Secure researched solutions

Index funds, or exchange traded funds (ETFs), are the best option for many of our clients. 
And we believe passionately in the principles and benefits of evidence-based investing.

As this approach is new to many, and because some people like making their own investment decisions, it's important for us to also offer a white list of the best investments which, in our experts' view, are suitable for active or passive DIY investors.

This list is for you if you want to make your own investment decisions.

If you already have investments however, we strongly recommend you have a free and no-obligation portfolio review before making any further decisions about investing.

Your review will focus on ways you can cut costs, improve performance and increase your returns.

Request your free X-Ray Report

For a fund to be included on our white list, it must go through a rigorous selection process. Our research team use mathematical modelling, and interview hundreds of fund managers a year.
All funds are continually monitored. 

Our white list also features funds where we have negotiated lower charges for you.
We believe these funds represent the ultimate combination of low management costs, and first-class performance potential. 
 
The white list is designed for you if you want to choose your own funds.
It doesn't constitute a recommendation.
If you're unsure about the suitability of an investment, please talk to us, and we'll give you our expert opinion.
Core Holding: Passive Funds
  Standard initial charge Saving on initial charge Net initial charge Fund info 
BlackRock SF Managed Index Portfolios Growth 0% 0% 0% coming soon 
BlackRock SF Managed Index Portfolios Moderate 0% 0% 0% GBP »
USD »
EUR » 
BlackRock SF Managed Index Portfolios Defensive 0% 0% 0% GBP »
USD »
EUR »
Passive Investments: Exchange Traded Funds
Global/World Equity
  Standard initial charge  Saving on initial charge Net initial charge Fund info 
iShares MSCI World 0% 0% 0%

GBP »
USD »
EUR »

Passive Investments: Exchange Traded Funds
Regional Equity
  Standard initial charge Saving on initial charge Net initial charge Fund info 
iShares Core MSCI Emerging Markets 0% 0% 0%

GBP »
USD »
EUR »

iShares Core MCSI Japan 0% 0% 0%

GBP »
USD »
EUR »

iShares Core MSCI Pacific 0% 0% 0%

GBP »
USD »

iShares Core S&P 500 0% 0% 0%

GBP »
USD »
EUR »

Passive Investments: United Kingdom Region 0% 0% 0% GBP »
USD » 
EUR » 
Passive Investments: European Region 0% 0% 0% GBP »
USD »
EUR » 
Passive Investments: Exchange Traded Funds
Fixed Interest
  Standard initial charge Saving on initial charge Net initial charge Fund info 
Inflation-linked ETFs 0% 0% 0% GBP »
USD »
EUR »
Regional Corporate Bonds - short duration 0% 0% 0% GBP »
USD » 
EUR »
Regional Corporate Bonds - medium dated

 

0% 0% 0% GBP »
USD »
EUR »
Regional Corporate Bonds - high yield 0% 0% 0% USD »
EUR » 
Regional Government Bonds 0% 0% 0% GBP »
USD » 
EUR » 
Short-Dated Government Bonds 0% 0% 0% GBP »
USD » 
EUR »
Passive Investments: Exchange Traded Funds
Property
  Standard initial charge Saving on initial charge Net initial charge Fund info 
iShares MSCI Target US Real Estate UCITS ETF 0% 0% 0%

GBP »
USD »
EUR »

Core Holding: Multi-Manager Funds
  Standard initial charge Saving on initial charge Net initial charge Fund info 
Nedgroup Income  0% 0% 0%

GBP »
USD »

Nedgroup Balanced  0% 0% 0% GBP »
USD »
Nedgroup Growth 0% 0% 0% GBP »
USD »
Core Holding: Multi-Manager Funds (Life Company)
  Standard initial charge Saving on initial charge Net initial charge Fund info 
Harmony Portfolio Balanced  0% 0% 0% GBP »
USD »
Harmony Portfolio Growth 0% 0% 0%

GBP »
USD »

