Select List

We have chosen  FE fundinfo, a UK independent investments research company, to select a shortlist of their preferred funds for our customers. 

This range is designed to make it easier for you to choose the fund(s). It is not a personal recommendation.

The expert team of analysts at FE Investments keep a close eye on how the funds in the Select List are performing and can make changes to the funds in the range.

The commentary and rationale is provided by FE Investments who maintain the select list – but you should remember that references to past performance is no guarantee of future returns and that the value of investments and the income from them can fall as well as rise, and you may get back less than you invest.

We are pleased to be working with FE fundinfo to offer you their carefully selected top fund picks.
 

    • A shortlist of funds from the FE Investments research team.
    • The funds have been independently selected from thousands of funds on offer by their experts in their research team using some criteria provided by us.
    • With thousands of funds to choose from, building a portfolio can be overwhelming: the Select List of funds could help you. Think of it as a filtering option to help you narrow down the wide range of funds available to invest in.
    • The list comprises of around 60 funds made up of a number of mainly actively managed funds and some passive options, from each of the main investment sectors, risk level and fund types, also including responsibly managed funds.
  • They are a recognised and an award winning provider with proven expertise in the fund industry and providers of high-quality information.

    • FE fundinfo will regularly monitor the funds’ performance. Funds are monitored in four key areas: performance, behaviour, risk and structure.
    • They have a team of qualified analysts who also conduct interviews with fund managers at least twice a year to ensure that the Select List of funds remains the most optimal.
    • They have a strong governance process. The full fund monitoring and governance process is overseen by their Investment Committee which consists of senior investment experts, who are tasked with ensuring that funds are reviewed fully and any action taken is appropriate.
    • Changes to the Select List of funds can occur for a variety of reasons.
    • The Select List of funds is generally updated once a year though funds may be removed at any point during the year.
    • We do not receive a fee or commission should you invest in any of the funds, and neither does FE fundinfo.
    • Any changes to the Select List will be updated here.


From March 2018 to end June 2021, the Select List of funds was provided by Morningstar.

Funds removed 25th June 2021.

 

The table below shows details of when and why the changes were made during this time.
 

Details of changes

Details of changes

Name of investment

What’s changed? (Morningstar view)

Date changed

Name of investment

What’s changed? (Morningstar view)

Removed.

Morningstar have downgraded their analysist rating from Bronze to Neutral following a series of management changes at Jupiter. 

Date changed

22/04/2021

Name of investment

What’s changed? (Morningstar view)

Removed.

Morningstar have downgraded their analysist rating of the fund to Neutral following management and process changes.

Date changed

22/04/2021

Name of investment

What’s changed? (Morningstar view)

Added.

Fund performance since launch in July 2016 has been strong and driven mainly by stock selection across various sectors and styles.

Date changed

05/01/2021

Name of investment

What’s changed? (Morningstar view)

Removed.

The fund has recently seen its Morningstar Analyst Rating downgraded from Silver to Neutral, following the announcement that long-standing managers Stephen Harker and Neil Edwards are to retire at the end of 2020. 

Date changed

05/01/2021

Name of investment

What’s changed? (Morningstar view)

Removed.

Following the announcement by Royal London Asset Management that Richard Nelson has stepped away from managing the fixed-income part of the Royal London Sustainable range, the Morningstar Analyst Rating has been lowered to Neutral from Bronze. 

Date changed

05/01/2021

Name of investment

What’s changed? (Morningstar view)

Removed.

Following the announcement that manager Charlie Awdry has decided to step down from Janus Henderson China Opportunities fund, the Morningstar Analyst Rating was recently placed Under Review. Morningstar no longer believe the funds represents one of their best ideas in this sector.

Date changed

18/05/2020

Name of investment

What’s changed? (Morningstar view)

Removed.

Morningstar Analyst Rating has been downgraded to neutral and it is no longer believed the fund represents one of their best ideas in this sector.

Date changed

18/05/2020

Name of investment

What’s changed? (Morningstar view)

Removed.

Morningstar believe there is lower conviction in the investment so the Morningstar Analyst Rating has been downgraded to Neutral from Bronze and it is no longer believed the fund represents one of their best ideas in this sector.

Date changed

18/05/2020

Name of investment

What’s changed? (Morningstar view)

Removed.

A recent bout of underperformance means the fund now resides in the bottom quartile of the IA European smaller companies peer group over one and three years. As a result, Morningstar no longer believe the funds represents one of their best ideas in this sector and are recommending the removal of this fund.

Date changed

18/05/2020

Name of investment

What’s changed? (Morningstar view)

Added.

Performance has been remarkably consistent, outperforming the peer group average every calendar year for the past ten years.

Date changed

18/05/2020

Name of investment

Trojan O Acc (Accumulation)

Trojan O Inc (Income)

What’s changed? (Morningstar view)

Added.

An offering that Morningstar believes could offer capital preservation and potential long-term capital growth within a very risk aware process.

Date changed

18/05/2020

Name of investment

What’s changed? (Morningstar view)

Added.

The investment team is experienced and displays impressive deep insights into the companies researched and despite sitting across four global offices, collaboration is a key feature.

The group’s approach is straightforward and distinct and has led to strong risk-adjusted performance over the long-term.

Date changed

18/05/2020

Name of investment

What’s changed? (Morningstar view)

Added.

Since Andrew Paisley became manager in August 2014, the strategy has comfortably outperformed its EMIX Smaller European Companies ex UK benchmark and the Morningstar Category average. Analysis suggests that stock selection has been a strong driver of the excess returns.

