The Select List.

MorningStar assist us in picking highly-rated funds which makes creating your own portfolio easier. The Select List is reviewed every 3 months to make sure these are still highly rated.

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

Aberdeen Ethical World Equity I Acc

8.14% 1.12%
2 of 5
1
2
3
4
5
6
7

Aberdeen Ethical World Equity I Inc

8.14% 1.12%
2 of 5
1
2
3
4
5
6
7

Artemis Global Income I Acc

9.75% 0.83%
2 of 5
1
2
3
4
5
6
7

Artemis Global Income I Inc

9.76% 0.83%
2 of 5
1
2
3
4
5
6
7

Artemis Monthly Distribution I Acc

7.78% 0.84%
5 of 5
1
2
3
4
5
6
7

Artemis Monthly Distribution I Inc

7.81% 0.84%
5 of 5
1
2
3
4
5
6
7

BlackRock Continental Eurp Inc D Acc

8.60% 0.93%
4 of 5
1
2
3
4
5
6
7

BlackRock Continental Eurp Inc D Inc

8.61% 0.93%
4 of 5
1
2
3
4
5
6
7

BlackRock Gold and General D Acc

3.67% 1.17%
4 of 5
1
2
3
4
5
6
7

BlackRock Gold and General D Inc

3.66% 1.17%
4 of 5
1
2
3
4
5
6
7

Newton Real Return Inst W Acc

3.00% 0.80%
N/A
1
2
3
4
5
6
7

Newton Real Return Inst W Inc

3.00% 0.80%
N/A
1
2
3
4
5
6
7

Dodge & Cox Worldwide Global Stk GBP Acc

11.36% 0.63%
3 of 5
1
2
3
4
5
6
7

Dodge & Cox Worldwide Global Stk GBP Inc

11.36% 0.63%
3 of 5
1
2
3
4
5
6
7

Fidelity Global Special Sits W Acc

15.13% 0.92%
5 of 5
1
2
3
4
5
6
7

Fidelity Index World P Acc

13.20% 0.12%
4 of 5
1
2
3
4
5
6
7

Fidelity Index World P Inc

N/A 0.12%
N/A
1
2
3
4
5
6
7

Fidelity Instl Emerg Mkts W Acc

10.80% 0.96%
4 of 5
1
2
3
4
5
6
7

Fidelity MoneyBuilder Income Y Acc

4.87% 0.56%
3 of 5
1
2
3
4
5
6
7

Fidelity Strategic Bond Net Y

3.45% 0.66%
4 of 5
1
2
3
4
5
6
7

Fidelity Strategic Bond Y Acc

3.45% 0.66%
4 of 5
1
2
3
4
5
6
7

HSBC Japan Index C Acc

12.16% 0.18%
4 of 5
1
2
3
4
5
6
7

HSBC Japan Index C Inc

12.16% 0.18%
4 of 5
1
2
3
4
5
6
7

Investec UK Alpha I Acc

7.50% 0.82%
4 of 5
1
2
3
4
5
6
7

Investec UK Alpha I Inc

7.49% 0.82%
4 of 5
1
2
3
4
5
6
7

iShares Continen Eurp Eq Idx (UK) D Acc

8.08% 0.10%
3 of 5
1
2
3
4
5
6
7

iShares Corporate Bond Index (UK) D Acc

5.11% 0.17%
4 of 5
1
2
3
4
5
6
7

iShares Corporate Bond Index (UK) D Inc

5.14% 0.17%
4 of 5
1
2
3
4
5
6
7

iShares UK Gilts All Stks Idx (UK) D Acc

4.82% 0.16%
3 of 5
1
2
3
4
5
6
7

iShares UK Gilts All Stks Idx (UK) D Inc

4.82% 0.16%
3 of 5
1
2
3
4
5
6
7

Janus Henderson China Opps I Acc

17.09% 0.87%
