Jupiter Responsible Income, TM Fulcrum Income and Robeco Global Short Duration Credits are among the 12 new additions to Bestinvest’s most recent Best Funds List.
This bi-annual list, which was last rebalanced in March 2026, highlights 142 investments held in high regard by the firm’s investment research team, including 93 actively-managed and 49 passive funds, alongside factor-based strategies and funds incorporating ESG considerations.
Overall, 82 products on the Best Funds List are open-ended, while 35 are ETFs. A further 25 are investment trusts.
New additions to Bestinvest’s Best Funds List
| Amundi Prime All Country World ETF |
| Heptagon Driehaus US SMID Cap Equity |
| Jupiter Responsible Income |
| Life Cycle Global Select |
| Neuberger Global Equity Megatrends |
| Regnan Sustainable Water and Waste |
| Robeco Global Short Duration Credits |
| Royal Mint Responsibly Sourced Physical Gold ETC |
| TM Fulcrum Income |
| UBS Core BBG TIPS 1-10 UCITS ETF |
| VanEck Semiconductor ETF |
| Xtrackers MSCI World Materials ETF |
Departures
| Edgewood L Select US Select Growth |
| Fidelity Index Emerging Markets |
| Fidelity Index Japan |
| Fidelity Index World |
| GuardCap Global Equity |
| Impax Environmental Markets |
| Invesco Tactical Bond |
| Legal & General US Index |
| Liontrust UK Growth |
| Liontrust UK Listed Smaller Companies |
| Premier Miton UK Growth |
| Premier Miton US Opportunities |
| State Street SPDR MSCI All Country World UCITS ETF |
| Vanguard FTSE All-Word UCITS ETF |
| Vanguard S&P 500 UCITS ETF |
Source: Bestinvest
See also: Vanguard unveils high-yield corporate bond ETF
New additions to the list include Life Cycle Global Select – chosen for its “high conviction portfolio of global companies at different stages of their corporate life cycles” – and Neuberger Global Equity Megatrends, “a concentrated portfolio of shares in 20-30 companies the managers believe will benefit from long-term, global trends.”
Heptagon Driehaus US SMID Cap Equity fund has also been selected, based on its strategy of identifying “businesses where it believes the market is underestimating the potential for future earnings growth.”
A further 15 funds lost their spot on the list in the latest rebalance. Three of these were index funds from Fidelity, while Liontrust, Vanguard and Premier Miton each saw two of their funds ousted. Other funds not to have made the grade include GuardCap Global Equity, Impax Environmental Markets and Invesco Tactical Bond.
New dropouts from Bestinvest’s Best Funds List
| Edgewood L Select US Select Growth |
| Fidelity Index Emerging Markets |
| Fidelity Index Japan |
| Fidelity Index World |
| GuardCap Global Equity |
| Impax Environmental Markets |
| Invesco Tactical Bond |
| Legal & General US Index |
| Legal & General US Index |
| Liontrust UK Growth |
| Liontrust UK Listed Smaller Companies |
| Premier Miton UK Growth |
| Premier Miton US Opportunities |
| State Street SPDR MSCI All Country World UCITS ETF |
| Vanguard FTSE All-World UCITS ETF |
Source: Bestinvest
Jason Hollands, managing director at Bestinvest, said: “Investors face a dizzying amount of choice when selecting investments for their stocks & shares ISAs, SIPPs or general investment accounts.
“The Best Funds List is designed to make that process more manageable by providing a shortlist of investments which our research team holds in high regard and continue to monitor.”
