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?

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

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 experts, is regularly updated, and features only funds that offer a combination of the following:

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

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, analysts’ ratings and reports, as well as Key Information Documents (KIDs and KIIDs).

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. To view our full range of funds, please use our Fund screener tool.

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

    How funds are chosen

    The Favourite funds list includes both active funds (where a fund manager is paid to choose investments that outperform a benchmark) and tracker funds (which simply track an index or benchmark). To understand more about different types of funds, read our investing in funds page.

    When choosing the active funds on the list, we considered:

    • The fund manager, their team and the wider organisation
    • The investment philosophy underpinning the investment process
    • The fund’s objective and suitability to meet the fund’s strategy
    • The way the fund portfolio is constructed and whether it’s 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

    When choosing the tracker funds on the list, we researched the following:

    • The fund manager and their ability to successfully track the chosen index
    • The investment approach to index replication – we've only selected funds which physically replicate the index they track
    • The cost of the fund or ETF
    • The size of the fund and whether it's large enough to ensure liquidity

Search our Favourite funds

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NameSectorFund mgrs' charge?3 yr return?Yield?GoalFund typeIncome freqOCF rangeFund size range
Allianz Gilt Yield IncUK government bonds0.323.941.27 Income,GrowthActiveSemi-annuallyltpt5gt1bn0
Artemis Strategic Bond IncStrategic bonds0.575.533.97 Income,GrowthActiveQuarterlylt1gt1bn0
Artemis US Select AccNorth America0.8422.670.07 GrowthActiveAnnuallylt1lt1bn0
Artemis US Smaller Companies AccNorth America0.8726.57- GrowthActiveAnnuallylt1lt500m0
Baillie Gifford Global Alpha Growth AccGlobal0.6121.160.39 GrowthActiveSemi-annuallylt1gt1bn0
Baillie Gifford High Yield Bond IncHigh yield bonds0.386.473.86 Income,GrowthActiveQuarterlyltpt5lt500m0
Baillie Gifford Japanese AccJapan0.6323.420.82 GrowthActiveAnnuallylt1gt1bn0
Baring Europe Select Trust IncEurope (ex UK)0.7919.881.27 GrowthActiveSemi-annuallylt1gt1bn0
Blackrock European Dynamic AccEurope (ex UK)0.9216.341.08 GrowthActiveAnnuallylt1gt1bn0
BlackRock Gold and General AccSpecialist1.1710.820.01 GrowthActiveAnnuallylt1pt5gt1bn0
Fidelity Asia AccAsia (ex Japan)0.9420.650.74 GrowthActiveAnnuallylt1gt1bn0
Fidelity Emerging Markets AccEmerging markets0.9814.081.08 GrowthActiveAnnuallylt1gt1bn0
Fidelity Global Special Sits AccGlobal0.9220.110.60 GrowthActiveAnnuallylt1gt1bn0
Fidelity Index World Fund AccGlobal0.1218.641.66 GrowthTrackerAnnuallyltpt5lt1bn0
Fidelity Strategic Bond IncStrategic bonds0.662.452.05 Income,GrowthActiveMonthlylt1gt1bn0
First State Global Listed Infrastructure IncSpecialist0.8115.333.46 Income,GrowthActiveSemi-annuallylt1gt1bn0
FP Crux European Special Situations AccEurope (ex UK)0.8816.231.28 GrowthActiveSemi-annuallylt1gt1bn0
Franklin UK Mid Cap AccUK equity0.828.711.94 GrowthActiveSemi-annuallylt1gt1bn0
Franklin UK Smaller Companies AccUK smaller companies0.8311.881.00 GrowthActiveSemi-annuallylt1lt500m0
Invesco Perpetual Asian AccAsia (ex Japan)0.923.641.29 GrowthActiveAnnuallylt1gt1bn0
Invesco Perpetual Corporate Bond IncUK corporate bonds0.614.093.18 Income,GrowthActiveSemi-annuallylt1gt1bn0
Investec UK Alpha AccUK equity0.739.512.24 GrowthActiveAnnuallylt1gt1bn0
iShares Core FTSE 100 Dist ETFUK equity0.079.893.97 GrowthTrackerQuarterlyltpt5gt1bn0
iShares Core MSCI EM IMI Acc ETFEmerging markets0.1815.83- GrowthTrackerNoneltpt50
iShares Core MSCI Pacific ex-Japan ETF AccAsia (ex Japan)0.216.85- GrowthTrackerNoneltpt50
iShares Core MSCI World ETFGlobal0.218.88- GrowthTrackerNoneltpt50
iShares Core S&P 500 ETF AccNorth America0.0721.68- GrowthTrackerNoneltpt50
iShares GBP Corporate Bond ETF DistUK corporate bonds0.25.502.73 Income,GrowthTrackerQuarterlyltpt5gt1bn0
iShares Global Government Bond ETFGlobal bonds0.27.211.08 Income,GrowthTrackerSemi-annuallyltpt50
iShares Global High Yield Corp Bond ETFHigh yield bonds0.511.644.73 Income,GrowthTrackerSemi-annuallylt10
iShares Japan Equity Index Fund AccJapan0.1616.191.52 GrowthTrackerSemi-annuallyltpt5gt1bn0
