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.

The range of AJ Bell funds is included in the search tool below. Just remember these aren’t part of the AJ Bell Favourite funds list, and have been added for your information. 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 AccGlobal1.0513.17- GrowthActiveAnnuallylt1pt5gt1bn0
AJ Bell Adventurous fundMulti-asset0.356.581.53 GrowthajbellSemi-annuallyltpt5lt100m4
AJ Bell Balanced fundMulti-asset0.346.381.75 GrowthajbellSemi-annuallyltpt5lt500m2
AJ Bell Cautious fundMulti-asset0.354.231.68 GrowthajbellSemi-annuallyltpt5lt100m0
AJ Bell Global Growth fundMulti-asset0.35-1.34 GrowthajbellSemi-annuallyltpt5lt100m9
AJ Bell Income and Growth fundMulti-asset0.83-3.43 Income,GrowthajbellMonthlylt1lt100m0
AJ Bell Income fundMulti-asset0.75-3.41 IncomeajbellMonthlylt1lt100m0
AJ Bell Moderately Adventurous fundMulti-asset0.356.271.74 GrowthajbellSemi-annuallyltpt5lt500m3
AJ Bell Moderately Cautious fundMulti-asset0.355.231.78 GrowthajbellSemi-annuallyltpt5lt100m1
AJ Bell Responsible Growth fundResponsible0.51-- IncomeajbellSemi-annuallylt10
Allianz Gilt Yield IncUK government bonds0.325.590.85 Income,GrowthActiveSemi-annuallyltpt5gt1bn0
Allianz Strategic Bond IncStrategic bonds0.4214.213.15 Income,GrowthActiveSemi-annuallyltpt5gt1bn0
Artemis Corporate Bond IncUK corporate bonds0.40-1.89 Income,GrowthActiveQuarterlyltpt5lt500m0
Artemis Strategic Bond AccStrategic bonds0.573.702.35 Income,GrowthActiveQuarterlylt1gt1bn0
Artemis Strategic Bond IncStrategic bonds0.573.702.39 Income,GrowthActiveQuarterlylt1gt1bn0
Artemis US Select AccNorth America0.8515.660.18 GrowthActiveAnnuallylt1gt1bn0
Artemis US Smaller Companies AccNorth America0.8916.730.02 GrowthActiveAnnuallylt1lt1bn0
Baillie Gifford Global Alpha Growth AccGlobal0.5916.850.51 GrowthActiveSemi-annuallylt1gt1bn0
Baillie Gifford High Yield Bond IncHigh yield bonds0.373.734.26 Income,GrowthActiveQuarterlyltpt5lt1bn0
Baillie Gifford Japanese AccJapan0.627.361.15 GrowthActiveAnnuallylt1gt1bn0
Baring Europe Select Trust IncEurope (ex UK)0.806.090.64 GrowthActiveSemi-annuallylt1gt1bn0
BlackRock Continental European Income IncEurope (ex UK)0.926.442.54 Income,GrowthActiveQuarterlylt1gt1bn0
Blackrock European Dynamic AccEurope (ex UK)0.9214.260.52 GrowthActiveAnnuallylt1gt1bn0
BlackRock Gold and General AccSpecialist1.1714.560.17 GrowthActiveAnnuallylt1pt5gt1bn0
BMO Responsible Sterling Corporate Bond IncResponsible0.574.701.90 Income,GrowthActiveSemi-annuallylt1lt500m0
Fidelity Asia AccAsia (ex Japan)0.9411.000.88 GrowthActiveAnnuallylt1gt1bn0
Fidelity Emerging Markets AccEmerging markets0.978.820.52 GrowthActiveAnnuallylt1gt1bn0
Fidelity Global Special Sits AccGlobal0.9210.590.69 GrowthActiveAnnuallylt1gt1bn0
Fidelity Index World Fund AccGlobal0.1210.571.73 GrowthTrackerAnnuallyltpt5gt1bn0
