Principal Investment Management

We specialise in discretionary portfolio management

Welcome to WhiteList.co.uk

The White List Portfolio is specifically designed for ISA investors looking for both income and capital growth. Our aim is to make choosing an investment fund easier by identifying the top performing UK equity income funds. The fund selection is reviewed and published every six months in our Income Study.

For over 30 years our Income Study has offered thousands of investors a definitive guide to UK Equity Income Funds, by sorting the entire sector into White, Grey and Black Lists. The White List is a group of funds that have been identified from strict statistical analysis as those which provide the sector’s best combination of return and risk.

Through this website you can:

  • View our latest White List of recommended funds
  • Find out about investing in our White List Portfolio ISA
  • Contact our Dealing Only service to buy or sell individual funds