halifax.co.uk uses cookies to improve your online experience. Find out more about cookies.
  • We have chosen Morningstar Investment Management Europe, part of a global investment group, to assist us in selecting a range of funds for our customers.
  • This range is designed to make it easier for you to choose the right fund(s). It is not a personal recommendation.
  • Morningstar will review the list every 3 months and suggest changes to us when they think these are needed. We’ll review those suggestions and any changes will be shown here.
Learn more about our select fund range
What is the Select fund range?

Based on a set of criteria provided by Halifax, Morningstar have created a shortened fund list from the available funds in our Full fund range. The 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 fund range 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 Charge Figure (OCF) Morningstar™ rating Risk level Actions

Aberdeen Ethical World Equity I Acc

7.20% 1.12%
2 of 5
1
2
3
4
5
6
7

Aberdeen Ethical World Equity I Inc

7.20% 1.12%
2 of 5
1
2
3
4
5
6
7

Artemis Global Income I Acc

9.31% 0.80%
3 of 5
1
2
3
4
5
6
7

Artemis Global Income I Inc

9.33% 0.80%
3 of 5
1
2
3
4
5
6
7

Artemis Monthly Distribution I Acc

7.72% 0.84%
5 of 5
1
2
3
4
5
6
7

Artemis Monthly Distribution I Inc

7.74% 0.84%
5 of 5
1
2
3
4
5
6
7

BlackRock Continental Eurp Inc D Acc

8.77% 0.92%
5 of 5
1
2
3
4
5
6
7

BlackRock Continental Eurp Inc D Inc

8.77% 0.92%
5 of 5
1
2
3
4
5
6
7

BlackRock Gold and General D Acc

4.26% 1.17%
4 of 5
1
2
3
4
5
6
7

BlackRock Gold and General D Inc

4.26% 1.17%
4 of 5
1
2
3
4
5
6
7

Newton Real Return Inst W Acc

2.40% 0.80%
N/A
1
2
3
4
5
6
7

Newton Real Return Inst W Inc

2.41% 0.80%
N/A
1
2
3
4
5
6
7

Dodge & Cox Worldwide Global Stk GBP Acc

10.87% 0.63%
4 of 5
1
2
3
4
5
6
7

Dodge & Cox Worldwide Global Stk GBP Inc

10.90% 0.63%
4 of 5
1
2
3
4
5
6
7

Fidelity Global Special Sits W Acc

13.67% 0.92%
5 of 5
1
2
3
4
5
6
7

Fidelity Index World P Acc

12.00% 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

7.09% 0.96%
4 of 5
1
2
3
4
5
6
7

Fidelity MoneyBuilder Income Y Acc

4.86% 0.56%
3 of 5
1
2
3
4
5
6
7

Fidelity Strategic Bond Net Y

3.12% 0.66%
3 of 5
1
2
3
4
5
6
7

Fidelity Strategic Bond Y Acc

3.13% 0.66%
3 of 5
1
2
3
4
5
6
7

HSBC Japan Index C Acc

9.81% 0.21%
4 of 5
1
2
3
4
5
6
7

HSBC Japan Index C Inc

9.81% 0.21%
4 of 5
1
2
3
4
5
6
7

Investec UK Alpha I Acc

6.01% 0.83%
5 of 5
1
2
3
4
5
6
7

Investec UK Alpha I Inc

6.00% 0.83%
5 of 5
1
2
3
4
5
6
7

iShares Continen Eurp Eq Idx (UK) D Acc

7.14% 0.11%
3 of 5
1
2
3
4
5
6
7

iShares Corporate Bond Index (UK) D Acc

5.10% 0.16%
3 of 5
1
2
3
4
5
6
7

iShares Corporate Bond Index (UK) D Inc

