Where did our clients invest in January 2018?

1. Fundsmith Equity

As our top-selling fund of 2017, it’s hardly a surprise to see Terry Smith’s Fundsmith Equity at the top again for the start of 2018. Investing in the Global sector, it has been consistently popular with Bestinvest clients over the years.

2. Tilney Bestinvest Growth Portfolio

Investing in a portfolio of funds selected by our dedicated research team, the Tilney Bestinvest Growth Portfolio was the second most popular fund last month. As the name suggests, the portfolio is designed to deliver growth on your investments over the long term.

3. Tilney Bestinvest Aggressive Growth Portfolio

Another one of our Ready-made Portfolios made it into the top 10 this month. However, the Tilney Bestinvest Aggressive Growth Portfolio takes a slightly more adventurous approach than the Growth portfolio due to its larger exposure to shares in small and overseas companies.

4. Lindsell Train Global Equity

Ending in seventh place for 2017, Michael Lindsell and Nick Train’s Global Equity fund has crept up the table at the beginning of this year. This fund largely invests in major global companies including Nintendo, PepsiCo and Disney.

5. HSBC American Index

Falling into the North American sector, this tracker fund follows the S&P 500 index. It is a popular choice for Bestinvest clients investing in the US and regularly appears on our list of top-selling funds.

6. Stewart Investors Asia Pacific Leaders

This specialist fund was the third-best selling fund with Bestinvest clients in 2017. It aims to grow your capital by investing in large and medium-sized companies based in the Asia Pacific region (excluding Japan).

7. Liontrust Special Situations

Anthony Cross and Julian Fosh’s Liontrust Special Situations fund has also proved popular in January 2018. Held within the UK All Companies sector, it was the fifth-best selling fund of 2017 with Bestinvest clients.

8. Fidelity Emerging Markets

The Fidelity Emerging Markets fund aims to achieve capital growth in the Global Emerging Markets sector. This fund is managed by Nick Price, an experienced ex-accountant who has been managing emerging market funds for over a decade.

9. Threadneedle European Select

This fund regularly appeared on our monthly list of top-sellers throughout 2017. Managers Dave Dudding and Mark Nichols invest in a concentrated portfolio of high-quality European companies, such as L’Oreal and brewer Anheuser-Busch InBev.

10. Woodford Equity Income

Despite slipping down our monthly rankings throughout last year, Neil Woodford’s Woodford Equity Income fund finished second in our annual list of best-selling investments.  He has just about kept his place in the top 10 at the beginning of 2018.

Buy these funds in our ISA

All of these funds (along with thousands of others!) can be bought within our award-winning Stocks & Shares ISA. We don’t charge you 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 and use this year’s £20,000 allowance.

Open an ISA

 

Speak to us

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 best@bestinvest.co.uk.

 

Important information

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.