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Thank you for recommending clarity. We strive to provide all of our clients with the very best possible service and welcome any feedback on ways in which we could improve.

clarity's investment fund buy list

All funds on our buy list are selected and monitored by our in-house investment committee, using our rigorous research and screening methodology. These funds are used to make up our model portfolios, as well as for clients who wish to manage their own investments. Our aim is to offer a good range covering all main markets, along with some more niche funds to enhance diversification, whilst avoiding ‘choice overload’.

For each market sector covered, our buy list also includes ethical and/or sustainable investment funds, which have been subject to an additional layer of screening based on environmental, social and governance (ESG) criteria.

Investment buy list

This buy list covers unit trusts and OEICs, which are available for direct investments, as well as through individual savings accounts (ISAs).

The full buy list is subject to a thorough review every quarter, with additional ad-hoc reviews of specific funds or sectors should there be material changes or issues. For example, a change in manager or concerns over performance. To avoid unnecessary levels of switching, we look for longevity and stability as part of our selection process.

Where a fund has a leaf icon next to its name, this means it meets our ESG criteria.

Click the orange speech bubble next to each fund name to see our fund commentary


IMPORTANT NOTE: If you are part of a clarity client 'group' (such as PwC) who are subject to professional investment restrictions, please ensure your clarityONLINE account is associated with the correct group in order to see the appropriate buy list.

Click here to check your group association (requires login).


