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The most popular assets on Bestinvest

The most popular assets on Bestinvest

We share which funds, shares, ETFs and investment trusts our clients are investing in the most.

The value of your investments and the income from them may go down as well as up, and you could get back less than you invested.

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. The top 10 is based on the number of accounts that have purchased the investment during the month.

Top 10 most popular funds on Bestinvest in October 2026

Rank Name Type
1.

Evelyn Growth Portfolio

Fund of funds
2.

Fidelity Index World

Global
3.

Evelyn Adventurous Portfolio

Fund of funds
4.

Evelyn Smart Maximum Growth Portfolio

Fund of funds
5.

Vanguard FTSE Developed World ex UK Equity Index Fund

Global
6.

Evelyn Maximum Growth Portfolio

Fund of funds
7. Vanguard LifeStrategy 100% Equity 

Fund of funds
8. Vanguard FTSE Global All Cap Index Fund

North America
9. Legal & General Global Technology Index Trust

Technology and Technology Innovation
10.

Evelyn Smart Adventurous Portfolio

Fund of funds

Top 10 most popular shares on Bestinvest in October 2026

Rank Name Type
1.

Rolls-Royce Holdings PLC

Aerospace & Defense
2.

Lloyds Banking Group PLC

Banking
3. Space Exploration Technologies Corp

Industrials/communication services
4. NatWest Group PLC

Banking
5. HSBC Holdings PLC

Banking
6.

BAE Systems PLC

Defense and Aeronautics
7.

Aviva PLC

Insurance
8. Legal & General Group PLC

Life Insurance
9. Micron Technology Inc

IT Hardware
10. GSK PLC

Healthcare

Top 10 most popular Exchange-traded Funds/Commodities (ETFs/ETCs) on Bestinvest in October 2026

Rank Name Type
1.

Invesco Physical Gold ETC

Commodities and Natural Resources
2.

Vanguard S&P 500 UCITS ETF

North America
3.

Vanguard FTSE All-World UCITS ETF

Global
4.

iShares Physical Gold ETC

Commodities and Natural Resources
5.

iShares Core FTSE 100 UCITS ETF

UK All Companies
6.

iShares Physical Silver ETC

Commodities and Natural Resources
7.

iShares Core UK Gilts UCITS ETF

UK Gilts
8.

State Street SPDR MSCI All Country World UCITS ETF

Global
9. Vanguard FTSE All-World High Dividend Yield UCITS ETF

Global Equity Income
10 WisdomTree Physical Gold Commodities and Natural Resources

Top 10 most popular investment trusts on Bestinvest in October 2026

Rank Name Type
1.

Temple Bar Investment Trust PLC

UK Equity Income
2.

Scottish Mortgage Investment Trust PLC

Global
3.

Allianz Technology Trust PLC

Technology and Technology Innovation
4.

Polar Capital Technology Trust PLC

Technology and Technology Innovation
5.

City of London Investment Trust PLC

UK Equity Income
6.

JPMorgan Global Growth & Income PLC

Global Equity Income
7.

Templeton Emerging Markets Investment Trust PLC

Global Emerging Markets
8.

Schroder Oriental Income Fund Ltd

Asia Pacific Equity Income
9. Law Debenture Corporation

UK Equity Income
10. The Renewables Infrastructure Group

Renewable Energy Infrastructure

Top 10 most popular funds for monthly investment savings on Bestinvest in October 2026

Rank Name Type
1.

Evelyn Growth Portfolio

Fund of funds
2.

Evelyn Adventurous Portfolio

Fund of funds
3.

Fidelity Index World

Global
4.

Evelyn Maximum Growth Portfolio

Fund of funds
5.

Evelyn Smart Maximum Growth Portfolio

Fund of funds
6. Vanguard LifeStrategy 100% Equity 

Fund of funds
7.

Vanguard FTSE Developed World ex UK Equity Index Fund

Global
8.

Fundsmith Equity Fund

Global
9.

Evelyn Smart Adventurous Portfolio

Fund of funds
10.

