Themed Fund baskets
Here's a helping hand for you to select a benchmark-beating, diversified fund basket at low charges. All funds in the baskets below are available at 0% initial charge.
When you select the fund basket you like the look of, press the "Buy" button and you'll take all 4 funds with you to the checkout (you'll need to open an account if you don't already have one, which only takes 5 minutes and is fully online). You can then split your investment equally amongst the four funds or put more in some and less in others.
Each ready-made selection holds four separate funds, all of which beat their benchmark over three and five years and were selected in January 2012.
The Hot Spots
Four funds – all consistent performers over three and five years:
- Investing in the Specialist and Global Growth sectors.
- Investing in a diverse mix of global opportunity, Latin American and commodity funds.
Eastern Promise
Four funds – all consistent performers over three and five years:
- Investing primarily in the Far East and Chinese markets.
- Companies looking for long-term growth for the high-risk investor.
Global Growth & Emerging
Four funds – all consistent performers over three and five years:
- Investing in the Global Growth and Global Emerging sectors.
- Investing in a diverse mix of global basics and global emerging funds.
UK Growth
Four funds – all consistent performers over three and five years:
- Investing in British companies via the UK stockmarket.
- Focused on long-term growth.
UK Equity Income
Four funds – all consistent performers over three and five years:
- Investing in British companies via the UK stockmarket.
- Some exposure to fixed-interest stocks.
North American
Four funds – all consistent performers over three and five years:
- Investing in the North American and North American Smaller Companies sectors.
- Investing in a range of large, medium and small-cap companies in North America.
Fixed Interest
Four funds – all consistent performers over three and five years:
- Investing primarily in UK fixed-interest stocks that invest in government and corporate bonds.
- These bond funds provide an alternative to higher risk shares.
Europe
Four funds – all consistent performers over three and five years:
- Investing in European blue-chip and smaller companies.
- Investing via major European stockmarkets.
- Focused on capital growth.
