What is the Select List of funds? expandable section
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.
Who are FE fundinfo? expandable section

They are a recognised provider with proven expertise in the fund industry and providers of high-quality information.
How are the funds monitored? expandable section
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.
Can I still hold the funds/trade if there are changes? expandable section
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.

Details of changes to the Select List expandable section

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 Man GLG High Yield Opportunities Professional C	What’s changed? (FE fundinfo view) Added	Date changed 17/04/2024
Name of investment Comgest Growth Japan U Acc GBP Lord Abbett High Yield I Hedged Acc GBP	What’s changed? (FE fundinfo view) Removed	Date changed 17/04/2024
Name of investment BlackRock Global Unconstrained Equity (UK) D ES R&M UK Listed Smaller Companies B Acc GS Japan Equity Partners Portfolio I Acc GBP Man GLG Continental European Growth C Professional	What’s changed? (FE fundinfo view) Added	Date changed 15/01/2024
Name of investment ASI - UK Mid Cap Equity I Acc Baillie Gifford European B Acc Fidelity Global Special Situations W Acc Ninety One UK Smaller Companies I Inc GBP T. Rowe Price Japanese Equity C Acc	What’s changed? (FE fundinfo view) Removed	Date changed 15/01/2024
Name of investment BlackRock Emerging Markets D Acc CT American Smaller Companies (US) ZNA GBP WS Guinness Global Equity Income Y Acc	What’s changed? (FE fundinfo view) Added	Date changed 03/11/2023
Name of investment Cohen & Steers Diversified Real Assets FX Acc GBP Fidelity Global Dividend W Acc Premier Miton US Smaller Companies B Acc GBP	What’s changed? (FE fundinfo view) Removed	Date changed 03/11/2023
Name of investment Fidelity Emerging Markets W Acc	What’s changed? (FE fundinfo view) Removed	Date changed 09/05/2023
Name of investment Cohen & Steers Diversified Real Assets FX Acc GBP	What’s changed? (FE fundinfo view) Added	Date changed 09/05/2023
Name of investment Artemis US Select I Acc GBP Artemis US Smaller Companies I Acc GBP Barings Europe Select Trust I Acc GBP HSBC Global Property C Acc	What’s changed? (FE fundinfo view) Removed	Date changed 19/01/2023
Name of investment Janus Henderson European Smaller Companies I Acc Legg Mason ClearBridge US Equity Sustainability Leaders X Acc GBP Premier Miton US Smaller Companies B Acc GBP Schroder Global Cities Real Estate Z Acc	What’s changed? (FE fundinfo view) Added	Date changed 19/01/2023
Name of investment M&G Global High Yield Bond I Acc GBP Baillie Gifford Japanese Smaller Companies B Acc	What’s changed? (FE fundinfo view) Removed	Date changed 04/11/2022
Name of investment Lord Abbett High Yield I Hedged Acc GBP NB Uncorrelated Strategies P Hedged Acc GBP	What’s changed? (FE fundinfo view) Added	Date changed 04/11/2022
Name of investment Allianz UK Listed Opportunities C	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 Trojan Income O Acc ES R&M UK Equity Smaller Companies B Acc	What’s changed? (FE fundinfo view) Removed	Date changed 03/05/2022
Name of investment Allianz UK Listed Opportunities C Ninety One UK Smaller Companies I Inc GBP	What’s changed? (FE fundinfo view) Added	Date changed 03/05/2022
Name of investment Jupiter UK Mid Cap U1 Acc GBP Invesco European Equity (UK) Y Acc	What’s changed? (FE fundinfo view) Removed	Date changed 28/01/2022
Name of investment ASI - UK Mid Cap Equity I Acc Schroder - European Recovery Z Acc	What’s changed? (FE fundinfo view) Added	Date changed 28/01/2022
Name of investment L&G Multi-Index 3 I Acc L&G Multi-Index 5 I Acc L&G Multi-Index 7 I Acc Liontrust MA Blended Growth S Acc Liontrust MA Blended Progressive S Acc Royal London Sustainable World Trust C Acc	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 GB	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

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Select List

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Why invest with Halifax?

What is the Select List of funds? expandable section

Who are FE fundinfo? expandable section

How are the funds monitored? expandable section

Can I still hold the funds/trade if there are changes? expandable section

Details of changes to the Select List expandable section