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)AA0.85%12.24%1.22% GrowthActiveAnnuallylt1lt500m
Artemis US Select AccNorth AmericaA0.85%18.73%0.32% GrowthActiveAnnuallylt1lt1bn
Artemis US Smaller Companies AccNorth AmericaA0.95%24.36%0.05% GrowthActiveAnnuallylt1lt500m
Baillie Gifford Global Alpha Growth AccGlobalAA0.68%17.19%0.50% GrowthActiveSemi-annuallylt1lt1bn
Baillie Gifford High Yield Bond IncCorporate & government bondsA0.38%04.66%4.03% Income,GrowthActiveQuarterlyltpt5lt500m
Baillie Gifford Japanese AccJapanAA0.68%20.14%0.62% GrowthActiveAnnuallylt1gt1bn
Baring Europe Select Trust IncEurope (ex UK)AA0.81%16.74%1.03% GrowthActiveSemi-annuallylt1gt1bn
Blackrock European Dynamic AccEurope (ex UK)AAA0.92%12.50%0.93% GrowthActiveAnnuallylt1gt1bn
BlackRock Japan Equity Tracker Fund AccJapan-0.16%18.16%1.55% GrowthTrackerSemi-annuallyltpt5gt1bn
BlackRock Overseas Govt Bond Tracker Fund AccCorporate & government bonds-0.17%08.62%0.95% IncomeTrackerSemi-annuallyltpt5lt500m
BlackRock UK Equity Tracker Fund AccUK equity-0.06%07.55%3.31% GrowthTrackerSemi-annuallyltpt5gt1bn
CF Woodford Equity Income IncUK equity incomeAAA0.75%11.16%3.23% Income,GrowthActiveQuarterlylt1gt1bn
Evenlode Income IncUK equity incomeA0.95%12.90%3.32% Income,GrowthActiveQuarterlylt1gt1bn
Fidelity Asia AccAsia (ex Japan)A0.99%18.25%1.06% GrowthActiveAnnuallylt1gt1bn
Fidelity Emerging Markets AccEmerging marketsA1.01%13.14%0.57% GrowthActiveAnnuallylt1pt5gt1bn
Fidelity Enhanced Income IncUK equity incomeA0.96%06.58%6.70% Income,GrowthActiveQuarterlylt1lt1bn
Fidelity Index World Fund AccGlobal-0.15%15.92%1.74% GrowthTrackerAnnuallyltpt5lt500m
Fidelity Strategic Bond IncCorporate & government bondsAA0.68%04.39%3.18% Income,GrowthActiveMonthlylt1gt1bn
First State Global Listed Infrastructure AccGlobalAA0.82%17.51%2.30% Income,GrowthActiveSemi-annuallylt1gt1bn
First State Global Resources AccOtherA0.84%-0.08%0.76% GrowthActiveSemi-annuallylt1lt1bn
FP Crux European Special Situations AccEurope (ex UK)AAA0.86%14.76%1.58% GrowthActiveSemi-annuallylt1gt1bn
Henderson Fixed Interest Monthly Income IncCorporate & government bondsA0.7%06.64%5.41% Income,GrowthActiveMonthlylt1lt1bn
Henderson UK Property PAIF AccOtherR0.84%05.38%2.90% Income,GrowthActiveQuarterlylt1gt1bn
Invesco Perpetual Asian AccAsia (ex Japan)A0.9%19.08%1.09% GrowthActiveAnnuallylt1lt1bn
Invesco Perpetual Corporate Bond IncCorporate & government bondsAAA0.61%04.86%4.02% Income,GrowthActiveSemi-annuallylt1gt1bn
Invesco Perpetual Global Financial Capital AccOtherAA0.72%06.26%4.28% Income,GrowthActiveSemi-annuallylt1lt100m
Investec UK Alpha AccUK equityA0.84%09.16%1.74% GrowthActiveAnnuallylt1gt1bn
iShares Core FTSE 100 Dist ETFUK equity- GrowthTracker
iShares Core MSCI EM IMI Acc ETFEmerging markets- GrowthTracker
iShares Core MSCI Pacific ex-Japan ETF AccAsia (ex Japan)- GrowthTracker
iShares Core MSCI World ETFGlobal- GrowthTracker
iShares Core S&P 500 ETF AccNorth America- GrowthTracker
iShares Core UK Gilts ETF DistCorporate & government bonds- IncomeTracker
iShares GBP Corporate Bond ETF DistCorporate & government bonds- IncomeTracker
iShares Global Government Bond ETFCorporate & government bonds- IncomeTracker
iShares Global High Yield Corp Bond ETFCorporate & government bonds- IncomeTracker
