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Our Preferred List represents the best-in-class ideas from our specialist research teams for different asset classes, sectors, and specialist investment themes. Simply filter by investment type or sector, and even find options for responsible investing.
What is the Preferred List?
Experienced Collective Research Team
Compiled by our experienced Collectives Research Team and designed to provide a helpful shortlist of investment options for the investors looking to make new cash investments.
For Online Investing clients
Our Preferred List is designed for clients who are self-directed, non-advised investors, who carry out their own research. It is for clients seeking ideas for exposure to certain investment sectors as part of a diversified portfolio.
Not a personal recommendation
Funds and investment trusts on the list should only be considered for making new cash investments. Removal of a fund from this list should not be viewed as a suggestion or recommendation to sell holdings.
Information presented on this website is not personal advice based on your personal circumstances. No news or research item is a personal recommendation to deal. Investment decisions in funds and other collective investments should only be made after reading the Key Investor Information Document or Key Information Document, Supplementary Information Document and Prospectus. If you are unsure of the suitability of your investment please seek professional advice. Past performance is not a reliable guide to future returns. The value of investments, and any income derived from them, may fall as well as rise. The removal of an investment from the Direct Investment Service Preferred List does not constitute a recommendation to sell.
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Online Investing Preferred List
How we select our recommendations
Our research department provides comprehensive and continuous coverage of a wide range of UK-listed companies, investment trusts and other investment products. The list is derived from a detailed analysis of fund data coupled with investment trend forecasts from our fund managers. We aim to highlight “best-in-class” funds across major sectors taking into account their investment strategy and style bias.
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Direct Investment Service Preferred List
How we select our investments
Our research department specialises in providing comprehensive and continuous coverage of a wide range of UK-listed companies, investment trusts and other investment products. The list is derived from detailed quantitative and qualitative analysis, which aims to highlight “best of breed” funds from across the major sectors in the context of their strategy and style.
Screening
We aim to put performance into perspective. Our specially designed screening process generates investment ideas based on performance metrics in the context of style, without revealing the investment name to ensure no bias. We then monitor each investment we identify as part of our research cycle.
Philosophy
We believe detailed research can identify skilful active fund managers capable of adding value over the longer term. We are patient, willing to consider all styles of investing, and mindful that at times active management does not always offer value for money versus passive funds.
Analysis
We conduct hundreds of fund manager meetings each year as well as in-depth fund research and performance analysis. We aim to ensure chosen funds excel in our four “P’s”: People, Process, Performance and Price. We achieve this by examining key characteristics such as risk, style, sustainability, governance, charges, operations and capacity.
Screening
We aim to put performance into perspective; our specially designed screening process generates investment ideas based on performance metrics in the context of style, without revealing the investment name to ensure no bias. We then monitor each investment we identify as part of our research cycle.
Analysis
We conduct hundreds of fund manager meetings each year alongside in-depth fund research and performance analysis. We aim to ensure chosen funds excel in our four “P’s”, People, Process, Performance and Price, through examination of key characteristics such as risk, style, sustainability, governance, charges, operations and capacity.