Fidelity Strategic Bond AccStrategic bonds0.674.481.83 Income,GrowthActiveAnnuallylt1gt1bn0
Fidelity Strategic Bond IncStrategic bonds0.674.482.15 Income,GrowthActiveMonthlylt1gt1bn0
First Sentier Global Listed InfrastructureSpecialist0.794.332.86 Income,GrowthActiveSemi-annuallylt1gt1bn0
Franklin UK Mid Cap AccUK equity0.831.680.51 GrowthActiveSemi-annuallylt1lt1bn0
Franklin UK Smaller Companies AccUK smaller companies0.835.420.79 GrowthActiveSemi-annuallylt1lt500m0
Invesco Asian AccAsia (ex Japan)0.906.271.57 GrowthActiveAnnuallylt1gt1bn0
iShares Automation & Robotics ETFSpecialist0.414.82- GrowthTrackerNoneltpt50
iShares Core FTSE 100 Dist ETFUK equity0.07-0.623.64 GrowthTrackerQuarterlyltpt5gt1bn0
iShares Core Global Aggregate Bond ETFGlobal bonds0.14.371.49 Income,GrowthTrackerSemi-annuallyltpt50
iShares Core MSCI EM IMI Acc ETFEmerging markets0.185.61- GrowthTrackerNoneltpt50
iShares Core S&P 500 ETF AccNorth America0.0713.98- GrowthTrackerNoneltpt50
iShares GBP Corporate Bond ETF DistUK corporate bonds0.25.302.19 Income,GrowthTrackerQuarterlyltpt5gt1bn0
iShares Japan Equity Index Fund AccJapan0.085.291.90 GrowthTrackerSemi-annuallyltpt5gt1bn0
iShares MSCI Target UK Real Estate ETFProperty0.41.901.48 Income,GrowthTrackerQuarterlyltpt5lt100m0
iShares UK Equity Index Fund AccUK equity0.060.083.26 GrowthTrackerSemi-annuallyltpt5gt1bn0
J O Hambro Capital Management UK Dynamic AccUK equity0.67-3.745.03 GrowthActiveAnnuallylt1gt1bn0
Janus Henderson UK Absolute Return AccAbsolute return1.051.43- GrowthActiveSemi-annuallylt1pt5gt1bn0
JP Morgan Emerging Markets Income IncEmerging markets0.907.732.91 Income,GrowthActiveQuarterlylt1lt500m0
JP Morgan US Equity Income IncNorth America0.787.672.30 Income,GrowthActiveQuarterlylt1gt1bn0
Jupiter Asian Income IncAsia (ex Japan)0.986.403.43 Income,GrowthActiveQuarterlylt1lt1bn0
Jupiter Japan Income IncJapan0.988.492.13 Income,GrowthActiveSemi-annuallylt1lt1bn0
Jupiter UK Special Situations AccUK equity0.76-1.802.31 GrowthActiveSemi-annuallylt1gt1bn0
Lazard Emerging Markets AccEmerging markets0.94-1.042.16 GrowthActiveSemi-annuallylt1lt1bn0
LF Tellworth UK Smaller Companies AccUK smaller companies0.95-0.14 GrowthActiveSemi-annuallylt1lt500m0
Liontrust Special Situations IncUK equity0.825.221.46 GrowthActiveAnnuallylt1gt1bn0
Liontrust Sustainable Future Global Growth AccResponsible0.8919.27- GrowthActiveSemi-annuallylt1lt1bn0
Liontrust Sustainable Future UK Growth AccResponsible0.877.961.04 GrowthActiveSemi-annuallylt1lt1bn0
Lyxor Core Morningstar UK ETFUK equity0.04-3.40 GrowthTrackerAnnuallyltpt5lt100m0
Lyxor Core MSCI Japan ETFJapan0.12-- GrowthTrackerNoneltpt50
Lyxor Core MSCI World ETFGlobal0.12-- GrowthTrackerNoneltpt50
Lyxor FTSE Actuaries UK Gilts 0-5yr ETFUK government bonds0.070.812.47 Income,GrowthTrackerSemi-annuallyltpt5lt500m0
