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Hero Funds

Here is our list of Hero funds researched by our Investments Committee. Find out more details on how we select these funds.


TQ Invest Hero List (PDF, 3MB)


Fund name Sector TER AMC Standard Initial
Charge		 Discount Initial
Charge
Via TQ Invest 1
Aberdeen Emerging Markets A Acc Global Emerging Markets 1.93% 1.75% 4.25% 4.00% 0%
Allianz RCM BRIC Stars A Acc Specialist 1.94% 1.75% 4.00% 4.00% 0%
Artemis Income R Acc UK Equity Income 1.54% 1.50% 5.25% 5.25% 0%
Artemis Income R Inc UK Equity Income 1.55% 1.50% 5.25% 5.25% 0%
Aviva Inv UK Equity A UK All Companies 1.62% 1.50% 5.00% 4.50% 0%
AXA Framlington UK Select Opps R Acc UK All Companies 1.56% 1.50% 5.25% 4.30% 0%
AXA Framlington UK Select Opps R Inc UK All Companies 1.55% 1.50% 5.25% 4.30% 0%
BlackRock Gold & General A Acc Specialist 1.94% 1.75% 5.00% 4.99% 0%
BlackRock Gold & General A Inc Specialist 1.94% 1.75% 5.00% 4.99% 0%
BlackRock UK A Acc UK All Companies 1.67% 1.50% 5.00% 4.99% 0%
BlackRock UK A Inc UK All Companies 1.67% 1.50% 5.00% 4.99% 0%
BlackRock UK Absolute Alpha P Acc Absolute Return 2.30% 1.50% 5.00% 4.99% 0%
BlackRock UK Special Situations A Acc UK All Companies 1.67% 1.50% 5.00% 4.99% 0%
BlackRock UK Special Situations A Inc UK All Companies 1.67% 1.50% 5.00% 4.99% 0%
Cazenove UK Opportunities B UK All Companies 1.56% 1.50% 5.00% 3.24% 0%
CF Miton Special Situations Portfolio A GBP Mixed Investment 40%-85% Shares 1.73% 1.50% 5.00% 5.00% 0%
Fidelity Global Property Acc Property 1.77% 1.50% 3.50% 3.50% 0%
Fidelity Moneybuilder Income Sterling Corporate Bond 0.99% 0.80% % 0.00% 0%
Fidelity Multi Asset Strategic Mixed Investment 20%-60% Shares 1.58% 1.25% 3.50% 3.50% 0%
Fidelity South East Asia Asia Pacific Excluding Japan 1.76% 1.50% 3.50% 3.50% 0%
Fidelity Special Situations UK All Companies 1.70% 1.50% 3.50% 3.50% 0%
First State Asia Pacific Leaders A GBP Acc Asia Pacific Excluding Japan 1.55% 1.50% 4.00% 4.00% 0%
First State Global Emerging Markets Leaders A GBP Acc Global Emerging Markets 1.58% 1.50% 4.00% 4.00% 0%
Franklin UK Mid Cap A UK All Companies 1.53% 1.50% 4.50% 0.00% 0%
GLG Japan Core Alpha Ret Acc Japan 1.66% 1.50% 5.25% 4.30% 0%
GLG Japan Core Alpha Ret Inc Japan 1.66% 1.50% 5.25% 4.30% 0%
Henderson Multi Manager Income & Growth A Mixed Investment 20%-60% Shares 2.40% 1.50% 5.00% 5.00% 0%
Henderson Strategic Bond A Inc Sterling Strategic Bond 1.45% 1.25% 4.00% 4.00% 0%
Henderson UK Property Acc Property 2.09% 1.50% 5.00% 5.00% 0%
Henderson UK Property Inc Property 1.52% 1.50% 5.00% 5.00% 0%
Invesco Perp Corporate Bond Acc Sterling Corporate Bond 1.19% 1.00% 5.00% 5.00% 0%
Invesco Perp Corporate Bond Inc Sterling Corporate Bond 1.19% 1.00% 5.00% 5.00% 0%
Invesco Perp Distribution Acc Mixed Investment 20%-60% Shares 1.57% 1.37% 5.00% 5.00% 0%
Invesco Perp Distribution Inc Mixed Investment 20%-60% Shares 1.57% 1.37% 5.00% 5.00% 0%
Invesco Perp High Income Acc UK Equity Income 1.69% 1.50% 5.00% 5.00% 0%
