-

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

Already a customer? Log in and learn more:

Franklin India Fund

Ongoing cost: 1.08% / KIID risk score: 6

Already a customer? Log in and learn more:

Janus Henderson Asian Divided Income Fund

Ongoing cost: 0.87% / KIID risk score: 5

Already a customer? Log in and learn more:

Stewart Investors Asia Pacific Leaders Sustainability Fund

Ongoing cost: 0.88 / KIID risk score: 5

Already a customer? Log in and learn more:

Emerging Markets

JO Hambro Global Emerging Markets Opportunities Fund

Ongoing cost: 0.86% / KIID risk score: 6

Already a customer? Log in and learn more:

Ninety One Emerging Markets Equity Fund

Ongoing cost: 1.05% / KIID risk score: 6

Already a customer? Log in and learn more:

ESG (Environmental, Social & Governance)

BlackRock BGF Sustainable Energy Fund

Ongoing cost: 1.23% / KIID risk score: 6

Already a customer? Log in and learn more:

Janus Henderson Global Sustainable Equity Fund

Ongoing cost: 0.84% / KIID risk score: 5

Already a customer? Log in and learn more:

Jupiter Ecology Fund

Ongoing cost: 0.78% / KIID risk score: 5

Already a customer? Log in and learn more:

Royal London Sustainable Leaders Trust

Ongoing cost: 0.86% / KIID risk score: 6

Already a customer? Log in and learn more:

Europe

BlackRock Continental European Income Fund

Ongoing cost: 0.92% / KIID risk score: 5

Already a customer? Log in and learn more:

BlackRock European Dynamic Fund

Ongoing cost: 0.92% / KIID risk score: 6

Already a customer? Log in and learn more:

Invesco European Equity Fund

Ongoing cost: 0.93% / KIID risk score: 6

Already a customer? Log in and learn more:

Jupiter European Fund

Ongoing cost: 0.99% / KIID risk score: 5

Already a customer? Log in and learn more:

Montonaro European Smaller Companies Fund

Ongoing cost: 0.86% / KIID risk score: 5

Already a customer? Log in and learn more:

Global Bonds

Jupiter Strategic Bond Fund

Ongoing cost: 0.73% / KIID risk score: 4

Already a customer? Log in and learn more:

PIMCO Global Investment Grade Credit

Ongoing cost: 0.49% / KIID risk score: 4

Already a customer? Log in and learn more:

Schroder Strategic Credit Fund

Ongoing cost: 0.67% / KIID risk score: 3

Already a customer? Log in and learn more:

Global Equity

Janus Henderson Global Equity Income Fund

Ongoing cost: 0.84% / KIID risk score: 5

Already a customer? Log in and learn more:

Japan

Man GLG Japan Core Alpha Fund

Ongoing cost: 0.90% / KIID risk score: 6

Already a customer? Log in and learn more:

North America

Findlay Park American Fund

Ongoing cost: 1.00% / KIID risk score: 5

Already a customer? Log in and learn more:

JP Morgan US Equity Income Fund

Ongoing cost: 0.78% / KIID risk score: 5

Already a customer? Log in and learn more:

Loomis Sayles US Equity Leaders Fund

Ongoing cost: 0.80% / KIID risk score: 5

Already a customer? Log in and learn more:

Specialist

Polar Capital Global Technology Fund

Ongoing cost: 1.13% / KIID risk score: 6

Already a customer? Log in and learn more:

Sterling Bonds

Fidelity Moneybuilder Income Fund

Ongoing cost: 0.56% / KIID risk score: 3

Already a customer? Log in and learn more:

M&G Corporate Bond Fund

Ongoing cost: 0.59% / KIID risk score: 4

Already a customer? Log in and learn more:

Threadneedle UK Social Bond Fund

Ongoing cost: 0.45% / KIID risk score: 3

Already a customer? Log in and learn more:

Targeted Absolute Return

Aviva Investors Multi Strategy Target Return Fund

Ongoing cost: 0.85% / KIID risk score: 4

Already a customer? Log in and learn more:

Janus Henderson UK Absolute Return Fund

Ongoing cost: 1.05% / KIID risk score: 4

Already a customer? Log in and learn more:

UK Equity - Growth

Jupiter UK Alpha Fund

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

Already a customer? Log in and learn more:

Jupiter UK Mid Cap Fund

Ongoing cost: 0.85% / KIID risk score: 6

Already a customer? Log in and learn more:

Jupiter UK Smaller Companies Fund

Ongoing cost: 0.94% / KIID risk score: 6

Already a customer? Log in and learn more:

Lindsell Train UK Equity Fund

Ongoing cost: 0.65% / KIID risk score: 5

Already a customer? Log in and learn more:

Majedie UK Equity Fund

Ongoing cost: 0.65% / KIID risk score: 6

Already a customer? Log in and learn more:

Already a customer? Log in and learn more:

UK Equity - Income

Artemis Income Fund

Ongoing cost: 0.80% / KIID risk score: 6

Already a customer? Log in and learn more:

JO Hambro UK Equity Income Fund

Ongoing cost: 0.66% / KIID risk score: 6

Already a customer? Log in and learn more:

Man GLG UK Income Fund

Ongoing cost: 0.90% / KIID risk score: 5

Already a customer? Log in and learn more:

Ways to invest

Always remember that investments can fall in value. You may get back less than you invest.

 ""

Plan & Invest

Plan & Invest is a new service which creates and manages a personalised Investment Plan just for you. Whether your long-term goal is home improvements, retirement or just building a nest egg, all you have to do is tell us a bit about yourself and then let our experts select and manage your investments.

Smart Investor

To choose and manage your own investments from a range of funds, shares, ETFs and bonds, get started today by simply opening up an Investment (Stocks & Shares) ISA, Investment Account or SIPP Account with Smart Investor.

Already have an account?

If you already have an account, log in to continue.

Chat

Use our online chat service to discuss your query with a member of our team.

Call us

If you have any questions, you can give us a call on 0800 279 36671

Exploring investments on Smart Investor

You have the choice of thousands of investments to help you achieve your financial goals. Once you’ve opened one of our accounts, we offer you various ways to explore and find the right investments for you.