Junior ISA Investment Ideas

Total return funds are more conservative than funds that invest fully in company shares. They normally invest in a mix of investments including shares, bonds, commodities and currencies. They could help provide modest growth for your investment portfolio over the long term, and help shelter your money when stock markets fall, but are unlikely to keep up with stock markets when they rise quickly.

We think the fund could form the foundation of a broad investment portfolio, has the potential to bring some stability to a more adventurous portfolio, or provide some long-term growth potential to a more conservative portfolio.

Troy Trojan

• Aims to grow investors' money steadily over the long run, while limiting losses when markets fall.

• Invests in a mix of investments including shares, bonds, commodities and currencies and includes some of the world's best-known companies with highly recognisable brands.

• The fund has the flexibility to invest in higher-risk smaller companies and while the fund contains a diverse range of investments, it is concentrated, which is a higher-risk approach.

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Over the years, rapid industrialisation, growing populations, and a desire to succeed have helped transform countries in the Asia region. Domestic consumption is set to be a key driver of growth over the coming years, helped by a young and growing population, and rising wealth. Continued innovation from companies at the forefront of technology based there could also provide exciting growth opportunities for investors. However, younger economies mean the risks are greater and more volatility should be expected. While Asia is home to developed markets such as Hong Kong and Singapore, others, including China and India, are still emerging so a long investment horizon is essential to help ride out the ups and downs.

FSSA Asia Focus

• This fund is run by a manager and team with a great pedigree of investing in Asia.

• We like the culture and philosophy at FSSA – the managers view themselves as stewards of investors' capital, looking after it as though it's their own.

• Martin Lau has an impressive track record of picking some of the region's best-performing companies over the long run.

• The fund invests across Asia including higher risk emerging countries.

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Global equity funds provide a good foundation to an investment portfolio focused on long-term growth. Investing in companies across the globe provides a good level of diversification in a single fund. This one provides broad exposure to a range of large and medium-sized companies in developed markets, such as the US, Japan and Europe, while being mindful of environmental, social and governance (ESG) issues. Responsible investment funds give you the chance to make money in a way that’s in line with your principles.

This fund aims to track the performance of the Solactive L&G ESG Developed Markets Index. It won’t invest in tobacco companies, pure coal producers, manufacturers of armaments or persistent violators of the UN Global Compact Principles.

An index tracker fund is one of the simplest ways to invest, and this one could be a good addition to a broader investment portfolio aiming to deliver long-term growth in a responsible way. The fund has a small amount of exposure to smaller companies, which are higher-risk investments.

Legal & General Future World ESG Tilted and Optimised Developed Index

• Aims to provide long-term growth whilst being environmental, social and governance focused.

• Invests more than the broader global stock market in companies that score well on a variety of ESG criteria, such as the level of carbon emissions generated and number of women on the board. If companies score poorly on these measures the fund reduces exposure.

• Invests in around 1,400 global companies, focused towards sectors such as technology, pharmaceuticals and financials.

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The US stock market is the largest in the world and home to some of the biggest and best-known companies on the planet. It’s recognised for its entrepreneurial spirit, and this has helped its technology sector flourish. But it’s successful in other areas too and there’s the potential for less-established companies to grow into market leaders.

Smaller businesses are often among the most innovative and offer lots of growth potential. This fund aims to deliver long-term growth by investing in smaller companies based in the US. Smaller companies are higher risk than their larger counterparts, as they can be more volatile and more difficult to trade.

The experienced Cormac Weldon has managed the fund since its launch in 2014. We like the way he considers how the US economy is performing to identify sectors that are benefiting from trends, as well as the areas that are finding things tough.

Artemis US Smaller Companies

• The fund provides exposure to some of the world's most innovative businesses.

• This makes it an option for an investment portfolio with a longer-term outlook that can handle periods of volatility.

• The manager is supported by an experienced and well-resourced team.

• The fund invests in a relatively small number of companies. This means the manager focuses on their best ideas, but it increases risk as each one has a larger impact on performance.

• Investors should note that, of the 100 funds that our analysts research on an ongoing basis, this is one of the most carbon intense. The companies within the fund may face increased scrutiny from investors and regulators, as well as higher costs associated with carbon emissions management and potential carbon pricing mechanisms. This could potentially impact the fund’s performance.

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