Select List

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

The Select list 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 fundinfo 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 fundinfo 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 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. A new Select List of funds was launched on 26th August 2021 and is provided by FE fundinfo.

The table below shows details of when and why changes have been made.

Details of changes

Name of investment

What’s changed? (FE fundinfo view)

Date changed

Name of investment

What’s changed? (FE fundinfo view)

Removed

Date changed

03/05/2022

Name of investment

What’s changed? (FE fundinfo view)

Added

Date changed

03/05/2022

Name of investment

What’s changed? (FE fundinfo view)

Removed

Date changed

28/01/2022

Name of investment

What’s changed? (FE fundinfo view)

Added

Date changed

28/01/2022

Name of investment

What’s changed? (FE fundinfo view)

Removed

FE fundinfo have replaced all multi asset funds with the Aviva Investors MA Plus range and HSBC Global Strategy range. This follows a review of all multi asset funds designed to streamline the selection of funds available to include the best in class hybrid and passive range of risk targeted portfolios respectively.

Date changed

18/11/2021

Name of investment

What’s changed? (FE fundinfo view)

Added

FE fundinfo have replaced all multi asset funds with the Aviva Investors MA Plus range and HSBC Global Strategy range. This follows a review of all multi asset funds designed to streamline the selection of funds available to include the best in class hybrid and passive range of risk targeted portfolios respectively.

Date changed

18/11/2021

Important legal information

Bank of Scotland Share Dealing Service is operated by Halifax Share Dealing Limited. Registered in England and Wales No. 3195646. Registered Office: Trinity Road, Halifax, West Yorkshire HX1 2RG. Authorised and regulated by the Financial Conduct Authority under registration number 183332. A Member of the London Stock Exchange and an HM Revenue & Customs Approved ISA Manager.