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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Name	Sector	Rating?	Fund mgrs' charge?	3 yr return	Yield?	Goal	Fund type	Income freq	OCF range	Fund size range
Artemis European Opportunities Acc	Europe (ex UK)	AA	0.85	15.36	1.38	Growth	Active	Annually	lt1	lt500m	0
Artemis US Select Acc	North America	A	0.85	17.13	0.31	Growth	Active	Annually	lt1	lt1bn	0
Artemis US Smaller Companies Acc	North America	A	0.9	21.51	0.05	Growth	Active	Annually	lt1	lt500m	0
Baillie Gifford Global Alpha Growth Acc	Global	AA	0.68	17.48	0.50	Growth	Active	Semi-annually	lt1	lt1bn	0
Baillie Gifford High Yield Bond Inc	Corporate & government bonds	A	0.38	5.41	3.23	Income,Growth	Active	Quarterly	ltpt5	lt500m	0
Baillie Gifford Japanese Acc	Japan	AA	0.68	20.17	0.80	Growth	Active	Annually	lt1	gt1bn	0
Baring Europe Select Trust Inc	Europe (ex UK)	AA	0.81	21.54	0.97	Growth	Active	Semi-annually	lt1	gt1bn	0
Blackrock European Dynamic Acc	Europe (ex UK)	AAA	0.92	17.41	0.65	Growth	Active	Annually	lt1	gt1bn	0
BlackRock Japan Equity Tracker Fund Acc	Japan	-	0.16	15.00	1.49	Growth	Tracker	Semi-annually	ltpt5	gt1bn	0
BlackRock Overseas Govt Bond Tracker Fund Acc	Corporate & government bonds	-	0.17	7.84	0.93	Income	Tracker	Semi-annually	ltpt5	lt1bn	0
BlackRock UK Equity Tracker Fund Acc	UK equity	-	0.06	7.23	3.19	Growth	Tracker	Semi-annually	ltpt5	gt1bn	0
CF Woodford Equity Income Inc	UK equity income	AAA	0.75	7.33	3.52	Income,Growth	Active	Quarterly	lt1	gt1bn	0
Evenlode Income Inc	UK equity income	A				Income,Growth	Active				0
Fidelity Asia Acc	Asia (ex Japan)	A	0.97	19.02	0.93	Growth	Active	Annually	lt1	gt1bn	0
Fidelity Emerging Markets Acc	Emerging markets	A	0.99	13.72	0.82	Growth	Active	Annually	lt1	gt1bn	0
Fidelity Enhanced Income Inc	UK equity income	A	0.95	4.50	6.85	Income,Growth	Active	Quarterly	lt1	lt1bn	0
Fidelity Index World Fund Acc	Global	-	0.15	13.79	1.69	Growth	Tracker	Annually	ltpt5	lt500m	0
Fidelity Strategic Bond Inc	Corporate & government bonds	AA	0.66	4.01	2.76	Income,Growth	Active	Monthly	lt1	gt1bn	0
First State Global Listed Infrastructure Acc	Global	AA	0.82	16.39	2.54	Income,Growth	Active	Semi-annually	lt1	gt1bn	0
First State Global Resources Acc	Other	A	0.84	0.69	0.97	Growth	Active	Semi-annually	lt1	lt500m	0
FP Crux European Special Situations Acc	Europe (ex UK)	AAA	0.86	18.31	1.58	Growth	Active	Semi-annually	lt1	gt1bn	0
Henderson Fixed Interest Monthly Income Inc	Corporate & government bonds	A	0.7	6.94	5.12	Income,Growth	Active	Monthly	lt1	lt1bn	0
Henderson UK Property PAIF Acc	Other	R	0.84	4.53	2.97	Income,Growth	Active	Quarterly	lt1	gt1bn	0
Invesco Perpetual Asian Acc	Asia (ex Japan)	A	0.9	19.15	0.97	Growth	Active	Annually	lt1	gt1bn	0
Invesco Perpetual Corporate Bond Inc	Corporate & government bonds	AAA	0.61	4.72	3.79	Income,Growth	Active	Semi-annually	lt1	gt1bn	0
