Shortlists

Our fund shortlists show you how to use the filters available in the Fund Finder, providing you with a starting place to narrow down your search. These shortlists can be used to help build or supplement your portfolio.

Important: These lists are not personal advice. If you’re not sure of the suitability of an investment for your needs, please contact us about our advice services. Investments will rise and fall in value, so you could get back less than you invest. Yields are variable and not a reliable guide to the income you’ll get in future.

Seeking Retirement Income

Pre-set filters to help you find a fund for your portfolio that pays a monthly income and has a historic yield of over 4%

Established trackers

We've set filters to show you the low-cost, large-scale funds that track the performance of the major markets