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Fund Adviser Beta

With thousands of funds to sift through, it’s a potential full time job. We have created a shortlist of the UK’s top-selling funds and share the expert view along with the customer view. We’ve also tracked how many of the investment platform ‘Best Buys’ lists they make, as another sense-check. Just remember that flares were popular once too so today’s fashions can be tomorrow’s eye-sores.

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Provider & Fund

Rating Crown ratings from FE evaluate stockpicking, consistency and risk control. They range from 1 crown, indicating the fund has failed to impress, to 5 crowns, indicating the fund has displayed superior performance. More details

Product Type The type of assets a fund contains can vary, and it’s a good idea to hold a diverse range of these to maintain a well-balanced portfolio.  Generally, equity funds focus on company shares; fixed interest funds include bonds; and mixed asset funds include a combination.

Return (5 Yr) How much has money invested in the fund grown by in the past 5 years? i.e. If you had invested £100 in 2015, and it now stands at £120, that’s 20% growth.

Risk Crown ratings from FE evaluate stockpicking, consistency and risk control. They range from 1 crown, indicating the fund has failed to impress, to 5 crowns, indicating the fund has displayed superior performance. More details

Recommended
by you How many of the fund’s customers would recommend you invest in it? Percentage based on reviews of the fund on the Boring Money site.

Cost This is the Ongoing Charges Figure, which is the fee should you expect to pay the fund provider for use of their fund. i.e. If you invest £100 and the fee is 0.9%, you’ll have to pay an additional 90p. You may also face extra fees from an investment platform you use as middleman to buy your funds.

7IM Investment Funds
7IM AAP Adventurous
 
Mixed Asset 33.35%
100%
0.69% Reviews Factsheet
Invesco Fund Managers Ltd
Invesco High Income (UK)
 
Equity 2.46%
0%
1.67% Reviews Factsheet
Baillie Gifford & Co Ltd
Baillie Gifford Japanese
 
Equity 89.63%
0%
0.62% Reviews Factsheet
JO Hambro Capital Mgmt
JOHCM UK Dynamic
 
Equity 41.58%
0%
0.79% Reviews Factsheet
Evenlode Investment Mgmt Ltd
TB Evenlode Income
 
Equity 78.05%
0%
0.90% Reviews Factsheet
Jupiter Unit Trust Mgrs Ltd
Jupiter Strategic Bond
 
Fixed Interest 23.04%
0%
0.74% Reviews Factsheet
TwentyFour Asset Mgmt LLP
TwentyFour Dynamic Bond
 
Fixed Interest 24.22%
0%
0.78% Reviews Factsheet

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