Select List
You can find your next investment with our Select List. We have chosen FE fundinfo to select a shortlist of their preferred funds for our customers.
Select List-
- 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.
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They are a recognised provider with proven expertise in the fund industry and providers of high-quality information.
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- 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.
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- Changes to the Select List of funds can occur for a variety of reasons and you should not necessarily view the removal of any funds as a reason to sell. If you are invested in any of these funds you can continue to hold them.
- 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.
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The table below shows details of when and why changes have been made.
Name of investment
What’s changed? (FE fundinfo view)
Date changed
Name of investment
What’s changed? (FE fundinfo view)
Added
Date changed
17/04/2024
Name of investment
What’s changed? (FE fundinfo view)
Removed
Date changed
17/04/2024
Name of investment
What’s changed? (FE fundinfo view)
Added
Date changed
15/01/2024
Name of investment
What’s changed? (FE fundinfo view)
Removed
Date changed
15/01/2024
Name of investment
What’s changed? (FE fundinfo view)
Added
Date changed
03/11/2023
Name of investment
What’s changed? (FE fundinfo view)
Removed
Date changed
03/11/2023
Name of investment
What’s changed? (FE fundinfo view)
Removed
Date changed
09/05/2023
Name of investment
What’s changed? (FE fundinfo view)
Added
Date changed
09/05/2023
Name of investment
What’s changed? (FE fundinfo view)
Removed
Date changed
19/01/2023
Name of investment
What’s changed? (FE fundinfo view)
Added
Date changed
19/01/2023
Name of investment
What’s changed? (FE fundinfo view)
Removed
Date changed
04/11/2022
Name of investment
What’s changed? (FE fundinfo view)
Added
Date changed
04/11/2022
Name of investment
What’s changed? (FE fundinfo view)
Removed
FE fundinfo recommended the removal of this fund due to the departure of the fund manager.Date changed
02/08/2022
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
Aviva Inv AI Multi-asset Plus I 2 in GB
Aviva Inv AI Multi-asset Plus II 2 in GB
Aviva Inv AI Multi-asset Plus III 2 in GB
Aviva Inv AI Multi-asset Plus IV 2 in GB
Aviva Inv AI Multi-asset Plus V 2 in GB
HSBC Global Strategy Adventurous Portfolio C Acc in GB
HSBC Global Strategy Balanced Portfolio C Acc in GB
HSBC Global Strategy Conservative Portfolio C Acc in GB
HSBC Global Strategy Dynamic Portfolio C Acc in GBWhat’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
Name of investment
What’s changed? (FE fundinfo view)
Date changed
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.