As we approach the end of the year, our experts have crunched the numbers to bring you the 10 most popular funds with Bestinvest clients in 2018. How many of your funds made the list? Please read the Important information below and make sure you understand the risks before investing.
Published on 12 Dec 20186 minute read
Written by Jason Hollands
Few people will be surprised to see Terry Smith taking the top spot for the third year in a row. His popular Fundsmith Equity fund has a concentrated portfolio of 20-30 companies, predominantly from the UK, US and Europe. Smith looks for companies that deliver high returns on capital at attractive valuations, and then holds for the long term.
In second place is one of our Ready-made Portfolios. This fund is managed by our team of experts and aims to deliver growth by investing in a mix of shares, bonds, property, commodities and targeted absolute return funds.
Lindsell Train co-founders Michael Lindsell and Nick Train take the bronze medal this year. This fund invests in durable, cash-generative businesses from across the globe. Many of these companies come from the food and alcohol industries – the three biggest holdings are Unilever, Diageo and Heineken.
This Ready-made Portfolio has also proved popular with our clients in 2018. It has an adventurous strategy and aims to grow your investment over the long term. A significant part of the portfolio is invested in shares, including those of smaller companies and from the emerging markets and Asia.
Coming in at fifth place, this fund aims to replicate the performance of the S&P 500 – an index of the 500 largest US companies. The fund offers investors a simple and low-cost way to invest in the US stock market, which has historically been notoriously difficult for active managers to beat.
Run by experienced fund managers Anthony Cross and Julian Fosh, Liontrust Special Situations invests in UK equities with a bias towards small and medium-sized companies. Using Liontrust’s ‘Economic Advantage’ investment process, the duo looks for companies with competitive advantages that are difficult to replicate, such as intellectual property and strong distribution channels.
Coming in at number seven for the year is Stewart Investors Asia Pacific Leaders, which predominantly invests in large-cap companies from the Asia Pacific region (excluding Japan). The fund is managed by David Gait, a veteran who has worked for the company since 1997. His investment style focuses on the preservation of clients’ money, and as a result he tends to outperform falling markets but lag when they are rising.
This fund aims to grow investors’ capital while providing a regular income. To achieve this, fund manager Richard Colwell invests mainly in large and medium-sized UK companies, including the likes of AstraZeneca and Royal Dutch Shell. Colwell has the backing of one of the largest UK equity teams in the industry, and uses a combination of macroeconomic research and fundamental stock analysis to find companies.
This fund invests in large and medium-sized companies from the emerging markets. Backed by a team of analysts with an average of 17 years’ experience in the industry, fund manager Nick Price scrutinises balance sheets and focus on fundamentals to find high-quality companies. He also looks for businesses with strong market positions and competitive advantages, as they can deliver good earnings throughout the economic cycle.
In at number 10 is Threadneedle European Select, the only European fund on the list this year. Fund managers Dave Dudding and Mark Nichols look for companies with competitive advantages that can deliver strong sales and profit growth over the long term. Some of the biggest current holdings are Unilever, Adidas and L’Oreal.
All of these funds and thousands more can be held in our Stocks & Shares ISA. Open an account today and you will benefit from:
To get started just click the below button, call us on 020 7189 9999 or email firstname.lastname@example.org. We aim to provide investors with information to help them make their own investment decisions, although this should not be construed as advice or an investment recommendation. If you are unsure about the suitability of an investment or if you need advice on your specific requirements, we strongly suggest that you consider professional financial advice.