AJ Bell Favourite funds

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    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 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 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.

    The range of AJ Bell funds is included in the search tool below. Just remember these aren’t part of the AJ Bell Favourite funds list, and have been added for your information. You can also view our complete list of funds by using our Fund screener tool.

    • How do you choose funds for the AJ Bell Favourite funds list?

    Search our Favourite funds

    Filter: Select all | Clear

    Select the fund(s) that match your investment criteria and then click Add to basket. Then use the Checkout button to buy the fund(s).

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    NameSectorFund mgrs' charge 3 yr return Yield GoalFund typeIncome freqOCF rangeFund size range
    Aberdeen Standard Investments Global Smaller Companies AccGlobal1.050.39- GrowthActiveAnnuallylt1pt5gt1bn0
    AJ Bell Adventurous fundMulti-asset0.35-1.99 GrowthajbellSemi-annuallyltpt5lt100m4
    AJ Bell Balanced fundMulti-asset0.35-2.33 GrowthajbellSemi-annuallyltpt5lt500m2
    AJ Bell Cautious fundMulti-asset0.35-2.18 GrowthajbellSemi-annuallyltpt5lt100m0
    AJ Bell Global Growth fundMulti-asset0.35-1.70 GrowthajbellSemi-annuallyltpt5lt100m9
    AJ Bell Income and Growth fundMulti-asset0.84-- Income,GrowthajbellMonthlylt1lt100m0
    AJ Bell Income fundMulti-asset0.80-- IncomeajbellMonthlylt1lt100m0
    AJ Bell Moderately Adventurous fundMulti-asset0.35-2.31 GrowthajbellSemi-annuallyltpt5lt100m3
    AJ Bell Moderately Cautious fundMulti-asset0.35-2.72 GrowthajbellSemi-annuallyltpt5lt100m1
    Allianz Gilt Yield IncUK government bonds0.325.531.08 Income,GrowthActiveSemi-annuallyltpt5gt1bn0
    Allianz Strategic Bond IncStrategic bonds0.429.621.57 Income,GrowthActiveSemi-annuallyltpt5lt1bn0
    Artemis Strategic Bond AccStrategic bonds0.571.803.02 Income,GrowthActiveQuarterlylt1gt1bn0
    Artemis Strategic Bond IncStrategic bonds0.571.903.08 Income,GrowthActiveQuarterlylt1gt1bn0
    Artemis US Select AccNorth America0.878.590.22 GrowthActiveAnnuallylt1gt1bn0
    Artemis US Smaller Companies AccNorth America0.893.280.02 GrowthActiveAnnuallylt1lt500m0
    Baillie Gifford Global Alpha Growth AccGlobal0.605.300.76 GrowthActiveSemi-annuallylt1gt1bn0
    Baillie Gifford High Yield Bond IncHigh yield bonds0.37-0.814.71 Income,GrowthActiveQuarterlyltpt5lt1bn0
    Baillie Gifford Japanese AccJapan0.620.021.29 GrowthActiveAnnuallylt1gt1bn0
    Baring Europe Select Trust IncEurope (ex UK)0.80-0.831.77 GrowthActiveSemi-annuallylt1gt1bn0
    BlackRock Continental European Income IncEurope (ex UK)0.92-0.304.61 Income,GrowthActiveQuarterlylt1gt1bn0
    Blackrock European Dynamic AccEurope (ex UK)0.922.730.79 GrowthActiveAnnuallylt1gt1bn0
    BlackRock Gold and General AccSpecialist1.17-1.920.23 GrowthActiveAnnuallylt1pt5gt1bn0
    Fidelity Asia AccAsia (ex Japan)0.944.021.22 GrowthActiveAnnuallylt1gt1bn0
