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Active Funds

Barclays Funds List

Our Active Funds selection is made up of funds run by managers who use their expertise and large amounts of research to decide which investments a fund will hold. Active funds aim to provide investors with returns that are better than their general market.

Remember that Smart Investor does not offer financial advice, so you must decide how to invest your money. The criteria outlined here can only help you narrow down the choice. Investing in funds is like any other type of investment. The value of your investment can fall as well as rise. You might not get back the amount you invest.

Why invest in Active funds?

Everyone wants their investments to grow and return the best results possible. So letting a professional manager with a team of research analysts behind them do it for you, is one of the most likely way to achieve this aim. With years of experience, and usually direct access to the people running the companies they invest in, fund managers are making their investment decisions with insight that few individual investors can match.

There are charges to pay for this professional management in terms of fund fees, however the hope is that these are more than offset if the fund and its investments deliver the returns the manager hopes for, although not all active funds achieve their goal of outperforming the market.

Fund sectors

Our list is made up of funds from each of the investment sectors we believe are key for building a diversified portfolio. Remember that some sectors and types of funds are higher risk than others and that the mix of different funds you use to build your portfolio will affect how exposed you are to the likely ups-and-downs of the investment markets and the global economy. Find out more about the importance of diversification.

How do we select our Active funds?

The funds we’ve chosen are ones we believe offer the potential to produce good long-term returns, and our experts are constantly monitoring them to make sure they are still the funds we want to include. Find out more on how we select our Active Funds.

Through our ongoing monitoring of the selected funds, we may decide to remove or add funds from or to the Funds List. To see changes to the list, please check our additions and removals page.

Our 13 Fund Sectors are:

Remember

It’s important to fully understand what you’re investing in, so please make sure you do your own research and, in particular, investigate the fund’s key details on the fund factpage linked from the fund name. Make sure you read the Key Investor Information Document (KIID) found there when making your decision on investing. There is also a fund factsheet that you might find useful. If you’re not sure about anything, please seek professional advice.

Ongoing cost and KIID risk scores shown are correct from the fund manager KIID documents as at July 2020. As these can change, please check the latest KIID.

Why are KIID risk score and ongoing cost important?

Asia (excluding Japan)

Fidelity Asia Fund

Ongoing cost: 0.94% / KIID risk score: 6

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Franklin India Fund

Ongoing cost: 1.08% / KIID risk score: 6

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Janus Henderson Asian Divided Income Fund

Ongoing cost: 0.87% / KIID risk score: 5

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Stewart Investors Asia Pacific Leaders Sustainability Fund

Ongoing cost: 0.88 / KIID risk score: 5

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Emerging Markets

JO Hambro Global Emerging Markets Opportunities Fund

Ongoing cost: 0.86% / KIID risk score: 6

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Ninety One Emerging Markets Equity Fund

Ongoing cost: 1.05% / KIID risk score: 6

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ESG (Environmental, Social & Governance)

BlackRock BGF Sustainable Energy Fund

Ongoing cost: 1.23% / KIID risk score: 6

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Janus Henderson Global Sustainable Equity Fund

Ongoing cost: 0.84% / KIID risk score: 5

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Jupiter Ecology Fund

Ongoing cost: 0.78% / KIID risk score: 5

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Royal London Sustainable Leaders Trust

Ongoing cost: 0.86% / KIID risk score: 6

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Europe

BlackRock Continental European Income Fund

Ongoing cost: 0.92% / KIID risk score: 5

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BlackRock European Dynamic Fund

Ongoing cost: 0.92% / KIID risk score: 6

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Invesco European Equity Fund

Ongoing cost: 0.93% / KIID risk score: 6

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Jupiter European Fund

Ongoing cost: 0.99% / KIID risk score: 5

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Montonaro European Smaller Companies Fund

Ongoing cost: 0.86% / KIID risk score: 5

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Global Bonds

Jupiter Strategic Bond Fund

Ongoing cost: 0.73% / KIID risk score: 4

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PIMCO Global Investment Grade Credit

Ongoing cost: 0.49% / KIID risk score: 4

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Schroder Strategic Credit Fund

Ongoing cost: 0.67% / KIID risk score: 3

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Global Equity

Janus Henderson Global Equity Income Fund

Ongoing cost: 0.84% / KIID risk score: 5

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Japan

Man GLG Japan Core Alpha Fund

Ongoing cost: 0.90% / KIID risk score: 6

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North America

Findlay Park American Fund

Ongoing cost: 1.00% / KIID risk score: 5

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JP Morgan US Equity Income Fund

Ongoing cost: 0.78% / KIID risk score: 5

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Loomis Sayles US Equity Leaders Fund

Ongoing cost: 0.80% / KIID risk score: 5

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Specialist

Polar Capital Global Technology Fund

Ongoing cost: 1.13% / KIID risk score: 6

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Sterling Bonds

Fidelity Moneybuilder Income Fund

Ongoing cost: 0.56% / KIID risk score: 3

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M&G Corporate Bond Fund

Ongoing cost: 0.59% / KIID risk score: 4

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Threadneedle UK Social Bond Fund

Ongoing cost: 0.45% / KIID risk score: 3

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Targeted Absolute Return

Aviva Investors Multi Strategy Target Return Fund

Ongoing cost: 0.85% / KIID risk score: 4

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Janus Henderson UK Absolute Return Fund

Ongoing cost: 1.05% / KIID risk score: 4

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UK Equity - Growth

JPM UK Equity Plus

Ongoing cost: 0.80% (Acc) / 0.82% (Inc) / KIID risk score: 6

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Jupiter UK Alpha Fund

Ongoing cost: 0.85% (Acc), 0.78% (Inc) / KIID risk score: 6

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Jupiter UK Mid Cap Fund

Ongoing cost: 0.85% / KIID risk score: 6

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Jupiter UK Smaller Companies Fund

Ongoing cost: 0.94% / KIID risk score: 6

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Lindsell Train UK Equity Fund

Ongoing cost: 0.65% / KIID risk score: 5

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Majedie UK Equity Fund

Ongoing cost: 0.65% / KIID risk score: 6

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UK Equity - Income

Artemis Income Fund

Ongoing cost: 0.80% / KIID risk score: 6

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JO Hambro UK Equity Income Fund

Ongoing cost: 0.66% / KIID risk score: 6

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Man GLG UK Income Fund

Ongoing cost: 0.90% / KIID risk score: 5

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