Artemis UK Select Fund

UK All Companies

Previous most popular assets

Funds

  1. Evelyn Growth Portfolio (Fund of funds)
  2. Fidelity Index World (Global)
  3. Evelyn Adventurous Portfolio (Fund of funds)
  4. Evelyn Smart Maximum Growth Portfolio (Fund of funds)
  5. Evelyn Maximum Growth Portfolio (Fund of funds)
  6. Vanguard FTSE Developed World ex UK Equity Index Fund (Global)
  7. Vanguard LifeStrategy 100% Equity (Fund of funds)
  8. Evelyn Smart Adventurous Portfolio (Fund of funds)
  9. Artemis UK Select Fund (UK All Companies)
  10. Vanguard FTSE Global All Cap Index Fund (North America)

Shares

  1. Rolls-Royce Holdings PLC (Aerospace & Defense)
  2. Legal & General Group PLC (Life Insurance)
  3. BAE Systems PLC (Defense and Aeronautics)
  4. Aviva PLC (Insurance)
  5. NVIDIA Corp (IT Hardware)
  6. Standard Life PLC (Financial Services)
  7. Taylor Wimpey PLC (Household Durables)
  8. Lloyds Banking Group PLC (Banking)
  9. Barclays PLC (Banking)
  10. Amazon.com Inc (Broadline Retail)
Exchange Traded Funds (ETFs)
  1. Invesco Physical Gold ETC (Commodities and Natural Resources)
  2. iShares Physical Gold ETC (Commodities and Natural Resources)
  3. Vanguard S&P 500 UCITS ETF (North America)
  4. iShares Physical Silver ETC (Commodities and Natural Resources)
  5. Vanguard FTSE All-World UCITS ETF (Global)
  6. iShares Core FTSE 100 UCITS ETF (UK All Companies)
  7. WisdomTree Physical Silver (Commodities and Natural Resources)
  8. State Street SPDR S&P 500 UCITS ETF (North America)
  9. iShares UK Gilts 0-5yr UCITS ETF (UK Gilts)
  10. iShares Core UK Gilts UCITS ETF (UK Gilts)

Investment trusts

  1. Temple Bar Investment Trust PLC (UK Equity Income)
  2. Scottish Mortgage Investment Trust PLC (Global)
  3. Allianz Technology Trust PLC (Technology and Technology Innovation)
  4. City of London Investment Trust PLC (UK Equity Income)
  5. Primary Health Properties PLC (Real estate)
  6. JPMorgan Global Growth & Income PLC (Global Equity Income)
  7. Templeton Emerging Markets Investment Trust PLC (Global Emerging Markets)
  8. Polar Capital Technology Trust PLC (Technology and Technology Innovation)
  9. TwentyFour Select Monthly Income (Loans & Bonds)
  10. Law Debenture Corporation (UK Equity Income)

Monthly investment savings

  1. Evelyn Growth Portfolio (Fund of funds)
  2. Evelyn Adventurous Portfolio (Fund of funds)
  3. Fidelity Index World Fund (Global)
  4. Evelyn Maximum Growth Portfolio (Fund of funds)
  5. Evelyn Smart Maximum Growth Portfolio (Fund of funds)
  6. Vanguard LifeStrategy 100% Equity (Global)
  7. Fundsmith Equity Fund Portfolio (Global)
  8. Vanguard FTSE Developed World ex UK Equity Index Fund (Global)
  9. Evelyn Smart Adventurous Portfolio (Fund of funds)
  10. Artemis UK Select Fund (UK All Companies)

 

Funds

  1. Fidelity Index World (Global)
  2. Evelyn Smart Maximum Growth Portfolio (Fund of funds)
  3. Evelyn Smart Adventurous Portfolio (Fund of funds)
  4. Artemis UK Select Fund (UK All Companies)
  5. Artemis Global Income Fund (Global Equity Income)
  6. Legal & General Global Technology Index Trust (Technology and Technology Innovation)
  7. Vanguard FTSE Developed World ex UK Equity Index Fund (Global)
  8. Evelyn Smart Growth Fund (Fund of funds)
  9. HSBC FTSE All World Index C (Global)
  10. Legal & General US Index I (North America)

