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Global fund picks show steady but selective success
A mid-year review of best-buy lists highlights selective strength in 2025 global funds.
A mid year review of best buy lists from UK platforms highlighting top global equity fund picks and shifts.
Global fund picks by AJ Bell and Fidelity show strength in 2025
AJ Bell and Fidelity lead mid year best buy lists for global equity funds in 2025, with two first quartile picks each. AJ Bell highlights Schroder Global Recovery, up about 10% year to date, and the iShares MSCI World SRI UCITS ETF, up about 7%. Schroder Global Recovery aims at companies that have faced setbacks but still hold solid long term potential, and the fund is praised for a disciplined process and a collaborative research culture that can tolerate positions away from the benchmark. The iShares ETF offers a low cost route to global exposure with an ESG tilt.
Fidelity presents a more concentrated global list, with two of three funds in the IA Global top quartile. Dodge & Cox Global Stock is the top performer in the period, up around 7.5%, described by Fidelity as a relatively concentrated contrarian value approach focused on developed markets with some emerging market exposure. Schroder Global Recovery also features on Fidelity’s list, while L&G Global Equity Index sits in the second quartile with about 5.3% gain. Barclays is noted for removing Jupiter Ecology from its list, citing ongoing product monitoring, while Janus Henderson Global Sustainable Equity remains among its picks. Interactive Investor highlights the ongoing risk and reward balance across high conviction ideas, including Dodge & Cox Global Stock and the fund ideas that survived a volatile market.
Key Takeaways
"Dodge & Cox Global Stock was the strongest performer, up 7.5% over the first seven and a half months of 2025."
Fidelity notes the top performing fund in the period
"The team’s disciplined process and collaborative research culture."
AJ Bell on Schroder Global Recovery
"As part of our ongoing product monitoring, this fund is no longer part of our core fund selection and we’ve therefore removed this from our list."
Barclays explains Jupiter Ecology removal
"flexible investment approach and quality bias, which have typically led to strong performance through the market cycle with good downside protection during periods of market weakness"
Interactive Investor on a fund strategy
The story here is less about a single winner and more about how platforms curate exposure in a crowded field. Active management can still outperform, but it hinges on a disciplined process, clear research culture and a willingness to deviate from the benchmark when the case is strong. ESG tilted funds remain popular for their perceived resilience and lower screening costs, though performance varies with the cycle.
Platform differences matter for ordinary investors. Best buy lists are guides, not guarantees, and they reflect mid year dynamics, manager changes, and product monitoring decisions. Fees, liquidity and risk diversification should frame any decision made from these lists.
Highlights
- Discipline beats hype when markets wobble
- Active managers win by sticking to a process
- Low-cost ESG tilts shape core global exposure
- Best buys reflect how firms navigate volatility
Market shifts can undercut best buy lists
Best buy lists reflect mid year performance and platform judgments. They are not guarantees. Investors should diversify, consider costs, and avoid relying on a short list for all decision making.
Markets move fast; staying informed is how investors stay ahead.
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