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ii super 60

ii Super 60 investments 

A range of investments handpicked by our team as quality options for your investment goals.

Welcome to ii Super 60 investments.  We have chosen a range of high-conviction active and passive funds, investment trusts, and ETFs to make up the ii Super 60 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 Super 60 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.
 
This high-conviction list is a subset of 260 high quality funds, investment trusts and ETFs. The full list and accompanying documentation can be found here.

"The list is designed to offer a filtered selection of collective investment vehicles which will be appropriate for all investors, whether they are new to investing or experienced investors. Our objective is to provide a menu of high quality choices among the available investments across a broad variety of markets and investment types."

Moira O'Neill, Head of Personal Finance at interactive investor

Please note: 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 who are 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 are a “personal recommendation”, therefore you should ensure that 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 Fixed Income
ii Super 60 Alternatives

ii Super 60 Equities

UK equities

UK equity income

UK smaller companies

Name

Investment Category

TB Amati UK Smaller Companies Smaller cap
Henderson Smaller Companies IT Smaller cap

Global equities

Global equity income

Emerging markets

Asian equities

European equities

US equities

Japanese equities

ii Super 60 Fixed Income

Global bonds

Name Investment Category
Vanguard  Global Bond Index Hedged Acc GBP Low cost
M&G Global Macro Bond Core
Marlborough Global Bond Income
M&G Emerging Markets Bond Adventurous
Royal London Global Bond Opportunities Adventurous

Sterling bonds

ii Super 60 Alternatives

Property

Name Investment Category
F&C Commercial Property Income
TR Property IT Adventurous

Specialist

Name Investment Category
iShares Physical Gold ETC Low cost

Mixed asset

Name Investment Category
Artemis Monthly Distribution Income

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.