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.
Published on 09 Mar 20204 minute read
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.
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.
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?
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.
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.
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.
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).
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.
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.
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.
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.
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