Foundation Fundlist

The Foundation Fundlist is a list of preferred funds for new investment, carefully selected by the experts in Charles Stanley’s Collectives Research Team. Covering both funds and investment trusts, and including passive funds or “trackers” as well as actively managed funds, the list is regularly reviewed. Find out how we select funds and portfolios.

Income & Growth It is easy to spot funds that are part of the current Foundation Fundlist. Just look for this logo next to funds on our website.

Actively managed investments

Actively Managed Investments

Passive Investments Trackers

Passive Investments Trackers

Most viewed and bought funds

Most Viewed & Bought Foundation Funds

Actively Managed Investments

Actively managed investments - managers pick stocks or other securities with a certain goal in mind, for example beating a particular index or achieving a certain level of return whilst assuming a certain level of risk. Managed investments generally have higher annual management charges than passive investments.

Expand all

Collapse all

Asia Pacific Excluding Japan

Global Equity Income

Mixed Investment

Fund Management Group TOC
Investec Diversified Income J -2 GBP Investec Fund Managers (UK) 0.58%
Personal Assets Troy 0.83%
RIT Capital J Rothschild Capital Management 3.91%

Specialist

Fund Management Group TOC
Allianz Technology Trust Allianz Global Investors 1.23%
BlackRock Gold & General D BlackRock 1.32%
Worldwide Healthcare Trust Frostrow Capital 1.98%

UK Equity Income

Fund Management Group TOC
Aberdeen Standard Equity Income Aberdeen Standard Investments 1.18%
Edinburgh Investment Trust Invesco Perpetual Fund Mgrs 1.44%
JOHCM UK Equity Income Y JO Hambro Capital Management 1.35%
TB Evenlode Income C Evenlode Investment Management 1.17%

Passive Investments

Also known as 'trackers', aim to track the performance of a particular index, such as the FTSE 100 or S&P 500. Passive funds offer a simple and cost effective way to gain exposure to a broad range of shares or bonds. Passive investments generally have lower annual management charges than actively managed investments.

Expand all

Collapse all

Asia Pacific Excluding Japan

Global Emerging Markets

North America

UK All Companies

Most Viewed

  1. Fidelity Index World P | Acc

    Fidelity International (FIL In

  2. Royal London Sterling Extra Yield Bond Z | Inc

    Royal London Asset Mgmt (IRL)

  3. Jupiter Absolute Return I | Acc

    Jupiter Unit Trust Mgrs Ltd

  4. BNY Mellon Real Return Inst W | Acc

    Newton & BNY Mellon Asset Mgmt

  5. GVQ UK Focus I | Inc

    GVQ Investment Management

  6. Artemis Global Income I | Acc

    Artemis Fund Managers Limited

  7. Fidelity Index US P | Acc

    Fidelity International (FIL In

Most Bought

  1. Fidelity Index World P

    Acc | Fidelity International (FIL In

  2. Fidelity Index US P

    Acc | Fidelity International (FIL In

  3. M&G Global Dividend I GBP

    Acc | M&G UK

  4. Artemis Global Income I

    Acc | Artemis Fund Managers Limited

  5. Fidelity Index World P

    Inc | Fidelity International (FIL In

  6. M&G Global Dividend I GBP

    Inc | M&G UK

  7. JOHCM UK Equity Income Y

    Acc | JO Hambro Capital Management

  8. Royal London Sterling Extra Yield Bond Z

    Inc | Royal London Asset Mgmt (IRL)

  9. BNY Mellon Real Return Inst W

    Acc | Newton & BNY Mellon Asset Mgmt

  10. BlackRock European Dynamic FD

    Acc | BlackRock

Information presented on this website is not personal advice based on your personal circumstances. No news or research item is a personal recommendation to deal. Investment decisions in funds and other collective investments should only be made after reading the Key Investor Information Document or Key Information Document, Supplementary Information Document and Prospectus. If you are unsure of the suitability of your investment please seek professional advice. Past performance is not a reliable guide to future returns. The value of investments, and any income derived from them, may fall as well as rise. The removal of an investment from the Foundation Fundlist does not constitute a recommendation to sell.

How we Select Funds and Portfolios

Charles Stanley's research department specialises in providing comprehensive and continuous coverage of a wide range of UK-listed companies, investment trusts and other investment products.

Philosophy

Screening

Analysis

Foundation Portfolios

Back
Compass icon

Philosophy

We believe detailed research can identify skilful active fund managers capable of adding value over the longer term. We are patient, willing to consider all styles of investing, and mindful of that at times, and in certain asset classes active management does not offer value for money versus passive funds. The funds we choose are run by talented investors using rigorously applied investment processes.

Back
Back
Screening icon

Screening

  • Our universe is Open-Ended funds (unit trusts and OEICs) that are dealt on a daily basis and investment trusts.
  • Our specially designed screen to generate new ideas does not reveal the name of the fund – only its characteristics – in order to ensure we have no bias.
  • We monitor each fund we are interested in as part of our sector-based monthly research cycle.
  • Fund performance, style, risk and income are all considered alongside other issues such as inflows/outflows and any capacity constraints.
Back
Back
Analysis icon

Analysis

  • We conduct around 300 face-to-face fund manager meetings a year.
  • In-depth stock-by-stock performance analysis is undertaken before and after meetings.
  • Comparison with peers, or passive alternatives.
  • We wish to ensure our chosen funds excel in our three "P's": People, Process and Performance.
  • We continually appraise risk, style, sustainability and governance, fees and operations.
Team icon

People

  • How experienced is the team or individual running the fund?
  • Is the size and quality of the team appropriate for the fund? How does it compare with its competitors?
  • Is there high turnover of staff running the fund – and if so, why?
  • How is the fund manager incentivised? Are client interests aligned with fund manager incentives?
Rook icon

Philosophy & Process

  • What does the manager believe drives asset price returns?
  • Is the process repeatable, sustainable and applied consistently? What would make us change our mind?
  • Does the manager have identifiable ‘skill’?
  • What makes the approach better than those used by its competitors?
Shield icon

Performance, Risk & Style

  • Is historic performance due to manager skill or exposure to a particular bias or style?
  • Can it be earned at lower cost via a passive fund? Does active management work in this asset class?
  • How does the manager think about and control risk in the fund? Is this approach appropriate?
  • Can this fund perform well in the future? What will be the biggest impediment to its future success?
World icon

ESG & Operations

  • Are ESG factors embedded in the investment process, or simply a box ticking exercise?
  • Does this fund justify its fee level – and why?
  • How liquid is the fund? Is it capacity constrained?
  • If a closed-ended fund, how is it using their features for the benefit of shareholders?
Back
Back
Analysis icon

Foundation Portfolios

  • Economic starter portfolios that may be suitable for various broad categories of investor.
  • Made up of five funds from the Foundation Fundlist that we consider are "best of breed" in their respective areas. Each portfolio reflects whether income or growth is required, or a bit of both, and there are three risk levels
Back

Our Team
Rob and the Collectives Research Team are responsible for the Foundation Fundlist and Foundation Portfolios, with the Team undertaking active fund research for the firm. Rob has 20 years’ experience in Financial Services joining Charles Stanley from Hargreaves Lansdown in 2013 where he worked as a financial adviser and an investment analyst specialising in funds and collective investments.

Rob Morgan

Senior Analyst:
Rob Morgan

Investment involves risk. You may get back less than invested.