Invesco Perp High Income Inc UK Equity Income 1.69% 1.50% 5.00% 5.00% 0%
Invesco Perp Income Acc UK Equity Income 1.68% 1.50% 5.00% 5.00% 0%
Invesco Perp Income Inc UK Equity Income 1.68% 1.50% 5.00% 5.00% 0%
Invesco Perp Latin America Acc Specialist 1.73% 1.50% 5.00% 5.00% 0%
Invesco Perp Latin America Inc Specialist 1.73% 1.50% 5.00% 5.00% 0%
Invesco Perp Monthly Income Plus Acc Sterling Strategic Bond 1.44% 1.25% 5.00% 5.00% 0%
Invesco Perp Monthly Income Plus Inc Sterling Strategic Bond 1.44% 1.25% 5.00% 5.00% 0%
JOHCM UK Equity Income Ret Acc UK Equity Income 1.32% 1.25% 5.00% 4.50% 0%
JOHCM UK Equity Income Ret Inc UK Equity Income 1.32% 1.25% 5.00% 4.50% 0%
JOHCM UK Opportunities Ret Acc UK All Companies 1.31% 1.25% 5.00% 5.00% 0%
JOHCM UK Opportunities Ret Inc UK All Companies 1.31% 1.25% 5.00% 5.00% 0%
JPM Europe A Acc Europe Excluding UK 1.68% 1.50% 4.25% 3.92% 0%
JPM Europe A Inc Europe Excluding UK 1.68% 1.50% 4.25% 3.92% 0%
Jupiter Corporate Bond Inc Sterling Corporate Bond 1.29% 1.00% 4.00% 4.00% 0%
Jupiter Ecology Inc Global 1.70% 1.50% 5.00% 5.00% 0%
Jupiter Emerging European Opportunities Acc Specialist 2.01% 1.50% 5.50% 5.50% 0%
Jupiter European Inc Europe Excluding UK 1.79% 1.50% 5.00% 5.00% 0%
Jupiter European Special Situations Acc Europe Excluding UK 1.80% 1.50% 5.25% 5.25% 0%
Jupiter Global Managed Inc Global 1.77% 1.50% 5.25% 5.25% 0%
Jupiter High Income Inc UK Equity & Bond Income 1.81% 1.50% 5.25% 5.25% 0%
Jupiter India Acc Specialist 1.87% 1.50% 5.25% 5.25% 0%
Jupiter Japan Income Acc Japan 1.75% 1.50% 5.25% 5.25% 0%
Jupiter Japan Income Inc Japan 1.76% 1.50% 5.25% 5.25% 0%
Jupiter Merlin Balanced Portfolio Acc Mixed Investment 40%-85% Shares 2.39% 1.50% 5.25% 5.25% 0%
Jupiter Merlin Balanced Portfolio Inc Mixed Investment 40%-85% Shares 2.41% 1.50% 5.25% 5.25% 0%
Jupiter Merlin Growth Portfolio Acc Flexible Investment 2.57% 1.50% 5.25% 5.25% 0%
Jupiter Merlin Growth Portfolio Inc Flexible Investment 2.57% 1.50% 5.25% 5.25% 0%
Jupiter Merlin Income Portfolio Acc Mixed Investment 20%-60% Shares 2.43% 1.50% 5.25% 5.25% 0%
Jupiter Merlin Income Portfolio Inc Mixed Investment 20%-60% Shares 2.43% 1.50% 5.25% 5.25% 0%
Jupiter Merlin Worldwide Portfolio Acc Global 2.51% 1.50% 5.25% 5.25% 0%
Jupiter Merlin Worldwide Portfolio Inc Global 2.57% 1.50% 5.25% 5.25% 0%
L&G Dynamic Bond R Acc Sterling Strategic Bond 1.43% 1.25% 3.00% 3.00% 0%
L&G Dynamic Bond R Inc Sterling Strategic Bond 1.43% 1.25% 3.00% 3.00% 0%
Liontrust Special Situations Ret UK All Companies 1.89% 1.75% 5.00% 4.49% 0%
M&G American A Acc GBP North America 1.67% 1.50% 4.00% 3.00% 0%
M&G American A Inc GBP North America 1.67% 1.50% 4.00% 3.00% 0%
M&G Corporate Bond A Acc GBP Sterling Corporate Bond 1.16% 1.00% 3.00% 3.00% 0%
M&G Corporate Bond A Inc GBP Sterling Corporate Bond 1.16% 1.00% 3.00% 3.00% 0%
M&G Gilt & Fixed Interest Income A Acc GBP UK Gilt 0.91% 0.75% % 0.00% 0%
M&G Gilt & Fixed Interest Income A Inc GBP UK Gilt 0.91% 0.75% % 0.00% 0%
M&G Global Basics A Acc GBP Global 1.67% 1.50% 4.00% 4.00% 0%
