What is the Select List?

Based on a set of criteria provided by Bank of Scotland, Morningstar have created a shortened fund list from the available funds in our funds supermarket. These funds cover a range of sectors, risk profiles and fund types, for example; active and index trackers.

Who are Morningstar?

The wider Morningstar group provides independent analysis and ratings of investment funds to help investors evaluate funds. They have a team of approximately 100 fund analysts worldwide. The team look at the strengths and weaknesses of a fund based on five areas; process / performance / people / parent / price. The Morningstar Investment Management team use those ratings and research to select a list of funds which match the criteria set by Bank of Scotland.

Can funds in the Select List change?

Morningstar will monitor how the funds are doing each quarter and may make suggestions to Bank of Scotland to change some of the funds. We will review the suggested changes and make these available to our customers. You can see any changes here.

Risk considerations

Past performance is not a guide to future performance. Please remember the value of your investment may go down as well as up and you may not get back the full amount you invest. We don't provide advice so if you are in any doubt about buying and selling shares or making your own investment decisions we recommend you seek advice from a suitably qualified Financial Advisor. For full information about the sources of data we use, please read the page footer.

Select list

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Name
5 year annualised return
Ongoing Charges
Morningstar ™ rating
Risk level
Click to compare
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Aegon Ethical Equity GBP B Acc

2.99% 0.78%
3 of 5
1
2
3
4
5
6
7
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Aegon Ethical Equity GBP B Inc

2.99% 0.78%
3 of 5
1
2
3
4
5
6
7
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Artemis Monthly Distribution I Acc

5.70% 0.84%
3 of 5
1
2
3
4
5
6
7
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Artemis Monthly Distribution I Inc

5.73% 0.84%
3 of 5
1
2
3
4
5
6
7
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ASI Europe ex UK Smaller Comp P1 Acc

13.99% 0.96%
3 of 5
1
2
3
4
5
6
7
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ASI UK Ethical Equity P1 Acc

2.53% 0.90%
2 of 5
1
2
3
4
5
6
7
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AXA Global High Income Z Gross Acc

4.55% 0.55%
4 of 5
1
2
3
4
5
6
7
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AXA Global High Income Z Gross Inc

4.57% 0.55%
4 of 5
1
2
3
4
5
6
7
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BlackRock Continental Eurp Inc D Acc

10.59% 0.92%
4 of 5
1
2
3
4
5
6
7
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BlackRock Continental Eurp Inc D Inc

10.48% 0.92%
4 of 5
1
2
3
4
5
6
7
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BlackRock Gold and General D Acc

25.70% 1.17%
3 of 5
1
2
3
4
5
6
7
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BlackRock Gold and General D Inc

25.71% 1.17%
3 of 5
1
2
3
4
5
6
7
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BNY Mellon Real Return Inst W Acc

4.42% 0.80%
N/A
1
2
3
4
5
6
7
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BNY Mellon Real Return Inst W Inc

4.42% 0.80%
N/A
1
2
3
4
5
6
7
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Dodge & Cox Worldwide Global Stk GBP Acc

9.68% 0.63%
1 of 5
1
2
3
4
5
6
7
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Dodge & Cox Worldwide Global Stk GBP Inc

9.59% 0.63%
1 of 5
1
2
3
4
5
6
7
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Fidelity Asia W Acc

18.15% 0.94%
4 of 5
1
2
3
4
5
6
7
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Fidelity Global Special Sits W Acc

14.93% 0.92%
5 of 5
1
2
3
4
5
6
7
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Fidelity Index World P Acc

14.16% 0.12%
4 of 5
1
2
3
4
5
6
7
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Fidelity Index World P Inc

14.16% 0.12%
4 of 5
1
2
3
4
5
6
7
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Fidelity Instl Emerg Mkts W Acc

13.91% 0.96%
4 of 5
1
2
3
4
5
6
7
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Fidelity MoneyBuilder Income W Acc

5.08% 0.56%
3 of 5
1
2
3
4
5
6
7
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Fidelity MoneyBuilder Income W Inc

5.09% 0.56%
3 of 5
1
2
3
4
5
6
7
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First State Greater China Gr B Acc GBP

18.97% 1.07%
4 of 5
1
2
3
4
5
6
7
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Franklin UK Smaller Companies W Acc

5.16% 0.83%
3 of 5
1
2
3
4
5
6
7
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Franklin UK Smaller Companies W Inc

5.15% 0.83%
3 of 5
1
2
3
4
5
6
7
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HSBC Japan Index C Acc

11.17% 0.12%
3 of 5
1
2
3
4
5
6
7
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HSBC Japan Index C Inc

11.15% 0.12%
3 of 5
1
2
3
4
5
6
7
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iShares Continen Eurp Eq Idx (UK) D Acc

