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The Willis Owen Focus 50 includes a range of ethical, growth, income and passive funds. The funds are chosen by our research team using insight from our expert research partner Morningstar. You can use the Willis Owen Focus 50 to help you build a diversified portfolio, however it is important that you review your investments regularly to ensure they remain suitable for you.
The Focus 50 funds are reviewed by our in-house research team who examine factors such as performance and value for money on a regular basis. This is overseen by Willis Owen's investment committee who meet on a quarterly basis to review the performance and appropriateness of these and will make changes as necessary.
An ethical fund is an investment that is designed to be socially or environmentally conscious. Ethical funds have different guidelines about what is acceptable, so it is important to find one that matches your personal philosophy. To help you decide, have a look at the factsheets where you can find more information about each option.
You can find out what each of the table headings mean here.
*The investment charge aims to show how much it costs to invest in the fund, expressed as an annual percentage of the value of your investment. It includes all the underlying costs associated with the running of the fund including those incurred by the fund manager when buying and selling investments. The investment charge is paid to the fund manager and is separate to the Willis Owen service fee.
Growth funds aim to grow the value of your capital. The funds in our list mainly invest in equities, allowing investors to share in the growth of a number of businesses. Fund managers can achieve growth in a number of different ways. Some buy companies whose true value they believe to be more than the current share price (value companies). Others look for companies with above average growth prospects. Not all funds in this space pay a dividend, as this is not necessarily their objective.
To help you decide which is right for you, have a look at the factsheets where you can find more information about each option.
You can find out what each of the table headings mean here.
*The investment charge aims to show how much it costs to invest in the fund, expressed as an annual percentage of the value of your investment. It includes all the underlying costs associated with the running of the fund including those incurred by the fund manager when buying and selling investments. The investment charge is paid to the fund manager and is separate to the Willis Owen service fee.
These funds aim to provide an income in the form of dividends or interest. As such they will invest in income producing assets such as bonds, property or companies which the fund managers believe offer strong prospects to pay dividends. The amount of any income may fall as well as rise and so too may the value of your investment. To help you decide, have a look at the factsheets where you can find more information about each option.
You can find out what each of the table headings mean here.
*The investment charge aims to show how much it costs to invest in the fund, expressed as an annual percentage of the value of your investment. It includes all the underlying costs associated with the running of the fund including those incurred by the fund manager when buying and selling investments. The investment charge is paid to the fund manager and is separate to the Willis Owen service fee.
These track or closely follow the performance of a particular market index (for example, the FTSE 100). So if the index rises, the fund will too, and vice-versa. Passive funds tend to be low cost as there is little research and day-to-day investment decisions are often automated. To help you decide, have a look at the factsheets where you can find more information about each option.
You can find out what each of the table headings mean here.
*The investment charge aims to show how much it costs to invest in the fund, expressed as an annual percentage of the value of your investment. It includes all the underlying costs associated with the running of the fund including those incurred by the fund manager when buying and selling investments. The investment charge is paid to the fund manager and is separate to the Willis Owen service fee.
We don’t provide advice as to whether an investment is suitable for you. Before investing you should make sure you understand the risks involved and, if you’re unsure, seek expert financial advice.
Past performance of an investment is not a guide to future performance, the value of investments or income from them may go down as well as up and you may get back less than you originally invested. Tax treatment depends on your individual circumstances and may change.
Willis Owen Limited is authorised and regulated by the Financial Conduct Authority and is registered in England (No.3283706) at Ground Floor, 507 (Unit 2), Centennial Business Park, Elstree, WD6 3FG. The information and content of this site is intended for UK consumers.