Where did our clients invest in July 2019?
The following 10 funds were the most popular amongst Bestinvest clients during July 2019.
Published on 06 Aug 20194 minute read
Written by Jason Hollands
No one seems to be able to knock Terry Smith’s Fundsmith Equity off the top podium. Smith has a long and successful career in finance under his belt. He has strong views on the fund management industry, which he puts into practice with this fund, and has even written a book – ‘Accounting for Growth’ – which upset the City establishment. But, hey, what he’s doing seems to be working, right?
Fund managers Michael Lindsell and Nick Train’s fund consistently claims silver at the moment. They take large positions in a small number of high conviction businesses, such as Walt Disney, Mondelez and Pearson. Given the quality and stability of these businesses, the size of the position does not necessarily increase risk, and in fact their funds have typically offered a degree of protection in falling markets
One of our Ready-made Portfolios is on the podium this time. The portfolio 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. It has a large exposure to shares, including those in both smaller companies and overseas markets such as the emerging markets and Asia.
The fund invests in a concentrated portfolio of UK equities (with the appearance of some overseas stocks too). Manager Nick Train invests in companies he defines as 'exceptional' and that he believes will still be making money in 20 years’ time. He’s influenced by titan investor and philanthropist, Warren Buffet.
Manager David Gait is a cautious investor and goes for high-quality companies that generate cash. He invests mainly in large-cap companies in the Asia Pacific region, including Delta Electronics.
This fund is a low-cost and easy way to invest in US equities, specifically those on the S&P 500 index. It is made up of big, well-known companies such as Microsoft, Amazon and Google.
This fund features big names such as Diageo, GlaxoSmithKline and Unilever and is managed by Anthony Cross and co-managed by Julian Fosh. Their distinctive ‘economic advantage’ approach gives some diversification away from mainstream UK funds, and tends to give the fund some resilience in weaker markets.
The fund seeks to achieve income and/or capital through exposure to a diversified portfolio of approximately 80% equity securities and 20% fixed income securities.
The fund seeks to achieve its investment objective mainly through investment in passive, index-tracking collective investment schemes.
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 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 9999 or emailing 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.