Where did our clients invest last month?
With the last part of the ‘summer holidays’ coming to an end and parts of the North remaining in intense local lockdowns, how did investors invest their investable cash?
Published on 07 Sep 20206 minute read
Written by Lucy Cowley
Funnily enough, this is actually the most adventurous fund we have!
In the fund: Asset allocation – 87% equity. Geographical – 54% UK. Capitalisation – 61% large caps.
About the fund: the fund aims to deliver high growth and has substantial exposure to smaller companies and outside the UK (inc. emerging markets and Asia). You need a very high tolerance for risk for this one – think free divers.
Last month’s number 10 has moved up a place, so it’s heading in the right direction!
Manager: (management team)
Some names in the fund: Taiwan Semiconductor Manufacturing, Dexcom Inc.
About the fund: this fund tries to do good with your money. The companies within it deliver growth in one of four areas: social inclusion and education; environment and resource needs; healthcare and quality of life; and the needs of the world’s poorest populations. What a champ.
Intellectual property is an example of ‘economic advantage’ for the managers, which is not a B&B with a PhD.
Manager: Anthony Cross/Julian Fosh
Some names in the fund: GlaxoSmithKline, Sage, Diageo
About the fund: the fund has a bias to mid and small caps and has a concentrated portfolio of UK equities. The managers look for companies with an ‘economic advantage’ aka those enabling them to produce a sustained profit growth.
Is this fund the answer to the problems faced by active fund managers?
Manager: HSBC Global Asset Management
Some names in the fund: Apple (first US$2 trillion company), Johnson and Johnson, Procter and Gamble
About the fund: this fund aims to provide long-term capital growth by matching the capital performance of the S&P 500 Index by replicating its stocks. It’s not easy for active fund managers to add value to the large cap end of the American stock market, so this fund could be a good alternative…
The fund lives up to its name with a whopping 98% of its asset allocation in equity – oof!
Manager: Michael Lindsell/Nick Train
Some names in the fund: Unliver, Heineken, Disney
About the fund: the fund has a concentrated portfolio. The managers invests worldwide, but do focus on developed markets. They buy durable, cash-generative companies and hold them for the long term.
Adventurous – think Pocahontas.
In the fund: Asset allocation – 74% equity. Geographical – 54% UK. Capitalisation – 60% large caps.
About the fund: high tolerance for risk and a long term investment horizon? Here we are! This fund has a large exposure to shares, including smaller companies, emerging markets and Asia, meaning a higher chance of short-term volatility… strap in!
Managed in Edinburgh, the team often takes trips to the US… well… they do in normal circumstances…
Manager: Gary Robinson / Ian Tabberer
Some names in the fund: Amazon, Netflix, MasterCard
About the fund: this fund selects large and medium-sized companies that show long-term growth potential. Makes sense, right? Plus, they look for those whose shares trade on reasonable valuations – even better!
In bronze, it’s our very own portfolio…
In the fund: Asset allocation – 64% equity. Geographical – 53% UK. Capitalisation – 61% large caps.
About the fund: If you’re ready to play the long game, take on risk and want some diversification away from the stock market, this could be the one for you. Some investments have exposure to smaller companies, emerging markets and Asia (open to risk). But the rest of the fund is spread across bonds, commercial property and other areas (actually reduce risk).
The third time Baillie Gifford appears in our list this month – and it’s in second place! Good job.
Manager: Douglas Brodie
Some names in the fund: Tesla and Lendingtree
About the fund: the team behind this fund target small cap companies that they believe will grow into large caps – Tesla being no exception as Elon Musk was named 3rd richest man alive last week. The fund aims to provide above average total returns over the long term – yay.
It’ll be no shock to you that Fundsmith Equity is in first position again.
Manager: Terry Smith
Some names in the fund: Microsoft, Novo-Noridisk, PayPal
About the fund: aside from the fact this fund is in first place a lot, Terry Smith has enjoyed a long and very successful career in finance. He invests in large, liquid stocks and companies able to sustain high levels of capital.
How are you doing?
There were massive changes to daily life when the pandemic started and now, in most parts of the UK, things are a little bit ‘more normal’. You probably have other priorities, but if you’re concerned about how your investments have fared amid all the changes, we’re here. Stay safe!
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. 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 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 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.