Interactive Investor

ii ACE 40 - Core

The funds and investment trusts in this category would make good core holdings for investors who prefer active management, whereby a professional fund manager aims to beat a stock market benchmark over the long term. 

They typically favour larger companies and are either well diversified or if more concentrated, will tend to be more risk-aware and to hold their underlying positions for longer than the average manager.

The fixed income funds in the category are well diversified across all fixed income types and often have a focus on preserving capital value.

Name

Asset group

ii ACE ethical style

Selection rationale

Invest now

Royal London Sustainable Leaders C AccEquities 
UK equities
Considersfind out more trade
BMO Responsible UK Income 2 AccEquities 
UK equity income
Considersfind out moretrade
Janus Henderson UK Responsible Income Equities 
Global equities
Considersfind out moretrade
BMO Responsible Global Equity 2 AccEquities 
Global equities
Considersfind out moretrade
Baillie Gifford Global StewardshipEquities 
Global equities
Considersfind out moretrade
Baillie Gifford Responsible Global Equity IncomeEquities 
Global Equity Income
Considersfind out moretrade
Stewart Investors Glbl EM Sust B Acc GBPEquities 
Emerging markets
Considersfind out moretrade
Pacific Assets OrdEquities 
Asian equities
Considersfind out moretrade
Liontrust Sust Fut Eurp Gr 2 Net AccEquities 
European equities
Considersfind out moretrade
Brown Advisory US Sust Gr GBP B IncEquities 
US equities
Considersfind out moretrade
PIMCO GIS Global Bond ESG Instl GBPH IncFixed Income 
Global bonds
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Liontrust Sust Fut Corp Bd 2 Grs IncFixed Income 
Sterling bonds
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Royal London Ethical BondFixed Income 
Sterling bonds
Avoidsfind out moretrade
FP Foresight Global Real InfrastructureAlternatives 
Specialist
Embracesfind out moretrade
Royal London Sustainable Div C AccAlternatives 
Mixed asset
Considersfind out moretrade

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ii ACE 40 - Income

The funds and investment trusts in this category make high yield a priority, meaning they suit investors who want to generate income from their investments. The equity selections are also ideally well diversified and have a moderate risk score. The fixed income selections focus on income, ideally also with an emphasis on preserving capital.

Name

Asset group

ii ACE ethical style

Selection rationale

Invest now

VT Gravis Clean Energy Income C GBP AccAlternatives 
Specialist
Embracesfind out moretrade

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ii ACE 40 - Smaller company

This category is intended for expert investors due to its higher risk. It includes open-ended funds and investment trusts that focus on investing in smaller companies. They give investors a chance to get in on the ground floor of younger firms that have growth potential and could deliver higher returns over time. However, investors also need to be aware that these funds may expose them to higher risk of loss. The equity selections are typically well diversified with ideally no strong style or sector bias. 

Name

Asset group

ii ACE ethical style

Selection rationale

Invest now

Unicorn UK Ethical Income B AccEquities 
UK equity income
Avoidsfind out moretrade
Montanaro Better WorldEquities 
Global Equities
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ii ACE 40 - Adventurous

This category is intended for expert investors due to its higher risk. It offers investors open-ended funds and investment trusts that are distinctly different, being focussed on a specific sector or theme. The equity selections in this category are likely to offer the potential for higher returns but come with higher risks of loss.  The fixed income selections are specialised bond strategies, being focussed on a specific geography, bond sector or theme. Again, they have the potential for higher returns but come with higher risks of loss.

Name

Asset group

ii ACE ethical style

Selection rationale

Invest now

Aegon Ethical EquityEquities 
UK equities
Avoidsfind out moretrade
Liontrust UK Ethical 2 Net AccEquities 
UK equities
Considersfind out moretrade
Trojan Ethical Income Fund O AccEquities 
UK equity income
Avoidsfind out moretrade
Impax Environmental Markets OrdEquities 
Global equities
Embracesfind out moretrade
Baillie Gifford Positive ChangeEquities 
Global equities
Embracesfind out moretrade
Fundsmith Sustainable Equity I AccEquities 
Global equities
Considersfind out moretrade
Impax Asian Environmental Markets IRL XEquities 
Asian equities
Embracesfind out moretrade
ASI Europe ex UK Ethical EquityEquities 
European equities
Considersfind out moretrade
Threadneedle UK Social Bd Z Grs Acc£Fixed Income 
Sterling bonds
Embracesfind out moretrade
Rathbone Ethical Bond I AccFixed Income 
Sterling bonds
Considersfind out moretrade
Syncona OrdAlternatives 
Specialist
Embracesfind out moretrade
Royal London Sustainable WorldAlternatives 
Mixed asset
Considersfind out moretrade
Climate Assets B GBP AccAlternatives 
Mixed asset
Considersfind out moretrade

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Risk warnings

The information we provide in the ACE 40 investments list does not constitute a "personal recommendation". You should ensure that any investment decisions you make are suitable for your personal circumstances and that the ethical style of the investment reflects your personal beliefs.

Past performance of the underlying constituents is not a guarantee of future performance. Remember, the value of investments, and any income from them, can fall as well as rise so you could get back less than you invest.

Annual performance can be found on the factsheet of each fund, trust or ETF. Simply click on the asset’s name and then the performance tab.

If you are unsure about the suitability of a particular investment or think that you need a personal recommendation, you should speak to a suitably qualified financial advisor.

Any changes to the ii ACE 40 investments list and the rationale behind those decisions will be communicated through the Quarterly Investment Outlook.

Details of all recommendations issued by ii during the previous 12 month period can be found here.

ii adheres to a strict code of conduct. Members of ii staff may hold shares in companies mentioned in the ii ACE 40 investments list, which could create a conflict of interest. Any member of staff intending to complete some research about any financial instrument in which they have an interest are required to disclose such interest to ii. We will at all times consider whether such interest impairs the objectivity of the recommendation.

In addition, staff involved in the production of this ii ACE 40 list are subject to a personal account dealing restriction. This prevents them from placing a transaction in the specified instrument(s) for five working days before and after an investment is included or amended and made public within the list. This is to avoid personal interests conflicting with the interests of the recipients of this ii ACE 40 investments list.

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