10.20% 0.07%
3 of 5
1
2
3
4
5
6
7
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iShares Corporate Bond Index (UK) D Acc

5.55% 0.12%
3 of 5
1
2
3
4
5
6
7
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iShares Corporate Bond Index (UK) D Inc

5.56% 0.12%
3 of 5
1
2
3
4
5
6
7
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iShares UK Gilts All Stks Idx (UK) D Acc

5.23% 0.11%
3 of 5
1
2
3
4
5
6
7
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iShares UK Gilts All Stks Idx (UK) D Inc

5.22% 0.10%
3 of 5
1
2
3
4
5
6
7
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Janus Henderson Preference & Bond I Acc

5.83% 0.69%
5 of 5
1
2
3
4
5
6
7
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Janus Henderson Preference & Bond I Inc

5.84% 0.69%
5 of 5
1
2
3
4
5
6
7
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JPM Multi-Asset Income C Net Acc

3.40% 0.74%
2 of 5
1
2
3
4
5
6
7
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JPM Multi-Asset Income C Net Inc

3.40% 0.75%
2 of 5
1
2
3
4
5
6
7
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Jupiter Distribution I Acc

3.29% 0.61%
3 of 5
1
2
3
4
5
6
7
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Jupiter Distribution I Inc

3.31% 0.61%
3 of 5
1
2
3
4
5
6
7
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Jupiter UK Special Situations I Acc

1.81% 0.76%
2 of 5
1
2
3
4
5
6
7
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Jupiter UK Special Situations I Inc

1.83% 0.76%
2 of 5
1
2
3
4
5
6
7
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Lazard Emerging Markets A Acc

7.99% 1.08%
1 of 5
1
2
3
4
5
6
7
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Lazard Emerging Markets A Inc

8.01% 1.09%
1 of 5
1
2
3
4
5
6
7
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L&G EM Govt Bond US$ Index I Acc

9.09% 0.29%
4 of 5
1
2
3
4
5
6
7
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L&G EM Govt Bond US$ Index I Inc

9.08% 0.29%
4 of 5
1
2
3
4
5
6
7
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M&G Global Macro Bond GBP I Acc

8.60% 0.78%
4 of 5
1
2
3
4
5
6
7
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M&G Global Macro Bond GBP I Inc

8.60% 0.78%
4 of 5
1
2
3
4
5
6
7
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Man GLG Japan CoreAlpha Profl Acc C

4.64% 0.90%
1 of 5
1
2
3
4
5
6
7
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Man GLG Japan CoreAlpha Profl Inc D

4.62% 0.90%
1 of 5
1
2
3
4
5
6
7
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Man GLG Undervalued Assets Profl Acc C

0.60% 0.90%
2 of 5
1
2
3
4
5
6
7
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Man GLG Undervalued Assets Profl Inc D

0.61% 0.90%
2 of 5
1
2
3
4
5
6
7
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Merian North American Equity R GBP Acc

15.24% 0.95%
4 of 5
1
2
3
4
5
6
7
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Ninety One UK Alpha I Acc

4.42% 0.82%
4 of 5
1
2
3
4
5
6
7
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Ninety One UK Alpha I Inc

4.41% 0.82%
4 of 5
1
2
3
4
5
6
7
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Rathbone Global Opportunities I Acc

18.37% 0.78%
5 of 5
1
2
3
4
5
6
7
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RLBF II Royal London Ethical Bond Z Inc

6.05% 0.40%
4 of 5
1
2
3
4
5
6
7
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Royal London Corporate Bond M Acc

5.99% 0.56%
4 of 5
1
2
3
4
5
6
7
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Royal London Corporate Bond M Inc

5.99% 0.56%
4 of 5
1
2
3
4
5
6
7
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Royal London Sustainable Div C Acc

11.35% 0.77%
5 of 5
1
2
3
4
5
6
7
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Royal London Sustainable Div C Inc

11.25% 0.77%
5 of 5
1
2
3
4
5
6
7
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Royal London Sustainable Leaders C Acc

11.16% 0.76%
5 of 5
1
2
3
4
5
6
7
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Royal London Sustainable Leaders C Inc

11.19% 0.76%
5 of 5
1
2
3
4
5
6
7
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Royal London Sustainable Mgd Gr C Acc

7.83% 0.68%
5 of 5
1
2
3
4
5
6
7
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Royal London Sustainable Mgd Gr C Inc

7.84% 0.68%
5 of 5
1
2
3
4
5
6
7
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Royal London Sustainable World C Acc

16.51% 0.77%
5 of 5
1
2
3
4
5
6
7
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Royal London Sustainable World C Inc

16.51% 0.77%
5 of 5
1
2
3
4
5
6
7
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Royal London UK Equity Income M

2.72% 0.72%
4 of 5
1
2
3
4
5
6
7
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Royal London UK Equity Income M Acc

