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	15.27	1.42	Growth	Active	Annually	lt1	lt500m
Artemis US Select Acc	North America	A	0.85	20.17	0.31	Growth	Active	Annually	lt1	lt1bn
Artemis US Smaller Companies Acc	North America	A	0.9	25.04	0.05	Growth	Active	Annually	lt1	lt500m
Baillie Gifford Global Alpha Growth Acc	Global	AA	0.68	19.47	0.48	Growth	Active	Semi-annually	lt1	lt1bn
Baillie Gifford High Yield Bond Inc	Corporate & government bonds	A	0.38	5.05	3.61	Income,Growth	Active	Quarterly	ltpt5	lt500m
Baillie Gifford Japanese Acc	Japan	AA	0.68	20.93	0.84	Growth	Active	Annually	lt1	gt1bn
Baring Europe Select Trust Inc	Europe (ex UK)	AA	0.81	19.40	0.94	Growth	Active	Semi-annually	lt1	gt1bn
Blackrock European Dynamic Acc	Europe (ex UK)	AAA	0.92	15.20	0.68	Growth	Active	Annually	lt1	gt1bn
BlackRock Japan Equity Tracker Fund Acc	Japan	-	0.16	17.36	1.53	Growth	Tracker	Semi-annually	ltpt5	gt1bn
BlackRock Overseas Govt Bond Tracker Fund Acc	Corporate & government bonds	-	0.17	10.34	0.95	Income	Tracker	Semi-annually	ltpt5	lt500m
BlackRock UK Equity Tracker Fund Acc	UK equity	-	0.06	7.80	3.17	Growth	Tracker	Semi-annually	ltpt5	gt1bn
CF Woodford Equity Income Inc	UK equity income	AAA	0.75	11.52	2.97	Income,Growth	Active	Quarterly	lt1	gt1bn
Evenlode Income Inc	UK equity income	A	0.95	13.71	3.16	Income,Growth	Active	Quarterly	lt1	gt1bn
Fidelity Asia Acc	Asia (ex Japan)	A	0.97	20.37	1.02	Growth	Active	Annually	lt1	gt1bn
Fidelity Emerging Markets Acc	Emerging markets	A	1.01	14.33	0.55	Growth	Active	Annually	lt1pt5	gt1bn
Fidelity Enhanced Income Inc	UK equity income	A	0.95	6.30	6.40	Income,Growth	Active	Quarterly	lt1	lt1bn
Fidelity Index World Fund Acc	Global	-	0.15	16.33	1.73	Growth	Tracker	Annually	ltpt5	lt500m
Fidelity Strategic Bond Inc	Corporate & government bonds	AA	0.66	4.45	2.97	Income,Growth	Active	Monthly	lt1	gt1bn
First State Global Listed Infrastructure Acc	Global	AA	0.82	18.63	2.21	Income,Growth	Active	Semi-annually	lt1	gt1bn
First State Global Resources Acc	Other	A	0.84	-2.57	0.81	Growth	Active	Semi-annually	lt1	lt1bn
FP Crux European Special Situations Acc	Europe (ex UK)	AAA	0.86	17.22	1.63	Growth	Active	Semi-annually	lt1	gt1bn
Henderson Fixed Interest Monthly Income Inc	Corporate & government bonds	A	0.7	6.70	5.14	Income,Growth	Active	Monthly	lt1	lt1bn
Henderson UK Property PAIF Acc	Other	R	0.84	5.07	2.15	Income,Growth	Active	Quarterly	lt1	gt1bn
Invesco Perpetual Asian Acc	Asia (ex Japan)	A	0.9	21.17	1.04	Growth	Active	Annually	lt1	lt1bn
Invesco Perpetual Corporate Bond Inc	Corporate & government bonds	AAA	0.61	5.03	3.83	Income,Growth	Active	Semi-annually	lt1	gt1bn
Invesco Perpetual Global Financial Capital Acc	Other	AA	0.72	6.55	4.29	Income,Growth	Active	Semi-annually	lt1	lt100m
Investec UK Alpha Acc	UK equity	A	0.84	9.89	1.66	Growth	Active	Annually	lt1	gt1bn
iShares Core FTSE 100 Dist ETF	UK equity	-	0.07	6.81	3.73	Growth	Tracker	Quarterly	ltpt5	gt1bn
iShares Core MSCI EM IMI Acc ETF	Emerging markets	-	0.25	11.16	-	Growth	Tracker	None	ltpt5
iShares Core MSCI Pacific ex-Japan ETF Acc	Asia (ex Japan)	-	0.2	11.24	-	Growth	Tracker	None	ltpt5
iShares Core MSCI World ETF	Global	-	0.2	16.33	-	Growth	Tracker	None	ltpt5
iShares Core S&P 500 ETF Acc	North America	-	0.07	20.66	-	Growth	Tracker	None	ltpt5
iShares Core UK Gilts ETF Dist	Corporate & government bonds	-	0.2	7.84	1.84	Income	Tracker	Semi-annually	ltpt5	gt1bn
iShares GBP Corporate Bond ETF Dist	Corporate & government bonds	-	0.2	8.56	2.85	Income	Tracker	Quarterly	ltpt5	gt1bn
iShares Global Government Bond ETF	Corporate & government bonds	-	0.2	8.68	0.96	Income	Tracker	Semi-annually	ltpt5
iShares Global High Yield Corp Bond ETF	Corporate & government bonds	-	0.5	6.53	4.85	Income	Tracker	Semi-annually	lt1
