Where did our clients invest in January 2019?
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.
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. Both 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 as well as the text at the bottom of the page and make sure you understand the risks before investing.
Speak to us
For more information on the Best SIPP, our Stocks & Shares ISA or any of these funds, please get in touch by calling us on 020 7189 2400 or emailing email@example.com.
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.
This article does not constitute advice to invest. If you are in doubt as to the suitability of an investment please contact one of our advisers.