Where did our clients invest in June 2019?
The following 10 funds were the most popular amongst Bestinvest clients during June 2019.
Published on 09 Jul 20194 minute read
Written by Jason Hollands
Fundsmith Equity claimed the top spot AGAIN this month. Manager Terry Smith invests in quality companies typically found in Europe, the UK, the US and often in the consumer staples sector. Some of the companies include big names such as Facebook and PayPal.
Fund managers Michael Lindsell and Nick Train have a distinct investment style, taking big positions in a small number of businesses. The quality and stability of these businesses means this does not necessarily increase risk, which is great news, and 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.
This fund has moved up two spaces since last month! Manager Anthony Cross has a ‘quality growth investment style’, meaning he’s often found investing in less-economically sensitive sectors – away from the likes of banking and mining.
Names such as snack and beverage giants Mondelez and Diageo feature in this fund, which has fallen a few places since May’s update. Manager Nick Train invests in in a concentrated portfolio of UK equities and some overseas stocks that he believes will still be profitable in 20 years – long-term gain!
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.
Manager David Gait is a cautious investor and goes for high-quality companies that generate cash. He benefits from the backing of a strong and stable analyst team and he tends to outperform in falling markets.
Manager Richard Colwell takes a ‘plain vanilla’ approach, investing purely in UK stocks, shunning derivatives and avoiding the strong style biases that we sometimes see in the UK Equity Income sector. Companies in the fund include Morrisons supermarkets and RSA Insurance Group.
Back in the top 10, if only just, Hugh Yarrow’s fund features titan companies such as Unilever, Sage Group and Glaxosmithkline. Yarrow invests in a concentrated portfolio of UK companies of all sizes and some carefully selected US and European large-caps. He emphasises quality – consistency of returns.
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 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.