The images above are to illustrate our client portal. The lists are provided for information purposes only. They should not be taken as a personal recommendation and are not intended to provide advice. All clients should carry out their own research and get financial advice before investing if unsure.
Most purchased funds by our clients
December 2023
| Rank | Name | Type |
| 1. | Evelyn Growth Portfolio Clean | Fund of funds |
| 2. | Evelyn Adventurous Portfolio | Fund of funds |
| 3. | Evelyn Maximum Growth Portfolio | Fund of funds |
| 4. | TM Natixis Loomis Sayles U.S. Equity Leaders Fund | North America |
| 5. | Vanguard FTSE Developed World ex UK Equity Index Fund | Global |
| 6. | Vanguard LifeStrategy 100% Equity Fund | Global |
| 7. | Fundsmith Equity Fund | Global |
| 8. | Legal & General Global Technology Index Trust | Technology and Technology Innovation |
| 9. | Vanguard LifeStrategy 80% Equity Fund | Mixed Investment 40-85% Shares |
| 10. | Fidelity Investment Funds ICVC - Index World Fund | Global |
Source: Bestinvest. Note: the top 10 is based on the number of “buys” during the month of December.
Most purchased UK shares by our clients
December 2023
| Rank | Name | Type |
| 1. | Rolls-Royce Holdings PLC | Aerospace & Defense |
| 2. | British American Tobacco PLC | Tobacco |
| 3. | Lloyds Banking Group PLC | Banks |
| 4. | Anglo American PLC | Mining |
| 5. | Vodafone Group PLC | Mobile Telecommunications |
| 6. | Legal & General Group PLC | Life Insurance |
| 7. | Diageo PLC | Beverages |
| 8. | AstraZeneca PLC | Pharmaceuticals & Biotechnology |
| 9. | Insurance | |
| 10. | Defense and Aeronautics |
Most purchased Exchange Traded Funds (ETFs) by our clients
December 2023
| Rank | Name | Type |
| 1. | Vanguard S&P 500 UCITS ETF | North America |
| 2. | Invesco EQQQ Nasdaq-100 UCITS ETF | North America |
| 3. | iShares plc - iShares Core FTSE 100 UCITS ETF | UK All Companies |
| 4. | iShares Physical Gold ETC | Commodities and Natural Resources |
| 5. | iShares Physical Silver ETC | Commodities and Natural Resources |
| 6. | HSBC MSCI World UCITS ETF | Global |
| 7. | iShares Core UK Gilts UCITS ETF | UK Gilts |
| 8. | WisdomTree Physical Gold | Exchange Traded Funds |
| 9. | Vanguard FTSE All-World UCITS ETF | Global |
| 10. | iShares Core S&P 500 UCITS ETF | North America |
An ETF is an Exchange Traded Fund and an ETC is an Exchange Traded Commodity.
Most purchased Investment Trusts by our clients
December 2023
| Rank | Name | Type |
| 1. | Scottish Mortgage Investment Trust PLC | Global |
| 2. | JPMorgan Global Growth & Income PLC | Global Equity Income |
| 3. | Allianz Technology Trust PLC | Technology & Media |
| 4. | Pershing Square Holdings Ltd | North America |
| 5. | Polar Capital Technology Trust PLC | Technology & Media |
| 6. | Finsbury Growth & Income Trust PLC | UK Equity Income |
| 7. | JPMorgan American Investment Trust PLC | North America |
| 8. | BlackRock World Mining Trust PLC | Commodities and Natural Resources |
| 9. | Aberforth Smaller Companies Trust PLC | UK Smaller Companies |
| 10. | Mercantile Investment Trust PLC | UK All Companies |
