Where did our clients invest in November 2018?
The following 10 funds were the most popular amongst Bestinvest clients during November 2018.
Published on 04 Dec 20183 minute read
Written by Jason Hollands
Fundsmith Equity is at number one. Manager Terry Smith has had a long career in finance, and invests in quality companies that are able to sustain high rates of return on capital. His approach has beaten the market over time, while also providing low-volatility returns and some protection in falling markets.
In second place this time is Lindsell Train Global Equity. Fund managers Michael Lindsell and Nick Train invest worldwide, focusing on developed markets. They buy what they view as durable and cash-generative companies and hold them for the long term.
This fund provides a simple, low-cost way of investing in large-cap US equities from the S&P 500 index. This index is made up of large, well-known companies with global reach, offering investors some diversification.
In fourth place is one of our Ready-made Portfolios. The Growth fund could suit investors with a long time horizon and high tolerance for risk who are investing for growth and would like some diversification away from the stock markets.
The fund targets long-term capital growth from a relatively concentrated portfolio of UK equities. It includes companies of all sizes, but compared to the index it typically has a bias to mid and small-caps. Managers Anthony Cross and Julian Fosh have strong track records of good performance.
Fund manager David Gait favours high-quality companies and makes sure senior managers’ and shareholders’ interests are aligned. He invests from the bottom up with an absolute return mindset and no benchmark constraints.
Manager Richard Colwell invests predominantly in large and mid-cap UK equities, forming his portfolio through a combination of macroeconomic themes and fundamental stock analysis. He takes a balanced approach, unlike certain peer group funds which can be more aggressively or defensively positioned.
Another of our Ready-made Portfolios, this fund aims to grow your investments using an adventurous strategy with a large exposure to shares in both smaller companies and overseas markets, including emerging markets and Asia.
Manager Nick Train has made a second appearance, this time with a fund focusing on quality UK companies. He finds the bulk of these companies in the food and beverage, internet/media/software, financials and healthcare industries.
The fund seeks to achieve income and/or capital returns through investments in passive, index-tracking collective investment schemes. It consists of approximately 80% equity securities and 20% fixed income securities.
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 2400 or emailing email@example.com.
This article does not constitute advice to invest. If you are in doubt as to the suitability of an investment please contact one of our advisers.
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.