Shares

  1. Rolls-Royce Holdings PLC (Aerospace & Defense)
  2. AstraZeneca PLC (Healthcare)
  3. Legal & General Group PLC (Life Insurance)
  4. BAE Systems PLC (Defense and Aeronautics)
  5. Space Exploration Technologies Corp (Industrials/communication services)
  6. NVIDIA Corp (IT Hardware)
  7. GSK (Healthcare)
  8. HSBC Holdings PLC (Banking)
  9. Aviva PLC (Insurance)
  10. NatWest Group PLC (Banking)
Exchange Traded Funds (ETFs)
  1. Invesco Physical Gold ETC (Commodities and Natural Resources)
  2. iShares Physical Gold ETC (Commodities and Natural Resources)
  3. Vanguard S&P 500 UCITS ETF (North America)
  4. Vanguard FTSE All-World UCITS ETF (Global)
  5. iShares Physical Silver ETC (Commodities and Natural Resources)
  6. iShares Core FTSE 100 UCITS ETF (UK All Companies)
  7. iShares Core MSCI World UCITS ETF (Global)
  8. WisdomTree Physical Gold (Commodities and Natural Resources)
  9. WisdomTree Physical Silver (Commodities and Natural Resources)
  10. Xtrackers Euro Stoxx Quality Dividend UCITS ETF (Europe Excluding UK)

Investment trusts

  1. Temple Bar Investment Trust PLC (UK Equity Income)
  2. Scottish Mortgage Investment Trust PLC (Global)
  3. Allianz Technology Trust PLC (Technology and Technology Innovation)
  4. Polar Capital Technology Trust PLC (Technology and Technology Innovation)
  5. Templeton Emerging Markets Investment Trust PLC (Global Emerging Markets)
  6. CQS Natural Resources Growth and Income PLC (Commodities and Natural Resources)
  7. Primary Health Properties PLC (Real estate)
  8. JPMorgan Global Growth & Income PLC (Global Equity Income)
  9. City of London Investment Trust PLC (UK Equity Income)
  10. The Renewables Infrastructure Group (Renewable Energy Infrastructure)

Monthly investment savings

  1. Evelyn Growth Portfolio (Fund of funds)
  2. Evelyn Adventurous Portfolio (Fund of funds)
  3. Fidelity Index World Fund (Global)
  4. Evelyn Maximum Growth Portfolio (Fund of funds)
  5. Evelyn Smart Maximum Growth Portfolio (Fund of funds)
  6. Vanguard LifeStrategy 100% Equity (Global)
  7. Fundsmith Equity Fund Portfolio (Global)
  8. Vanguard FTSE Developed World ex UK Equity Index Fund (Global)
  9. Evelyn Smart Adventurous Portfolio (Fund of funds)
  10. Artemis UK Select Fund (UK All Companies)

 

Funds

  1. Evelyn Growth Portfolio (Fund of funds)
  2. Fidelity Index World (Global)
  3. Evelyn Adventurous Portfolio (Fund of funds)
  4. Evelyn Smart Maximum Growth Portfolio (Fund of funds)
  5. Vanguard FTSE Developed World ex UK Equity Index Fund (Global)
  6. Evelyn Maximum Growth Portfolio (Fund of Funds)
  7. Evelyn Smart Adventurous Portfolio (Fund of funds)
  8. Vanguard LifeStrategy 100% Equity (Global)
  9. Legal & General Global Technology Index Trust (Technology and Technology Innovation)
  10. Artemis Global Income Fund (Global Equity Income)

Shares

  1. Rolls-Royce Holdings PLC (Aerospace & Defense)
  2. BAE Systems PLC (Defense and Aeronautics)
  3. AstraZeneca PLC (Healthcare)
  4. Lloyds Banking Group PLC (Banking)
  5. Space Exploration Technologies Corp (Industrials/communication services)
  6. BP PLC (Energy)
  7. NatWest Group PLC (Banking)
  8. Shell PLC (Energy)
  9. HSBC Holdings PLC (Banking)
  10. Taylor Wimpey PLC (Household Goods)
Exchange Traded Funds (ETFs)
  1. Vanguard S&P 500 UCITS ETF (North America)
  2. Vanguard FTSE All-World UCITS ETF (Global)
  3. Invesco Physical Gold ETC (Commodities and Natural Resources)
  4. State Street SPDR MSCI All Country World UCITS ETF (Global)
  5. iShares Physical Gold ETC (Commodities and Natural Resources)
  6. iShares Physical Silver ETC (Commodities and Natural Resources)
  7. iShares Core FTSE 100 UCITS ETF (UK All Companies)
  8. iShares Edge MSCI World Value Factor UCITS ETF Acc (North America)
  9. iShares UK Dividend UCITS ETF (UK Equity Income)
  10. Vanguard FTSE All-World High Dividend Yield UCITS ETF (Global Equity Income)

