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

Name 5 year annualised return Ongoing Charges Morningstar ™ rating Risk level Actions

Artemis Monthly Distribution I Acc

7.46% 0.84%
5 of 5
1
2
3
4
5
6
7

Artemis Monthly Distribution I Inc

7.49% 0.84%
5 of 5
1
2
3
4
5
6
7

ASI Global Ethical Equity I Acc

7.92% N/A
2 of 5
1
2
3
4
5
6
7

ASI Global Ethical Equity I Inc

7.92% N/A
2 of 5
1
2
3
4
5
6
7

ASI UK Ethical Equity P1 Acc

8.93% 0.90%
4 of 5
1
2
3
4
5
6
7

BlackRock Continental Eurp Inc D Acc

10.73% 0.92%
4 of 5
1
2
3
4
5
6
7

BlackRock Continental Eurp Inc D Inc

10.73% 0.92%
4 of 5
1
2
3
4
5
6
7

BlackRock Gold and General D Acc

10.36% 1.18%
4 of 5
1
2
3
4
5
6
7

BlackRock Gold and General D Inc

10.35% 1.18%
4 of 5
1
2
3
4
5
6
7

BNY Mellon Real Return Inst W Acc

3.57% 0.80%
N/A
1
2
3
4
5
6
7

BNY Mellon Real Return Inst W Inc

3.56% 0.80%
N/A
1
2
3
4
5
6
7

Dodge & Cox Worldwide Global Stk GBP Acc

9.87% 0.63%
3 of 5
1
2
3
4
5
6
7

Dodge & Cox Worldwide Global Stk GBP Inc

9.78% 0.63%
3 of 5
1
2
3
4
5
6
7

Fidelity Global Special Sits W Acc

13.70% 0.92%
5 of 5
1
2
3
4
5
6
7

Fidelity Index World P Acc

12.33% 0.12%
4 of 5
1
2
3
4
5
6
7

Fidelity Index World P Inc

12.35% 0.12%
4 of 5
1
2
3
4
5
6
7

Fidelity Instl Emerg Mkts W Acc

8.75% 0.96%
5 of 5
1
2
3
4
5
6
7

Fidelity MoneyBuilder Income Y Acc

4.80% 0.56%
3 of 5
1
2
3
4
5
6
7

Franklin UK Smaller Companies W Acc

10.90% 0.83%
3 of 5
1
2
3
4
5
6
7

Franklin UK Smaller Companies W Inc

10.74% 0.83%
3 of 5
1
2
3
4
5
6
7

HSBC Japan Index C Acc

11.29% 0.18%
3 of 5
1
2
3
4
5
6
7

HSBC Japan Index C Inc

11.27% 0.18%
3 of 5
1
2
3
4
5
6
7

Investec UK Alpha I Acc

6.97% 0.82%
4 of 5
1
2
3
4
5
6
7

Investec UK Alpha I Inc

6.96% 0.82%
4 of 5
1
2
3
4
5
6
7

iShares Continen Eurp Eq Idx (UK) D Acc

9.69% 0.06%
3 of 5
1
2
3
4
5
6
7

iShares Corporate Bond Index (UK) D Acc

5.12% 0.12%
3 of 5
1
2
3
4
5
6
7

iShares Corporate Bond Index (UK) D Inc

5.10% 0.12%
3 of 5
1
2
3
4
5
6
7

iShares UK Gilts All Stks Idx (UK) D Acc

4.83% 0.11%
3 of 5
1
2
3
4
5
6
7

iShares UK Gilts All Stks Idx (UK) D Inc

4.83% 0.11%
3 of 5
1
2
3
4
5
6
7

Janus Henderson China Opps I Acc

12.52% 0.87%
4 of 5
1
2
3
4
5
6
7

Janus Henderson Preference & Bond I Acc

5.58% 0.69%
5 of 5
1
2
3
4
5
6
7

Janus Henderson Preference & Bond I Inc

5.58% 0.69%
5 of 5
1
2
3
4
5
6
7

JPM Multi-Asset Income C Net Acc

3.94% 0.74%
2 of 5
1
2
3
4
5
6
7

JPM Multi-Asset Income C Net Inc

3.94% 0.75%
2 of 5
1
2
3
4
5
6
7

Jupiter Distribution I Acc

4.39% 0.61%
4 of 5
1
2
3
4