iShares Overseas Govt Bond Index Fund AccGlobal bonds0.167.791.03 GrowthTrackerSemi-annuallyltpt5gt1bn0
iShares UK Equity Index Fund AccUK equity0.0610.273.20 GrowthTrackerSemi-annuallyltpt5gt1bn0
iShares UK Property ETFProperty0.4-0.703.20 Income,GrowthTrackerQuarterlyltpt5lt1bn0
iShares £ Index-Linked Gilts Dist ETFUK government bonds0.256.311.88 Income,GrowthTrackerSemi-annuallyltpt5lt1bn0
Janus Henderson UK Absolute Return AccAbsolute return1.062.680.09 GrowthActiveSemi-annuallylt1pt5gt1bn0
Janus Henderson UK Property PAIF IncProperty0.843.112.18 Income,GrowthActiveQuarterlylt1gt1bn0
JOHCM UK Dynamic AccUK equity0.6913.013.47 GrowthActiveAnnuallylt1gt1bn0
JP Morgan Emerging Markets Income IncEmerging markets0.7514.694.17 Income,GrowthActiveQuarterlylt1lt500m0
JP Morgan US Equity Income IncNorth America0.920.191.78 Income,GrowthActiveQuarterlylt1gt1bn0
Jupiter Asian Income IncAsia (ex Japan)0.98-3.95 Income,GrowthActiveQuarterlylt1lt1bn0
Jupiter Global Emerging Markets AccEmerging markets1.3813.211.23 GrowthActiveAnnuallylt1pt5lt500m0
Jupiter UK Special Situations AccUK equity0.7610.952.22 GrowthActiveSemi-annuallylt1gt1bn0
Kames Ethical Cautious Managed AccEthical0.794.282.00 GrowthActiveQuarterlylt1lt1bn0
Lazard Emerging Markets AccEmerging markets1.0814.161.96 GrowthActiveSemi-annuallylt1pt5gt1bn0
Liontrust Special Situations IncUK equity0.8715.951.81 GrowthActiveAnnuallylt1gt1bn0
Lyxor FTSE Actuaries UK Gilts 0-5yr ETFUK government bonds0.07-2.99 Income,GrowthTrackerAnnuallyltpt5lt500m0
Lyxor FTSE Actuaries UK Gilts ETFUK government bonds0.073.332.74 Income,GrowthTrackerSemi-annuallyltpt5lt500m0
M&G Emerging Markets Bond IncEmerging market bonds0.7811.896.36 Income,GrowthActiveSemi-annuallylt1lt1bn0
M&G Global Macro Bond IncGlobal bonds0.817.672.75 Income,GrowthActiveQuarterlylt10
Man GLG Japan Core Alpha AccJapan0.915.901.65 GrowthActiveAnnuallylt1gt1bn0
Man GLG UK Income Professional Inc UK equity income0.911.726.30 Income,GrowthActiveMonthlylt1lt1bn0
Man GLG Undervalued Assets AccUK equity0.911.431.91 GrowthActiveSemi-annuallylt1gt1bn0
Montanaro UK Income IncUK equity income0.85-2.90 Income,GrowthActiveNonelt1lt500m0
Newton Global Dynamic Bond IncAbsolute return0.671.612.93 Income,GrowthActiveQuarterlylt1gt1bn0
Newton Global Income IncGlobal0.7917.833.10 Income,GrowthActiveQuarterlylt1gt1bn0
Old Mutual UK Smaller Companies AccUK smaller companies0.9418.490.59 GrowthActiveAnnuallylt1gt1bn0
Polar Capital Global Insurance AccSpecialist0.8817.92- GrowthActiveNonelt1gt1bn0
Polar Capital Global Technology IncSpecialist1.1635.18- GrowthActiveAnnuallylt1pt50
Royal London Corporate Bond IncUK corporate bonds0.375.743.76 Income,GrowthActiveQuarterlyltpt5gt1bn0
Schroder European AccEurope (ex UK)0.7715.021.51 GrowthActiveAnnuallylt1gt1bn0
Schroder Global Recovery AccGlobal0.88-1.51 GrowthActiveAnnuallylt1lt500m0
Schroder Tokyo AccJapan0.9115.880.98 GrowthActiveAnnuallylt1gt1bn0
SPDR ® FTSE UK All Share ETFUK equity0.29.55- GrowthTrackerNoneltpt5lt1bn0
Standard Life Investments Global Smaller Companies AccGlobal1.0625.71- GrowthActiveAnnuallylt1pt5gt1bn0
Stewart Investors Asia Pacific Leaders AccAsia (ex Japan)0.8915.211.15 GrowthActiveSemi-annuallylt1gt1bn0
Stewart Investors Worldwide Sustainability AccEthical0.9918.070.55 GrowthActiveSemi-annuallylt1lt1bn0
TB Evenlode Income IncUK equity income0.914.882.44 Income,GrowthActiveSemi-annuallylt1gt1bn0
TB Saracen Global Income & Growth DisGlobal0.9915.492.72 Income,GrowthActiveSemi-annuallylt1lt500m0
Threadneedle UK Equity Income IncUK equity income0.829.803.79 Income,GrowthActiveQuarterlylt1gt1bn0
Troy Trojan Income IncUK equity income0.87-- Income,GrowthActiveSemi-annuallylt1gt1bn0
TwentyFour Corporate Bond IncUK corporate bonds0.394.933.86 Income,GrowthActiveQuarterlyltpt5lt1bn0
Vanguard FTSE 250 ETFUK equity0.19.102.98 GrowthTrackerQuarterlyltpt5lt1bn0
Vanguard FTSE Developed Europe ex UK ETFEurope (ex UK)0.1212.892.83 GrowthTrackerQuarterlyltpt50
Vanguard FTSE Japan ETFJapan0.1915.731.60 GrowthTrackerQuarterlyltpt50
Vanguard UK Inflation-Linked Gilt Index Fund AccUK government bonds0.156.32- Income,GrowthTrackerQuarterlyltpt5gt1bn0
VT AJ Bell Passive Adventurous fundMulti-asset0.45-1.65 GrowthajbellSemi-annuallyltpt5lt100m4
VT AJ Bell Passive Balanced fundMulti-asset0.42-1.78 GrowthajbellSemi-annuallyltpt5lt100m2
VT AJ Bell Passive Cautious fundMulti-asset0.5-1.37 GrowthajbellSemi-annuallylt1lt100m0
VT AJ Bell Passive Global Growth fundMulti-asset0.5-- Income,GrowthajbellSemi-annuallylt1lt100m9
VT AJ Bell Passive Moderately Adventurous fundMulti-asset0.47-1.73 GrowthajbellSemi-annuallyltpt5lt100m3
VT AJ Bell Passive Moderately Cautious fundMulti-asset0.5-1.76 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.

