We recognise that there is a vast range of Funds to choose from for your portfolio. Our TD Recommended Funds contains a range of single asset funds which we have identified as stand-out funds. We’ve also partnered with Morningstar to ensure the funds identified are selected from an unbiased, independent source.

Who is this service for? The Recommended Funds are designed for customers who are knowledgeable and have experience of investing. This service is not suitable for everyone. If you are unsure please speak to a financial adviser. Use our Fund Selector if you would like access to all our Funds.

Who are Morningstar? Morningstar UK have operated since 2000 and offer unbiased, objective information to investors on a wide range of investment funds. Expand Read more

Their investment research covers all types of investment strategies; both active management by the Fund Manager and passive strategies that track an index or indices. Morningstar were named winner by Investment Week in its Best Fund Rating and Research service category at the Fund Services Awards 2014

How the Funds are chosen Our funds are drawn from the whole of the market and selected using a two pronged approach with Morningstar’s analyst team providing unbiased, in-depth research that is analysed by our own Investment Department. Expand Read more

Morningstar undertakes both quantitative and qualitative fund research, which creates a holistic view of funds by combining an assessment of past performance with a forward looking opinion. Morningstar conduct regular face-to-face meetings with Fund Managers and undertake reviews in relation to performance, personnel, strategy, research capabilities and other qualitative factors that may impact the Fund Manager’s ability to achieve the desired investment results.

Morningstar’s research is then analysed by our own internal Investment Department and is presented to our Investment Committee who meet regularly to discuss findings from the on-going fund research and the effect of continuing with these funds or replacing them with better options. The end result is a list of recommended funds to consider alongside supporting guidance on how these funds may fit within a portfolio or behave in market environments.

TD Recommended Funds are monitored on an ongoing basis and recommendations are updated as soon as possible following any event deemed material to our opinion of a fund (e.g. a manager or strategy change) or at least quarterly, whichever the sooner.