interactive investor launches new Super 60 funds and trusts list

interactive investor has launched the ‘Super 60’, a high-conviction list of investment ideas, including open-ended funds, investment trusts and ETFs.

Funds and Investment Trusts January 8, 2019 by Tom Bailey

interactive investor (our parent company) has launched the ‘Super 60’, a high-conviction list of investment ideas, including open-ended funds, investment trusts and ETFs.

The Super 60 funds were selected from Money Observer’s Rated Fund universe.

Moira O’Neill, head of personal finance at interactive investor, says: “The list is designed to offer a filtered selection appropriate for all investors, whether they are new to investing or experienced. Our objective is to provide a menu of high-quality investment choices across a broad variety of markets and investment types."

Richard Wilson, chief executive of interactive investor, also underlined that the choice of funds and trusts was decided independently and not as a result of any commercial considerations. He notes: “Super 60 is driven by unbiased, in-house research, not commercial relationships and this is absolutely paramount to us.

“Super 60 is the result of rigorous, intensive, independent research from interactive investor’s experts and we are proud to launch it.”

Methodology

Each fund or trust in the Super 60 is decided on the basis of its own merit, not driven by any special discounts or commercial considerations.

Fund and trusts were chosen in a seven stage process, overseen by interactive investor’s investment committee.

Performance of funds and trusts that came out of the screening were then analysed and risk profiled, alongside other qualitative research to support the recommendations. The remaining funds and trusts were then discussed among interactive investor’s analysts and investment experts, after which approved funds and trusts were then included within the Super 60.

The Super 60 will be monitored on an ongoing basis for performance, potential red flags and any major fund manager changes. Investment trusts that consistently trade at a premium will be flagged to ii customers.

Subscribe to Money Observer Magazine

Be the first to receive expert investment news and analysis of shares, funds, regions and strategies we expect to deliver top returns, plus free access to the digital issues on your desktop or via the Money Observer App.

Subscribe now

Add new comment