Where did our clients invest in April 2019?
The following 10 funds were the most popular amongst Bestinvest clients during April 2019.
Published on 09 May 20194 minute read
Written by Jason Hollands
Fundsmith Equity claimed the top spot again this month. Manager Terry Smith invests in quality companies that are typically found in Europe, UK, the US and often in the consumer staples sector. Some of the companies include big names such as Waters Corporation, Amadeus and PayPal.
Fund managers Michael Lindsell and Nick Train target capital and income growth from a concentrated portfolio of equities, including Heineken, Walt Disney and Kao. The majority of the companies are found in the food and alcohol, internet/media/software, financials and healthcare industries.
One of our portfolios takes the bronze medal. The Ready-made Portfolio invests in shares, bonds, property and other areas. The objective is to grow the value of investments over the long term.
Manager Nick Train invests in companies that he believes will still be profitable in business in 20 years’ time. He finds the bulk of the companies in the food and beverage, internet/media/software, financials and healthcare industries. Names such as Unilever, Burberry and Schroders feature.
Another of our Ready-made Portfolios, the fund aims to grow investments using an adventurous strategy. It has a large exposure to shares, including those in both smaller companies and overseas markets such as the emerging markets and Asia.
Manager Anthony Cross’s fund features a concentrated portfolio of UK equities. He goes for companies that have an ‘economic advantage’ and stays away from sensitive sectors, such as banking and mining. Some of the companies he holds are Royal Dutch Shell, Glaxosmithkline and BP.
This fund is a simple way to invest in large-cap US equities, specifically those of the S&P 500 index. It is made up of big, well-known companies such as Microsoft, Amazon and Google.
Manager David Gait is a cautious investor and goes for high-quality companies that make cash. He believes that engaging with the managers of the companies in the portfolio is key to running a good fund. Some of said companies are Unicharm Corporation, Delta Electronics and Tech Mahindra.
A newcomer to the recent months’ top 10. Baillie Gifford Global was founded in 2011. The fund aims to gain above-average returns over the long-term. The team managing the fund invests globally in companies such as Ocado, Wayfair and American technology company, Chegg.
Manager Hugh Yarrow invests in a concentrated portfolio of UK companies of all sizes, as well as some US and European large-caps. He leans more towards stable sectors such as consumer goods and healthcare and away from more volatile industries like mining and banks. The fund features famous names such as Relx, Sage and Diageo.
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. Both offer great value for money and give you control over your investments. It’s quick and easy to open an account with us, so why not do it today? 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 or any of these funds, please get in touch by calling us on 020 7189 9999 or emailing email@example.com.
The value of your investment can go down as well as up, and you can get back less than you originally invested.
Past performance or any yields quoted should not be considered reliable indicators of future returns. Restricted advice can be provided as part of other services offered by Bestinvest, upon request and on a fee basis. Before investing in funds please check the specific risk factors on 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. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to 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.