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. You can also view our complete list of funds by using our Fund screener tool.