Investment trusts

  1. Temple Bar Investment Trust PLC (UK Equity Income)
  2. Polar Capital Technology Trust PLC (Technology and Technology Innovation)
  3. Scottish Mortgage Investment Trust PLC (Global)
  4. Allianz Technology Trust PLC (Technology and Technology Innovation)
  5. Templeton Emerging Markets Investment Trust PLC (Global Emerging Markets)
  6. JPMorgan Global Growth & Income PLC (Global Equity Income)
  7. BlackRock World Mining Trust PLC (Commodities and Natural Resources)
  8. City of London Investment Trust PLC (UK Equity Income)
  9. BlackRock American Income Trust (North America)
  10. Alliance Witan PLC (Global)

Monthly investment savings

  1. Evelyn Growth Portfolio (Fund of funds)
  2. Evelyn Adventurous Portfolio (Fund of funds)
  3. Fidelity Index World Fund (Global)
  4. Evelyn Maximum Growth Portfolio (Fund of funds)
  5. Evelyn Smart Maximum Growth Portfolio (Fund of funds)
  6. Vanguard LifeStrategy 100% Equity (Global)
  7. Fundsmith Equity Fund Portfolio (Global)
  8. Vanguard FTSE Developed World ex UK Equity Index Fund (Global)
  9. Evelyn Smart Adventurous Portfolio (Fund of funds)
  10. Artemis UK Select Fund (UK All Companies)

 

Funds

  1. Fidelity Index World (Global)
  2. Evelyn Growth Portfolio (Fund of funds)
  3. Evelyn Adventurous Portfolio (Fund of funds)
  4. Evelyn Smart Maximum Growth Portfolio (Fund of funds)
  5. Artemis Global Income Fund (Global Equity Income)
  6. Vanguard FTSE Developed World ex UK Equity Index Fund (Global)
  7. Vanguard LifeStrategy 100% Equity (Global)
  8. Evelyn Maximum Growth Portfolio (Fund of Funds)
  9. Legal & General Global Technology Index Trust (Technology and Technology Innovation)
  10. Evelyn Smart Adventurous Portfolio (Fund of funds)

Shares

  1. Rolls-Royce Holdings PLC (Aerospace & Defense)
  2. Filtronic PLC (IT Hardware)
  3. Legal & General Group PLC (Life Insurance)
  4. Micron Technology Inc (IT Hardware)
  5. NVIDIA Corp (IT Hardware)
  6. BAE Systems PLC (Defense and Aeronautics)
  7. Aviva PLC (Insurance)
  8. F&C Investment Trust PLC (Investment Trust)
  9. Microsoft Corp (Technology and Technology Innovation)
  10. Seraphim Space Investment Trust PLC (Investment Trust)
Exchange Traded Funds (ETFs)
  1. Vanguard S&P 500 UCITS ETF (North America)
  2. Invesco Physical Gold ETC (Commodities and Natural Resources)
  3. iShares Physical Gold ETC (Commodities and Natural Resources)
  4. Vanguard FTSE All-World UCITS ETF (Global)
  5. Xtrackers MSCI Korea UCITS ETF (Specialist)
  6. iShares Physical Silver ETC (Commodities and Natural Resources)
  7. iShares Core MSCI World UCITS ETF (Global)
  8. Invesco EQQQ NASDAQ-100 UCITS ETF Dist (North America)
  9. iShares Edge MSCI World Value Factor UCITS ETF Acc (North America)
  10. iShares Core MSCI World UCITS ETF (Global)

Investment trusts

  1. Scottish Mortgage Investment Trust PLC (Global)
  2. Polar Capital Technology Trust PLC (Technology and Technology Innovation)
  3. Allianz Technology Trust PLC (Technology and Technology Innovation)
  4. Templeton Emerging Markets Investment Trust PLC (Global Emerging Markets)
  5. Temple Bar Investment Trust PLC (UK Equity Income)
  6. City of London Investment Trust PLC (UK Equity Income)
  7. JPMorgan Global Growth & Income PLC /  3i Group (Global Equity Income/ Private Equity)
  8. Primary Health Properties PLC (Real Estate)
  9. Alliance Witan PLC (Global)
  10. BlackRock World Mining Trust PLC (Commodities and Natural Resources)

