Where did our clients invest in March 2020?
Here's the top 10 funds our clients invested in across March 2020. We’ve counted down from 10 to one to see where our investors put their money during a particularly volatile month.
Published on 08 Apr 20205 minute read
10. Tilney Maximum Growth Portfolio
This is one of our own portfolios and is the most adventurous in our range. A very adventurous person to compare the fund to has to be Lady Hester Lucy Stanhope (Google will tell you more). It focuses on smaller companies and those outside the UK, including Asia and Emerging Markets. This fund will suit investors with a verryyy high tolerance for risk and who have a long-term horizon for investing.
9. HSBC FTSE 100 Index
Some large, well-known companies feature in the fund, including: HSBC holdings (shocker, I know), Vodafone and Glaxosmithkline.
The fund offers a simple way to invest in the FTSE 100 and gives investors good diversification. It is a tracker fund, meaning it ‘tracks’ the stock market. This might not sound ideal, but active fund managers actually struggle to add value to this end of the UK equity market, so it could be a good alternative.
8. Scottish Mortgage Investment Trust
We always welcome new faces to the ranks. Scottish Mortgage Trust aims to maximise total return from long-term investments. Some of the companies in the fund are Tesla, Amazon, Ferrari and Netflix (Netflix could be seeing a lot of people tuning in at the minute…). Investments in the portfolio are chosen on merit– an interesting and ‘fair’ way of looking at things.
7. Lindsell Train UK Equity
Some big name performers (like the managers themselves, often appearing twice in our top 10...) – Unilever, Schroders and Diageo.
Manager Nick Train invests in companies he describes as ‘exceptional’ (ooh-er). Exceptional companies for Nick are those that he believes will be profitable in business in 20 years’ time. Both Michael Lindsell and Nick Train invest, like the titan Warren Buffet himself, in quality companies and believe they are rare. They buy a concentrated portfolio of stock and sector concentrations and hold for the long term.
6. HSBC American Index
This fund is a low-cost way to invest in large-cap US equities, specifically those in the S&P 500 index. Similar to the HSBC FTSE 100 Index, this is a passive fund but active fund managers struggle to add value to the large cap end of the US equity market – so could you give this a chance instead?
5. Lindsell Train Global Equity
This fund targets capital and income growth from a concentrated portfolio of equities. Managers Nick Train and Michael Lindsell leave no stone unturned and invest worldwide. They buy (what they see as) durable, cash generative companies and hold them for the long term – a strategy fitting for the current environment.
Most of the franchises are found in food and alcohol (e.g. Mondelez), internet/media/software (e.g. Pearson) and financials (London Stock Exchange) and healthcare (Kao).
4. Liontrust Special Situations
Managers Anthony Cross and Julian Fosh focus on companies with an ‘economic advantage’, which enables them to produce sustained profit growth. Intellectual property companies (which is copyright or trade secrets and not a skyscraper on Mastermind 150) feature in the fund and they stay away from economically sensitive areas such as banking and mining.
3. Tilney Adventurous Portfolio
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 = Arya Stark – a heroine of the North from Game of Thrones.
2. Tilney Growth Portfolio
The portfolio could suit investors with a good appetite for risk and who plan to invest for the long term (something that seems more important than ever at the moment). 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.
1. Fundsmith Equity
A very popular characteristic of the fund is that it aims for long-term growth by investing in quality companies that can maintain high rates of return on capital. Against all odds, Fundsmith Equity is one tough cookie and often at the top of the rankings. Some of the companies making an appearance are Facebook, Microsoft and pharmaceutical giant, Novo Nordisk.
How are you doing?
There’s a lot going on at the moment, and you might have other priorities on your mind. But if you’re feeling nervous about your investments, or feel like you have more time on your hands to finally get on top of them, we’re still here. Business as (un)usual. Stay safe!
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 – take a look below. 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, investment account or any of these funds, please get in touch by calling us on 020 7189 9999 or emailing us at best@bestinvest.co.uk.
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