The following 10 funds were the most popular amongst Bestinvest clients during January 2019.
Published on 04 Feb 20193 minute read
Written by Jason Hollands
Fundsmith Equity claimed the top spot in the first month of the year. Manager Terry Smith invests in ‘quality’ companies – defined as those able to sustain high rates of return – including Microsoft, Facebook and Amadeus.
This fund has shot up to second place. The fund invests in shares, bonds, property and other areas. The objective is to grow the value of investments over the long term.
The fund aims to grow investments using an adventurous strategy with large exposure to shares in both smaller companies and overseas markets – including emerging markets and Asia. The fund may appeal to investors with a high tolerance for risk.
Fund managers Michael Lindsell and Nick Train focus on developed markets and the portfolio consists mainly of larger companies. The companies range from alcohol and food brands, such as Heineken and Mondelez, to Disney and Pearson.
Managers Anthony Cross and Julian Fosh stay away from sectors that are more economically sensitive, such as banking and mining. The fund contains companies of all sizes, but has a bias to mid and small-caps.
This fund tracks the S&P 500 index and is made up of large, well-known companies such as Johnson & Johnson, Apple and Alphabet. Run by HSBC's passive funds team, it aims to match the index's performance through full replication of its stocks.
Manager David Gait is a cautious investor and is backed by a strong team. Gait’s team make sure that senior managers’ interests are aligned with shareholders: engagement with management of portfolio companies is key. The final portfolio is concentrated, with investments held for the long term.
Managers Leigh Harrison and Richard Colwell invest predominantly in large and mid-cap UK equities, such as Glaxosmithkline and Morrisons. We believe that Harrison has reinvigorated the team since arriving and the fund has a typically strong performance across the board.
The fund seeks to provide income and capital growth through investment in passive, index-tracking collective investment schemes.
The fund aims to achieve capital growth by investing in a relatively concentrated portfolio of continental European equities. Managers Dave Dudding and Mark Nichols invest in high-quality companies, such as Unilever, Adidas and L’Oreal.
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