Many investors value good active management but find the vast choice of actively managed funds daunting. There are 2,500 open-ended funds available for sale in the UK, plus another 400 investment trusts.
We have provided the TIDM codes for investment trusts, plus the ISIN codes for the open-ended funds, to allow you to identify the funds with your platform or stockbroker. For consistency’s stake, we have used the retail accumulation share classes where possible. However, if you are an income seeker you may want to buy the income share class of one of these funds. Alternatively, some platforms and stockbrokers offer institutional share classes to their clients.
This is not a list of funds that we think will do well this year. Rather, it is a guide to the types of funds and sectors that we think you should be looking at in building a portfolio. Some of the Top 100 Funds make great core holdings for your portfolio. Others are good satellites that you should only use for a small portion of your investments.
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