Where did our clients invest last month?
With restrictions lifting again in the UK and the roadmap out of the pandemic progressing, did it change where our clients put their money?
Published on 02 Jun 20216 minute read
Written by Lucy Cowley
The funds below have done well, but you should always keep in mind that investments go down as well as up and you may not get back the amount invested. Remember the golden (rings) rule: a fund’s past performance is not necessarily a guide to future performance.
Moderna is a name we all know thanks to its vaccine for Covid-19.
Manager: James Anderson
What’s in there? Moderna, Tencent Holdings
About the fund: most of the fund will be held in equities on the stock market. Anderson chooses long-term investments based on merit – so you know they’ve earnt it.
Think of Aslan – the creator and king of Narnia who sacrificed Himself to the White Witch to save Edmund Pevensie in The Lion, the Witch and the Wardrobe.
What’s in there? Asset allocation – 74% equity. Geographical – 54% UK. Capitalisation – 60% large caps.
About the fund: high tolerance for risk and a long-term investment horizon? This fund is aimed at the people who tick both boxes. It has a large exposure to shares, including smaller companies, emerging markets and Asia, meaning a higher chance of short-term volatility… hang on tight!
Another Lion makes an appearance...
Manager: Anthony Cross/Julian Fosh
What’s in there? Sage Group, Gamma Communications
About the fund: the managers have a quality growth investment style – this just means they look for companies with an economic advantage that keep up their profit growth, such as those in intellectual property. This is copyright, trade secrets, trademarks, etc. not a hotel that gets top marks in algebra.
Active fund managers have a rough time trying to add value to the large cap end of the American stock market, so have you thought about trying something a bit more passive?
Manager: HSBC Global Asset Management
What’s in there? Visa, Johnson & Johnson
About the fund: this fund aims to provide long-term capital growth – good so far – by matching the capital performance of the S&P 500 Index by replicating its stocks.
This fund scraped into our top 10 last month, but it’s heading up the chars this time. Let’s see what it has to offer.
Manager: Giles Rothbarth
What’s in there? SAP SE, Volvo
About the fund: Rothbarth tries to outperform in all market conditions – he’s going for gold. He builds his portfolio around high-quality stocks that he believes can provide long-term growth. But he will rotate the portfolio into different types of companies depending on his shorter-term view of the market. He’s got it all figured out.
The team takes trips from Edinburgh to America, when there’s no quarantine in place…
Manager: Gary Robinson / Ian Tabberer
What’s in there? Wayfair, Mastercard
About the fund: this team selects large and medium-sized companies that they think show potential for long-term growth and have reasonable valuations.
This is our most adventurous portfolio, raring to go. Think of Westley from The Princess Bride who battled pirates, Rodents Of Unusual Size in the fire swamp and an evil prince to be with the woman he loved.
What’s in there? Asset allocation – 86% equity. Geographical – 54% UK. Capitalisation – 59% large.
About the fund: this little wonder is for those with a very high tolerance for risk and who are going to be investing for a long time. It’s designed to deliver high growth by investing in UK and global stock markets but also has substantial exposure to both smaller companies and markets outside the UK, including emerging markets and Asia. Stock markets can be particularly volatile in the short term and investments in smaller companies and overseas markets carry their own risks.
Our third time in the charts this month, we’re blushing…
What’s in there? Asset allocation n – 64% equity. Geographical – 53% UK. Capitalisation – 61% large caps.
About the fund: if you’re ready to invest for a long time, take on risk, and want some diversification away from the stock market, our chum here could be for you. Some of the investment features have exposure to smaller companies, emerging markets and Asia (open to risk). But the rest of the fund is spread across bonds and other areas (actually help reduce risk).
Hmm, Baillie Gifford… Have we met before this month?
Manager: Douglas Brodie
What’s in there? Ocado, Tesla
About the fund: the team behind this fund targets a very specific type of company – those capable of growing into large caps. They believe that small businesses are no longer just domestic, they can grow internationally thanks to globalisation. It’s a fairly volatile friend is this fund, but it’s performed strongly since it launched in 2011.
Gold again. Now you’re just showing off…
Manager: Terry Smith
What’s in there? Microsoft, PayPal
About the fund: Fundsmith isn’t unfamiliar with 1st place, it regularly sits up here. Smith invests in a concentrated portfolio of large, liquid stocks, then holds them for the long term – this is a buy-and-hold strategy. He invests in quality companies, those able to sustain high rates of return on capital in cash.
How to invest in these funds
All of these funds (plus thousands more) can be bought in our award-winning Best SIPP and Stocks & Shares ISA or in an investment account (you can see our full awards list here.) These offer great value for money and give you control over your investments. It’s quick and easy to open an account with us – take a look below. Please read the important information below and make sure you understand the risks before investing.
Speak to us
For more information on the Best SIPP, our Stocks & Shares ISA, investment account or any of these funds, please get in touch by calling us on 020 7189 9999 or emailing us at firstname.lastname@example.org.
The value of your investment can go down as well as up, and you can get back less than you originally invested. Past performance is not a guide to future performance.
Before investing in funds please check the specific risk factors in the Key Features Document or refer to our risk warning notice as some funds can be high risk or complex; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest.
This article does not constitute personal advice. If you are in doubt as to the suitability of an investment please contact a financial adviser. It is based on our opinions which may change
*SIPPs are not suitable for everyone. They may not be right for you if you don’t want to invest across different asset classes or don’t think you will make use of the investment choices available to you. Please contact us for guidance or advice if you are unsure.