Select List
Find your next investment with our Select List, supported by investment research and oversight from Scottish Widows. Each fund is selected and regularly reviewed to help you invest with confidence.
View Select List-
With thousands of options available, building a portfolio can feel overwhelming. The Select List simplifies this by offering carefully selected funds across major sectors, risk levels and fund types. These include actively managed, passive and responsibly managed options. It is designed to help you build a well-structured portfolio with confidence. Selections are reviewed regularly and backed by robust governance and independent oversight.
-
- Scottish Widows is part of the same family as Lloyds, Halifax and Bank of Scotland, with a shared commitment to helping customers plan for their financial futures.
- They provide pensions, investments and protection products to millions of customers across the UK
- They provide governance and oversight to support the Select List
-
Funds on the Select List must meet our criteria and are chosen based on:
- Performance potential
- Management quality and stability
- Consistency over time
Each fund is selected because analysis indicates strong prospects for potential returns and long-term value.
-
The Scottish Widows Selection team regularly review the funds. They use independent analysis to support this process. The funds are reviewed at least quarterly to check ongoing performance, risk, structure and alignment with objectives.
-
Any changes to the Select List will be updated here. The Select List is reviewed on an ongoing basis and may change over time. If a fund is removed, this does not automatically mean you need to take action. You can usually continue to hold or trade the fund, provided it remains suitable for your own circumstances.
-
The table below shows details of when and why changes have been made.
Select Fund Range changes details Name of investment
What’s changed? (FE fundinfo view)
Date changed
Name of investment
What’s changed? (FE fundinfo view)
Added
Date changed
14/11/2025
Name of investment
What’s changed? (FE fundinfo view)
Removed
Date changed
14/11/2025
Name of investment
What’s changed? (FE fundinfo view)
Added
Date changed
15/05/2025
Name of investment
What’s changed? (FE fundinfo view)
Removed
Date changed
15/05/2025
Name of investment
What’s changed? (FE fundinfo view)
Added
Date changed
20/01/2025
Name of investment
What’s changed? (FE fundinfo view)
Removed
Date changed
20/01/2025
Name of investment
What’s changed? (FE fundinfo view)
Added
Date changed
17/04/2024
Name of investment
What’s changed? (FE fundinfo view)
Removed
Date changed
17/04/2024
Name of investment
What’s changed? (FE fundinfo view)
Added
Date changed
15/01/2024
Name of investment
What’s changed? (FE fundinfo view)
Removed
Date changed
15/01/2024
Name of investment
What’s changed? (FE fundinfo view)
Added
Date changed
03/11/2023
Name of investment
What’s changed? (FE fundinfo view)
Removed
Date changed
03/11/2023
Name of investment
What’s changed? (FE fundinfo view)
Removed
Date changed
09/05/2023
Name of investment
What’s changed? (FE fundinfo view)
Added
Date changed
09/05/2023
Name of investment
Name of investment
What’s changed? (FE fundinfo view)
Date changed
Name of investment
What’s changed? (FE fundinfo view)
Date changed
Name of investment
What’s changed? (FE fundinfo view)
Date changed
Name of investment
What’s changed? (FE fundinfo view)
Date changed
Name of investment
What’s changed? (FE fundinfo view)
Date changed
Name of investment
What’s changed? (FE fundinfo view)
Date changed
Name of investment
What’s changed? (FE fundinfo view)
Date changed
Name of investment
What’s changed? (FE fundinfo view)
Date changed
Name of investment
What’s changed? (FE fundinfo view)
Date changed
Name of investment
Aviva Inv AI Multi-asset Plus I 2 in GB
Aviva Inv AI Multi-asset Plus II 2 in GB
Aviva Inv AI Multi-asset Plus III 2 in GB
Aviva Inv AI Multi-asset Plus IV 2 in GB
Aviva Inv AI Multi-asset Plus V 2 in GB
HSBC Global Strategy Adventurous Portfolio C Acc in GB
HSBC Global Strategy Balanced Portfolio C Acc in GB
HSBC Global Strategy Conservative Portfolio C Acc in GB
HSBC Global Strategy Dynamic Portfolio C Acc in GBWhat’s changed? (FE fundinfo view)
Date changed
Important legal information
The Lloyds Bank Direct Investments Service is operated by Halifax Share Dealing Limited. Registered Office: Trinity Road, Halifax, West Yorkshire, HX1 2RG. Registered in England and Wales no. 3195646. Halifax Share Dealing Limited is authorised and regulated by the Financial Conduct Authority under registration number 183332. A Member of the London Stock Exchange and an HM Revenue & Customs Approved ISA Manager.