    Fidelity Emerging Markets AccEmerging markets0.96-0.711.72 GrowthActiveAnnuallylt1gt1bn0
    Fidelity Global Special Sits AccGlobal0.920.660.93 GrowthActiveAnnuallylt1gt1bn0
    Fidelity Index World Fund AccGlobal0.121.172.25 GrowthTrackerAnnuallyltpt5gt1bn0
    Fidelity Strategic Bond AccStrategic bonds0.671.652.06 Income,GrowthActiveAnnuallylt1gt1bn0
    Fidelity Strategic Bond IncStrategic bonds0.671.572.09 Income,GrowthActiveMonthlylt1gt1bn0
    First State Global Listed Infrastructure IncSpecialist0.79-0.893.52 Income,GrowthActiveSemi-annuallylt1gt1bn0
    Franklin UK Mid Cap AccUK equity0.83-2.884.13 GrowthActiveSemi-annuallylt1gt1bn0
    Franklin UK Smaller Companies AccUK smaller companies0.83-0.591.63 GrowthActiveSemi-annuallylt1lt500m0
    Invesco Asian AccAsia (ex Japan)0.90-2.532.27 GrowthActiveAnnuallylt1gt1bn0
    Invesco Corporate Bond IncUK corporate bonds0.502.383.24 Income,GrowthActiveSemi-annuallylt1gt1bn0
    Investec UK Alpha AccUK equity0.72-2.963.06 GrowthActiveAnnuallylt1gt1bn0
    iShares Core FTSE 100 Dist ETFUK equity0.07-5.355.83 GrowthTrackerQuarterlyltpt5gt1bn0
    iShares Core MSCI EM IMI Acc ETFEmerging markets0.18-2.88- GrowthTrackerNoneltpt50
    iShares Core MSCI Pacific ex-Japan ETF AccAsia (ex Japan)0.2-4.39- GrowthTrackerNoneltpt50
    iShares Core S&P 500 ETF AccNorth America0.073.88- GrowthTrackerNoneltpt50
    iShares GBP Corporate Bond ETF DistUK corporate bonds0.22.622.56 Income,GrowthTrackerQuarterlyltpt5gt1bn0
    iShares Global Government Bond ETFGlobal bonds0.24.761.18 Income,GrowthTrackerSemi-annuallyltpt50
    iShares Japan Equity Index Fund AccJapan0.08-0.602.30 GrowthTrackerSemi-annuallyltpt5gt1bn0
    iShares Overseas Govt Bond Index Fund AccGlobal bonds0.114.581.23 GrowthTrackerSemi-annuallyltpt5gt1bn0
    iShares UK Equity Index Fund AccUK equity0.06-5.405.43 GrowthTrackerSemi-annuallyltpt5gt1bn0
    iShares UK Property ETFProperty0.4-5.193.84 Income,GrowthTrackerQuarterlyltpt5lt1bn0
    J O Hambro Capital Management UK Dynamic AccUK equity0.67-9.136.08 GrowthActiveAnnuallylt1gt1bn0
    Janus Henderson UK Absolute Return AccAbsolute return1.051.28- GrowthActiveSemi-annuallylt1pt5gt1bn0
    JP Morgan Emerging Markets Income IncEmerging markets0.90-1.594.59 Income,GrowthActiveQuarterlylt1lt500m0
    JP Morgan US Equity Income IncNorth America0.78-0.252.76 Income,GrowthActiveQuarterlylt1gt1bn0
    Jupiter Asian Income IncAsia (ex Japan)0.98-1.754.69 Income,GrowthActiveQuarterlylt1lt1bn0
    Jupiter UK Special Situations AccUK equity0.76-8.764.78 GrowthActiveSemi-annuallylt1gt1bn0
    Kames Ethical Cautious Managed AccEthical/sustainable0.79-1.641.93 GrowthActiveQuarterlylt1lt500m0
    Lazard Emerging Markets AccEmerging markets0.94-8.203.08 GrowthActiveSemi-annuallylt1lt1bn0
    LF Tellworth UK Smaller CompaniesUK smaller companies0.95-0.95 GrowthActiveAnnuallylt1lt500m0
    Liontrust Special Situations IncUK equity0.830.732.20 GrowthActiveAnnuallylt1gt1bn0