Fund name
Artemis US Smaller Companies Fund
ISIN: GB00BMMV5766 | SEDOL: BMMV576
0.87% KIID Buy Note
Aviva Investors Multi-Asset Fund I
ISIN: GB00B70FJQ29 | SEDOL: B70FJQ2
0.60% KIID Buy Note
AXA Framlington UK Mid-Cap
ISIN: GB00B64W4Q70 | SEDOL: B64W4Q7
0.84% KIID Buy Note
Baillie Gifford American
ISIN: GB0006061963 | SEDOL: 0606196
0.52% KIID Buy Note
Baillie Gifford China
ISIN: GB00B39RMM81 | SEDOL: B39RMM8
0.78% KIID Buy Note
Baillie Gifford Emerging Markets Growth Fund
ISIN: GB0006020647 | SEDOL: 0602064
0.78% KIID Buy Note
Baillie Gifford Global Alpha Growth Fund
ISIN: GB00B61DJ021 | SEDOL: B61DJ02
0.59% KIID Buy Note
Baillie Gifford High Yield Bond Fund
ISIN: GB0030816713 | SEDOL: 3081671
0.38% KIID Buy Note
Baillie Gifford Japanese Fund
ISIN: GB0006011133 | SEDOL: 0601113
0.63% KIID Buy Note
BlackRock Continental European Income Fund
ISIN: GB00B3S9LG25 | SEDOL: B3S9LG2
0.93% KIID Buy Note
BMO UK Responsible Income
ISIN: GB0033144857 | SEDOL: 3314485
0.79% KIID Buy Note
BNY Mellon (Newton) International Bond Fund
ISIN: GB00B8BYHS32 | SEDOL: B8BYHS3
0.57% KIID Buy Note
BNY Mellon (Newton) Multi-Asset Growth Fund
ISIN: GB00B8454P92 | SEDOL: B8454P9
0.67% KIID Buy Note
Brown Advisory US Sustainable Growth
ISIN: IE00BF1T6X55 | SEDOL: BF1T6X5
0.88% KIID Buy Note
Fundsmith Equity Fund
ISIN: GB00B41YBW71 | SEDOL: B41YBW7
0.95% KIID Buy Note
HSBC American Index Fund
ISIN: GB00B80QG615 | SEDOL: B80QG61
0.06% KIID Buy Note
HSBC European Index Fund
ISIN: GB00B80QGH28 | SEDOL: B80QGH2
0.07% KIID Buy Note
HSBC FTSE All Share Index Fund
ISIN: GB00B80QFX11 | SEDOL: B80QFX1
0.07% KIID Buy Note
HSBC Japan Index Fund
ISIN: GB00B80QGN87 | SEDOL: B80QGN8
0.18% KIID Buy Note
HSBC Pacific Index Fund
ISIN: GB00B80QGT40 | SEDOL: B80QGT4
0.25% KIID Buy Note
Invesco Corporate Bond Fund
ISIN: GB00BJ04F760 | SEDOL: BJ04F76
0.61% KIID Buy Note
Janus Henderson UK Absolute Return Fund
ISIN: GB00B5KKCX12 | SEDOL: B5KKCX1
1.05% KIID Buy Note
JO Hambro UK Dynamic Fund
ISIN: GB00BDZRJ101 | SEDOL: BDZRJ10
0.66% KIID Buy Note
JPM Japan
ISIN: GB00B235RG08 | SEDOL: B235RG0
0.82% KIID Buy Note
Jupiter Distribution Fund
ISIN: GB00B52HN049 | SEDOL: B52HN04
0.61% KIID Buy Note
Jupiter European Fund
ISIN: GB00B5STJW84 | SEDOL: B5STJW8
1.03% KIID Buy Note
Jupiter Strategic Bond Fund
ISIN: GB00B4T6SD53 | SEDOL: B4T6SD5
0.73% KIID Buy Note
L&G Future World ESG UK Index
ISIN: GB00BJH4XV95 | SEDOL: BJH4XV9
0.22% KIID Buy Note
L&G UK Property Feeder
ISIN: GB00BK35F408 | SEDOL: BK35F40
0.75% KIID Buy Note
Legg Mason ClearBridge US Equity Sustainability Leaders
ISIN: IE00BZ1NPT63 | SEDOL: BZ1NPT6
1.07% KIID Buy Note
Legg Mason Japan Equity Fund
ISIN: GB00B8JYLC77 | SEDOL: B8JYLC7
1.02% KIID Buy Note
Lindsell Train UK Equity Fund
ISIN: GB00B18B9X76 | SEDOL: B18B9X7
0.68% KIID Buy Note
Liontrust Multi Asset Active Reserve Fund
ISIN: GB00BCZW6N92 | SEDOL: BCZW6N9
0.84% KIID Buy Note
Liontrust Special Situations Fund
ISIN: GB00B57H4F11 | SEDOL: B57H4F1
0.87% KIID Buy Note
Liontrust Sustainable Future Corporate Bond
ISIN: GB0030029069 | SEDOL: 3002906
0.59% KIID Buy Note
Liontrust Sustainable Future Global Growth
ISIN: GB0030030067 | SEDOL: 3003006
0.93% KIID Buy Note
Liontrust Sustainable Future Managed
ISIN: GB0030030398 | SEDOL: 3003039
0.91% KIID Buy Note
Liontrust Sustainable Future UK Growth
ISIN: GB0030028764 | SEDOL: 3002876
0.87% KIID Buy Note
M&G Global High Yield ESG Bond
ISIN: GB00BJRCD571 | SEDOL: BJRCD57
0.73% KIID Buy Note
M&G Corporate Bond Fund
