Funds can make investing easier. No picking individual stocks and shares, no spending hours researching individual companies. But with thousands of funds to choose from – spread across multiple sectors, regions, asset classes, and investment strategies – how do you begin to know which to select?
That’s where the AJ Bell Favourite funds list comes in. We’ve surveyed the markets and picked out the funds we think have a great chance of providing your portfolio with an income, or with capital growth over the long term (at least five years).
The list is chosen by our investment specialists, is regularly updated, and features only funds that we believe offer a combination of the following:
- Clear and robust – investment philosophy and process
- Proven management track record
- Value for investors
With the help of our handy filter tool, you can find the right fund to meet your criteria – whether that’s investment goal, type of fund, or fund sector.
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).
Paul Angell: Head of Investment Research 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 free Fund screener tool.
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How do you choose funds for the AJ Bell Favourite funds list?