5.08% 0.16%
3 of 5
1
2
3
4
5
6
7

iShares UK Gilts All Stks Idx (UK) D Acc

5.19% 0.16%
3 of 5
1
2
3
4
5
6
7

iShares UK Gilts All Stks Idx (UK) D Inc

5.18% 0.16%
3 of 5
1
2
3
4
5
6
7

Janus Henderson China Opps I Acc

12.51% 0.86%
5 of 5
1
2
3
4
5
6
7

Janus Henderson Preference & Bond I Acc

4.89% 0.69%
5 of 5
1
2
3
4
5
6
7

Janus Henderson Preference & Bond I Inc

4.88% 0.90%
5 of 5
1
2
3
4
5
6
7

JPM Multi-Asset Income C Net Acc

3.78% 0.80%
3 of 5
1
2
3
4
5
6
7

JPM Multi-Asset Income C Net Inc

3.78% 0.80%
3 of 5
1
2
3
4
5
6
7

Jupiter Absolute Return I Acc

2.28% 0.84%
N/A
1
2
3
4
5
6
7

Jupiter Distribution and Growth I Inc

3.21% 1.04%
1 of 5
1
2
3
4
5
6
7

Jupiter Distribution I Acc

4.16% 0.62%
4 of 5
1
2
3
4
5
6
7

Jupiter Distribution I Inc

4.18% 0.62%
4 of 5
1
2
3
4
5
6
7

Jupiter Ecology I Acc

6.30% 0.78%
3 of 5
1
2
3
4
5
6
7

Jupiter Ecology I Inc

6.30% 0.78%
3 of 5
1
2
3
4
5
6
7

Jupiter Merlin Growth I Acc

8.35% 1.74%
4 of 5
1
2
3
4
5
6
7

Jupiter Merlin Growth Portfolio I Inc

8.35% 1.74%
4 of 5
1
2
3
4
5
6
7

Jupiter UK Special Situations I Acc

6.28% 0.76%
5 of 5
1
2
3
4
5
6
7

Jupiter UK Special Situations I Inc

6.28% 0.76%
5 of 5
1
2
3
4
5
6
7

Kames Ethical Cautious Managed GBP B Acc

3.33% 0.79%
2 of 5
1
2
3
4
5
6
7

Kames Ethical Cautious Managed GBP B Inc

3.32% 0.79%
2 of 5
1
2
3
4
5
6
7

Kames Ethical Corporate Bond GBP B Acc

4.75% 0.54%
3 of 5
1
2
3
4
5
6
7

Kames Ethical Corporate Bond GBP B Inc

4.74% 0.54%
3 of 5
1
2
3
4
5
6
7

Kames Ethical Equity GBP B Acc

2.67% 0.78%
2 of 5
1
2
3
4
5
6
7

Kames Ethical Equity GBP B Inc

2.67% 0.78%
2 of 5
1
2
3
4
5
6
7

Lazard Emerging Markets A Acc

5.10% 1.08%
2 of 5
1
2
3
4
5
6
7

Lazard Emerging Markets A Inc

5.11% 1.08%
2 of 5
1
2
3
4
5
6
7

L&G EM Govt Bond US$ Index I Acc

9.14% 0.29%
4 of 5
1
2
3
4
5
6
7

L&G EM Govt Bond US$ Index I Inc

9.15% 0.29%
4 of 5
1
2
3
4
5
6
7

Legg Mason WA Mcr OppBd X GBPH Acc

N/A 1.25%
N/A
1
2
3
4
5
6
7

M&G Global Macro Bond GBP I Acc

6.01% 0.81%
5 of 5
1
2
3
4
5
6
7

M&G Global Macro Bond GBP I Inc

6.02% 0.81%
5 of 5
1
2
3
4
5
6
7

Majedie UK Equity X Acc

4.62% 0.77%
4 of 5
1
2
3
4
5
6
7

Man GLG Japan CoreAlpha Profl Acc C

10.80% 0.90%
3 of 5
1
2
3
4
5
6
7

Man GLG Japan CoreAlpha Profl Inc D

10.84% 0.90%
3 of 5
1
2
3
4
5
6
7

Man GLG Undervalued Assets Profl Acc C

7.40% 0.90%
5 of 5
1
2
3
4
5
6
7

Man GLG Undervalued Assets Profl Inc D

7.40% 0.90%
5 of 5
1
2
3
4
5
6
7

Merian Europe ExUK Smlr Coms R GBP Acc

N/A 0.87%
N/A
1
2
3
4
5
6
7

Merian Europe ExUK Smlr Coms R GBP Inc

N/A 0.95%
N/A
1
2
3
4
5
6
7

Merian North American Equity R GBP Acc

16.26% 0.95%
5 of 5
1
2
3
4
5
6
7

Rathbone Global Opportunities I Acc

