Where did our clients invest in May 2019?

The following 10 funds were the most popular amongst Bestinvest clients during May 2019.

Jason Hollands Jason Hollands
07 June 2019

1. Fundsmith Equity

Fundsmith Equity claimed the top spot this month. Manager Terry Smith invests in quality companies typically found in Europe, UK, the US and often in the consumer staples sector. Some of the companies include big names such as Facebook, Estee Lauder and PayPal.

2. Lindsell Train Global Equity

Fund managers Michael Lindsell and Nick Train have a distinct investment style, taking big positions in a small number of high conviction businesses. Because of the the quality and stability of these businesses, this does not necessarily increase risk, and their funds have typically offered a degree of protection in falling markets.

3. Lindsell Train UK Equity

Names such as snack and beverage giants Mondelez and Diageo feature in this fund. Manager Nick Train invests in a concentrated portfolio of UK equities and some overseas stocks that he believes will still be profitable in 20 years.

4. Tilney Bestinvest Growth Portfolio

One of our Ready-made Portfolios just misses the podium. The portfolio invests in shares, bonds, property and other areas. The objective is to grow the value of investments over the long term.

5. Tilney Bestinvest Aggressive Growth Portfolio

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.

6. HSBC American Index

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.

7. Liontrust Special Situations

Manager Anthony Cross has a ‘quality growth investment style’, meaning he looks for companies with an ‘economic advantage’, such as intellectual property, that can produce sustained profit growth. This typically means investing in less-economically sensitive sectors – away from the likes of banking and mining.

8. Vanguard LifeStrategy 80% Equity

The fund targets income and capital growth through investment in passive, index-tracking collective investment schemes.

9. Threadneedle UK Equity Income

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.

10. Stewart Investors Asia Pacific Leaders

Manager David Gait is a cautious investor and goes for high-quality companies that generate cash. He believes that engaging with the managers of the companies in the portfolio is key to running a good fund. Some of said companies are Unicharm Corporation, Delta Electronics and Tech Mahindra.

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.

OPEN A SIPP

OPEN AN ISA

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 best@bestinvest.co.uk.

 

Important information

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.