iShares UK Gilts 0-5 years ETF	Corporate & government bonds	-	0.2	1.99	0.74	Income	Tracker	Semi-annually	ltpt5	gt1bn
iShares UK Property ETF	Other	-	0.4	6.30	2.76	Growth	Tracker	Quarterly	ltpt5	lt1bn
iShares £ Index-Linked Gilts Dist ETF	Corporate & government bonds	-	0.25	13.49	0.72	Income	Tracker	Semi-annually	ltpt5	lt1bn
JP Morgan Emerging Markets Income Inc	Emerging markets	A	0.93	9.72	3.89	Income,Growth	Active	Quarterly	lt1	lt500m
JP Morgan Multi Asset Income Inc	Other	A	0.83	4.25	3.75	Income,Growth	Active	Monthly	lt1	lt500m
JP Morgan US Equity Income	North America	A	0.93	19.15	2.00	Income,Growth	Active	Quarterly	lt1	gt1bn
Jupiter Asian Income Inc	Asia (ex Japan)	AA	0.98	30.52	3.77	Income,Growth	Active	Quarterly	lt1	lt500m
Jupiter UK Special Situations Acc	UK equity	AA	0.76	9.52	1.92	Growth	Active	Semi-annually	lt1	gt1bn
Kames Ethical Cautious Managed Acc	Other	A	0.79	6.86	1.81	Growth	Active	Quarterly	lt1	lt1bn
Kames Investment Grade Bond Inc	Corporate & government bonds	AA	0.79	7.23	2.96	Income,Growth	Active	Quarterly	lt1	gt1bn
Lazard Emerging Markets Acc	Emerging markets	AA	1.06	9.11	1.23	Growth	Active	Semi-annually	lt1pt5	gt1bn
Liontrust Special Situations Inc	UK equity	AA	0.88	12.71	1.62	Growth	Active	Annually	lt1	gt1bn
Majedie UK Equity Acc	UK equity	AA	0.77	7.58	2.24	Growth	Active	Semi-annually	lt1	gt1bn
Man GLG Japan Core Alpha Equity Acc	Japan	AAA	1.1	17.14	-	Growth	Active	None	lt1pt5
Man GLG Undervalued Assets Acc	UK equity	A	0.9	10.22	2.48	Growth	Active	Semi-annually	lt1	lt1bn
Newton Global Dynamic Bond Inc	Other	AA	0.69	2.08	2.76	Income,Growth	Active	Quarterly	lt1	gt1bn
Newton Global Income Inc	Global	A	0.79	17.56	2.97	Income,Growth	Active	Quarterly	lt1	gt1bn
Old Mutual UK Smaller Companies Acc	UK smaller companies	AA	0.94	18.78	0.69	Growth	Active	Annually	lt1	gt1bn
Polar Capital Global Insurance Acc	Other	AA	0.91	22.51	-	Growth	Active	None	lt1	lt1bn
Polar Capital Global Technology Inc	Other	A	1.16	29.30	-	Growth	Active	Annually	lt1pt5
River & Mercantile UK Equity Income Inc	UK equity income	AA	0.85	7.93	3.87	Income,Growth	Active	Semi-annually	lt1	lt500m
River & Mercantile UK Equity Smaller Companies Acc	UK smaller companies	AA	0.83	14.06	1.07	Growth	Active	Semi-annually	lt1	lt1bn
Schroder Tokyo Acc	Japan	AAA	0.91	18.05	1.04	Growth	Active	Annually	lt1	gt1bn
SPDR ® FTSE UK All Share ETF	UK equity	-	0.2	7.49	-	Growth	Tracker	None	ltpt5	lt500m
Standard Life Investments Global Smaller Companies Acc	Global	A	1.06	21.30	0.03	Growth	Active	Annually	lt1pt5	lt1bn
Stewart Investors Asia Pacific Leaders Acc	Asia (ex Japan)	AAA	0.89	15.55	0.98	Growth	Active	Semi-annually	lt1	gt1bn
Stewart Investors Worldwide Sustainability Acc	Other	A	0.95	18.13	0.39	Growth	Active	Semi-annually	lt1	lt500m
TB Saracen Global Income & Growth Dis	Global	A	0.97	12.57	2.51	Income,Growth	Active	Semi-annually	lt1	lt100m
Threadneedle Dynamic Real Return Acc	Other	A	0.94	6.57	0.92	Growth	Active	Semi-annually	lt1	lt1bn
Threadneedle UK Equity Income Inc	UK equity income	AA	0.82	10.15	3.61	Income,Growth	Active	Quarterly	lt1	gt1bn
Unicorn UK income inc	UK smaller companies	A	0.81	8.96	3.47	Income,Growth	Active	Quarterly	lt1	lt1bn
Vanguard FTSE 250 ETF	UK equity	-	0.1	-	3.04	Growth	Tracker	Quarterly	ltpt5	lt500m
Vanguard FTSE Developed Europe ex UK ETF	Europe (ex UK)	-	0.12	-	2.56	Growth	Tracker	Quarterly	ltpt5
Vanguard FTSE Japan ETF	Japan	-	0.19	15.32	1.50	Growth	Tracker	Quarterly	ltpt5
Vanguard UK Gilt ETF	Corporate & government bonds	-	0.12	8.33	1.59	Income	Tracker	Monthly	ltpt5	lt100m
Vanguard UK Inflation-Linked Gilt Index Fund Acc	Corporate & government bonds	-	0.15	13.33	-	Income	Tracker	Quarterly	ltpt5	gt1bn

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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.

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