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AJ Bell to launch best buy fund list

AJ Bell is developing its own best buy list of funds following the likes of Hargreaves Lansdown and Tilney Group, Money Marketing understands.


The platform is building a ‘favourite funds’ list to launch in the near future, which will be available to both direct customers and advisers. The company will discuss the proposition with advisers to review demand.

AJ Bell will also launch a buy list of preferred investment trusts later in the year. Fidelity FundsNetwork and FundCalibre already include investment companies in their lists.

Currently, AJ Bell has a ‘top tracker’ list of exchange-traded funds for direct-to-consumer investors.

In its asset management interim study, the FCA said only a few brokers included ETFs in their buy lists, as opposed to actively managed funds.

Other firms that publish fund buy lists include Barclays Stockbrokers, Charles Stanley Direct and The Share Centre.

Thameside Financial Planning director Tom Kean says: “There’s plenty of alternative best buy lists and we enjoy reading them and comparing funds. The more the merrier as this tends to support the fact there are a lot of opinions in picking funds.

“There’s no harm in doing it despite FCA warnings, as it’s a form of fund research. With these lists you can soon spot regular winners and it’s good to get a second opinion.”


Identifying best-in-class UK stocks — Mark Martin, Neptune UK Opportunities Fund

FE Alpha Manager Mark Martin assumed management of the multi-cap UK Opportunities Fund at the beginning of February. As manager of the highly regarded UK Mid Cap Fund, Martin has begun restructuring the new portfolio to focus on our very best UK stock ideas from across the FTSE All-Share Index. In this video, update Martin addresses:

– Themes informing the UK Opportunities Fund
– The multi-cap structure of the fund
– UK equity valuations


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