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 Fund Selection 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

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NameSectorRating?Fund mgrs' charge?3 yr return?Yield?GoalFund typeIncome freqOCF rangeFund size range
Artemis European Opportunities AccEurope (ex UK)AA0.8410.761.43 GrowthActiveAnnuallylt1lt500m0
Artemis Strategic Bond Quarterly IncCorporate & government bondsAA0.575.113.92 Income,GrowthActiveQuarterlylt1gt1bn0
Artemis US Select AccNorth AmericaA0.8415.680.08 GrowthActiveAnnuallylt1lt1bn0
Artemis US Smaller Companies AccNorth AmericaA0.8715.54- GrowthActiveAnnuallylt1lt500m0
Baillie Gifford Global Alpha Growth AccGlobalAA0.614.980.45 GrowthActiveSemi-annuallylt1gt1bn0
Baillie Gifford High Yield Bond IncCorporate & government bondsA0.385.923.76 Income,GrowthActiveQuarterlyltpt5lt500m0
Baillie Gifford Japanese AccJapanAA0.6316.030.75 GrowthActiveAnnuallylt1gt1bn0
Baring Europe Select Trust IncEurope (ex UK)AA0.7916.230.99 GrowthActiveSemi-annuallylt1gt1bn0
Blackrock European Dynamic AccEurope (ex UK)AAA0.9212.341.19 GrowthActiveAnnuallylt1gt1bn0
BlackRock Gold and General AccOtherAA1.177.010.01 GrowthActiveAnnuallylt1pt5gt1bn0
Evenlode Income IncUK equity incomeA0.99.532.67 Income,GrowthActiveSemi-annuallylt1gt1bn0
Fidelity Asia AccAsia (ex Japan)A0.9613.720.76 GrowthActiveAnnuallylt1gt1bn0
Fidelity Emerging Markets AccEmerging marketsA0.989.950.81 GrowthActiveAnnuallylt1gt1bn0
Fidelity Enhanced Income IncUK equity incomeA0.941.207.30 Income,GrowthActiveQuarterlylt1lt500m0
Fidelity Index World Fund AccGlobal-0.1210.311.93 GrowthTrackerAnnuallyltpt5lt1bn0
Fidelity Strategic Bond IncCorporate & government bondsAA0.661.612.17 Income,GrowthActiveMonthlylt1gt1bn0
First State Global Listed Infrastructure AccGlobalAA0.88.113.35 Income,GrowthActiveSemi-annuallylt1gt1bn0
FP Crux European Special Situations AccEurope (ex UK)AAA0.8612.461.52 GrowthActiveSemi-annuallylt1gt1bn0
Franklin UK Mid Cap AccUK equityA0.829.552.29 GrowthActiveSemi-annuallylt1lt1bn0
Henderson Fixed Interest Monthly Income IncCorporate & government bondsA0.695.034.84 Income,GrowthActiveMonthlylt1lt1bn0
Henderson UK Property PAIF AccOtherR0.844.152.67 Income,GrowthActiveQuarterlylt1gt1bn0
Invesco Perpetual Asian AccAsia (ex Japan)A0.915.841.33 GrowthActiveAnnuallylt1gt1bn0
Invesco Perpetual Corporate Bond IncCorporate & government bondsAAA0.613.623.49 Income,GrowthActiveSemi-annuallylt1gt1bn0
Investec UK Alpha AccUK equityA0.736.012.48 GrowthActiveAnnuallylt1gt1bn0
iShares Core FTSE 100 Dist ETFUK equity-0.075.624.23 GrowthTrackerQuarterlyltpt5gt1bn0
iShares Core MSCI EM IMI Acc ETFEmerging markets-0.258.21- GrowthTrackerNoneltpt50
iShares Core MSCI Pacific ex-Japan ETF AccAsia (ex Japan)-0.26.78- GrowthTrackerNoneltpt50
iShares Core MSCI World ETFGlobal-0.210.08- GrowthTrackerNoneltpt50
iShares Core S&P 500 ETF AccNorth America-0.0712.39- GrowthTrackerNoneltpt50
iShares Core UK Gilts ETF DistCorporate & government bonds-0.22.721.29 IncomeTrackerSemi-annuallyltpt5gt1bn0
iShares GBP Corporate Bond ETF DistCorporate & government bonds-0.23.742.74 IncomeTrackerQuarterlyltpt5gt1bn0
iShares Global Government Bond ETFCorporate & government bonds-0.24.660.95 IncomeTrackerSemi-annuallyltpt50
iShares Global High Yield Corp Bond ETFCorporate & government bonds- IncomeTrackerSemi-annuallylt10
iShares Japan Equity Index Fund AccJapan-0.1610.191.62 GrowthTrackerSemi-annuallyltpt5gt1bn0
iShares Overseas Govt Bond Index Fund AccCorporate & government bonds-0.174.751.07 IncomeTrackerSemi-annuallyltpt5lt1bn0
iShares UK Equity Index Fund AccUK equity- GrowthTrackerSemi-annuallyltpt5gt1bn0
iShares UK Gilts 0-5 years ETFCorporate & government bonds-0.20.580.37 IncomeTrackerSemi-annuallyltpt5gt1bn0