5 of 5
1
2
3
4
5
6
7

Janus Henderson Preference & Bond I Acc

4.98% 0.69%
5 of 5
1
2
3
4
5
6
7

Janus Henderson Preference & Bond I Inc

4.98% 0.69%
5 of 5
1
2
3
4
5
6
7

JPM Multi-Asset Income C Net Acc

4.21% 0.80%
3 of 5
1
2
3
4
5
6
7

JPM Multi-Asset Income C Net Inc

4.20% 0.80%
3 of 5
1
2
3
4
5
6
7

Jupiter Absolute Return I Acc

1.63% 0.85%
N/A
1
2
3
4
5
6
7

Jupiter Distribution and Growth I Inc

4.27% 1.04%
1 of 5
1
2
3
4
5
6
7

Jupiter Distribution I Acc

4.57% 0.61%
4 of 5
1
2
3
4
5
6
7

Jupiter Distribution I Inc

4.58% 0.61%
4 of 5
1
2
3
4
5
6
7

Jupiter Ecology I Acc

8.90% 0.78%
3 of 5
1
2
3
4
5
6
7

Jupiter Ecology I Inc

8.89% 0.78%
3 of 5
1
2
3
4
5
6
7

Jupiter Merlin Growth I Acc

9.84% 1.72%
4 of 5
1
2
3
4
5
6
7

Jupiter Merlin Growth Portfolio I Inc

9.84% 1.72%
4 of 5
1
2
3
4
5
6
7

Jupiter UK Special Situations I Acc

7.54% 0.76%
4 of 5
1
2
3
4
5
6
7

Jupiter UK Special Situations I Inc

7.54% 0.76%
4 of 5
1
2
3
4
5
6
7

Kames Ethical Cautious Managed GBP B Acc

4.36% 0.78%
2 of 5
1
2
3
4
5
6
7

Kames Ethical Cautious Managed GBP B Inc

4.36% 0.78%
2 of 5
1
2
3
4
5
6
7

Kames Ethical Equity GBP B Acc

5.12% 0.78%
2 of 5
1
2
3
4
5
6
7

Kames Ethical Equity GBP B Inc

5.12% 0.78%
2 of 5
1
2
3
4
5
6
7

Lazard Emerging Markets A Acc

7.08% 1.08%
2 of 5
1
2
3
4
5
6
7

Lazard Emerging Markets A Inc

7.09% 1.08%
2 of 5
1
2
3
4
5
6
7

L&G EM Govt Bond US$ Index I Acc

9.38% 0.29%
4 of 5
1
2
3
4
5
6
7

L&G EM Govt Bond US$ Index I Inc

9.39% 0.29%
4 of 5
1
2
3
4
5
6
7

Legg Mason WA Mcr OppBd X GBPH Acc

4.06% 1.23%
N/A
1
2
3
4
5
6
7

M&G Global Macro Bond GBP I Acc

6.31% 0.82%
5 of 5
1
2
3
4
5
6
7

M&G Global Macro Bond GBP I Inc

6.32% 0.82%
5 of 5
1
2
3
4
5
6
7

Majedie UK Equity X Acc

5.46% 0.77%
2 of 5
1
2
3
4
5
6
7

Man GLG Japan CoreAlpha Profl Acc C

12.18% 0.90%
3 of 5
1
2
3
4
5
6
7

Man GLG Japan CoreAlpha Profl Inc D

12.21% 0.90%
3 of 5
1
2
3
4
5
6
7

Man GLG Undervalued Assets Profl Acc C

9.21% 0.90%
5 of 5
1
2
3
4
5
6
7

Man GLG Undervalued Assets Profl Inc D

9.19% 0.90%
5 of 5
1
2
3
4
5
6
7

Merian Europe ExUK Smlr Coms R GBP Acc

N/A 0.92%
N/A
1
2
3
4
5
6
7

Merian Europe ExUK Smlr Coms R GBP Inc

N/A 1.03%
N/A
1
2
3
4
5
6
7

Merian North American Equity R GBP Acc

17.48% 0.95%
5 of 5
1
2
3
4
5
6
7

Rathbone Global Opportunities I Acc

16.44% 0.79%
5 of 5
1
2