September 2018

We have undertaken an in depth review of the Favourite Funds list which has resulted in a number of changes being made. This has seen 11 new funds added to the list that we judge to be amongst the high quality in their field, while 10 have been removed due to us having higher conviction in alternative managers.

The following funds have been removed:

  • Artemis European Opportunities Acc
  • Fidelity Enhanced Income Inc
  • Janus Henderson Fixed Interest Monthly Income Inc
  • JP Morgan Multi Asset Income Inc
  • Kames Investment Grade Bond Inc
  • LF Woodford Equity Income Inc
  • Majedie UK Equity Acc
  • River & Mercantile UK Equity Income Inc
  • Threadneedle Dynamic Real Return Acc
  • Unicorn UK Income Inc

The following funds have been added:

  • Allianz Gilt Yield Inc
  • Franklin UK Smaller Companies Acc
  • Janus Henderson UK Absolute Return Acc
  • JO Hambro UK Dynamic Acc
  • Jupiter Global Emerging Markets Acc
  • M&G Emerging Market Bond Inc
  • M&G Global Macro Inc
  • Montanaro UK Income Inc
  • Schroder European Acc
  • Schroder Global Recovery Acc
  • Troy Trojan Income Inc
  • Previous changes to the list
    August 2018
    • Man GLG UK Income Professional Inc, TwentyFour Corporate Bond Inc, Royal London Corporate Bond Inc and Fidelity Global Special Sits Acc added to the list

    June 2018
    • VT AJ Bell Passive Global Growth fund added to the list following launch.

    May 2018
    • Vanguard UK Gilt ETF, iShares Core UK Gilt ETF and iShares UK Gilts 0-5yr ETF removed from the list as lower cost, better alternatives have been identified

    • Lyxor FTSE Actuaries UK Gilts ETF and Lyxor FTSE Actuaries UK Gilts 0-5yr ETF have both been added to the list

    March 2018
    • Invesco Perpetual Global Financial Capital removed from the list following a change in rating

    • Artemis Strategic Bond Quarterly Inc added to the list

    February 2018
    • River & Mercantile UK Equity Smaller Companies removed from the list following the departure of the fund manager

    • Franklin UK Mid Cap fund added to the list

    • First State Global Resources removed from the list following the announcement that First State intends to close its Global Resources capability

    • BlackRock Gold and General fund added to the list

    January 2018
    • BlackRock Japan Equity Tracker Fund Acc changed its name to iShares Japan Equity Index Fund Acc

    • BlackRock Overseas Govt Bond Tracker Fund Acc changed its name to iShares Overseas Govt Bond Index Fund Acc

    • BlackRock UK Equity Tracker Fund Acc changed its name to iShares UK Equity Index Fund Acc

    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