Holly Mckay
Holly MackayFounder and CEO

This investment shortlist has been compiled with FE Fundinfo. We wanted to produce a shortlist of funds which are well-rated by fund researchers, wealth managers and financial advisers (‘Pros’), and also popular with investors (‘Flows’). You can read the detailed methodology here.

These filters will shorten the list

RatingsDangerCircleIcon

1

5

RiskDangerCircleIcon

Low

High

95 Funds
Fund Type

RatingDangerCircleIcon

CrownIconCrownIconCrownIconCrownIconCrownIcon

RiskDangerCircleIcon

ChilliIconChilliIconChilliIconChilliIconChilliIcon

Return 1yrDangerCircleIcon

7.73%

Return 5yrDangerCircleIcon

85.60%

CostDangerCircleIcon

0.83%

Value RatingDangerCircleIcon

HeartIconn/a

Fund type

Equity

Active

MORE INFO

RatingDangerCircleIcon

CrownIconCrownIconCrownIconCrownIconCrownIcon

RiskDangerCircleIcon

ChilliIconChilliIconChilliIconChilliIconChilliIcon

Return 1yrDangerCircleIcon

12.23%

Return 5yrDangerCircleIcon

70.43%

CostDangerCircleIcon

0.77%

Value RatingDangerCircleIcon

HeartIconn/a

Fund type

Equity

Active

MORE INFO

RatingDangerCircleIcon

CrownIconCrownIconCrownIconCrownIconCrownIcon

RiskDangerCircleIcon

ChilliIconChilliIconChilliIconChilliIconEmptyMildChilliIcon

Return 1yrDangerCircleIcon

6.65%

Return 5yrDangerCircleIcon

56.11%

CostDangerCircleIcon

0.76%

Value RatingDangerCircleIcon

HeartIconn/a

Fund type

Equity

Active

Sustainable ESG

MORE INFO

RatingDangerCircleIcon

CrownIconCrownIconCrownIconCrownIconCrownIcon

RiskDangerCircleIcon

ChilliIconChilliIconChilliIconChilliIconEmptyMildChilliIcon

Return 1yrDangerCircleIcon

8.31%

Return 5yrDangerCircleIcon

55.86%

CostDangerCircleIcon

0.93%

Value RatingDangerCircleIcon

HeartIconn/a

Fund type

Equity

Active

Sustainable ESG

MORE INFO

RatingDangerCircleIcon

CrownIconCrownIconCrownIconCrownIconCrownIcon

RiskDangerCircleIcon

ChilliIconChilliIconChilliIconChilliIconEmptyMildChilliIcon

Return 1yrDangerCircleIcon

1.61%

Return 5yrDangerCircleIcon

41.50%

CostDangerCircleIcon

0.84%

Value RatingDangerCircleIcon

HeartIcon83%

Fund type

Equity

Active

Sustainable ESG

MORE INFO

RatingDangerCircleIcon

CrownIconCrownIconCrownIconCrownIconCrownIcon

RiskDangerCircleIcon

ChilliIconChilliIconChilliIconChilliIconChilliIcon

Return 1yrDangerCircleIcon

-3.04%

Return 5yrDangerCircleIcon

38.39%

CostDangerCircleIcon

1.09%

Value RatingDangerCircleIcon

HeartIconn/a

Fund type

Equity

Active

MORE INFO

RatingDangerCircleIcon

CrownIconCrownIconCrownIconCrownIconCrownIcon

RiskDangerCircleIcon

ChilliIconChilliIconEmptyMildChilliIconEmptyMildChilliIconEmptyMildChilliIcon

Return 1yrDangerCircleIcon

-1.18%

Return 5yrDangerCircleIcon

27.99%

CostDangerCircleIcon

0.86%

Value RatingDangerCircleIcon

HeartIconn/a

Fund type

Active

Multi Asset

MORE INFO

RatingDangerCircleIcon

CrownIconCrownIconCrownIconCrownIconCrownIcon

RiskDangerCircleIcon

ChilliIconChilliIconChilliIconChilliIconChilliIcon

Return 1yrDangerCircleIcon

17.54%

Return 5yrDangerCircleIcon

20.55%

CostDangerCircleIcon

0.90%

Value RatingDangerCircleIcon

HeartIcon20%

Fund type

Equity

Active

MORE INFO

Any of these investments carry the risk of capital losses. This means you could get back less than you invest. None of these funds are appropriate for short-term timeframes of less than 5 years – please read the fund factsheets to understand how they behave and to decide if they are right for you.

Data provided by FE Fundinfo. Care has been taken to ensure that the information is correct, but FE Fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein.

Boring Money runs periodic checks to confirm availability of funds and shortlisting of funds on various wealth shortlists.

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