Where did our clients invest in August 2019?

1.      Fundsmith Equity

 Manager Terry Smith invests in a concentrated portfolio of large stocks and hold them for the long-term. His investments are typically found in Europe, UK and North America. He invests in companies able to maintain high rates of returns.

2.      Lindsell Train Global Equity

This fund targets capital and income growth, using companies such as Disney, Heineken and Mondelez. Managers Nick Train and Michael Lindsell buy what they view as durable, cash-generative franchises and hold them for the long term.

3.      Lindsell Train UK Equity

The fund is run by a London-based boutique specialising in UK, Japanese and Global equity portfolios. Michael Lindsell and Nick Train share an investment philosophy with Warren Buffet, focusing on quality companies. ‘I try to buy stocks in businesses that are so wonderful an idiot can run them. Because sooner or later, one will.’ - Warren Buffet.

4.      Tilney Bestinvest Growth Portfolio

One of our Ready-made Portfolios. It invests in shares, bonds, property and other areas. The objective is to grow the value of investments over the long term.

5.      HSBC American Index

This fund is an easy and low-cost way to invest in large US equities, specifically those in the S&P 500 index. You’ll find big names such as Google, Johnson & Johnson and Amazon. This is a low-cost passive fund that’s an attractive alternative to active funds where managers have struggled to add value to this end of the US equity market.

6.      Tilney Bestinvest Aggressive Growth Portfolio

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.

7.      Stewart Investors Asia Pacific Leaders

The objective: to grow capital by investing in large-cap companies in the Asia Pacific region (excluding Japan). David Gait only became manager in 2016, but he is a First State veteran, working for the company since 1997. He’s a cautious investor, but people seem to like this with it rarely not appearing in our top 10.

8.      Baillie Gifford Global Discovery

A new name to the recent charts. This fund aims to provide above average returns over the long term. The team is managed by Douglas Brodie, and they invest in global small-caps that are capable of growing into large-caps. The fund has performed strongly since it was launched, but it has been volatile too. It features companies such as Lendingtree, Wayfair and Ocado Group.

9.      TB Evenlode Income

The fund puts an emphasis on producing attractive levels of income. Manager Hugh Yarrow’s performance stands in comparison with the best in the business even though he has been in the UK Equity Income sector for a relatively short period of time. Running a smaller, more flexible fund benefits him a lot, and companies such as Glaxosmithkline, Sage and Diageo feature. 

10.  Liontrust Special Situations

Manager Anthony Cross targets long-term capital growth from a relatively concentrated portfolio of UK equities. He stays away from economically sensitive areas such as banking and mining, focusing on those with an economic advantage, like intellectual property (e.g. copyrights, trade secrets and trademarks).

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.

OPEN A SIPP

OPEN AN ISA

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 best@bestinvest.co.uk.

 

Important information

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.