Invesco Perpetual Global Financial Capital Acc	Other	AA	0.72	7.64	4.16	Income,Growth	Active	Semi-annually	lt1	lt100m	0
Investec UK Alpha Acc	UK equity	A	0.84	8.32	1.67	Growth	Active	Annually	lt1	gt1bn	0
iShares Core FTSE 100 Dist ETF	UK equity	-	0.07	6.53	3.86	Growth	Tracker	Quarterly	ltpt5	gt1bn	0
iShares Core MSCI EM IMI Acc ETF	Emerging markets	-	0.25	10.75	-	Growth	Tracker	None	ltpt5		0
iShares Core MSCI Pacific ex-Japan ETF Acc	Asia (ex Japan)	-	0.2	10.70	-	Growth	Tracker	None	ltpt5		0
iShares Core MSCI World ETF	Global	-	0.2	14.03	-	Growth	Tracker	None	ltpt5		0
iShares Core S&P 500 ETF Acc	North America	-	0.07	16.78	-	Growth	Tracker	None	ltpt5		0
iShares Core UK Gilts ETF Dist	Corporate & government bonds	-	0.2	5.57	1.83	Income	Tracker	Semi-annually	ltpt5	gt1bn	0
iShares GBP Corporate Bond ETF Dist	Corporate & government bonds	-	0.2	6.56	2.79	Income	Tracker	Quarterly	ltpt5	gt1bn	0
iShares Global Government Bond ETF	Corporate & government bonds	-	0.2	6.46	0.93	Income	Tracker	Semi-annually	ltpt5		0
iShares Global High Yield Corp Bond ETF	Corporate & government bonds	-	0.5	4.82	4.72	Income	Tracker	Semi-annually	lt1		0
iShares UK Gilts 0-5 years ETF	Corporate & government bonds	-	0.2	1.49	0.53	Income	Tracker	Semi-annually	ltpt5	gt1bn	0
iShares UK Property ETF	Other	-	0.4	3.74	3.23	Growth	Tracker	Quarterly	ltpt5	lt1bn	0
iShares £ Index-Linked Gilts Dist ETF	Corporate & government bonds	-	0.25	10.09	0.71	Income	Tracker	Semi-annually	ltpt5	lt1bn	0
JP Morgan Emerging Markets Income Inc	Emerging markets	A	0.93	7.93	3.77	Income,Growth	Active	Quarterly	lt1	lt500m	0
JP Morgan Multi Asset Income Inc	Other	A	0.83	4.26	3.73	Income,Growth	Active	Monthly	lt1	lt500m	0
JP Morgan US Equity Income	North America	A	0.93	14.81	2.07	Income,Growth	Active	Quarterly	lt1	gt1bn	0
Jupiter Asian Income Inc	Asia (ex Japan)	AA	0.98	22.54	3.51	Income,Growth	Active	Quarterly	lt1	lt500m	0
Jupiter UK Special Situations Acc	UK equity	AA	0.76	8.42	1.97	Growth	Active	Semi-annually	lt1	gt1bn	0
Kames Ethical Cautious Managed Acc	Other	A	0.79	6.27	1.91	Growth	Active	Quarterly	lt1	lt1bn	0
Kames Investment Grade Bond Inc	Corporate & government bonds	AA	0.79	6.35	2.83	Income,Growth	Active	Quarterly	lt1	gt1bn	0
Lazard Emerging Markets Acc	Emerging markets	AA	1.06	8.62	1.17	Growth	Active	Semi-annually	lt1pt5	gt1bn	0
Liontrust Special Situations Inc	UK equity	AA	0.88	12.86	1.82	Growth	Active	Annually	lt1	gt1bn	0
Majedie UK Equity Acc	UK equity	AA	0.77	7.76	2.41	Growth	Active	Semi-annually	lt1	gt1bn	0
Man GLG Japan Core Alpha Equity Acc	Japan	AAA	1.1	15.55	-	Growth	Active	None	lt1pt5		0
Man GLG Undervalued Assets Acc	UK equity	A	0.9	11.00	2.41	Growth	Active	Semi-annually	lt1	lt1bn	0
Newton Global Dynamic Bond Inc	Other	AA	0.69	2.06	2.78	Income,Growth	Active	Quarterly	lt1	gt1bn	0
