Where did our clients invest in February 2020?

The top 10 for February is here. Find out which funds are in the top 10 – they had an extra day to prove themselves this time.
09 March 2020

1.      Fundsmith Equity

Some huge names in the fund: Amadeus, Microsoft and Estée Lauder.

This fund is at number one again! So what makes it so popular? This fund goes for long-term growth by investing in quality companies in developed world equities. And, these quality companies can sustain high rates of return on capital.

2.      Lindsell Train Global Equity

Big names in the fund: Unilever, Diageo and Disney.

This fund targets capital and income growth from a concentrated portfolio of equities. The managers, Nick Train and Michael Lindsell, take large positions in the small number of companies – a pretty distinctive investment style. Over time, the fund has outperformed the markets. Jolly good.

3.      HSBC American Index

This fund is a great and low-cost (sounds good, eh?) 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?

4.      Baillie Gifford Global Discovery

This fund targets small cap companies that can grow into meaty large caps. Around 80% of the portfolio is made up of stocks with a market capitalisation of no more than US$3bn. The team believes that small companies are often no longer just domestic businesses – they can expand internationally more easily than in the past because of globalisation, so, they can grow faster for longer.

Some names to look out for in the fund: Alnylam Pharmaceuticals, Ocado and Lending Tree.

5.      Tilney Growth Portfolio

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.

6.      Threadneedle UK Equity Income

Investing purely in UK stocks and staying away from being aggressively or defensively positioned, manager Richard Colwell takes a fairly balanced, ‘plain vanilla’ approach to investing. He creates his portfolio using macroeconomic themes and stock analysis, and Colwell himself has a very strong track record. Threadneedle, featuring names such as Unilever and Morrisons, usually appears in our top 10.

Some vanilla things we all like: vanilla ice cream, vanilla candles, vanilla custard, vanilla buttercream.

7.      Lindsell Train UK Equity

Price is what you pay. Value is what you get. – Warren Buffet.

This fund aims to achieve capital and income growth as well as provide a total return in excess of that of the FTSE All-Share Index. Managers Nick Train and Michael Lindsell do this by investing in a concentrated portfolio of UK equities. The duo have a shared investment philosophy, influenced by Warren Buffett, focusing on quality companies including Diageo, Mondelez and Unilever (hello, again).

8.      Loomis Sayles US Equity Leaders

Some monster companies in the fund: Amazon, Monster Beverages Corporation and Facebook.

The fund aims for long-term growth of capital by investing in a focused portfolio of mainly large US companies. Fund manager, Aziz Hamzaogullari, achieves this by adding value through a bottom-up selection of a limited number of securities. Interestingly, the fund defines risk as permanent loss of capital, and doesn’t track error or short-term relative underperformance.

9.      Vanguard LifeStrategy 80% Equity

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.

10.    TB Evenlode Income Fund

Manager Hugh Yarrow founded boutique Evenlode in 2009. Though his track record in the UK Equity Income sector is relatively short, his performance stands comparison with the best in the business (g’won Hugh). He tends to stick to more stable sectors such as consumer goods and keeps away from volatile areas such as mining and banking.

Some of the famous names in the fund: Glaxosmithkline, Diageo and Unilever (they just can’t get enough this month!)

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, 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, investment account or any of these funds, please get in touch by calling us on 020 7189 9999 or emailing us at best@bestinvest.co.uk.

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.