3
4
5
6
7

River & Mercantile UK Eq Sm Cos B Acc

8.62% 0.85%
3 of 5
1
2
3
4
5
6
7

River & Mercantile UK Eq Sm Cos B Inc

8.63% 0.85%
3 of 5
1
2
3
4
5
6
7

Royal London Corporate Bond M Acc

5.93% 0.52%
4 of 5
1
2
3
4
5
6
7

Royal London Corporate Bond M Inc

5.92% 0.52%
4 of 5
1
2
3
4
5
6
7

Royal London Sustainable Leaders C Acc

10.44% 0.76%
5 of 5
1
2
3
4
5
6
7

Royal London Sustainable Leaders C Inc

10.49% 0.76%
5 of 5
1
2
3
4
5
6
7

Royal London UK Equity Income M

7.77% 0.68%
4 of 5
1
2
3
4
5
6
7

Royal London UK Equity Income M Acc

7.77% 0.68%
4 of 5
1
2
3
4
5
6
7

Schroder Asian Income Z Acc

11.79% 0.93%
4 of 5
1
2
3
4
5
6
7

Schroder Asian Income Z Inc

11.81% 0.93%
4 of 5
1
2
3
4
5
6
7

Schroder European Z GBP Acc

8.50% 0.92%
3 of 5
1
2
3
4
5
6
7

Schroder European Z Inc GBP

8.54% 0.92%
3 of 5
1
2
3
4
5
6
7

Schroder Tokyo Z Acc £

12.00% 0.91%
3 of 5
1
2
3
4
5
6
7

Schroder Tokyo Z Inc GBP

12.01% 0.91%
3 of 5
1
2
3
4
5
6
7

Schroder US Smaller Comp Z Acc

14.91% 0.91%
4 of 5
1
2
3
4
5
6
7

Schroder US Smaller Comp Z Inc

14.90% 0.91%
4 of 5
1
2
3
4
5
6
7

SLI UK Ethical Plat 1 Acc

7.96% 0.90%
3 of 5
1
2
3
4
5
6
7

Threadneedle UK Eq Inc Z Acc GBP

7.15% 0.83%
4 of 5
1
2
3
4
5
6
7

Threadneedle UK Eq Inc Z Inc GBP

7.16% 0.83%
4 of 5
1
2
3
4
5
6
7

Vanguard Emerg Mkts Stk Idx GBP Acc

9.29% 0.27%
4 of 5
1
2
3
4
5
6
7

Vanguard Emerg Mkts Stk Idx GBP Inc

9.29% 0.27%
4 of 5
1
2
3
4
5
6
7

Vanguard FTSE U.K. All Shr Idx UT Acc

6.84% 0.08%
4 of 5
1
2
3
4
5
6
7

Vanguard FTSE U.K. All Shr Idx UT Inc

N/A 0.08%
N/A
1
2
3
4
5
6
7

Vanguard Global Bond Index GBPH Acc

2.85% 0.15%
4 of 5
1
2
3
4
5
6
7

Vanguard Global Bond Index GBPH Inc

2.85% 0.15%
4 of 5
1
2
3
4
5
6
7

Vanguard LifeStrategy 20% Eq A Grs Acc

5.42% 0.22%
5 of 5
1
2
3
4
5
6
7

Vanguard LifeStrategy 20% Eq A Grs Inc

5.41% 0.22%
5 of 5
1
2
3
4
5
6
7

Vanguard LifeStrategy 40% Equity A Acc

6.97% 0.22%
5 of 5
1
2
3
4
5
6
7

Vanguard LifeStrategy 40% Equity A Inc

6.97% 0.22%
5 of 5
1
2
3
4
5
6
7

Vanguard LifeStrategy 60% Equity A Acc

8.49% 0.22%
5 of 5
1
2
3
4
5
6
7

Vanguard LifeStrategy 60% Equity A Inc

8.49% 0.22%
5 of 5
1
2
3
4
5
6
7

Vanguard US Equity Index Acc

16.48% 0.10%
4 of 5
1
2
3
4
5
6
7

Vanguard US Equity Index Inc

16.48% 0.10%
4 of 5
1
2
3
4
5
6
7

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