Newton Global Income Inc	Global	A	0.79	14.82	3.09	Income,Growth	Active	Quarterly	lt1	gt1bn	0
Old Mutual UK Smaller Companies Acc	UK smaller companies	AA	0.94	21.15	0.68	Growth	Active	Annually	lt1	gt1bn	0
Polar Capital Global Insurance Acc	Other	AA	0.91	19.28	-	Growth	Active	None	lt1	lt1bn	0
Polar Capital Global Technology Inc	Other	A	1.16	25.94	-	Growth	Active	Annually	lt1pt5		0
River & Mercantile UK Equity Income Inc	UK equity income	AA	0.85	7.78	3.92	Income,Growth	Active	Semi-annually	lt1	lt500m	0
River & Mercantile UK Equity Smaller Companies Acc	UK smaller companies	AA	0.83	15.38	1.03	Growth	Active	Semi-annually	lt1	lt1bn	0
Schroder Tokyo Acc	Japan	A	0.91	15.74	1.00	Growth	Active	Annually	lt1	gt1bn	0
SPDR ® FTSE UK All Share ETF	UK equity	-	0.2	7.17	-	Growth	Tracker	None	ltpt5	lt500m	0
Standard Life Investments Global Smaller Companies Acc	Global	A	1.06	22.13	0.03	Growth	Active	Annually	lt1pt5	lt1bn	0
Stewart Investors Asia Pacific Leaders Acc	Asia (ex Japan)	AAA	0.89	10.40	0.91	Growth	Active	Semi-annually	lt1	gt1bn	0
Stewart Investors Worldwide Sustainability Acc	Other	A	0.95	16.71	0.32	Growth	Active	Semi-annually	lt1	lt500m	0
TB Saracen Global Income & Growth Dis	Global	A	0.99	12.25	2.58	Income,Growth	Active	Semi-annually	lt1	lt500m	0
Threadneedle Dynamic Real Return Acc	Other	A	0.94	5.87	0.91	Growth	Active	Semi-annually	lt1	lt1bn	0
Threadneedle UK Equity Income Inc	UK equity income	AA	0.82	8.90	3.79	Income,Growth	Active	Quarterly	lt1	gt1bn	0
Unicorn UK income inc	UK smaller companies	A	0.81	10.26	3.61	Income,Growth	Active	Quarterly	lt1	lt1bn	0
Vanguard FTSE 250 ETF	UK equity	-	0.1	-	3.44	Growth	Tracker	Quarterly	ltpt5	lt1bn	0
Vanguard FTSE Developed Europe ex UK ETF	Europe (ex UK)	-	0.12	-	2.86	Growth	Tracker	Quarterly	ltpt5		0
Vanguard FTSE Japan ETF	Japan	-	0.19	13.12	1.55	Growth	Tracker	Quarterly	ltpt5		0
Vanguard UK Gilt ETF	Corporate & government bonds	-	0.12	5.86	1.59	Income	Tracker	Monthly	ltpt5	lt500m	0
Vanguard UK Inflation-Linked Gilt Index Fund Acc	Corporate & government bonds	-	0.15	10.18	-	Income	Tracker	Quarterly	ltpt5	gt1bn	0
VT AJ Bell Passive Adventurous fund	Multi-asset	-	0.5	-	-	Growth	ajbell	Semi-annually	lt1	lt100m	4
VT AJ Bell Passive Balanced fund	Multi-asset	-	0.5	-	-	Growth	ajbell	Semi-annually	lt1	lt100m	2
VT AJ Bell Passive Cautious fund	Multi-asset	-	0.5	-	-	Growth	ajbell	Semi-annually	lt1	lt100m	0
VT AJ Bell Passive Moderately Adventurous fund	Multi-asset	-	0.5	-	-	Growth	ajbell	Semi-annually	lt1	lt100m	3
VT AJ Bell Passive Moderately Cautious fund	Multi-asset	-	0.5	-	-	Growth	ajbell	Semi-annually	lt1	lt100m	1

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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.

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