ii Super 60 investments
Discover a range of investments rigorously selected by our experts 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.
The selections include core, low-cost and income holdings which are likely to represent the majority of an investor’s portfolio. The list also includes smaller company and adventurous options which are higher risk, designed for more experienced investors or those looking to add some higher-risk diversification to a balanced portfolio."
Moira O'Neill, Head of Personal Finance at interactive investor
We asked our Head of Investments, Rebecca O'Keeffe, to answer questions about the ii Super 60 investments and how to start investing - click here to find out more.
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.
ii Super 60 Equities
UK equities
|
Name |
Investment Category |
Selection rationale |
| Fidelity Index UK Fund | Low cost | find out more |
| Liontrust Special Situations | Core | find out more |
| LF Lindsell Train UK Equity | Core | find out more |
| CFP SDL UK Buffettology | Adventurous | find out more |
| River & Mercantile UK Recovery | Adventurous | find out more |
| Marlborough UK Multi Cap Growth | Adventurous | find out more |
UK equity income
|
Name |
Investment Category |
Selection rationale |
| Vanguard FTSE UK Equity Income Index | Low cost | find out more |
| Royal London UK Equity Income | Core | find out more |
| City of London IT | Income | find out more |
| Man GLG UK Income | Adventurous | find out more |
| Schroder Income | Adventurous | find out more |
UK smaller companies
|
Name |
Investment Category |
Selection rationale |
| TB Amati UK Smaller Companies | Smaller cap | find out more |
| Henderson Smaller Companies IT | Smaller cap | find out more |
Global equities
|
Name |
Investment Category |
Selection rationale |
| iShares Core MSCI World ETF USD Acc | Low cost | find out more |
| Fundsmith Equity | Core | find out more |
| F&C Investment Trust | Core | find out more |
| SLI Global Smaller Companies | Smaller cap | find out more |
| Scottish Mortgage IT | Adventurous | find out more |
| Artemis Global Growth | Adventurous | find out more |
Global equity income
|
Name |
Investment Category |
Selection rationale |
| SPDR S&P Global Dividend Aristocrats UCITS ETF GBP | Low cost | find out more |
| Fidelity Global Dividend | Core | find out more |
| Murray International IT | Income | find out more |
| Artemis Global Income | Adventurous | find out more |
Emerging markets
|
Name |
Investment Category |
Selection rationale |
| Fidelity Index Emerging Markets | Low cost | find out more |
| JPMorgan Emerging Markets IT | Core | find out more |
| Utilico Emerging Markets IT | Income | find out more |
| Templeton EM Smaller Companies | Smaller Cap | find out more |
| BlackRock Frontiers IT | Adventurous | find out more |
Asian equities
|
Name |
Investment Category |
Selection rationale |
| iShares Pacific ex Japan Equity Index | Low cost | find out more |
| Fidelity Asia fund | Core | find out more |
| Guinness Asian Equity Income | Income | find out more |
| Fidelity China Special Situations IT | Adventurous | find out more |
European equities
|
Name |
Investment Category |
Selection rationale |
| Vanguard FTSE Developed Europe ex UK ETF | Low cost | find out more |
| Man GLG Continental European Growth | Core | find out more |
| JPMorgan European IT _Income | Income | find out more |
| TR European Growth IT | Smaller cap | find out more |
| FP Crux European Special Situations | Adventurous | find out more |
US equities
|
Name |
Investment Category |
Selection rationale |
| Vanguard US Equity Index Fund | Low cost | find out more |
| Merian North American Equity | Core | find out more |
| North American Income IT | Income | find out more |
| Artemis US Smaller Companies | Smaller Cap | find out more |
| LF Miton US Opportunities | Adventurous | find out more |
Japanese equities
|
Name |
Investment Category |
Selection rationale |
| HSBC Japan Index Fund | Low cost | find out more |
| Lindsell Train Japanese Equity | Core | find out more |
| Baillie Gifford Shin Nippon | Smaller cap | find out more |
| Legg Mason IF Japan Equity | Adventurous | find out more |
ii Super 60 Fixed Income
Global bonds
|
Name |
Investment Category |
Selection rationale |
| Vanguard Global Bond Index GBP Hedged | Low cost | find out more |
| M&G Global Macro Bond | Core | find out more |
| Marlborough Global Bond | Income | find out more |
| M&G Emerging Markets Bond | Adventurous | find out more |
| Royal London Global Bond Opportunities | Adventurous | find out more |
Sterling bonds
|
Name |
Investment Category |
Selection rationale |
| Vanguard UK Government Bond Index Fund | Low cost | find out more |
| Jupiter Strategic Bond | Core | find out more |
| GAM Star Credit Opportunities £ | Smaller cap | find out more |
| Rathbone Ethical Bond | Adventurous | find out more |
| Royal London Sterling Extra Yield | Adventurous | find out more |
ii Super 60 Alternatives
Property
|
Name |
Investment Category |
Selection rationale |
| F&C Commercial Property | Income | find out more |
| TR Property IT | Adventurous | find out more |
Specialist
|
Name |
Investment Category |
Selection rationale |
| iShares Physical Gold ETC | Low cost | find out more |
Mixed asset
|
Name |
Investment Category |
Selection rationale |
| Artemis Monthly Distribution | Income | find out more |
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.
You can buy the ii Super 60 investments in any of the accounts we offer. Whether you’re looking for an everyday trading account, making the most of your ISA allowance or planning for your retirement, there’s an account for you.
Trading Account
Our everyday dealing account, where you can invest in all markets in the way you want.
* Welcome offer - With any new ii account you will enjoy our lowest frequent trader rates until 31st May 2019.