The Foundation Fundlist is a list of preferred funds across the major sectors, carefully selected by our experts in the Charles Stanley 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.
With so many different funds available, assembling the research and insight to achieve the right balance of risk, income and growth from a fund portfolio can de a daunting task. To make it easier, we have created what we call our 'foundation' portfolios which simply feature a range of funds reflecting different investment outlooks.
Investors should be aware that past performance is not a reliable indicator of future results and that the price of shares and other investments, and the income derived from them, may fall as well as rise and the amount realised may be less than the original sum invested.