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ii rated investments

ii Rated Investments

introducing you to ii rated investments

Welcome to ii rated investments. We have chosen a range of active and passive funds, investment trusts, and ETFs to make up the ii rated investments list. Our aim is to help you identify collective investments with consistent returns, and those which we believe are good choices in the prevailing market environment.

ii rated investments are picked purely on quality and performance and free of commercial incentives. You can find out how those chosen attained ii rated status by reading our Methodology

Market data partners: Interactive Data Managed Solutions and Intelligent Financial Systems. No warranty is provided regarding the accuracy of information.

Risk warnings
Past performance of the underlying constituents is not a guarantee of future performance. 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. 

The information we provide in the Rated Investments List is an opinion provided by ii or one of its partners on whether to buy a specific investment. Please note that none of the opinions we provide are a “personal recommendation”, which means that we have not assessed your investing knowledge and experience, your financial situation or your investment objectives. Therefore you should ensure that any investment decisions you make are suitable for your personal circumstances. Remember that stock market investments can rise and fall in value and returns are not guaranteed, which means that you may get back less money than you originally invested. 

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 Rated 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 Rated Investment 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 Rated Investment 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 Rated Investment list.

Brokerage Services provided by Interactive Investor Services Limited, incorporated in England and Wales with company number 2101863. Registered office: Exchange Court, Duncombe Street, Leeds, LS1 4AX. Authorised and regulated by the Financial Conduct Authority, 25 The North Colonnade, Canary Wharf, London, E14 5HS, United Kingdom (Financial Services Register Firm Reference Number 141282). Member of the London Stock Exchange and NEX Exchange.

Asian equities

Emerging markets

European equities

Global bonds

Global equity income

Global growth

Japanese equity

Mixed asset 0-40% equity

Mixed asset 41-60% equity

Mixed asset 61-100% equity


Specialist funds

Sterling bonds

UK equity income

UK growth

UK smaller companies

US equities

The information we provide in the Rated Investments List is an opinion provided by ii or one of its partners on whether to buy a specific investment. Please note that none of the opinions we provide are a “personal recommendation”.
The value of international investments may be affected by currency fluctuations which might reduce their value in sterling.
Spread Trading and CFD trading normally only require you to deposit a fraction of the full value of the trade. Consequently losses can quickly exceed your deposits requiring you to make further possible intraday payments.