ISIN: GB00B1YBRL59 | SEDOL: B1YBRL5
0.66% KIID Buy Note
M&G Index Linked Bond Fund
ISIN: GB00B6SYH932 | SEDOL: B6SYH93
0.56% KIID Buy Note
Marlborough Multi-Cap Income Fund
ISIN: GB00B907VX32 | SEDOL: B907VX3
0.78% KIID Buy Note
Marlborough UK Micro-Cap Growth Fund
ISIN: GB00B8F8YX59 | SEDOL: B8F8YX5
0.79% KIID Buy Note
Merian Asia Pacific Fund
ISIN: GB00B1XG9607 | SEDOL: B1XG960
1.00% KIID Buy Note
Miton Cautious Monthly Income Fund
ISIN: GB00B7T13474 | SEDOL: B7T1347
0.86% KIID Buy Note
Miton European Opportunities Fund
ISIN: GB00BZ2K2M84 | SEDOL: BZ2K2M8
0.84% KIID Buy Note
Ninety-One UK Sustainable Equity
ISIN: GB00BGT37007 | SEDOL: BGT3700
0.78% KIID Buy Note
Pictet Global Environmental Opportunities
ISIN: LU0503632878 | SEDOL: B4YWL06
1.11% KIID Buy Note
Pictet Security Fund
ISIN: LU0448836865 | SEDOL: B5169S2
1.20% KIID Buy Note
Pictet Water Fund
ISIN: LU0448836600 | SEDOL: B516BZ3
1.20% KIID Buy Note
Polar Capital Healthcare Opportunities Fund
ISIN: IE00B3NLDF60 | SEDOL: B3NLDF6
1.21% KIID Buy Note
Premier Miton Corporate Bond Monthly Income
ISIN: GB0003895496 | SEDOL: 0389549
0.35% KIID Buy Note
Premier Miton Ethical
ISIN: GB00BTHH0625 | SEDOL: BTHH062
0.95% KIID Buy Note
Rathbone Ethical Bond Fund
ISIN: GB00B77DQT14 | SEDOL: B77DQT1
0.67% KIID Buy Note
Rathbone Income Fund
ISIN: GB00B3Q9WG18 | SEDOL: B3Q9WG1
0.79% KIID Buy Note
Royal London Enhanced Cash Plus Fund
ISIN: GB00BVYV8H85 | SEDOL: BVYV8H8
0.17% KIID Buy Note
Royal London Ethical Bond
ISIN: GB00BJ4KSX76 | SEDOL: BJ4KSX7
0.55% KIID Buy Note
Royal London Sustainable Leaders Trust
ISIN: GB00B7V23Z99 | SEDOL: B7V23Z9
0.76% KIID Buy Note
Royal London Sustainable Managed Income Trust
ISIN: GB00B8HNKY10 | SEDOL: B8HNKY1
0.59% KIID Buy Note
Schroder Asian Alpha Plus Fund
ISIN: GB00B5BG4980 | SEDOL: B5BG498
0.94% KIID Buy Note
Schroder Global Cities Real Estate Fund
ISIN: GB00B1VPTY75 | SEDOL: B1VPTY7
0.92% KIID Buy Note
Slater Growth Fund
ISIN: GB00B7T0G907 | SEDOL: B7T0G90
0.77% KIID Buy Note
Standard Life Investments Global Smaller Companies Fund
ISIN: GB00B7KVX245 | SEDOL: B7KVX24
1.05% KIID Buy Note
Stewart Investors Asia Pacific Sustainability
ISIN: GB00B0TY6V50 | SEDOL: B0TY6V5
0.98% KIID Buy Note
Stewart Investors Global Emerging Markets Sustainability
ISIN: GB00B64TS998 | SEDOL: B64TS99
0.94% KIID Buy Note
Trojan Ethical Income
ISIN: GB00BKTW4T37 | SEDOL: BKTW4T3
0.87% KIID Buy Note
Troy Trojan Income Fund
ISIN: GB00B01BNW49 | SEDOL: B01BNW4
1.02% KIID Buy Note
VT Gravis Clean Energy Income
ISIN: GB00BFN4H792 | SEDOL: BFN4H79
0.80% KIID Buy Note
VT Gravis UK Infrastructure Income Fund
ISIN: GB00BYVB3M28 | SEDOL: BYVB3M2
0.75% KIID Buy Note

Funds On Hold

This list contains the funds that have been moved from a buy status to a “hold” status. We are no longer recommending clients buy these funds, for various reasons specific to the fund itself and it’s market, but we see no reason at present to recommend these funds be sold.

This list is kept under review, and any changes will be notified in the usual way via our email alert system.

Fund name ISIN
Aberdeen Emerging Markets FundGB0033228197
Artemis Strategic Bond FundGB00B2PLJS27
Invesco Perpetual Monthly Income PlusGB00BJ04JZ25
JP Morgan Natural Resources FundGB00B88MP089
Legal & General European IndexGB0005135081
Legal & General Pacific Index FundGB0005200703
Legal & General UK IndexGB0005141709
Legal & General US Index FundGB0005141923
Standard Life Investments Global REIT FundGB00B7MR5W47