5
6
7

Jupiter Distribution I Inc

4.41% 0.61%
4 of 5
1
2
3
4
5
6
7

Jupiter Merlin Growth I Acc

9.33% 1.72%
4 of 5
1
2
3
4
5
6
7

Jupiter Merlin Growth Portfolio I Inc

9.33% 1.72%
4 of 5
1
2
3
4
5
6
7

Jupiter UK Special Situations I Acc

7.06% 0.76%
4 of 5
1
2
3
4
5
6
7

Jupiter UK Special Situations I Inc

7.06% 0.76%
5 of 5
1
2
3
4
5
6
7

Kames Ethical Cautious Managed GBP B Acc

4.54% 0.78%
2 of 5
1
2
3
4
5
6
7

Kames Ethical Cautious Managed GBP B Inc

4.54% 0.78%
2 of 5
1
2
3
4
5
6
7

Kames Ethical Equity GBP B Acc

5.83% 0.78%
2 of 5
1
2
3
4
5
6
7

Kames Ethical Equity GBP B Inc

5.83% 0.78%
2 of 5
1
2
3
4
5
6
7

Lazard Emerging Markets A Acc

5.45% 1.08%
2 of 5
1
2
3
4
5
6
7

Lazard Emerging Markets A Inc

5.47% 1.08%
2 of 5
1
2
3
4
5
6
7

L&G EM Govt Bond US$ Index I Acc

7.98% 0.29%
3 of 5
1
2
3
4
5
6
7

L&G EM Govt Bond US$ Index I Inc

7.43% 0.29%
3 of 5
1
2
3
4
5
6
7

M&G Global Macro Bond GBP I Acc

5.92% 0.78%
4 of 5
1
2
3
4
5
6
7

M&G Global Macro Bond GBP I Inc

5.92% 0.78%
4 of 5
1
2
3
4
5
6
7

Man GLG Japan CoreAlpha Profl Acc C

11.08% 0.90%
2 of 5
1
2
3
4
5
6
7

Man GLG Japan CoreAlpha Profl Inc D

11.09% 0.90%
2 of 5
1
2
3
4
5
6
7

Man GLG Undervalued Assets Profl Acc C

8.37% 0.90%
3 of 5
1
2
3
4
5
6
7

Man GLG Undervalued Assets Profl Inc D

8.38% 0.90%
3 of 5
1
2
3
4
5
6
7

Merian Europe ExUK Smlr Coms R GBP Acc

10.58% 1.08%
N/A
1
2
3
4
5
6
7

Merian Europe ExUK Smlr Coms R GBP Inc

N/A 1.20%
N/A
1
2
3
4
5
6
7

Merian North American Equity R GBP Acc

14.37% 0.95%
4 of 5
1
2
3
4
5
6
7

Rathbone Global Opportunities I Acc

14.98% 0.78%
5 of 5
1
2
3
4
5
6
7

Royal London Corporate Bond M Acc

5.80% 0.56%
4 of 5
1
2
3
4
5
6
7

Royal London Corporate Bond M Inc

5.80% 0.56%
4 of 5
1
2
3
4
5
6
7

Royal London Sustainable Leaders C Acc

10.98% 0.76%
5 of 5
1
2
3
4
5
6
7

Royal London Sustainable Leaders C Inc

10.99% 0.76%
5 of 5
1
2
3
4
5
6
7

Royal London UK Equity Income M

7.20% 0.72%
4 of 5
1
2
3
4
5
6
7

Royal London UK Equity Income M Acc

7.20% 0.72%
4 of 5
1
2
3
4
5
6
7

Schroder Asian Income Z Acc

9.43% 0.94%
4 of 5
1
2
3
4
5
6
7

Schroder Asian Income Z Inc

9.45% 0.94%
4 of 5
1
2
3
4
5
6
7

Schroder European Z GBP Acc

9.71% 0.92%
3 of 5
1
2
3
4
5
6
7

Schroder European Z Inc GBP

9.76% 0.92%
3 of 5
1
2
3
4
5
6
7

Schroder US Smaller Comp Z Acc

13.58% 0.91%
4 of 5
1
2
3
4
5
6
7

Schroder US Smaller Comp Z Inc

13.59% 0.91%
4 of 5
1
2
3
4
5
6
7

Threadneedle UK Eq Inc Z Acc GBP

6.85% 0.83%
4 of 5
1
2
3
4
5
6
7

Threadneedle UK Eq Inc Z Inc GBP

6.86% 0.83%
4 of 5
