Where did our clients invest in December 2019?
The top 10 for the last month of 2019 is here! Find out which funds ended the year with a bang.
Published on 07 Jan 20204 minute read
Written by Jason Hollands
Fundsmith Equity has stayed in the top spot. Manager Terry Smith invests in a concentrated portfolio of quality companies, defined as those that sustain high rates of return in cash through intangible assets – such as brands that deter competition. Some of the names featured in the fund are Facebook, PayPal and Microsoft.
Silver place targets capital and income growth from a concentrated portfolio of equities… Managers Michael Lindsell and Nick Train invest all over the world, but focus on developed markets. They buy what they think are ‘cash-generative’ (yes, that does just mean they make cash) and hold them long term.
Yes, it’s them. Again.
The fund aims to achieve capital and income growth and provide a total return in excess of the FTSE All-Share Index. The fund features a concentrated portfolio of UK equities (along with the odd overseas companies too). Some companies are Unilever, Diageo and Burberry.
This is one of our very own Ready-made Portfolios. It invests in shares, bonds, property and some smaller companies overseas and high yield bonds. It could suit you investors with a good appetite for risk and who plan to invest for the long term.
This fund is a great and low-cost (something we all want in January) way to invest in large-cap US equities, specifically those in the S&P 500 index. This is a passive fund, but active fund managers actually struggle to add value to the large cap end of the US equity market – so could you give this a whirl instead?
The fund seeks to achieve income and/or capital returns through exposure to a diversified portfolio featuring 80% equity securities and 20% fixed income securities. It aims to do this for all its lovely investors by investment in passive, index-tracking collective investment schemes.
Managers Anthony Cross and Julian Fosh focus on companies of all shapes and sizes, mainly those with an ‘economic advantage’, such as intellectual property (which isn’t a house that could appear on Mastermind but rather literary and artistic work, designs and symbols). They stay away from economically sensitive areas.
A new arrival, how exciting! Franklin UK Mid Cap invests in UK equities from the FTSE 250 ex Investment Trusts with the objective of outperforming this index over the mid- to long-term. Manager Paul Spencer favours quality companies and has proven that he is not only a skilled stock-picker, but adept at trading the portfolio when necessary. Some of the companies featured in the fund are Entertainment One, Paragon Banking Group and Derwent London.
This fund aims to deliver capital growth over the long term. It follows an adventurous strategy. It has a bias toward shares, meaning there is a higher chance of short-term volatility. An adventurous person to compare the fund to = Bear Grylls.
This global fund was launched in June 2011 and is about £1,661 million in size. It invests completely – you guessed it – in equites.
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. All three 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, 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.