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 Halifax, 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 Halifax.

Can funds in the Select List change?

Morningstar will monitor how the funds are doing each quarter and may make suggestions to Halifax 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 Global Income I Acc

8.21% 0.83%
2 of 5
1
2
3
4
5
6
7

Artemis Global Income I Inc

8.22% 0.83%
2 of 5
1
2
3
4
5
6
7

Artemis Monthly Distribution I Acc

7.59% 0.84%
5 of 5
1
2
3
4
5
6
7

Artemis Monthly Distribution I Inc

7.62% 0.84%
5 of 5
1
2
3
4
5
6
7

ASI Glb Etcl Eq I Acc

7.47% 1.12%
2 of 5
1
2
3
4
5
6
7

ASI Glb Etcl Eq I Inc

7.46% 1.12%
2 of 5
1
2
3
4
5
6
7

ASI UK Etcl Eq Plfm 1 Acc £ UnH

7.25% 0.90%
3 of 5
1
2
3
4
5
6
7

BlackRock Continental Eurp Inc D Acc

10.38% 0.92%
4 of 5
1
2
3
4
5
6
7

BlackRock Continental Eurp Inc D Inc

10.41% 0.92%
4 of 5
1
2
3
4
5
6
7

BlackRock Gold and General D Acc

7.81% 1.18%
4 of 5
1
2
3
4
5
6
7

BlackRock Gold and General D Inc

7.82% 1.18%
4 of 5
1
2
3
4
5
6
7

BNY Mellon Real Return Inst W Acc

3.83% 0.80%
N/A
1
2
3
4
5
6
7

BNY Mellon Real Return Inst W Inc

3.83% 0.80%
N/A
1
2
3
4
5
6
7

Dodge & Cox Worldwide Global Stk GBP Acc

10.17% 0.63%
3 of 5
1
2
3
4
5
6
7

Dodge & Cox Worldwide Global Stk GBP Inc

10.10% 0.63%
3 of 5
1
2
3
4
5
6
7

Fidelity Global Special Sits W Acc

14.99% 0.92%
5 of 5
1
2
3
4
5
6
7

Fidelity Index World P Acc

13.26% 0.12%
4 of 5
1
2
3
4
5
6
7

Fidelity Index World P Inc

13.28% 0.12%
N/A
1
2
3
4
5
6
7

Fidelity Instl Emerg Mkts W Acc

9.31% 0.96%
5 of 5
1
2
3
4
5
6
7

Fidelity MoneyBuilder Income Y Acc

5.46% 0.56%
3 of 5
1
2
3
4
5
6
7

Fidelity Strategic Bond Net Y

3.53% 0.67%
4 of 5
1
2
3
4
5
6
7

Fidelity Strategic Bond Y Acc

3.57% 0.66%
4 of 5
1
2
3
4
5
6
7

HSBC Japan Index C Acc

10.95% 0.18%
4 of 5
1
2
3
4
5
6
7

HSBC Japan Index C Inc

10.94% 0.18%
4 of 5
1
2
3
4
5
6
7

Investec UK Alpha I Acc

6.50% 0.82%
5 of 5
1
2
3
4
5
6
7

Investec UK Alpha I Inc

6.49% 0.82%
5 of 5
1
2
3
4
5
6
7

iShares Continen Eurp Eq Idx (UK) D Acc

9.05% 0.06%
3 of 5
1
2
3
4
5
6
7

iShares Corporate Bond Index (UK) D Acc

5.83% 0.12%
4 of 5
1
2
3
4
5
6
7

iShares Corporate Bond Index (UK) D Inc

5.78% 0.12%
4 of 5
1
2
3
4
5
6
7

iShares UK Gilts All Stks Idx (UK) D Acc

6.08% 0.11%
3 of 5
1
2
3
4
5
6
7

iShares UK Gilts All Stks Idx (UK) D Inc

6.06% 0.11%
3 of 5
1
2
3
4
5
6
7

Janus Henderson China Opps I Acc

13.83% 0.87%
5 of 5
1
2
3
4
5
6
7

Janus Henderson Preference & Bond I Acc

5.80% 0.69%
5 of 5
1
2
3
4
5
6
7

Janus Henderson Preference & Bond I Inc

5.80% 0.69%
5 of 5
1
2
3
4
5
6
7

JPM Multi-Asset Income C Net Acc

3.68% 0.74%
2 of 5
1
2
3
4
5
6
7

JPM Multi-Asset Income C Net Inc

3.67% 0.75%
2 of 5
1
2
3
4
5
6
7

Jupiter Absolute Return I Acc

1.10% 0.85%
N/A
1
2
3
4
5
6
7

Jupiter Distribution I Acc

4.52% 0.61%
4 of 5
1
2
3
4
5
6
7

Jupiter Distribution I Inc

4.54% 0.61%
4 of 5
1
2
3
4
5
6
7

Jupiter Ecology I Acc

8.66% 0.78%
3 of 5
1
2
3
4
5
6
7

Jupiter Ecology I Inc

8.65% 0.78%
3 of 5
1
2
3
4
5
6
7

Jupiter Merlin Growth I Acc

10.23% 1.72%
5 of 5
1
2
3
4
5
6
7

Jupiter Merlin Growth Portfolio I Inc

10.23% 1.72%
5 of 5
1
2
3
4
5
6
7

Jupiter UK Special Situations I Acc

5.76% 0.76%
4 of 5
1
2
3
4
5
6
7

Jupiter UK Special Situations I Inc

5.76% 0.76%
4 of 5
1
2
3
4
5
6
7

Kames Ethical Cautious Managed GBP B Acc