2.70% 0.72%
4 of 5
1
2
3
4
5
6
7
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Schroder Asian Income Z Acc

11.80% 0.92%
4 of 5
1
2
3
4
5
6
7
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Schroder Asian Income Z Inc

11.80% 0.92%
4 of 5
1
2
3
4
5
6
7
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Schroder European Z GBP Acc

10.38% 0.92%
3 of 5
1
2
3
4
5
6
7
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Schroder European Z Inc GBP

10.43% 0.92%
3 of 5
1
2
3
4
5
6
7
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Schroder US Smaller Comp Z Acc

10.90% 0.91%
3 of 5
1
2
3
4
5
6
7
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Schroder US Smaller Comp Z Inc

10.89% 0.91%
3 of 5
1
2
3
4
5
6
7
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Stewart Investors Wldwd Sustbl B Acc GBP

14.31% 0.91%
3 of 5
1
2
3
4
5
6
7
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Stewart Investors Wldwd Sustbl B Inc GBP

14.31% 0.90%
3 of 5
1
2
3
4
5
6
7
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Threadneedle UK Eq Inc Z Acc GBP

3.88% 0.82%
4 of 5
1
2
3
4
5
6
7
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Threadneedle UK Eq Inc Z Inc GBP

3.90% 0.82%
4 of 5
1
2
3
4
5
6
7
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Trojan O Acc

7.00% 1.02%
5 of 5
1
2
3
4
5
6
7
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Trojan O Inc

7.01% 1.02%
5 of 5
1
2
3
4
5
6
7
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Vanguard Em Mkts Stk Idx £ Acc

12.33% 0.23%
4 of 5
1
2
3
4
5
6
7
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Vanguard Em Mkts Stk Idx £ Dist

12.33% 0.23%
4 of 5
1
2
3
4
5
6
7
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Vanguard FTSE UK All Shr Idx Unit Tr£Acc

3.78% 0.06%
4 of 5
1
2
3
4
5
6
7
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Vanguard FTSE UK All Shr Idx Unit Tr£Inc

3.77% 0.06%
4 of 5
1
2
3
4
5
6
7
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Vanguard Glb Bd Idx £ H Acc

3.37% 0.15%
4 of 5
1
2
3
4
5
6
7
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Vanguard Glb Bd Idx £ H Dist

3.36% 0.15%
4 of 5
1
2
3
4
5
6
7
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Vanguard LifeStrategy 20% Eq A Grs Acc

5.90% 0.22%
5 of 5
1
2
3
4
5
6
7
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Vanguard LifeStrategy 20% Eq A Grs Inc

5.90% 0.22%
5 of 5
1
2
3
4
5
6
7
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Vanguard LifeStrategy 40% Equity A Acc

7.32% 0.22%
5 of 5
1
2
3
4
5
6
7
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Vanguard LifeStrategy 40% Equity A Inc

7.32% 0.22%
5 of 5
1
2
3
4
5
6
7
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Vanguard LifeStrategy 60% Equity A Acc

8.75% 0.22%
5 of 5
1
2
3
4
5
6
7
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Vanguard LifeStrategy 60% Equity A Inc

8.75% 0.22%
5 of 5
1
2
3
4
5
6
7
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Vanguard LifeStrategy 80% Equity A Acc

10.18% 0.22%
5 of 5
1
2
3
4
5
6
7
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Vanguard LifeStrategy 80% Equity A Inc

10.18% 0.22%
5 of 5
1
2
3
4
5
6
7
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Vanguard U.S. Eq Idx £ Acc

16.62% 0.10%
3 of 5
1
2
3
4
5
6
7
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Vanguard U.S. Eq Idx £ Inc

16.61% 0.10%
3 of 5
1
2
3
4
5
6
7

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Risk considerations

Past performance is not a guide to future performance. Please remember the value of your investment may go down as well as up and you may not get back the full amount you invest. We don't provide advice so if you are in any doubt about buying and selling shares or making your own investment decisions we recommend you seek advice from a suitably qualified Financial Advisor. For full information about the sources of data we use, please read the page footer.

Important legal information

Bank of Scotland Share Dealing Service is operated by Halifax Share Dealing Limited. Halifax Share Dealing Limited. Registered in England and Wales No. 3195646. Registered Office: Trinity Road, Halifax, West Yorkshire HX1 2RG. Authorised and regulated by the Financial Conduct Authority, 12 Endeavour Square, London, E20 1JN under number 183332. A Member of the London Stock Exchange and an HM Revenue & Customs Approved ISA Manager.

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The investments' operational and portfolio data on this website is sourced by Morningstar and is believed to be correct, but cannot be guaranteed. You should check any information you rely upon to make an investment decision to ensure that it is accurate and up to date. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Any views and opinions made by Morningstar do not represent those of Bank of Scotland.