    Lyxor Core MSCI World ETFGlobal0.12-- GrowthTrackerNoneltpt50
    Lyxor FTSE Actuaries UK Gilts 0-5yr ETFUK government bonds0.070.572.67 Income,GrowthTrackerSemi-annuallyltpt5lt500m0
    Lyxor FTSE Actuaries UK Gilts ETFUK government bonds0.074.792.35 Income,GrowthTrackerSemi-annuallyltpt5lt1bn0
    M&G Emerging Markets Bond IncEmerging market bonds0.75-0.797.32 Income,GrowthActiveSemi-annuallylt10
    M&G Global Macro Bond IncGlobal bonds0.783.152.84 Income,GrowthActiveQuarterlylt10
    Man GLG Japan Core Alpha AccJapan0.90-8.502.70 GrowthActiveAnnuallylt1gt1bn0
    Man GLG UK Income Professional Inc UK equity income0.90-3.897.79 Income,GrowthActiveMonthlylt1gt1bn0
    Man GLG Undervalued Assets AccUK equity0.90-6.964.92 GrowthActiveSemi-annuallylt1gt1bn0
    Montanaro UK Income IncUK equity income0.86-1.634.82 Income,GrowthActiveQuarterlylt1lt1bn0
    Polar Capital Global Insurance AccSpecialist0.85-0.44- GrowthActiveNonelt1gt1bn0
    Polar Capital Global Technology IncSpecialist1.1319.04- GrowthActiveAnnuallylt1pt50
    Royal London Corporate Bond IncUK corporate bonds0.412.893.82 Income,GrowthActiveQuarterlyltpt5gt1bn0
    Schroder European AccEurope (ex UK)0.77-3.481.89 GrowthActiveAnnuallylt1gt1bn0
    Schroder Global Recovery AccGlobal0.86-7.884.22 GrowthActiveAnnuallylt1lt500m0
    SPDR ® FTSE UK All Share ETFUK equity0.2-5.88- GrowthTrackerNoneltpt5lt1bn0
    Stewart Investors Asia Pacific Leaders AccAsia (ex Japan)0.88-0.611.04 GrowthActiveSemi-annuallylt1gt1bn0
    Stewart Investors Worldwide Sustainability AccEthical/sustainable0.912.580.68 GrowthActiveSemi-annuallylt1lt500m0
    TB Evenlode Global Income Global0.85-2.73 Income,GrowthActiveQuarterlylt1lt1bn0
    TB Evenlode Income AccUK equity income0.901.483.67 Income,GrowthActiveQuarterlylt1gt1bn0
    TB Evenlode Income IncUK equity income0.901.483.76 Income,GrowthActiveQuarterlylt1gt1bn0
    Threadneedle UK Equity Income IncUK equity income0.82-5.085.46 Income,GrowthActiveQuarterlylt1gt1bn0
    TM Crux European Special Situations AccEurope (ex UK)0.88-3.822.12 GrowthActiveSemi-annuallylt1gt1bn0
    Trojan Global Income AccGlobal0.954.333.07 Income,GrowthActiveQuarterlylt1lt500m0
    Trojan Global Income IncGlobal0.954.333.13 Income,GrowthActiveQuarterlylt1lt500m0
    Trojan Income IncUK equity income0.87-2.994.54 Income,GrowthActiveSemi-annuallylt10
    TwentyFour Corporate Bond AccUK corporate bonds0.352.932.55 Income,GrowthActiveQuarterlyltpt5lt1bn0
    TwentyFour Corporate Bond IncUK corporate bonds0.392.652.61 Income,GrowthActiveQuarterlyltpt5lt1bn0
    Vanguard FTSE 250 ETFUK equity0.1-6.374.67 GrowthTrackerQuarterlyltpt5gt1bn0
    Vanguard FTSE Developed Europe ex UK ETFEurope (ex UK)0.1-1.873.57 GrowthTrackerQuarterlyltpt50
    Vanguard FTSE Japan ETFJapan0.15-0.792.18 GrowthTrackerQuarterlyltpt50
    Vanguard UK Inflation-Linked Gilt Index Fund AccUK government bonds0.123.12- GrowthTrackerQuarterlyltpt5gt1bn0
    Vanguard USD Emerging Market Government Bond ETFEmerging market bonds0.250.975.00 Income,GrowthTrackerMonthlyltpt50