1
2
3
4
5
6
7

Vanguard Emerg Mkts Stk Idx GBP Acc

7.39% 0.23%
4 of 5
1
2
3
4
5
6
7

Vanguard Emerg Mkts Stk Idx GBP Inc

7.39% 0.23%
4 of 5
1
2
3
4
5
6
7

Vanguard FTSE U.K. All Shr Idx UT Acc

6.58% 0.06%
4 of 5
1
2
3
4
5
6
7

Vanguard FTSE U.K. All Shr Idx UT Inc

6.57% 0.06%
4 of 5
1
2
3
4
5
6
7

Vanguard Global Bond Index GBPH Acc

2.92% 0.15%
4 of 5
1
2
3
4
5
6
7

Vanguard Global Bond Index GBPH Inc

2.92% 0.15%
4 of 5
1
2
3
4
5
6
7

Vanguard LifeStrategy 20% Eq A Grs Acc

5.28% 0.22%
5 of 5
1
2
3
4
5
6
7

Vanguard LifeStrategy 20% Eq A Grs Inc

5.28% 0.22%
5 of 5
1
2
3
4
5
6
7

Vanguard LifeStrategy 40% Equity A Acc

6.63% 0.22%
5 of 5
1
2
3
4
5
6
7

Vanguard LifeStrategy 40% Equity A Inc

6.63% 0.22%
5 of 5
1
2
3
4
5
6
7

Vanguard LifeStrategy 60% Equity A Acc

7.98% 0.22%
5 of 5
1
2
3
4
5
6
7

Vanguard LifeStrategy 60% Equity A Inc

7.98% 0.22%
5 of 5
1
2
3
4
5
6
7

Vanguard US Equity Index Acc

14.53% 0.10%
4 of 5
1
2
3
4
5
6
7

Vanguard US Equity Index Inc

14.53% 0.10%
4 of 5
1
2
3
4
5
6
7

    Compare our accounts

    Whether you're looking for a Share Dealing Account, Stocks and Shares ISA or a Self-Invested Personal Pension (SIPP), we've got an account to suit your needs.

    Markets and insights

    Get the latest market and company data. Read expert commentary and news.

    Shares centre

    Research thousands of shares on UK and international stock markets.

    Help centre

    Help and frequently asked questions about our products and services.

    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.

    Logo Web Financial Group

    The information published on this website is accurate to the best of our knowledge. However, we do not assume any liability whatsoever for the accuracy and completeness of the information and any reliance you place on such information is at your own risk.

    The information contained within this website is provided by Web Financial Group, a parent company of Digital Look, unless otherwise stated. The information is not intended to be advice or a recommendation to buy, sell or hold any of the shares, companies or investment vehicles mentioned, nor is it information meant to be a research recommendation.

    This is a solution powered by Digital Look Ltd incorporating their prices, data, news, charts, fundamentals and investor tools on this site. Terms and Conditions Prices and trades are provided by Web Financial Group and are delayed by at least 15 minutes.

    Logo Morning Star

    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.