13.65% 0.79%
5 of 5
1
2
3
4
5
6
7

River & Mercantile UK Eq Sm Cos B Acc

8.50% 0.85%
3 of 5
1
2
3
4
5
6
7

River & Mercantile UK Eq Sm Cos B Inc

8.50% 0.85%
3 of 5
1
2
3
4
5
6
7

Royal London Corporate Bond M Acc

5.88% 0.52%
5 of 5
1
2
3
4
5
6
7

Royal London Corporate Bond M Inc

5.86% 0.52%
5 of 5
1
2
3
4
5
6
7

Royal London Sustainable Leaders C Acc

7.98% 0.76%
5 of 5
1
2
3
4
5
6
7

Royal London Sustainable Leaders C Inc

8.01% 0.76%
5 of 5
1
2
3
4
5
6
7

Royal London UK Equity Income M

5.91% 0.67%
4 of 5
1
2
3
4
5
6
7

Royal London UK Equity Income M Acc

5.90% 0.67%
4 of 5
1
2
3
4
5
6
7

Schroder Asian Income Z Acc

10.69% 0.93%
4 of 5
1
2
3
4
5
6
7

Schroder Asian Income Z Inc

10.71% 0.93%
4 of 5
1
2
3
4
5
6
7

Schroder European Z GBP Acc

7.62% 0.92%
4 of 5
1
2
3
4
5
6
7

Schroder European Z GBP Inc

7.66% 0.92%
4 of 5
1
2
3
4
5
6
7

Schroder Tokyo Z Acc

10.71% 0.91%
4 of 5
1
2
3
4
5
6
7

Schroder Tokyo Z Inc

10.72% 0.91%
4 of 5
1
2
3
4
5
6
7

Schroder US Smaller Comp Z Acc

13.34% 0.91%
4 of 5
1
2
3
4
5
6
7

Schroder US Smaller Comp Z Inc

13.34% 0.91%
4 of 5
1
2
3
4
5
6
7

SLI UK Ethical Plat 1 Acc

4.75% 0.90%
3 of 5
1
2
3
4
5
6
7

Threadneedle UK Eq Inc Z Acc GBP

6.01% 0.82%
4 of 5
1
2
3
4
5
6
7

Threadneedle UK Eq Inc Z Inc GBP

6.02% 0.82%
4 of 5
1
2
3
4
5
6
7

Vanguard Emerg Mkts Stk Idx GBP Acc

6.79% 0.27%
4 of 5
1
2
3
4
5
6
7

Vanguard Emerg Mkts Stk Idx GBP Inc

6.79% 0.27%
4 of 5
1
2
3
4
5
6
7

Vanguard FTSE U.K. All Shr Idx UT Acc

5.16% 0.08%
4 of 5
1
2
3
4
5
6
7

Vanguard FTSE U.K. All Shr Idx UT Inc

5.09% 0.08%
4 of 5
1
2
3
4
5
6
7

Vanguard Global Bond Index GBPH Acc

2.70% 0.15%
4 of 5
1
2
3
4
5
6
7

Vanguard Global Bond Index GBPH Inc

2.70% 0.15%
4 of 5
1
2
3
4
5
6
7

Vanguard LifeStrategy 20% Eq A Grs Acc

5.24% 0.22%
5 of 5
1
2
3
4
5
6
7

Vanguard LifeStrategy 20% Eq A Grs Inc

5.24% 0.22%
4 of 5
1
2
3
4
5
6
7

Vanguard LifeStrategy 40% Equity A Acc

6.53% 0.22%
5 of 5
1
2
3
4
5
6
7

Vanguard LifeStrategy 40% Equity A Inc

6.53% 0.22%
5 of 5
1
2
3
4
5
6
7

Vanguard LifeStrategy 60% Equity A Acc

7.71% 0.22%
5 of 5
1
2
3
4
5
6
7

Vanguard LifeStrategy 60% Equity A Inc

7.71% 0.22%
5 of 5
1
2
3
4
5
6
7

Vanguard US Equity Index Acc

15.33% 0.10%
4 of 5
1
2
3
4
5
6
7

Vanguard US Equity Index Inc

15.33% 0.10%
4 of 5
1
2
3
4
5
6
7

Compare our accounts

Whether you're looking for a Share Dealing Account or Share Dealing ISA, we've got an account to suit your needs.

Markets and insights

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

Share centre

Research thousands of shares on UK and international stock markets.

Dealing Help

If you need information on how trading on the stock market works, this is a good place to start.