Monthly investment savings

  1. Evelyn Growth Portfolio (Fund of funds)
  2. Evelyn Adventurous Portfolio (Fund of funds)
  3. Fidelity Index World Fund (Global)
  4. Evelyn Maximum Growth Portfolio (Fund of funds)
  5. Evelyn Smart Maximum Growth Portfolio (Fund of funds)
  6. Vanguard LifeStrategy 100% Equity (Global)
  7. Fundsmith Equity Fund Portfolio (Global)
  8. Evelyn Smart Adventurous Portfolio (Fund of funds)
  9. Vanguard FTSE Developed World ex UK Equity Index Fund (Global)
  10. Artemis UK Select Fund (UK All Companies)

 

Funds

  1. Evelyn Growth Portfolio (Fund of funds)
  2. Fidelity Index World (Global)
  3. Evelyn Smart Maximum Growth Portfolio (Fund of funds)
  4. Evelyn Adventurous Portfolio (Fund of funds)
  5. Vanguard FTSE Developed World ex UK Equity Index Fund (Global)
  6. Evelyn Maximum Growth Portfolio (Fund of Funds)
  7. Vanguard LifeStrategy 100% Equity (Global)
  8. Legal & General Global Technology Index Trust (Technology and Technology Innovation)
  9. Artemis Global Income Fund (Global Equity Income)
  10. Evelyn Smart Adventurous Portfolio (Fund of funds)

Shares

  1. Rolls-Royce Holdings PLC (Aerospace & Defense)
  2. Filtronic PLC (IT Hardware)
  3. Aviva PLC (Insurance)
  4. BAE Systems PLC (Defense and Aeronautics)
  5. NVIDIA Corp (IT Hardware)
  6. Micron Technology Inc (IT Hardware)
  7. Legal & General Group PLC (Life Insurance)
  8. BP PLC (Energy)
  9. NatWest Group PLC (Banking)
  10. Lloyds Banking Group PLC (Banking)
Exchange Traded Funds (ETFs)
  1. Vanguard S&P 500 UCITS ETF (North America)
  2. Vanguard FTSE All-World UCITS ETF (Global)
  3. Invesco Physical Gold ETC (Commodities and Natural Resources)
  4. iShares Physical Gold ETC (Commodities and Natural Resources)
  5. State Street SPDR MSCI All Country World UCITS ETF  (Global)
  6. iShares Physical Silver ETC (Commodities and Natural Resources)
  7. State Street SPDR S&P 500 UCITS ETF (North America)
  8. iShares Core FTSE 100 UCITS ETF (UK All Companies)
  9. Xtrackers MSCI Korea UCITS ETF (Specialist)
  10. iShares Core MSCI World UCITS ETF (Global)

Investment trusts

  1. Scottish Mortgage Investment Trust PLC (Global)
  2. Allianz Technology Trust PLC (Technology and Technology Innovation)
  3. Polar Capital Technology Trust PLC (Technology and Technology Innovation)
  4. Templeton Emerging Markets Investment Trust PLC (Global Emerging Markets)
  5. Temple Bar Investment Trust PLC (UK Equity Income)
  6. JPMorgan Global Growth & Income PLC (Global Equity Income)
  7. BlackRock World Mining Trust PLC (Commodities and Natural Resources)
  8. City of London Investment Trust PLC (UK Equity Income)
  9. Temple Bar Investment Trust PLC (UK Equity Income)
  10. City of London Investment Trust PLC (UK Equity Income)
  11. Primary Health Properties PLC (Real Estate)
  12. Schroder Oriental Income Fund LTD (Global)

Monthly investment savings

  1. Evelyn Growth Portfolio (Fund of funds)
  2. Evelyn Adventurous Portfolio (Fund of funds)
  3. Fidelity Index World Fund (Global)
  4. Evelyn Maximum Growth Portfolio (Fund of funds)
  5. Evelyn Smart Maximum Growth Portfolio (Fund of funds)
  6. Vanguard LifeStrategy 100% Equity (Global)
  7. Fundsmith Equity Fund Portfolio (Global)
  8. Vanguard FTSE Developed World ex UK Equity Index Fund (Global)
  9. Artemis UK Select Fund (UK All Companies)
  10. Evelyn Smart Adventurous Portfolio (Fund of funds)

 

Funds

  1. Fidelity Index World (Global)
  2. Evelyn Smart Maximum Growth Portfolio (Fund of funds)
  3. Artemis UK Select Fund (UK All Companies)
  4. Artemis Global Income Fund (Global Equity Income)
  5. BlackRock Gold and General Fund (Specialist)
  6. Evelyn Smart Adventurous Portfolio (Fund of funds)
  7. TM Natixis Loomis Sayles U.S. Equity Leaders Fund (North America)
  8. Evelyn Growth Portfolio (Fund of funds)
  9. Evelyn Adventurous Portfolio (Fund of funds)
  10. Vanguard FTSE Developed World ex UK Equity Index Fund (Global)

