Interactive Investor

ii Super 60 investment categories

Super 60 - Analysis and monitoring by Morningstar

Our Super 60 investments are divided into several categories to suit your investment approach.

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.

Dzmitry Lipski, Head of Funds Research at interactive investor

ii Super 60 - Low cost

This category is suitable for investors whose priority is keeping costs low and who are inclined to do that using a passive fund or exchange traded fund.

The investments in this category would make good building blocks for a portfolio, that will deliver performance approximately in line with the markets.

The equity investments in this section are well diversified and track the performance of recognised indices for their asset groups. They do this through physical replication of the index – holding all or a portion of all the underlying securities that make up that benchmark.

The fixed income investments track the relevant government bond indices. We also include a specialist gold fund that can be used to diversify a portfolio at very low cost.

ii Super 60 - Core

The funds and investment trusts in this category would make good core holdings for investors who prefer active management, whereby a professional fund manager aims to beat a stock market benchmark over the long term. 

They typically favour larger companies and are either well diversified or if more concentrated, will tend to be more risk-aware and to hold their underlying positions for longer than the average manager.

The fixed income funds in the category are well diversified across all fixed income types and often have a focus on preserving capital value

ii Super 60 - Income

The funds and investment trusts in this category make high yield a priority, meaning they suit investors who want to generate income from their investments. The equity selections are also ideally well diversified and have a moderate risk score. The fixed income selections focus on income, ideally also with an emphasis on preserving capital.

ii Super 60 - Smaller company

This category is intended for expert investors due to its higher risk. It includes open-ended funds and investment trusts that focus on investing in smaller companies. They give investors a chance to get in on the ground floor of younger firms that have growth potential and could deliver higher returns over time. However, investors also need to be aware that these funds may expose them to higher risk of loss. The equity selections are typically well diversified with ideally no strong style or sector bias. The fixed income selections are ideally well diversified across industries and the credit spectrum.

ii Super 60 - Adventurous

This category is intended for expert investors due to its higher risk. It offers investors open-ended funds and investment trusts that are distinctly different, being focussed on a specific sector or theme. The equity selections in this category are likely to offer the potential for higher returns but come with higher risks of loss.  The fixed income selections are specialised bond strategies, being focussed on a specific geography, bond sector or theme. Again, they have the potential for higher returns but come with higher risks of loss.

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 Review.

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.

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

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

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