Lyxor FTSE Actuaries UK Gilts ETFUK government bonds0.074.432.23 Income,GrowthTrackerSemi-annuallyltpt5lt1bn0
Lyxor FTSE Actuaries UK Gilts Inflation-Linked ETFUK government bonds0.075.250.29 Income,GrowthTrackerSemi-annuallyltpt5lt100m0
M&G Emerging Markets Bond IncEmerging market bonds0.754.966.37 Income,GrowthActiveSemi-annuallylt10
M&G Global Macro Bond IncGlobal bonds0.785.912.06 Income,GrowthActiveQuarterlylt10
Man GLG UK Income Professional Inc UK equity income0.90-0.775.99 Income,GrowthActiveMonthlylt1lt1bn0
Man GLG Undervalued Assets AccUK equity0.90-3.721.93 GrowthActiveSemi-annuallylt1lt1bn0
Montanaro UK Income IncUK equity income0.862.702.04 Income,GrowthActiveQuarterlylt1lt1bn0
Ninety One UK Alpha AccUK equity0.721.801.87 GrowthActiveAnnuallylt1gt1bn0
Polar Capital Global Insurance AccSpecialist0.884.98- GrowthActiveNonelt1gt1bn0
Polar Capital Global Technology IncSpecialist1.1329.25- GrowthActiveAnnuallylt1pt50
Royal London Corporate Bond IncUK corporate bonds0.415.453.42 Income,GrowthActiveQuarterlyltpt5gt1bn0
Royal London Sustainable Leaders AccResponsible0.619.321.49 GrowthActiveSemi-annuallylt1gt1bn0
Schroder European AccEurope (ex UK)0.773.591.43 GrowthActiveAnnuallylt1gt1bn0
Schroder Global Recovery AccGlobal0.86-0.373.25 GrowthActiveAnnuallylt1lt500m0
Stewart Investors Asia Pacific Leaders AccAsia (ex Japan)0.8410.690.74 GrowthActiveSemi-annuallylt1gt1bn0
Stewart Investors Worldwide Sustainability AccResponsible0.6710.43- GrowthActiveSemi-annuallylt1lt500m0
TB Evenlode Global Income IncGlobal0.859.462.58 Income,GrowthActiveQuarterlylt1lt1bn0
TB Evenlode Income AccUK equity income0.875.482.98 Income,GrowthActiveQuarterlylt1gt1bn0
TB Evenlode Income IncUK equity income0.875.483.04 Income,GrowthActiveQuarterlylt1gt1bn0
Threadneedle UK Equity Income IncUK equity income0.821.543.40 Income,GrowthActiveQuarterlylt1gt1bn0
Trojan Global Income AccGlobal0.937.642.99 Income,GrowthActiveQuarterlylt1lt500m0
Trojan Global Income IncGlobal0.937.643.05 Income,GrowthActiveQuarterlylt1lt500m0
Trojan Income IncUK equity income0.861.293.56 Income,GrowthActiveSemi-annuallylt1gt1bn0
TwentyFour Corporate Bond AccUK corporate bonds0.344.772.20 Income,GrowthActiveQuarterlyltpt5gt1bn0
TwentyFour Corporate Bond IncUK corporate bonds0.344.502.25 Income,GrowthActiveQuarterlyltpt5gt1bn0
Vanguard FTSE 250 ETFUK equity0.12.512.48 GrowthTrackerQuarterlyltpt5gt1bn0
Vanguard FTSE Developed Asia Pacific ex Japan ETFAsia (ex Japan)0.15-- GrowthTrackerNoneltpt50
Vanguard FTSE Developed Europe ex UK ETFEurope (ex UK)0.15.271.91 GrowthTrackerQuarterlyltpt50
Vanguard USD Emerging Market Government Bond ETFEmerging market bonds0.255.094.21 Income,GrowthTrackerMonthlyltpt50

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?