Harmony Europe Diversified 0% 0% 0% EUR »
Individual Funds: Global Equity
  Standard initial charge Saving on initial charge Net initial charge Fund info 
Fidelity Global Dividend  3.5% (GBP)
5.25% (USD & EUR)
3.5% (GBP)
5.25% (USD & EUR)
0%

GBP »

Fundsmith Equity  0% 0% 0% GBP »
USD »
EUR »
Old Mutual Global Equity Absolute Return 6.25% 6.25% 0% GBP »
USD »
EUR »
Individual Funds: Regional Equity
  Standard initial charge Saving on initial charge Net initial charge Fund info 
Aberdeen Asia Pacific Equity 0% 0% 0% GBP »
USD »
EUR »
BlackRock Continental European 5% 5% 0% GBP »
USD »
EUR » 
Legg Mason ClearBridge US Agressive Growth 5% 5% 0% GBP »
USD »
EUR »
Lindsell UK Equity 2% 2% 0% GBP » 
Man GLG Japan CoreAlpha Equity 5% 5% 0% GBP »
USD »
EUR »
Individual Funds: Fixed Interest
  Standard initial charge Saving on initial charge Net initial charge  Fund info
Inflation-linked Bonds 0% (GBP)
5% (USD & EUR)
0% (GBP)
5% (USD & EUR)
0% GBP »
USD »
EUR »
JPM Global Corporate Bonds 3% 3% 0% GBP »
USD »
EUR »
Kames High Yield Global Bond 1.5% (GBP)
5.5% (USD & EUR)
1.5% (GBP)
5.5% (USD & EUR)
0% GBP »
USD »
EUR » 
Man GLG Flexible Bond 5% 5% 0% USD »
EUR »
M&G Optimal Income 3% 3% 0% USD »
EUR »
Pictet EUR Corporate Bond 5% 5% 0% EUR » 
Templeton Global Total Return 5% 5% 0% GBP »
USD »
EUR » 
Individual Funds: Thematic (Industry and Sector Focus)
  Standard initial charge Saving on initial charge Net initial charge Fund info 
BlackRock Gold & General 5% 5% 0% GBP »
USD »
EUR »
Energy Funds 0% (GBP)
5.26% (USD)
3.09% (EUR)
0% (GBP)
5.26% (USD)
3.09% (EUR)
0% GBP »
USD »
EUR » 
Pictet Global Megatrend Selection 5% 5% 0% GBP »
USD »
EUR » 
Polar Capital Global Technology 5% 5% 0% GBP »
USD »
EUR » 
Individual Funds: Multi Asset & Income
  Standard initial charge Saving on initial charge Net initial charge  Fund info
Jupiter Monthly Income 5.25% 5.25% 0% GBP » 
 Kames Ethical Cautious Managed 2.5% 2.5% 0% GBP » 
Sarasin GlobalSar Strategic 0% 0% 0% GBP » 
Schroder Global Multi-Asset Income 5.25% 5.25% 0% GBP »
USD »
EUR » 
Standard Life Global Absolute Return Strategies 5% 5% 0% GBP »
USD »
EUR » 
Individual Funds: Alternatives
  Standard initial charge Saving on initial charge Net initial charge  Fund info
Man AHL Trend Alternative 5% 5% 0% coming soon
Active: Property
  Standard initial charge Saving on initial charge Net initial charge Fund info 
F&C Commercial Property Trust 0% 0% 0% GBP »
Is the white list of funds the right option for you to choose from?
  • YES if you want to make your own investment decisions

  • YES if want to base decisions on high quality information and research

  • YES if you want a cost-effective solution, to maximise your potential for growth 

  • BUT...don't forget to request your free, no obligation portfolio review first...
START INVESTING TODAY
  • “My AES International experience has always been good, without the continual pushing of products which you can get with some firms!”

    Glen Davison

    Glen Davison

  • "What we really appreciated was the way AES International really listened to all our concerns, it's such a big step to entrust your life pension savings with anyone, and they took the time to keep us at ease.”

    Barbara Veale

    Barbara Veale

  • “AES International provide professional care of your investment portfolio, letting you feel comfortable your assets are in good hands.”

    Andrea Ferretti

    Andrea Ferretti

We'd love to help you
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