• 15 funds added, 10 funds removed
• List now comprises 55 active funds and 21 passive funds
• Fund selection tool expanded
AJ Bell has made a number of changes to its Favourite Funds list on the AJ Bell Youinvest platform. The changes are part of a review of the range following the decision to carry out all fund research in-house. Previously, AJ Bell managed the range utilising fund research provided by Square Mile, which is no longer necessary given the expansion of AJ Bell’s investment team.
The changes to the AJ Bell Favourite Funds list are:
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Funds added |
Funds removed |
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Allianz Gilt Yield |
Artemis European Opportunities |
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Fidelity Global Special Situations |
Fidelity Enhanced Income |
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Franklin UK Smaller Companies |
Henderson Fixed Interest Monthly Income |
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Janus Henderson UK Absolute Return |
JP Morgan Multi Asset Income |
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JO Hambro UK Dynamic |
Kames Investment Grade Bond |
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Jupiter Global Emerging Markets |
Majedie UK Equity |
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M&G Emerging Market Bond |
R&M UK Equity Income |
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M&G Global Macro |
Threadneedle Dynamic Real Return |
|
Man GLG UK Income |
Unicorn UK Income |
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Montanaro UK Income |
Woodford Equity Income |
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Royal London Corporate Bond |
|
|
Schroder European |
|
|
Schroder Global Recovery |
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Troy Trojan Income |
|
|
TwentyFour Corporate Bond |
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AJ Bell launched its Favourite Funds list in April 2017 to help DIY investors find the right funds for their portfolio. The list is AJ Bell’s pick of the best funds for medium to long-term growth or to provide income and covers both Active and Passive funds.
• The active funds on the list have been assessed on a number of criteria including the ability and style of the fund manager, investment objective, performance and cost.
• The passive funds on the list have been chosen following careful research evaluating the fund manager’s ability to successfully track the chosen index, the investment approach to index replication (physical only), cost and the liquidity within the fund.
AJ Bell has also updated the fund selection tool that enables investors to identify the funds from the list that suit their investment needs. New selection criteria have been added to the tool including Ethical and Absolute Return, while the Bond criteria has been split into six sections to provide more tailored output for investors.
The Favourite Funds list and fund selection tool can be accessed here.
Ryan Hughes, head of active portfolios at AJ Bell, comments:
“The updated list reflects our highest conviction fund ideas based on an in-depth research process that is now managed entirely by our own investment team. Identifying the best funds from the thousands that exist in the market is one of the biggest challenges investors face and is something our customers consistently ask for help on. The Favourite Funds list and selection tool is designed to make it as easy as possible for investors to find the right high-quality funds for their investment portfolios.”