Shares

  1. Rolls-Royce Holdings PLC (Aerospace & Defense)
  2. Legal & General Group PLC (Life Insurance)
  3. Taylor Wimpey PLC (Household Goods)
  4. Microsoft Corp (Technology)
  5. BAE Systems PLC (Defense and Aeronautics)
  6. easyJet PLC (Tourism and Leisure Services)
  7. Filtronic PLC (IT Hardware)
  8. GSK PLC (Pharma and Biotech)
  9. BP PLC (Energy)
  10. AstraZeneca PLC (Pharma and Biotech)
Exchange Traded Funds (ETFs)
  1. Vanguard S&P 500 UCITS ETF (North America)
  2. Invesco Physical Gold ETC (Commodities and Natural Resources)
  3. Vanguard FTSE All-World UCITS ETF (Global)
  4. iShares Core FTSE 100 UCITS ETF (UK All Companies)
  5. iShares Physical Gold ETC (Commodities and Natural Resources)
  6. State Street SPDR S&P 500 UCITS ETF (North America)
  7. State Street SPDR MSCI All Country World UCITS ETF  (Global)
  8. iShares Physical Silver ETC (Commodities and Natural Resources)
  9. iShares Core FTSE 100 UCITS ETF (UK All Companies)
  10. Invesco EQQQ NASDAQ-100 UCITS ETF (North America)

Investment trusts

  1. Scottish Mortgage Investment Trust PLC (Global)
  2. Temple Bar Investment Trust PLC (UK Equity Income)
  3. Polar Capital Technology Trust PLC (Technology and Technology Innovation)
  4. Allianz Technology Trust PLC (Technology and Technology Innovation)
  5. Templeton Emerging Markets Investment Trust PLC (Global Emerging Markets)
  6. City of London Investment Trust PLC (UK Equity Income)
  7. BlackRock World Mining Trust PLC (Commodities and Natural Resources)
  8. F&C Investment Trust PLC (Global)
  9. JPMorgan Global Growth & Income PLC (Global Equity Income)
  10. Schroder Oriental Income Fund LTD (Global)

Monthly investment savings

  1. Evelyn Growth Portfolio (Fund of funds)
  2. Evelyn Adventurous Portfolio (Fund of funds)
  3. Fidelity Index World Fund (Global)
  4. Evelyn Maximum Growth Portfolio (Fund of funds)
  5. Vanguard LifeStrategy 100% Equity (Global)
  6. Evelyn Smart Maximum Growth Portfolio (Fund of funds)
  7. Fundsmith Equity Fund Portfolio (Global)
  8. Artemis UK Select Fund (UK All Companies)
  9. Vanguard FTSE Developed World ex UK Equity Index Fund (Global)
  10. Evelyn Smart Adventurous Portfolio (Fund of funds)

 

Funds

  1. Evelyn Growth Portfolio (Fund of funds)
  2. Evelyn Adventurous Portfolio (Fund of funds)
  3. Fidelity Index World (Global)
  4. Evelyn Smart Maximum Growth Portfolio (Fund of funds)
  5. Artemis UK Select Fund (UK All Companies)
  6. Evelyn Maximum Growth Portfolio (Fund of funds)
  7. BlackRock Gold and General Fund (Specialist)
  8. Vanguard LifeStrategy 100% Equity (Global)
  9. Artemis Global Income Fund (Global Equity Income)
  10. Evelyn Smart Adventurous Portfolio (Fund of funds)

Shares

  1. Legal & General Group PLC (Life Insurance)
  2. Rolls-Royce Holdings PLC (Aerospace & Defense)
  3. Taylor Wimpey PLC (Household Goods)
  4. International Consolidated Airlines Group (Tourism and Leisure Services)
  5. Aviva PLC (Insurance)
  6. Barclays PLC (Banking)
  7. BAE Systems PLC (Defense and Aeronautics)
  8. NatWest Group PLC (Banking)
  9. easyJet PLC (Tourism and Leisure Services)
  10. Lloyds Banking Group PLC (Banking)
Exchange Traded Funds (ETFs)
  1. Invesco Physical Gold ETC (Commodities and Natural Resources)
  2. Vanguard S&P 500 UCITS ETF (North America)
  3. iShares Physical Gold ETC (Commodities and Natural Resources)
  4. iShares Core FTSE 100 UCITS ETF (UK All Companies)
  5. Vanguard FTSE All-World UCITS ETF (Global)
  6. iShares Physical Silver ETC (Commodities and Natural Resources)
  7. iShares Oil & Gas Exploration & Production UCITS ETF (Commodities and Natural Resources)
  8. L&G Gold Mining UCITS ETF (Commodities and Natural Resources)
  9. iShares Core MSCI World UCITS ETF (Global)
  10. WisdomTree Physical Silver (Exchange Traded Commodities)

