Where did our clients invest in January 2020?
The top 10 for the first month of 2020 is here! Find out which funds started the year with a bang.
Published on 05 Feb 20204 minute read
Written by Jason Hollands
This fund goes for long-term growth by investing in developed world equities. Manager Terry Smith invests in a concentrated portfolio of quality companies, defined as those that sustain high rates of return in cash. Some of the names featured in the fund are Facebook, PayPal and Microsoft.
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 investors with a good appetite for risk and who plan to invest for the long term.
This fund aims to deliver capital growth over the long term with an adventurous (who’d have thought it!?) strategy. It has a bias toward shares, meaning there is a higher chance of short-term volatility. An adventurous person to compare the fund to = Moana, from the hit Disney film.
This fund targets capital and income growth from a concentrated portfolio of equities. Lindsell and Train invest worldwide with their fund, but focus on developed markets in companies such as Unilever, Mondelez and Disney. They take large position in a small number of high conviction companies.
This fund is a great and low-cost (something we all want in January) 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?
Managers Anthony Cross and Julian Fosh focus on companies of all shapes and sizes, mainly those with an ‘economic advantage’, such as intellectual property (which isn’t a holiday home with an IQ of 150) such as copyrights, trademarks and trade secrets (ooh).
Hmm… Have we met before?
This fund features big name such as Burberry, Diageo and Schroders. The fund is London-based and Nick Train invests in a concentrated portfolio of UK equities that he believes will be profitable in 20 years’ time.
This is a core fund for equity income investors. Manager Richard Colwell takes a plain vanilla approach to investing, going for UK stocks solely and avoiding being aggressively or defensively positioned, unlike many of his peers. Who doesn’t like vanilla flavour anyway?
Manager Nick Price forms this portfolio from the best ideas of Fidelity’s three regional emerging market portfolios (Asia, EMEA and Latin America). His background is in accountancy and he scrutinises company balance sheets rigorously, which we believe is helpful in selecting the better quality companies that he favours.
The fund's objective is to provide above average total returns over the long term. The team takes an innovative approach to global small caps: they target a specific type of company – those capable of growing into large caps. Have they got a plan or have they got a plan?
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, 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 firstname.lastname@example.org.
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.