Find your next investment with our Select List
- Covers a wide range of sectors, industries, fund types and risk profiles
- Reviewed regularly to ensure relevance and quality
Select List
Find your next investment with our Select List, supported by investment research and oversight from Scottish Widows. Each fund is selected and regularly reviewed to help you invest with confidence.
View Select ListWhy invest with Halifax?
- Competitive accounts - with simple charges
- All in one place - see and manage all of your investments together
- Easy - to transfer any other investments to us with our online form
- International trading - no dealing commission is charged for international online trades. FX rates still apply
If you're new to Halifax you will need an account before you can trade and transfer to us.
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With thousands of options available, building a portfolio can feel overwhelming. The Select List simplifies this by offering carefully selected funds across major sectors, risk levels and fund types. These include actively managed, passive and responsibly managed options. It is designed to help you build a well-structured portfolio with confidence. Selections are reviewed regularly and backed by robust governance and independent oversight.
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- Scottish Widows are part of the same family as Lloyds, Halifax and Bank of Scotland with a shared commitment to helping customers plan for their financial futures.
- They provide pensions, investments and protection products to millions of customers across the UK
- They provide governance and oversight to support the Select List
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Funds on the Select List must meet our criteria and are chosen based on:
- Performance potential
- Management quality and stability
- Consistency over time
Each fund is selected because analysis indicates strong prospects for potential returns and long-term value.
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The Scottish Widows Selection team regularly review the funds. They use independent analysis to support this process. The funds are reviewed at least quarterly to check ongoing performance, risk, structure, and alignment with objectives.
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Any changes to the Select List will be updated here. The Select List is reviewed on an ongoing basis and may change over time. If a fund is removed, this does not automatically mean you need to take action. You can usually continue to hold or trade the fund, provided it remains suitable for your own circumstances.
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The table below shows details of when and why changes have been made.Details of changes Name of investment
What’s changed? (FE fundinfo view)
Date changed
Name of investment
What’s changed? (FE fundinfo view)
Added
Date changed
14/11/2025
Name of investment
What’s changed? (FE fundinfo view)
Removed
Date changed
14/11/2025
Name of investment
What’s changed? (FE fundinfo view)
Added
Date changed
15/05/2025
Name of investment
What’s changed? (FE fundinfo view)
Removed
Date changed
15/05/2025
Name of investment
What’s changed? (FE fundinfo view)
Added
Date changed
20/01/2025
Name of investment
What’s changed? (FE fundinfo view)
Removed
Date changed
20/01/2025
Name of investment
What’s changed? (FE fundinfo view)
Added
Date changed
17/04/2024
Name of investment
What’s changed? (FE fundinfo view)
Removed
Date changed
17/04/2024
Name of investment
What’s changed? (FE fundinfo view)
Added
Date changed
15/01/2024
Name of investment
What’s changed? (FE fundinfo view)
Removed
Date changed
15/01/2024
Name of investment
What’s changed? (FE fundinfo view)
Added
Date changed
03/11/2023
Name of investment
What’s changed? (FE fundinfo view)
Removed
Date changed
03/11/2023
Name of investment
What’s changed? (FE fundinfo view)
Removed
Date changed
09/05/2023
Name of investment
What’s changed? (FE fundinfo view)
Added
Date changed
09/05/2023
Name of investment
What’s changed? (FE fundinfo view)
Removed
Date changed
19/01/2023
Name of investment
What’s changed? (FE fundinfo view)
Added
Date changed
19/01/2023
Name of investment
What’s changed? (FE fundinfo view)
Removed
Date changed
04/11/2022
Name of investment
What’s changed? (FE fundinfo view)
Added
Date changed
04/11/2022
Name of investment
What’s changed? (FE fundinfo view)
Removed
FE fundinfo recommended the removal of this fund due to the departure of the fund manager.Date changed
02/08/2022
Name of investment
What’s changed? (FE fundinfo view)
Removed
Date changed
03/05/2022
Name of investment
What’s changed? (FE fundinfo view)
Added
Date changed
03/05/2022
Name of investment
What’s changed? (FE fundinfo view)
Removed
Date changed
28/01/2022
Name of investment
What’s changed? (FE fundinfo view)
Added
Date changed
28/01/2022
Name of investment
What’s changed? (FE fundinfo view)
Removed
FE fundinfo have replaced all multi asset funds with the Aviva Investors MA Plus range and HSBC Global Strategy range. This follows a review of all multi asset funds designed to streamline the selection of funds available to include the best in class hybrid and passive range of risk targeted portfolios respectively.Date changed
18/11/2021
Name of investment
Aviva Inv AI Multi-asset Plus I 2 in GB
Aviva Inv AI Multi-asset Plus II 2 in GB
Aviva Inv AI Multi-asset Plus III 2 in GB
Aviva Inv AI Multi-asset Plus IV 2 in GB
Aviva Inv AI Multi-asset Plus V 2 in GB
HSBC Global Strategy Adventurous Portfolio C Acc in GB
HSBC Global Strategy Balanced Portfolio C Acc in GB
HSBC Global Strategy Conservative Portfolio C Acc in GB
HSBC Global Strategy Dynamic Portfolio C Acc in GBWhat’s changed? (FE fundinfo view)
Added
FE fundinfo have replaced all multi asset funds with the Aviva Investors MA Plus range and HSBC Global Strategy range. This follows a review of all multi asset funds designed to streamline the selection of funds available to include the best in class hybrid and passive range of risk targeted portfolios respectively.Date changed
18/11/2021
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