Investment trusts

  1. Temple Bar Investment Trust PLC (UK Equity Income)
  2. Scottish Mortgage Investment Trust PLC (Global)
  3. City of London Investment Trust PLC (UK Equity Income)
  4. Templeton Emerging Markets Investment Trust PLC (Global Emerging Markets)
  5. Primary Health Properties PLC (Real Estate)
  6. BlackRock World Mining Trust PLC (Commodities and Natural Resources)
  7. Law Debenture Corp PLC (UK Equity Income)
  8. JPMorgan Global Growth & Income PLC (Global Equity Income)
  9. Polar Capital Technology Trust PLC (Technology and Technology Innovation)
  10. Fidelity European Trust PLC (Europe)

Monthly investment savings

  1. Evelyn Growth Portfolio (Fund of funds)
  2. Evelyn Adventurous Portfolio (Fund of funds)
  3. Fidelity Index World Fund (Global)
  4. Evelyn Maximum Growth Portfolio (Fund of funds)
  5. Vanguard LifeStrategy 100% Equity (Global)
  6. Fundsmith Equity Fund Portfolio (Global)
  7. Evelyn Smart Maximum Growth Portfolio (Fund of funds)
  8. Artemis UK Select Fund (UK All Companies)
  9. Vanguard FTSE Developed World ex UK Equity Index Fund (Global)
  10. Evelyn Smart Adventurous Portfolio (Fund of funds)

Funds

  1. Artemis UK Select Fund (UK All Companies)
  2. Artemis Global Income Fund (Global Equity Income)
  3. BlackRock Gold and General Fund (Specialist)
  4. Fidelity Index World (Global)
  5. Evelyn Smart Maximum Growth Portfolio (Fund of funds)
  6. Evelyn Growth Portfolio (Fund of funds)
  7. Evelyn Adventurous Portfolio (Fund of funds)
  8. Artemis SmartGARP European Equity Fund (Europe Excluding UK)
  9. Vanguard FTSE Developed World ex UK Equity Index Fund (Global)
  10. Vanguard LifeStrategy 100% Equity (Global)

Shares

  1. Rolls-Royce Holdings PLC (Aerospace & Defense)
  2. Legal & General Group PLC (Life Insurance)
  3. NatWest Group PLC (Banking)
  4. Relx PLC (IT Services)
  5. Diageo PLC (Beverages)
  6. Lloyds Banking Group PLC (Banking)
  7. Microsoft Corp (Technology)
  8. Filtronic PLC (IT Hardware)
  9. BAE Systems PLC (Defense and Aeronautics)
  10. BP PLC (Energy)
Exchange Traded Funds (ETFs)
  1. Invesco Physical Gold ETC (Commodities and Natural Resources)
  2. iShares Physical Silver ETC (Commodities and Natural Resources)
  3. Vanguard S&P 500 UCITS ETF (North America)
  4. iShares Physical Gold ETC (Commodities and Natural Resources)
  5. Vanguard FTSE All-World UCITS ETF (Global)
  6. iShares Core FTSE 100 UCITS ETF (UK All Companies)
  7. WisdomTree Physical Silver (Exchange Traded Commodities)
  8. WisdomTree Physical Gold (Exchange Traded Funds)
  9. Vanguard FTSE All-World High Dividend Yield UCITS ETF (Global)
  10. SPDR S&P 500 UCITS ETF (North America)

Investment trusts

  1. Temple Bar Investment Trust PLC (UK Equity Income)
  2. Scottish Mortgage Investment Trust PLC (Global)
  3. Templeton Emerging Markets Investment Trust PLC (Global Emerging Markets)
  4. City of London Investment Trust PLC (UK Equity Income)
  5. Polar Capital Technology Trust PLC (Technology and Technology Innovation)
  6. Allianz Technology Trust PLC (Technology and Technology Innovation)
  7. HgCapital Trust PLC (Private Equity)
  8. BlackRock World Mining Trust PLC (Commodities and Natural Resources)
  9. Renewables Infrastructure Group Ltd (Renewable Infrastructure)
  10. Fidelity European Trust PLC (Europe)

