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ii Super 60 investments

ii Super 60 investments

Make selecting the right investments easier with our rated list of quality options.

View ii Super 60 investments

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.

Our rated list includes a wide range of active and passive funds, investment trusts, and exchange-traded funds (ETFs), rigorously selected by our impartial experts.

You can find out how each one attained ii rated status by reading our Methodology and FAQs.

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 video has more information about all our investment categories.

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.

The information we provide in the Super 60 investments list is an opinion provided by ii or one of its partners on whether to buy a specific investment. None of the opinions provided is a personal recommendation, therefore you should ensure any investment decisions you make are suitable for your personal circumstances. 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.

 

ii Super 60 investments

Narrow the list using the filters below or download our handy, printable guide.

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Display ii Super 60 investments by:

Asset group  Investment category

 

Asset Groups

 

ii Super 60 Equities

UK equities

ii Super 60 Fixed Income

ii Super 60 Alternatives

ii Super 60 Equities

UK equities

Name

Investment Category

Selection rationale

Invest now

Fidelity Index UK Fund Low cost find out more trade
Liontrust Special Situations Core find out more trade
LF Lindsell Train UK Equity Core find out more trade
CFP SDL UK Buffettology Adventurous find out more trade
River & Mercantile UK Recovery Adventurous find out more trade
Marlborough Multi Cap Growth Adventurous find out more trade

Formal review concluded. This Super 60 Fund is retained. Find out more

UK equity income

Name

Investment Category

Selection rationale

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Vanguard FTSE UK Equity Income Index Low cost find out more trade
Royal London UK Equity Income Core find out more trade
City of London IT Income find out more trade
Man GLG UK Income Adventurous find out more trade
Schroder Income Adventurous find out more trade

This Super 60 fund is currently under formal review. Find out more

UK smaller companies

Name

Investment Category

Selection rationale

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TB Amati UK Smaller Companies Smaller company find out more trade
Henderson Smaller Companies IT Smaller company find out more trade

Global equities

Global equity income

Name

Investment Category

Selection rationale

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SPDR S&P Global Dividend Aristocrats UCITS ETF GBP Low cost find out more trade
Fidelity Global Dividend Core find out more trade
Morgan Stanley Global Brands Equity Income Income find out more trade
Murray International IT Adventurous find out more trade

This fund is a new addition to the Super 60. Find out more

The classification of this Super 60 fund has changed. Find out more

Emerging markets

Name

Investment Category

Selection rationale

Invest now

Fidelity Index Emerging Markets  Low cost find out more trade
JPMorgan Emerging Markets IT Core find out more trade
Utilico Emerging Markets IT Income find out more trade
Templeton EM Smaller Companies Smaller Company find out more trade
BlackRock Frontiers IT Adventurous find out more trade

This Super 60 fund is currently under formal review. Find out more

Asian equities

European equities

US equities

Name

Investment Category

Selection rationale

Invest now

Vanguard US Equity Index Fund Low cost find out more trade
Merian North American Equity Core find out more trade
North American Income IT Income find out more trade
Artemis US Smaller Companies Smaller Company find out more trade
LF Miton US Opportunities Adventurous find out more trade

Formal review concluded. This Super 60 Fund is retained. Find out more

Japanese equities

ii Super 60 Fixed Income

Global bonds

Sterling bonds

ii Super 60 Alternatives

Property

Name

Investment Category

Selection rationale

Invest now

BMO Commercial Property Income find out more trade
TR Property IT Adventurous find out more trade

This Super 60 fund is currently under formal review. Find out more

Specialist

Name

Investment Category

Selection rationale

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iShares Physical Gold ETC Low cost find out more trade

Mixed asset

Name

Investment Category

Selection rationale

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Artemis Monthly Distribution Income find out more trade

LF Lindsell Train UK Equity fund

In line with our stated methodology, Lindsell Train UK Equity was put under formal review on 29 November 2019 after being downgraded by two independent external agencies. Given its highly concentrated nature, we wanted to reassure ourselves that there had been no deterioration in liquidity.

The interactive investor selection team conducted extensive analysis on the liquidity, capacity and concentration of Lindsell Train UK Equity, and spoke to the fund manager at length. The key outcome is that our investment selection committee is comfortable with the liquidity of the fund, it has been removed from being under formal review, and it will remain on our Super 60 list. The majority of the holdings are large, liquid companies with diversified revenue streams. In terms of capacity, there is plenty of room for further growth without compromising the mandate. The fund has always had a concentrated, high conviction approach but has a low turnover and long-term successful track record.

(19 January 2020)

Merian North American Equity fund

In line with our stated methodology, Merian North American Equity fund was put under formal review on 25 February 2020 following the announcement that Merian has been acquired by Jupiter and a co-manager of the fund will be leaving the business.

