My top ETFs for a 2026 UK investor's portfolio

The ETFs below are my current top favourites for a 2026 general investment portfolio for a UK investor.

My core ETFs would be PSRU FTSE UK and PSRW FTSE All world. Value stocks should do well, so IWVG is another 'safe' horse being an All World Value ETF which has shown good performance.

The other ETFs will depend on which sectors you like the most for 2026.

GIGB would definitely be a top satellite holding as mining will be strong in 2026 (Gold, Silver and Copper especially). Buy quickly before it becomes overvalued.

XFSN/IUFS/BNKE are financial ETFs, BNKE has done particularly well in 2025 and due to Ukraine and EU financial support, should also do well in 2026 either via defense spending or rebuilding programmes.

EQQQ/XLKQ are Tech USA ETFs - these may not perform as well as in the previous 3 year but should still show growth.

CSKR is for the Korean market (e.g. Samsung, Hynix)

HNSS for NASDAQ semiconductors (strong in AMD, TSMC, ASML, Broadcom, etc.)

There is a worldwide shortage of memory for AI and Data Centres. Demand for automation will increase as labour costs increase. Samsung (Korea), Hynix (Korea) and Micron (USA) supply 90% of memory chips to the world. Samsung make chips for many other companies too (Apple, Tesla, Broadcom, motor manufacturers, etc.) and is attempting to compete with TSMC for more foundry business.

The table below gives you the essential ETF details...

Exchange rates for EU and USA are not predicted to change much in 2026. In 2025, the USD exchange rate caused USA stocks to perform badly for UK investors with the S&P 500 losing approx 8% in terms of UK £GBP. With a more constant exchange rate expected in 2026, USA stocks should do better than they did in 2025.

I haven't listed it, but nuclear/uranium should do well in the long term and just at the moment, this sector is a bargain. Something like NUCG might be worth holding for the long term if you buy it now.

For individual companies in 2026, take a look at some of my previous blog articles.

If crypto was going to succeed, it would have done so by now. I have sold all mine as I don't want to be left holding the baby!

The above is for information only and is not financial advice - please do your own research.