Monthly investment savings

  1. Evelyn Growth Portfolio (Fund of funds)
  2. Evelyn Adventurous Portfolio (Fund of funds)
  3. Fidelity Index World Fund (Global)
  4. Evelyn Maximum Growth Portfolio (Fund of funds)
  5. Fundsmith Equity Fund Portfolio (Global)
  6. Vanguard LifeStrategy 100% Equity (Global)
  7. Artemis UK Select Fund (UK All Companies)
  8. Evelyn Smart Maximum Growth Portfolio (Fund of funds)
  9. Vanguard FTSE Developed World ex UK Equity Index Fund (Global)
  10. Vanguard LifeStrategy 80% Equity Fund (Global)

Funds

  1. Evelyn Growth Portfolio (Fund of funds)
  2. Evelyn Adventurous Portfolio (Fund of funds)
  3. Fidelity Index World (Global)
  4. Artemis UK Select Fund (UK All Companies)
  5. BlackRock Gold and General Fund (Specialist)
  6. Evelyn Smart Maximum Growth Portfolio (Fund of funds)
  7. Evelyn Maximum Growth Portfolio (Fund of funds)
  8. Artemis Global Income Fund (Global Equity Income)
  9. Vanguard LifeStrategy 100% Equity (Global)
  10. Vanguard FTSE Developed World ex UK Equity Index Fund (Global)

Shares

  1. Rolls-Royce Holdings PLC (Aerospace & Defense)
  2. Legal & General Group PLC (Life Insurance)
  3. BAE Systems PLC (Defense and Aeronautics)
  4. Aviva PLC (Insurance)
  5. Diageo PLC (Beverages)
  6. Fresnillo PLC (Mining)
  7. Lloyds Banking Group PLC (Banking)
  8. BP PLC (Energy)
  9. Babcock International Group PLC (Defense and Aeronautics)
  10. Taylor Wimpey PLC (Household Goods)
Exchange Traded Funds (ETFs)
  1. Invesco Physical Gold ETC (Commodities and Natural Resources)
  2. iShares Physical Silver ETC (Commodities and Natural Resources)
  3. iShares Physical Gold ETC (Commodities and Natural Resources)
  4. Vanguard S&P 500 UCITS ETF (North America)
  5. WisdomTree Physical Silver (Exchange Traded Commodities)
  6. Vanguard FTSE All-World UCITS ETF (Global)
  7. L&G Gold Mining UCITS ETF (Commodities and Natural Resources)
  8. iShares Core FTSE 100 UCITS ETF (UK All Companies)
  9. WisdomTree Physical Precious Metals (Exchange Traded Commodities)
  10. iShares Core MSCI World UCITS ETF (Global)

Investment trusts

  1. Temple Bar Investment Trust PLC (UK Equity Income)
  2. Scottish Mortgage Investment Trust PLC (Global)
  3. City of London Investment Trust PLC (UK Equity Income)
  4. Templeton Emerging Markets Investment Trust PLC (Global Emerging Markets)
  5. BlackRock World Mining Trust PLC (Commodities and Natural Resources)
  6. Allianz Technology Trust PLC (Technology and Technology Innovation)
  7. Primary Health Properties PLC (Real Estate)
  8. Law Debenture Corp PLC (UK Equity Income)
  9. JPMorgan Global Growth & Income PLC (Global Equity Income)
  10. Alliance Witan PLC (Global)

Monthly investment savings

  1. Evelyn Growth Portfolio (Fund of funds)
  2. Evelyn Adventurous Portfolio (Fund of funds)
  3. Fidelity Index World Fund (Global)
  4. Evelyn Maximum Growth Portfolio (Fund of funds)
  5. Fundsmith Equity Fund Portfolio (Global)
  6. Vanguard LifeStrategy 100% Equity (Global)
  7. Artemis UK Select Fund (UK All Companies)
  8. Evelyn Smart Maximum Growth Portfolio (Fund of funds)
  9. Vanguard FTSE Developed World ex UK Equity Index Fund (Global)
  10. Evelyn Smart Adventurous Portfolio (Fund of funds)