iShares UK Gilts 0-5 years ETFCorporate & government bonds-0.2%01.92%0.74% IncomeTrackerSemi-annuallyltpt5gt1bn
iShares UK Property ETFOther- GrowthTracker
iShares £ Index-Linked Gilts Dist ETFCorporate & government bonds- IncomeTracker
JP Morgan Emerging Markets Income IncEmerging marketsA0.93%09.47%3.54% Income,GrowthActiveQuarterlylt1lt500m
JP Morgan Multi Asset Income IncOtherA0.83%04.87%3.87% Income,GrowthActiveMonthlylt1lt500m
JP Morgan US Equity IncomeNorth AmericaA0.93%18.80%1.85% Income,GrowthActiveQuarterlylt1gt1bn
Jupiter Asian Income IncAsia (ex Japan)AA0.98%27.86%2.97% Income,GrowthActiveQuarterlylt1lt500m
Jupiter UK Special Situations AccUK equityAA0.76%10.17%1.78% GrowthActiveSemi-annuallylt1gt1bn
Kames Ethical Cautious Managed AccOtherA0.79%06.54%1.93% GrowthActiveQuarterlylt1lt1bn
Kames Investment Grade Bond IncCorporate & government bondsAA0.79%07.08%3.10% Income,GrowthActiveQuarterlylt1gt1bn
Lazard Emerging Markets AccEmerging marketsAA1.06%10.91%1.18% GrowthActiveSemi-annuallylt1pt5gt1bn
Liontrust Special Situations IncUK equityAA0.88%12.38%1.71% GrowthActiveAnnuallylt1gt1bn
Majedie UK Equity AccUK equityAA0.77%07.86%2.30% GrowthActiveSemi-annuallylt1gt1bn
Man GLG Japan Core Alpha Equity AccJapanAAA1.1%18.91%- GrowthActiveNonelt1pt5
Man GLG Undervalued Assets AccUK equityA0.9%09.21%2.67% GrowthActiveSemi-annuallylt1lt1bn
Newton Global Dynamic Bond IncOtherAA0.69%02.09%2.64% Income,GrowthActiveQuarterlylt1gt1bn
Newton Global Income IncGlobalA0.79%16.70%2.86% Income,GrowthActiveQuarterlylt1gt1bn
Old Mutual UK Smaller Companies AccUK smaller companiesAA0.94%16.49%0.76% GrowthActiveAnnuallylt1lt1bn
Polar Capital Global Insurance AccOtherAA0.91%22.01%- GrowthActiveNonelt1lt1bn
Polar Capital Global Technology IncOtherA1.16%28.78%- GrowthActiveAnnuallylt1pt5
River & Mercantile UK Equity Income IncUK equity incomeAA0.82%07.57%3.71% Income,GrowthActiveSemi-annuallylt1lt500m
River & Mercantile UK Equity Smaller Companies AccUK smaller companiesAA0.8%13.35%1.02% GrowthActiveSemi-annuallylt1lt1bn
Schroder Tokyo AccJapanAAA0.91%19.11%1.04% GrowthActiveAnnuallylt1gt1bn
Schroder UK Dynamic Smaller Companies AccUK smaller companiesAAA0.92%11.25%0.69% GrowthActiveSemi-annuallylt1lt500m
SPDR ® FTSE UK All Share ETFUK equity- GrowthTracker
Standard Life Investments Global Smaller Companies AccGlobalA1.06%16.67%0.03% GrowthActiveAnnuallylt1pt5lt500m
Stewart Investors Asia Pacific Leaders AccAsia (ex Japan)AAA0.89%15.44%0.99% GrowthActiveSemi-annuallylt1gt1bn
Stewart Investors Worldwide Sustainability AccOtherA0.95%16.16%0.42% GrowthActiveSemi-annuallylt1lt500m
TB Saracen Global Income & Growth DisGlobalA0.97%12.06%2.53% Income,GrowthActiveSemi-annuallylt1lt100m
Threadneedle Dynamic Real Return AccOtherA0.94%06.11%0.81% GrowthActiveSemi-annuallylt1lt1bn
Threadneedle UK Equity Income IncUK equity incomeAA0.82%09.58%3.83% Income,GrowthActiveQuarterlylt1gt1bn
Vanguard FTSE 250 ETFUK equity-0.1%-3.22% GrowthTrackerQuarterlyltpt5lt500m
Vanguard FTSE Developed Europe ex UK ETFEurope (ex UK)- GrowthTracker
Vanguard FTSE Japan ETFJapan- GrowthTracker
Vanguard UK Gilt ETFCorporate & government bonds- IncomeTracker
Vanguard UK Inflation-Linked Gilt Index Fund AccCorporate & government bonds-0.15%12.95%- IncomeTrackerQuarterlyltpt5gt1bn

Selected items: 0 Checkout