Date changed

18/05/2020

Name of investment

What’s changed? (Morningstar view)

Added.

The fund combines a distinctive process with a pair of experienced, well resourced teams at a competitive price. These factors have led to strong risk adjusted returns over time.

Date changed

18/02/2020

Name of investment

What’s changed? (Morningstar view)

Added.

The fund benefits from an experienced manager who is supported by a well-resourced team. The consistency and discipline of the investment approach has helped the fund achieve strong risk-adjusted returns over the manager’s tenure.

Date changed

18/02/2020

Name of investment

What’s changed? (Morningstar view)

Added.

Income fund is being added to compliment existing Accumulation fund.

Date changed

18/02/2020

Name of investment

What’s changed? (Morningstar view)

Added.

The fund benefits from an extremely experienced manager managing a stable and well-resourced team. Returns since the financial crisis have been strong and the strategy represents a good option for investors looking for robust corporate bond exposure with an ethical tilt.

Date changed

18/02/2020

Name of investment

What’s changed? (Morningstar view)

Added.

The fund is a strong choice for investors looking for moderate long-term capital growth with reduced volatility, from a balanced portfolio of equities and bonds, using a sustainability approach that has been used in a disciplined manner over time.

The fund benefits from one of the most established sustainable investment teams in the sector, with both managers part of the sustainable team since its formation in 2003. Since launch returns are comfortably ahead of both peers and the benchmark.

Date changed

18/02/2020

Name of investment

What’s changed? (Morningstar view)

Added.

The fund is a strong choice for investors looking for modest income and capital growth from a portfolio centred around bonds, with some exposure to equities, using a sustainability approach that has been used in a disciplined manner over time.

The fund benefits from one of the most established sustainable investment teams in the sector, with both managers part of the sustainable team since its formation in 2003. Since launch returns are comfortably ahead of both peers and the benchmark.

Date changed

18/02/2020

Name of investment

What’s changed? (Morningstar view)

Added.

The fund is a strong choice for investors looking for long-term capital appreciation from an equity dominated portfolio, using a sustainability approach that has been used in a disciplined manner over time.

The fund benefits from one of the most established sustainable investment teams in the sector, with both managers part of the sustainable team since its formation in 2003. Since launch returns are comfortably ahead of both peers and the benchmark.

Date changed

18/02/2020

Name of investment

What’s changed? (Morningstar view)

Added.

The fund holds a Morningstar Analyst Rating of Gold and employs a straightforward, diversified and low-cost approach, making it a sound long-term option. It is part of a range of five fixed-allocation funds. Vanguard’s approach to its LifeStrategyrange is simple and transparent offering five funds differentiated by their target equity/bond allocations.

Date changed

18/02/2020

Name of investment

What’s changed? (Morningstar view)

Removed.

Although the fund’s Morningstar Analyst Rating was maintained at Bronze earlier in the year the Kames’ equity and fixed income teams have witnessed many changes over the past couple of years.

Date changed

18/02/2020

Name of investment

What’s changed? (Morningstar view)

Removed.

The funds Morningstar Analyst Rating has been downgraded to neutral following changes to the management of the fund.

Date changed

01/10/2019

Name of investment

What’s changed? (Morningstar view)

Removed.

Morningstar no longer believe this fund can be considered one of their best ideas in the sector.

Date changed

01/10/2019

Name of investment

What’s changed? (Morningstar view)

Added.

Morningstar are adding this fund to the select list as a replacement for the fund ‘River & Mercantile UK Equity Smaller Companies’. Morningstar believe this addition to the select list offers a solid option for UK smaller companies’ exposure.

Date changed

01/10/2019

Name of investment

What’s changed? (Morningstar view)

Removed.

The fund’s Morningstar Analyst Rating has been downgraded to Neutral. This is on the back of concerns around the strategy’s execution, liquidity, and risk management.

Date changed

28/08/2019

Name of investment

What’s changed? (Morningstar view)

Removed.

The fund’s Morningstar Analyst Rating has been downgraded to Neutral. This was a result of the portfolio having a mixed track record.

Date changed

28/08/2019

Name of investment

What’s changed? (Morningstar view)

Removed.

The fund’s Morningstar Analyst Rating has been downgraded to Neutral. This was due to a loss in confidence on the management of the fund.

Date changed

28/08/2019

Name of investment

What’s changed? (Morningstar view)

Removed.

Due to management changes Morningstar no longer believe this fund constitutes one of their best ideas in the sector.

Date changed

28/08/2019

Name of investment

What’s changed? (Morningstar view)

Removed.

Morningstar no longer believe this offering within its category constitutes one the best ideas in the sector.

Date changed

28/08/2019

Name of investment

What’s changed? (Morningstar view)

Removed.
A higher U.K. bias has affected returns since the Brexitvote in June 2016 and stock selection has continued to deteriorate. The short and long term strategy are also tied in with the Brexitoutcome. Morningstar’s view is that the investment process has declined, the analyst rating has now downgraded this investment from Bronze to Neutral.

Date changed

26/04/2019

Name of investment

What’s changed? (Morningstar view)

Removed.

Andrew Rose who is a long-standing manager will retire in June 2019. His departure will mark a significant loss in experience. He will be succeeded as lead manager on this fund by Masaki Taketsume. Taketsume has extensive experience analysing Japanese technology stocks but little portfolio-management experience. Analyst rating downgraded from Under Review to Neutral.

Date changed

26/04/2019

Name of investment

What’s changed? (Morningstar view)

Removed.

Analyst rating downgraded from bronze to neutral following internal managerial changes.

Date changed

25/01/2019

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