The following 10 funds were the most popular amongst Bestinvest clients during February 2018.
Published on 06 Mar 20184 minute read
Written by Jason Hollands
Terry Smith’s Fundsmith Equity held on to the coveted top spot for a second month in a row this year. He invests in just 20-30 companies, targeting world-leading businesses from across the globe.
Designed to deliver growth on investments over the long term, the Tilney Bestinvest Growth portfolio is another non-mover, proving to be the second most popular choice among investors again last month.
Moving up one place in our list of top sellers, this fund benefits from its highly experienced managers Michael Lindsell and Nick Train. Here, they largely invest in major global companies, the likes of which include Nintendo, Disney and PepsiCo.
Another one of our Ready-made Portfolios made the top 10 list in February. As the name suggests, this fund is more aggressive in its approach than the Growth portfolio, with more exposure to shares in small and overseas companies.
Anthony Cross and Julian Fosh’s Liontrust Special Situations fund moved up an impressive two places to the fifth best seller on our list in February. Run from Scotland, it targets long-term capital growth from a relatively concentrated portfolio of UK equities.
The HSBC American Index was the low-cost index fund of choice for investors looking for US equity exposure last month. This fund tracks the S&P 500, an index of large-cap US equities, and regularly appears on our list of best sellers.
Slipping down one place from January, David Gait’s Stewart Investors Asia Pacific Leaders fund focuses mainly on larger companies in Asia and Australasia, excluding Japan, with a focus on high-quality, shareholder-friendly businesses.
Manager Nick Price has been managing money in emerging markets for more than 10 years. The fund’s overall aim is to achieve capital growth in the Global Emerging Markets sector, and it has been consistently popular amongst Bestinvest clients.
Run by Dave Dudding and Mark Nichols, the Threadneedle European Select fund is a favourite for investors wanting European exposure and consistently appears in our top 10 list. It seeks out high-quality companies that deliver above-average growth in their sales and profits.
Richard Colwell’s Threadneedle UK Equity Income fund was the only new entry for February, just about making it on to our list of best sellers. The fund aims to maximise capital growth but also provide enough income to meet the yield requirement of the IA UK Equity Income sector.
All of these funds can be bought in our award-winning Stocks & Shares ISA. You won’t pay anything to open your ISA or buy any of these funds, and share dealing costs just £7.50 per trade. It is quick and easy to open an ISA with us but hurry, you only have until the 5 April to use this year’s £20,000 allowance.
For more information on our Stocks & Shares ISA or any of these funds, get in touch by calling us on 020 7189 2400 or emailing firstname.lastname@example.org.
We aim to provide investors with information to help them make their own investment decisions although this should not be construed as advice or an investment recommendation. If you are unsure about the suitability of an investment or if you need advice on your specific requirements, we strongly suggest that you consider professional financial advice.
The value of investments, and the income derived from them, can go down as well as up and you can get back less than you originally invested. Different funds carry varying levels of risk depending on the geographical region and industry sector in which they invest. You should make yourself aware of these specific risks prior to investing. Underlying investments in emerging markets are generally less well-regulated than the UK. There is an increased chance of political and economic instability with less reliable custody, dealing and settlement arrangements. The market(s) can be less liquid. If a fund investing in markets is affected by currency exchange rates, the investment could both increase or decrease. These investments therefore carry more risk. Due to their nature, specialist funds can be subject to specific sector risks. Investors should ensure they read all relevant information in order to understand the nature of such investments and the specific risks involved.