3.97% 0.78%
2 of 5
1
2
3
4
5
6
7

Kames Ethical Cautious Managed GBP B Inc

3.96% 0.78%
2 of 5
1
2
3
4
5
6
7

Kames Ethical Equity GBP B Acc

4.16% 0.78%
2 of 5
1
2
3
4
5
6
7

Kames Ethical Equity GBP B Inc

4.16% 0.78%
2 of 5
1
2
3
4
5
6
7

Lazard Emerging Markets A Acc

4.28% 1.08%
1 of 5
1
2
3
4
5
6
7

Lazard Emerging Markets A Inc

4.30% 1.08%
1 of 5
1
2
3
4
5
6
7

L&G EM Govt Bond US$ Index I Acc

10.46% 0.29%
4 of 5
1
2
3
4
5
6
7

L&G EM Govt Bond US$ Index I Inc

10.46% 0.29%
4 of 5
1
2
3
4
5
6
7

Legg Mason WA Mcr OppBd X GBPH Acc

3.97% 1.23%
N/A
1
2
3
4
5
6
7

LF Majedie UK Equity X Acc

3.92% 0.75%
2 of 5
1
2
3
4
5
6
7

M&G Global Macro Bond GBP I Acc

8.27% 0.78%
5 of 5
1
2
3
4
5
6
7

M&G Global Macro Bond GBP I Inc

8.27% 0.78%
5 of 5
1
2
3
4
5
6
7

Man GLG Japan CoreAlpha Profl Acc C

9.84% 0.90%
2 of 5
1
2
3
4
5
6
7

Man GLG Japan CoreAlpha Profl Inc D

9.86% 0.90%
2 of 5
1
2
3
4
5
6
7

Man GLG Undervalued Assets Profl Acc C

6.51% 0.90%
4 of 5
1
2
3
4
5
6
7

Man GLG Undervalued Assets Profl Inc D

6.49% 0.90%
4 of 5
1
2
3
4
5
6
7

Merian Europe ExUK Smlr Coms R GBP Acc

N/A 0.99%
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

16.66% 0.95%
4 of 5
1
2
3
4
5
6
7

Rathbone Global Opportunities I Acc

17.21% 0.79%
5 of 5
1
2
3
4
5
6
7

River & Mercantile UK Eq Sm Cos B Acc

8.58% 0.85%
3 of 5
1
2
3
4
5
6
7

River & Mercantile UK Eq Sm Cos B Inc

8.59% 0.85%
3 of 5
1
2
3
4
5
6
7

Royal London Corporate Bond M Acc

6.30% 0.56%
4 of 5
1
2
3
4
5
6
7

Royal London Corporate Bond M Inc

6.30% 0.56%
4 of 5
1
2
3
4
5
6
7

Royal London Sustainable Leaders C Acc

11.19% 0.76%
5 of 5
1
2
3
4
5
6
7

Royal London Sustainable Leaders C Inc

11.24% 0.76%
5 of 5
1
2
3
4
5
6
7

Royal London UK Equity Income M

6.10% 0.72%
4 of 5
1
2
3
4
5
6
7

Royal London UK Equity Income M Acc

6.11% 0.72%
4 of 5
1
2
3
4
5
6
7

Schroder Asian Income Z Acc

10.03% 0.94%
4 of 5
1
2
3
4
5
6
7

Schroder Asian Income Z Inc

10.04% 0.94%
4 of 5
1
2
3
4
5
6
7

Schroder European Z GBP Acc

9.07% 0.92%
4 of 5
1
2
3
4
5
6
7

Schroder European Z Inc GBP

9.11% 0.92%
4 of 5
1
2
3
4
5
6
7

Schroder US Smaller Comp Z Acc

15.53% 0.91%
4 of 5
1
2
3
4
5
6
7

Schroder US Smaller Comp Z Inc

15.52% 0.91%
4 of 5
1
2
3
4
5
6
7

Threadneedle UK Eq Inc Z Acc GBP

6.29% 0.83%
4 of 5
1
2
3
4
5
6
7

Threadneedle UK Eq Inc Z Inc GBP

6.30% 0.83%
4 of 5
1
2
3
4
5
6
7

Vanguard Emerg Mkts Stk Idx GBP Acc

6.72% 0.27%
3 of 5
1
2
3
4
5
6
7

Vanguard Emerg Mkts Stk Idx GBP Inc

6.72% 0.27%
3 of 5
1
2
3
4
5
6
7

Vanguard FTSE U.K. All Shr Idx UT Acc

5.79% 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

3.39% 0.15%
4 of 5
1
2
3
4
5
6
7

Vanguard Global Bond Index GBPH Inc

3.39% 0.15%
4 of 5
1
2
3
4
5
6
7

Vanguard LifeStrategy 20% Eq A Grs Acc

5.97% 0.22%
5 of 5
1
2
3
4
5
6
7

Vanguard LifeStrategy 20% Eq A Grs Inc

5.97% 0.22%
5 of 5
1
2
3
4
5
6
7

Vanguard LifeStrategy 40% Equity A Acc

7.32% 0.22%
5 of 5
1
2
3
4
5
6
7

Vanguard LifeStrategy 40% Equity A Inc

7.32% 0.22%
5 of 5
1
2
3
4
5
6
7

Vanguard LifeStrategy 60% Equity A Acc

8.64% 0.22%
5 of 5
1
2
3
4
5
6
7

Vanguard LifeStrategy 60% Equity A Inc

8.64% 0.22%
5 of 5
1
2
3
4
5
6
7

Vanguard US Equity Index Acc

16.71% 0.10%
4 of 5
1
2
3
4
5
6
7

Vanguard US Equity Index Inc

16.71% 0.10%
4 of 5
1
2
3
4
5
6
7

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