    Select the fund(s) that match your investment criteria and then click Add to basket. Then use the Checkout button to buy the fund(s).

    0 Checkout

    Changes to the Favourite funds list

    We regularly review the Favourite funds list to keep it up to date. Below are the funds we’ve recently decided to add or remove. Please keep in mind this list of changes is information only, and not a personal recommendation to buy or sell these funds.

    March 2020
    • BNY Mellon Global Income removed from the list as the lead fund managers announced they are leaving the fund
    • Trojan Global Income added to the list to offer additional complementary choice in the Global sector
    • TB Saracen Global Income & Growth removed from the list due to a falling fund size
    • TB Evenlode Global Income and LF Tellworth UK Smaller Companies added to the list, providing additional complementary choice in the Global and UK smaller companies sectors
    • Previous changes to the list
      February 2020
      • Merian UK Smaller Companies has been removed from the list due to the corporate uncertainty created by the news of an agreed acquisition of Merian Global Investors by Jupiter Fund Management plc.
      January 2020
      • BlackRock Continental European Income and Allianz Strategic Bond added to the list, providing additional complementary choice in the European equities and Strategic Bond sectors
      • BNY Mellon Global Dynamic Bond removed from the list following a fall in confidence that it could consistently achieve its stated investment objective
      November 2019
      • BMO Barclays Global High Yield Bond (GBPH) ETF removed from the list following the announcement of the closure of the ETF from January 2020
      • Troy Trojan Income Inc changed its name to Trojan Income Inc
      • FP Crux European Special Situations Acc changed its name to TM Crux European Special Situations Acc
      August 2019
      • Standard Life Global Smaller Companies changed its name to Aberdeen Standard Investments Global Smaller Companies.
      July 2019
      • Janus Henderson UK Property PAIF Inc removed from the list due to continued outflows over a prolonged period of time
      • Jupiter Global Emerging Markets Acc removed from the list due to a falling fund size and increasing fund costs
      June 2019
      • Newton Global Income changed its name to BNY Mellon Global Income
      • Newton Global Dynamic Bond changed its name to BNY Mellon Global Dynamic Bond
      April 2019
      • Schroder Tokyo Acc removed from the list following the announcement that the fund manager is due to retire
      • Lyxor Core MSCI World ETF added to the list due to its low cost and ability to track the index tightly
      • Vanguard USD Emerging Markets Government Bond ETF added to the list to provide a high-calibre passive offering to complement our active offering in this area
      • iShares Core MSCI World ETF and iShares £ Index-Linked Gilts ETF removed from the list as lower cost, better alternatives have been identified
      • BMO Barclays Global High Yield Bond (GBP Hedged) ETF replaced iShares Global High Yield Corporate Bond ETF as it removes the impact of currency fluctuations
      September 2018

      We have undertaken an in depth review of the Favourite Funds list which has resulted in a number of changes being made. This has seen 11 new funds added to the list that we judge to be amongst the high quality in their field, while 10 have been removed due to us having higher conviction in alternative managers.

      The following funds have been removed:

      • Artemis European Opportunities Acc
      • Fidelity Enhanced Income Inc
      • Janus Henderson Fixed Interest Monthly Income Inc
      • JP Morgan Multi Asset Income Inc
      • Kames Investment Grade Bond Inc
      • LF Woodford Equity Income Inc
      • Majedie UK Equity Acc
      • River & Mercantile UK Equity Income Inc
      • Threadneedle Dynamic Real Return Acc
      • Unicorn UK Income Inc

      The following funds have been added:

      • Allianz Gilt Yield Inc
      • Franklin UK Smaller Companies Acc
      • Janus Henderson UK Absolute Return Acc
      • JO Hambro UK Dynamic Acc
      • Jupiter Global Emerging Markets Acc
      • M&G Emerging Market Bond Inc
      • M&G Global Macro Inc
      • Montanaro UK Income Inc
      • Schroder European Acc
      • Schroder Global Recovery Acc
      • Troy Trojan Income Inc
      August 2018

      • Man GLG UK Income Professional Inc, TwentyFour Corporate Bond Inc, Royal London Corporate Bond Inc and Fidelity Global Special Sits Acc added to the list

      June 2018

      • VT AJ Bell Passive Global Growth fund added to the list following launch.

      May 2018

      • Vanguard UK Gilt ETF, iShares Core UK Gilt ETF and iShares UK Gilts 0-5yr ETF removed from the list as lower cost, better alternatives have been identified

      • Lyxor FTSE Actuaries UK Gilts ETF and Lyxor FTSE Actuaries UK Gilts 0-5yr ETF have both been added to the list

      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

      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

    The value of your investments can go down as well as up and you may get back less than you originally invested. We don't offer advice, so it's important you understand the risks, if you're unsure please consult a suitably qualified financial adviser. Tax treatment depends on your individual circumstances and rules may change. Past performance is not a guide to future performance and some investments need to be held for the long term.