iShares UK Property ETFOther-0.4-0.063.22 GrowthTrackerQuarterlyltpt5lt1bn0
iShares £ Index-Linked Gilts Dist ETFCorporate & government bonds- IncomeTrackerSemi-annuallyltpt5lt1bn0
JP Morgan Emerging Markets Income IncEmerging marketsA0.757.883.75 Income,GrowthActiveQuarterlylt1lt500m0
JP Morgan Multi Asset Income IncOtherA0.652.963.61 Income,GrowthActiveMonthlylt1lt500m0
JP Morgan US Equity IncomeNorth AmericaA0.911.122.15 Income,GrowthActiveQuarterlylt1gt1bn0
Jupiter Asian Income IncAsia (ex Japan)AA0.9815.444.07 Income,GrowthActiveQuarterlylt1lt1bn0
Jupiter UK Special Situations AccUK equityAA0.767.902.26 GrowthActiveSemi-annuallylt1gt1bn0
Kames Ethical Cautious Managed AccOtherA0.793.332.02 GrowthActiveQuarterlylt1lt1bn0
Kames Investment Grade Bond IncCorporate & government bondsAA0.784.042.75 Income,GrowthActiveQuarterlylt1gt1bn0
Lazard Emerging Markets AccEmerging marketsAA1.089.051.72 GrowthActiveSemi-annuallylt1pt5gt1bn0
LF Woodford Equity Income IncUK equity incomeAAA0.750.493.87 Income,GrowthActiveQuarterlylt1gt1bn0
Liontrust Special Situations IncUK equityAA0.8612.001.77 GrowthActiveAnnuallylt1gt1bn0
Majedie UK Equity AccUK equityAA0.775.902.75 GrowthActiveSemi-annuallylt1gt1bn0
Man GLG Japan Core Alpha Equity AccJapanAAA1.089.41- GrowthActiveNonelt1pt50
Man GLG Undervalued Assets AccUK equityA0.911.831.99 GrowthActiveSemi-annuallylt1lt1bn0
Newton Global Dynamic Bond IncOtherAA0.691.022.87 Income,GrowthActiveQuarterlylt1gt1bn0
Newton Global Income IncGlobalA0.7910.703.41 Income,GrowthActiveQuarterlylt1gt1bn0
Old Mutual UK Smaller Companies AccUK smaller companiesAA0.9419.440.68 GrowthActiveAnnuallylt1gt1bn0
Polar Capital Global Insurance AccOtherAA0.8813.35- GrowthActiveNonelt1gt1bn0
Polar Capital Global Technology IncOtherA1.1625.15- GrowthActiveAnnuallylt1pt50
River & Mercantile UK Equity Income IncUK equity incomeAA0.95.604.20 Income,GrowthActiveSemi-annuallylt1lt500m0
Schroder Tokyo AccJapanA0.9110.851.02 GrowthActiveAnnuallylt1gt1bn0
SPDR ® FTSE UK All Share ETFUK equity-0.25.82- GrowthTrackerNoneltpt5lt500m0
Standard Life Investments Global Smaller Companies AccGlobalA1.0619.33- GrowthActiveAnnuallylt1pt5lt1bn0
Stewart Investors Asia Pacific Leaders AccAsia (ex Japan)AAA0.896.841.20 GrowthActiveSemi-annuallylt1gt1bn0
Stewart Investors Worldwide Sustainability AccOtherA0.9911.460.34 GrowthActiveSemi-annuallylt1lt500m0
TB Saracen Global Income & Growth DisGlobalA0.998.512.74 Income,GrowthActiveSemi-annuallylt1lt500m0
Threadneedle Dynamic Real Return AccOtherA0.943.710.97 GrowthActiveSemi-annuallylt1gt1bn0
Threadneedle UK Equity Income IncUK equity incomeAA0.825.414.27 Income,GrowthActiveQuarterlylt1gt1bn0
Unicorn UK Income IncUK smaller companiesA0.86.904.24 Income,GrowthActiveQuarterlylt1lt1bn0
Vanguard FTSE 250 ETFUK equity-0.17.383.36 GrowthTrackerQuarterlyltpt5lt1bn0
Vanguard FTSE Developed Europe ex UK ETFEurope (ex UK)-0.128.522.78 GrowthTrackerQuarterlyltpt50
Vanguard FTSE Japan ETFJapan-0.199.961.42 GrowthTrackerQuarterlyltpt50
Vanguard UK Gilt ETFCorporate & government bonds-0.122.911.58 IncomeTrackerMonthlyltpt5lt500m0
Vanguard UK Inflation-Linked Gilt Index Fund AccCorporate & government bonds-0.155.17- IncomeTrackerQuarterlyltpt5gt1bn0
VT AJ Bell Passive Adventurous fundMulti-asset-0.54.15- GrowthajbellSemi-annuallylt1lt100m4
VT AJ Bell Passive Balanced fundMulti-asset-0.52.78- GrowthajbellSemi-annuallylt1lt100m2
VT AJ Bell Passive Cautious fundMulti-asset-0.50.43- GrowthajbellSemi-annuallylt1lt100m0
VT AJ Bell Passive Moderately Adventurous fundMulti-asset-0.53.86- GrowthajbellSemi-annuallylt1lt100m3
VT AJ Bell Passive Moderately Cautious fundMulti-asset-0.51.39- 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.

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
  • Previous changes 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