Where did our clients invest in February 2019?

1. Fundsmith Equity

Fundsmith Equity claimed the top spot again this month. Manager Terry Smith invests in a concentrated portfolio of large stocks, including Paypal, Novo Nordisk and Microsoft. The equities he invests in are typically found in Europe, the UK and North America.

2. Lindsell Train Global Equity

Fund managers Michael Lindsell and Nick Train target capital and income growth from a concentrated portfolio of equities. They have a distinctive investment style, taking large positions in a small number of high-conviction businesses. These include Unilever, Diageo and the London Stock Exchange.

3. Tilney Bestinvest Growth Portfolio

This fund has dropped one place since last month. 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.

4. Lindsell Train UK Equity

Manager Nick Train invests in companies he describes as ‘exceptional’. He believes such companies are, in fact, rare so buys them and holds them for the long term. The fund includes companies such as Burberry, Mondelez and Heineken.

5. Liontrust Special Situations

Managers Anthony Cross and Julian Fosh have a track record of strong performance. The fund invests in businesses of all sizes, but has a bias towards mid and small-caps. Some companies featured in the fund are healthcare giant Glaxosmithkline, BP and Sage Group.

6. Stewart Investors Asia Pacific Leaders

Manager David Gait is a cautious investor and is backed by a strong team. The objective of the fund is to grow capital by investing in primarily large-cap companies in the Asia Pacific region (excluding Japan). The portfolio is concentrated and holds investments for the long term.

7. Tilney Bestinvest Aggressive Growth Portfolio

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.

8. HSBC American Index

This fund provides a simple, low cost way of investing in large cap US equities, specifically those of the S&P 500 index. It is made up of large, well-known companies such as Facebook, Amazon and Apple.

9. Jupiter European

Manager Alexander Darwall looks for ‘special’ companies that offer superior, differentiated products or services and can deliver sustainable growth regardless of the economic climate at the time. The fund targets long-term capital growth and invests in 30-40 large and mid-cap companies, such as Amadeus, Adidas and Deutsche Börse.

10. Threadneedle UK Equity Income

The fund aims to maximise capital growth while providing a regular income. This is a core fund for equity income investors. Manager Richard Colwell invests purely in UK stocks such as Pearson, Morrisons and Royal Dutch Shell.

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 2400 or emailing best@bestinvest.co.uk.

 

Important information

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.