Interactive investor’s selection team has been closely monitoring the situation and speaking to Merian to gain a better understanding of what changes, if any, are likely to take place after the acquisition, that could impact the fund’s team structure, philosophy or process. The details confirmed with Merian are relatively high level, and we are comfortable that the key fund managers are well committed and incentivised which should encourage team stability and continuity of the investment process under Jupiter’s corporate umbrella. As a result, the fund is no longer under formal review, and it will remain on our Super 60 list.

(24 April 2020)

Inclusion of Morgan Stanley Global Brands Equity Income fund

This is the first new addition since the launch of the Super 60. In-line with our stated methodology, we have conducted rigorous quantitative analysis on the fund and met the investment team before making our final decision. The fund, which is featured as the ‘Income’ option in the Global Equity Income category, showed exceptional qualities in terms of investment process, performance and capital protection, income generation, strength of the team, transparency, and value for money. All this helped us to build conviction in the fund during our due diligence process.

Removal of Artemis Global Income fund

This decision has been made in-line with our stated methodology and after conducting a formal in-depth review of the fund. That included sector and peer group analysis as well as meeting the manager and the team. The manager’s investment style has contributed to the fund’s comparatively disappointing performance against peers, but more recently this has also been compounded by some poor stock selection decisions.

Reclassification of Murray International

The decision to reclassify Murray International from Global Equity Income/ Income to Global Equity Income/ Adventurous is in-line with our stated methodology. We have conducted a careful review of the risks associated with the trust, including the style of the manager and portfolio positioning as well as assessment of the sector. In conclusion, we maintain our conviction in the manager and his process. The risk re-categorisation was needed due to the current, post sell-off market environment and the possibility of longer recovery periods for value investing .

(20 July 2020)

BlackRock Frontiers Investment Trust

The BlackRock Frontiers Investment Trust is included in the ii Super 60 list of rated funds as an Adventurous option within the Emerging Markets category. In line with our stated methodology, the investment selection committee decided to put BlackRock Frontiers Investment Trust under formal review on 21st July 2020 following an extended period of unsatisfactory performance. Our in-depth review process will consider the various factors that contributed to the disappointing results, and will include a review of the team and the fund manager investment process.

(21 July 2020)

Templeton Emerging Markets Smaller Companies

The Templeton Emerging Markets Smaller Companies Fund is included in the ii Super 60 list of rated funds as Smaller Companies option within the Emerging Markets category. In line with our stated methodology, the investment selection committee decided to put the fund under formal review on 3 August 2020 due to performance concerns. As part of the formal review process, we will conduct an in-depth analysis of the investment team and methodology, performance attribution and current shape of the portfolio, as well as the outlook for the fund.

(3 August 2020)

Utilico Emerging Markets Trust

The Utilico Emerging Markets Investment Trust is included in the ii Super 60 list of rated funds as an Income option within the Emerging Markets category. In line with our stated methodology, the investment selection committee decided to put the fund under formal review on 5rd August 2020 due to performance concerns. As part of the formal review process, we will examine the team and the investment process, detractors for performance, current portfolio positioning and outlook for the trust.

(5 August 2020)

BMO Commercial Property Investment Trust

The BMO Commercial Property Investment Trust is included in the ii Super 60 list of rated funds as an Income option within the Property category.

In line with our stated methodology, the investment selection committee decided to put the trust under formal review on 23 July 2020 due to continued uncertainty around income payments and its persistently wide share price discount to net asset value. The investment trust suspended its monthly dividend payment in April and there has not yet been any official announcement as to when dividends will be resumed.

As part of the formal review process, we will conduct an in-depth appraisal of the investment process, the shape and quality of the portfolio, prospects for resumption of dividend payments, and will consider the various factors that contributed to the significant discount that the trust is trading at.

(23 July 2020)

Schroder Income

The Schroder Income Fund is included in the ii Super 60 list of rated funds as an Adventurous option within the UK Equity Income category.

In line with our stated methodology, the investment selection committee decided to put the fund under formal review on 3rd August 2020 following an extended period of underperformance. Our in-depth review process will consider the various factors that contributed to the return profile of the fund, and will include a review of the team, investment process and portfolio positioning.

(3 August 2020)

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 ii Super 60 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.

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 Super 60 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 Super 60 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 Super 60 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 Super 60 investments list.

Not yet an ii customer?

You can buy the ii Super 60 investments in any of the accounts we offer.

£9.99 a month covers you for multiple accounts (add a SIPP account by 31 August 2020 and pay no SIPP fee until April 2021. Then just £10 a month extra).

Trading Account

Our flexible trading account, where you can invest in all markets in the way you want.

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ISA

Make the most of your tax-free savings allowance with our award-winning Stocks & Shares ISA.

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SIPP

Take control of your pension with our great value, award-winning SIPP.

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