M&G Global Basics A Inc GBP Global 1.67% 1.50% 4.00% 4.00% 0%
M&G Global Dividend A Acc GBP Global 1.68% 1.50% 4.00% 4.00% 0%
M&G Global Dividend A Inc GBP Global 1.69% 1.50% 4.00% 4.00% 0%
M&G Optimal Income A Acc GBP Sterling Strategic Bond 1.43% 1.25% 4.00% 4.00% 0%
M&G Optimal Income A Inc GBP Sterling Strategic Bond 1.43% 1.25% 4.00% 4.00% 0%
M&G Recovery A Acc GBP UK All Companies 1.65% 1.50% 4.00% 4.00% 0%
M&G Recovery A Inc GBP UK All Companies 1.65% 1.50% 4.00% 4.00% 0%
M&G Strategic Corporate Bond A Acc GBP Sterling Corporate Bond 1.16% 1.00% 3.00% 3.00% 0%
M&G Strategic Corporate Bond A Inc GBP Sterling Corporate Bond 1.16% 1.00% 3.00% 3.00% 0%
Marlborough Special Situations Acc UK Smaller Companies 1.54% 1.50% 5.00% 5.00% 0%
Neptune European Opportunities A Acc GBP Europe Excluding UK 1.84% 1.75% 5.00% 4.75% 0%
Neptune European Opportunities A Inc GBP Europe Excluding UK 1.86% 1.75% 5.00% 4.75% 0%
Neptune Global Equity A Acc GBP Global 1.83% 1.75% 5.00% 4.75% 0%
Neptune Global Equity A Inc GBP Global 1.84% 1.75% 5.00% 4.75% 0%
Neptune Income A Acc UK Equity Income 1.66% 1.60% 5.00% 4.75% 0%
Neptune Income A Inc UK Equity Income 1.66% 1.60% 5.00% 4.75% 0%
Neptune US Opportunities A Acc GBP North America 1.68% 1.60% 5.00% 4.75% 0%
Newton Asian Income GBP Asia Pacific Excluding Japan 1.66% 1.50% 4.00% 4.00% 0%
Newton Global Higher Income Global Equity Income 1.62% 1.50% 4.00% 4.00% 0%
Newton Oriental GBP Asia Pacific Excluding Japan 1.65% 1.50% 4.00% 3.00% 0%
Newton UK Opportunities UK All Companies 1.61% 1.50% 4.00% 3.00% 0%
Old Mutual Global Strategic Bond A Acc Global Bonds 1.14% 1.00% 3.50% 3.50% 0%
Old Mutual Global Strategic Bond A Inc Global Bonds 1.14% 1.00% 3.50% 3.50% 0%
Schroder Income Maximiser A Acc UK Equity Income 1.66% 1.50% 3.25% 5.25% 0%
Schroder Income Maximiser A Inc UK Equity Income 1.66% 1.50% 3.25% 5.25% 0%
Schroder Tokyo A Acc Japan 1.67% 1.50% 3.25% 5.25% 0%
Schroder Tokyo A Inc Japan 1.67% 1.50% 3.25% 5.25% 0%
Schroder UK Alpha Plus A Acc UK All Companies 1.66% 1.50% 3.25% 5.25% 0%
Schroder UK Alpha Plus A Inc UK All Companies 1.66% 1.50% 3.25% 5.25% 0%
Schroder UK Mid 250 A Acc UK All Companies 1.66% 1.50% 3.25% 5.25% 0%
Schroder UK Mid 250 A Inc UK All Companies 1.66% 1.50% 3.25% 5.25% 0%
Schroder US Mid Cap A Acc North America 1.66% 1.50% 3.25% 5.25% 0%
Schroder US Mid Cap A Inc North America 1.66% 1.50% 3.25% 5.25% 0%
Threadneedle American Ret Acc GBP North America 1.69% 1.50% 3.75% 3.50% 0%
Threadneedle American Select Ret Acc GBP North America 1.69% 1.50% 3.75% 3.50% 0%
Threadneedle European Smaller Companies Ret Acc GBP European Smaller Companies 1.69% 1.50% 3.75% 3.50% 0%
Threadneedle High Yield Bond Ret Inc GBP Sterling High Yield 1.44% 1.25% 3.75% 3.50% 0%
Threadneedle UK Equity Income Ret Inc GBP UK Equity Income 1.62% 1.50% 3.75% 3.50% 0%

1Discount and initial charge based on an ISA investment of £11,280.00 through the Cofunds platform.

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