi-annuallylt1-1
Man GLG Income Professional Inc UK equity income0.904.975.44 Income,GrowthActiveMonthlylt1gt1bn-1
Man GLG Undervalued Assets AccUK equity0.903.312.70 GrowthActiveSemi-annuallylt1gt1bn-1
Montanaro UK Income IncUK equity income0.833.974.20 Income,GrowthActiveQuarterlylt1lt1bn-1
Ninety One UK Alpha AccUK equity0.731.092.09 GrowthActiveAnnuallylt1gt1bn-1
Polar Capital Global Insurance AccSpecialist0.835.43- GrowthActiveNonelt1gt1bn-1
Polar Capital Global Technology IncSpecialist1.1213.32- GrowthActiveAnnuallylt1pt5-1
Royal London Corporate Bond IncUK corporate bonds0.41-0.103.86 Income,GrowthActiveQuarterlyltpt5gt1bn-1
Royal London Sustainable Leaders AccUK equity0.617.701.64 Growth,ResponsibleActiveSemi-annuallylt1gt1bn-1
Schroder European AccEurope (ex UK)0.784.421.20 GrowthActiveAnnuallylt1gt1bn-1
Schroder Global Equity Income IncGlobal0.876.103.99 Income,GrowthActiveSemi-annuallylt1lt500m-1
Schroder Global Recovery AccGlobal0.866.922.06 GrowthActiveAnnuallylt1lt1bn-1
Stewart Investors Asia Pacific Leaders Sustainability AccAsia (ex Japan)0.848.050.23 GrowthActiveSemi-annuallylt1gt1bn-1
Stewart Investors Worldwide Sustainability AccGlobal0.665.930.12 Growth,ResponsibleActivelt1lt1bn-1
TB Amati UK Smaller Companies AccUK smaller companies0.845.530.94 GrowthActiveSemi-annuallylt1lt1bn-1
TB Evenlode Global Income IncGlobal0.846.421.98 Income,GrowthActiveQuarterlylt1gt1bn-1
TB Evenlode Income IncUK equity income0.873.262.66 Income,GrowthActiveQuarterlylt1gt1bn-1
Threadneedle UK Equity Income IncUK equity income0.825.973.25 Income,GrowthActiveQuarterlylt1gt1bn-1
Trojan Global Income AccGlobal0.916.592.61 Income,GrowthActiveQuarterlylt1lt1bn-1
Trojan Global Income IncGlobal0.906.592.66 Income,GrowthActiveQuarterlylt1lt1bn-1
Trojan Income IncUK equity income0.860.432.66 Income,GrowthActiveSemi-annuallylt1gt1bn-1
TwentyFour Corporate Bond AccUK corporate bonds0.33-1.542.31 Income,GrowthActiveQuarterlyltpt5gt1bn-1
TwentyFour Corporate Bond IncUK corporate bonds0.34-2.780.81 Income,GrowthActiveQuarterlyltpt5gt1bn-1
Vanguard FTSE 250 ETFUK equity0.13.793.29 GrowthTrackerQuarterlyltpt5gt1bn-1
Vanguard FTSE Developed Asia Pacific ex Japan ETFAsia (ex Japan)0.15-- GrowthTrackerNoneltpt5-1
Vanguard FTSE Developed Europe ex UK ETFEurope (ex UK)0.14.913.36 GrowthTrackerQuarterlyltpt5-1
Vanguard USD Emerging Market Government Bond ETFEmerging market bonds0.25-2.864.83 Income,GrowthTrackerMonthlyltpt5-1

Select the fund(s) that match your investment criteria and then click Add to basket. Then use the Checkout button to buy the fund(s).

  • What changes have we made to the AJ Bell Favourite funds list?