In the final month of complete restrictions, where did our clients put their money? Spoiler: one company features five times this month!
Published on 10 Mar 20216 minute read
Written by Lucy Cowley
The funds below may have been popular last month, but you should always keep in mind that investments go down as well as up and you may not get back the amount invested. Remember the golden rule: a fund’s past performance is not necessarily a guide to future performance.
This is our most adventurous portfolio – think of Gudrid Thorbjarnardóttir: a Viking traveller. She sailed to North America meaning she beat Christopher Columbus to the New World by about 500 years…
What’s in there? Asset allocation – 86% equity. Geographical – 54% UK. Capitalisation – 59% large.
About the fund: this feisty fellow may be for you if you have a very high tolerance for risk and are going to be investing for a long time. It’s designed to deliver high growth by investing in UK and global stock markets but also has substantial exposure to both smaller companies and markets outside the UK, including emerging markets and Asia. Stock markets can be particularly volatile in the short term and investments in smaller companies and overseas markets carry their own risks. Risky biscuits.
After a nice feature in Our Top-rated Funds in January and Our Top ISA Investment Ideas in February, Andrew Dalrymple’s fund has trickled into our top 10.
Manager: Andrew Dalrymple
What’s in there? Yifeng Pharmacy, Sea Ltd
About the fund: Aubrey is a boutique based in Edinburgh. The investment style is focused on the absolute returns of their strategies – which is heavily aligned with what we look for in our managers. The philosophy and process of this fund makes it very different from its peers in emerging markets and we believe it is a strong holding for investors looking for growth from the emerging markets.
We’re in the top 10 again! We always take that as a win.
What’s in there? Asset allocation – 64% equity. Geographical – 53% UK. Capitalisation – 61% large caps.
About the fund: if you’re ready to play the long game, take on risk and want some diversification away from the stock market, this could be the one for you. Some of the investment features have exposure to smaller companies, emerging markets and Asia (open to risk). But the rest of the fund is spread across bonds and other areas (actually help reduce risk).
Featuring fairly frequently (some nice alliteration there) in the top 10, this fund aims to do good with your money. Lovely stuff.
Manager: a team of four: Kate Fox, Lee Qian, Michelle O’Keeffe, Ed Whitten
What’s in there? Moderna (yes, that one), MercadoLibre
About the fund: this fund aims to do good with your money. The companies within it deliver growth in one of four areas: social inclusion and education; environment and resource needs; healthcare and quality of life; and the needs of the world’s poorest populations.
Back so soon, BG?
Manager: Mike Gush
What’s in there? Tencent, Meituan Dianping
About the fund: The fund's objective is to produce attractive capital growth over the long term by investing in shares of companies listed on the stock exchanges in China, Taiwan and Hong Kong. Short and sweet.
There you are again!
Manager: Joe Faraday / Roderick Snell
What’s in there? Taiwan Semiconductor Manufacturing, Samsung
About the fund: this fund targets long-term capital growth in the Far East, excluding Australasia and Japan. It is run by Baillie Gifford's Edinburgh-based emerging markets desk. The team targets companies in growing industries and typically favours financially stable businesses with competitive advantages.
We all know how Amazon has fared in the pandemic…
Manager: James Anderson
What’s in there? Alibaba, Amazon
About the fund: most of the fund will be held in quoted equities (aka they’re on the stock market). It aims to maximise total returns from long-term investments that are chosen on merit – an interesting and ‘fair’ way of looking at things.
A firm favourite in our monthly top 10 lists.
Manager: Terry Smith
What’s in there? Microsoft, Novo-Nordisk
About the fund: Terry Smith has enjoyed a long and successful career in finance, and enjoyed upsetting the establishment with his book Accounting for Growth in the 90s. Though it can’t help predict the future, his management approach has historically beaten the market over time, whilst also providing low volatility returns and even some hedging in falling markets.
Manager: Gary Robinson / Ian Tabberer
What’s in there? Netflix, Illumina
About the fund: this fund selects large and medium-sized companies that the managers believe have long-term growth potential and trade on reasonable valuations. The fund is managed from Edinburgh but the team do visit the US when there’s not a pandemic! Research is conducted internally and through the use of sell side analysts.
In first place again, there’s no stopping this fund. And no stopping Baillie Gifford getting into our top 10!
Manager: Douglas Brodie
What’s in there? Tesla, BlackLine, Inc.
About the fund: the team takes an innovative approach to global small caps by targeting a very specific type of company: those they believe will grow into large caps. The Baillie Gifford Global Discovery fund has performed strongly since launch, though it has been volatile too so keep your wits about you.
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. (Psst – see our full awards list here.) These offer great value for money and give you control over your investments. It’s quick and easy to open an account with us – take a look below. Please read the important information below and make sure you understand the risks before investing.
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.