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ii Super 60 investments

ii Super 60 investments

Quality options for your portfolio, rigorously selected by our impartial experts.

View ii Super 60 investments

 

Building your investment portfolio can be tough. Whatever your goal is, you need investments that you can rely on. That can mean a lot of research. The ii Super 60 makes the job easier for you.

We know that every investor has their own style, and their own interests. That’s why the Super 60 contains a wide range of active and passive funds, investment trusts, and Exchange Traded Funds(ETFs).

You can find out how they attained ii rated status by reading our Methodology or in our FAQs.

How Super 60 investments can help

Our Super 60 selections:

  • Aim to provide good returns, and come with a great track record 
  • Are picked by our panel of experts, purely on quality and performance and free from commercial incentives
  • Cover a range of different sectors and regions, with options from core to adventurous
  • Are designed to be suitable for all investors, from beginner to experienced

Super 60 investment categories

The Super 60 includes options that are likely to represent the majority of an investor’s portfolio: core, low-cost and income holdings. The list also includes options designed for more experienced investors or those looking to add some higher-risk diversification to a balanced portfolio: smaller company and adventurous.

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 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
ii Super 60 Fixed Income
ii Super 60 Alternatives

ii Super 60 Equities

UK equities

UK equity income

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

Emerging markets

Asian equities

European equities

US equities

Name

Investment Category

Selection rationale

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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

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

Japanese equities

ii Super 60 Fixed Income

Global bonds

Sterling bonds

ii Super 60 Alternatives

Property

Name

Investment Category

Selection rationale

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

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

The Merian North American fund is included in the ii Super 60 list of rated funds as a US Equity Core option.

In line with our stated methodology, the investment selection committee decided to put Merian North American Equity 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. We shall be seeking a better understanding of what changes, if any, are likely to take place as it goes under Jupiter’s corporate umbrella and could that impact the fund’s team structure, philosophy and process. In addition, we need to be sure that there will be a smooth succession for the leaving co-fund manager that should not negatively impact the way this fund operates.

(25 February 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 3 April 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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