Important information - the value of your investments may go down as well as up. You may not get back all the money that you invest. Investing in emerging markets involves different risks from developed markets. In many cases the risks are greater. The value of international investments is affected by currency fluctuations which might reduce their value in sterling. The selection of these funds does not constitute a personal recommendation. We have not assessed your personal circumstances or preferences.
Whatever your investment goals, you need options you can rely on. The ii Super 60 is here to help you pick the ones that match your investment style and interests.
Prices, information, data, analyses and opinions provided by Morningstar © 2023 Morningstar. All Rights Reserved. The information, data, analyses and opinions (“Information”) contained herein: (1) include the proprietary information of Morningstar and its content providers; (2) may not be copied or redistributed except as specifically authorised; (3) do not constitute investment advice; (4) are provided solely for informational purposes; (5) are not warranted to be complete, accurate or timely; and (6) may be drawn from data published on various dates. Morningstar is not responsible for any trading decisions, damages or other losses related to the Information or its use. Please verify all of the Information before using it and don’t make any investment decision except upon the advice of a professional financial adviser. Past performance is no guarantee of future results. The value and income derived from investments may go down as well as up.
Our ii Super 60 selections:
- Are designed to suit ALL investors
- Aim to provide good returns, and come with a great track record
- Are picked purely on quality and performance, free from commercial incentives
- Cover a range of sectors and regions
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.
How to use the ii Super 60
We have sorted the ii Super 60 into asset groups and investment categories.
Asset groups include global equities and fixed-income options, while the investment categories suit the type of investor you are. These range from low cost – for those looking to control what they are paying – to smaller company and adventurous, for investors keen to add higher-risk options to a balanced portfolio.
Our Super 60 investments includes a range of different asset classes, which are groups of investments that have similar financial characteristics.
Dzmitry Lipski, Head of Funds Research at interactive investor, says: “Mixing different asset classes within a portfolio is called diversification. It can help you manage the amount of risk that you take and may also deliver better returns over the long term. Asset allocation is the proportion of your portfolio that you put into each asset class.”
Our Super 60 includes all the main asset groups:
ii Super 60 Equities
- UK equities
- UK equity income
- UK smaller companies
- Global equities
- Global equity income
- Emerging markets
- Asian equities
- European equities
- US equities
- Japanese equities
ii Super 60 Fixed Income
- Global bonds
- Sterling bonds
ii Super 60 Alternatives
- Mixed asset
Fund Finder series
Discover Kyle Caldwell's tutorials to learn more about investing in funds. From the basics to making the most of our Super 60 funds, this series can help you better understand your investments.
The Super 60 / ACE 40 investments list has been selected by our investment experts to help narrow down the wide choice of available investment products. We believe it represents a set of high-quality choices, across different asset classes, regions, and investment types.
However, you should note that the selection of Super 60 / ACE 40 investments list is not investment advice or a ‘personal recommendation’. This means neither we, nor Morningstar, have assessed your investment knowledge, your financial situation (including your ability to bear losses), your investment objectives, your risk tolerance, or your sustainability preferences.
You should ensure that any investment decisions you make are suitable for your personal circumstances, and if you are unsure about the suitability of a particular investment or think you need a personal recommendation, you should speak to a suitably qualified financial adviser. Neither ii nor Morningstar are responsible for any trading decisions, damages or other losses related to the Super 60 / ACE 40 investments list.
The past performance of an investment is not a reliable indicator of future results, and ii or Morningstar do not guarantee or predict the future performance of the Super 60 / ACE 40 investments list as a whole or the constituent investments.
All funds listed are the Accumulation version of the fund, where available, where any income generated within the fund is reinvested automatically. Income versions of these funds may also be available for investors looking for income generated to be paid directly into their account.
Annual performance can be found on the factsheet of each fund, investment trust or ETF. Simply click on the asset’s name and then the performance tab.
Any changes to the ii Super 60 / ACE 40 investments list and the rationale behind those decisions will be communicated through the Quarterly Investment Review.
Details of all Super 60 / ACE 40 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 have holdings in one or more Super 60 / ACE 40 investments, which could create a conflict of interest. Any member of staff involved in the development of 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 the Super 60 / ACE 40 investments 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 Super 60 / ACE 40 investments list. This is to avoid personal interests conflicting with the interests of investors in the Super 60 / ACE 40 investments.
Not yet an ii customer?
You can buy the ii Super 60 investments in any of the accounts we offer.