Where did our clients invest in November 2019?
The top 10 is here for the last time before Christmas! Find out which funds were the most popular with our clients last month. Look out FIR the Christmas crackers.
Published on 09 Dec 20194 minute read
Written by Jason Hollands
Manager Terry Smith invests in a concentrated portfolio of quality (street) companies. These businesses are primarily large multinationals operating in areas such as consumer staples, consumer services, industrials and technology.
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. It could suit you investors with a good appetite for (pigs in blankets) risk and who plan to invest for the long term.
The management duo, Michael Lindsell and (St.) Nick Train, invest across the world in the food, alcohol, internet, media, software, financial and elfcare (healthcare) industries. Leave something for everyone else, fellas! Some of the big names featured in the fund are Unilever, Diage-Ho Ho Ho and Disney. Something for everyone!
This fund aims to deliver capital growth over the long term. To get it, it follows an advent-urous strategy – a bit like Santa delivering presents all over the world in one night… Very adventurous. It has a bias toward shares, meaning there is a higher chance of short-term vol(-au-vent)atility
Sorry but I feel like I’ve seen you before? Lindbells and Train are here again with a concentrated portfolio of UK equities – and some from overseas. Train invests in companies he describes as exceptional – the Stephen Hawking of companies – those that he believes will be profit(erole)able in 20 years’ time.
This fund is an easy and low-cost way to invest in large US equities, specifically those in the S(anta)&P(rancer) 500 index. You’ll find big names in there like Goo(se)gle, jolly Johnson & Johnson and Amazon. This is a passive fund, but active fund managers actually struggle to add value to the large cap end of the US equity market – so this is a great alternative!
Managers Anthony Cross and Julian Fosh(ty the Snowman) focus on companies of all shapes and sizes with an ‘economic advantage’. This means they stay away from economically sensitive sectors, such as banking and mining.
This fund aims to grow capital by investing in large-cap companies in Asia and Australasia. David Gait became manager in 2016 and has the backing of his strong and stable team of elves. He prioritises capital preservation more than most of his reinpeers. Staying on the safe side.
Manager Rudolph (it’s Richard really…) Colwell invests mainly in large and mid-cap UK equites and tends to take a fair(l)y balanced approach. It’s noted as a ‘plain vanilla’ approach as he invests solely in UK stocks and avoids the strong style biases we sometimes see in the UK Equity Income sector.
The fund aims to achieve long-term capital growth. It invests in a portfolio of large and mid-cap emerging market equities. Manager Nick Price is unconstrained by any benchmark and focuses on company fun-damentals.
How to invest in these funds
All of these funds (plus thousands more) can be bough(t) in our award-winning Best SIPP and S(t)ocks & 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 Stock(ing)s & Shares ISA or any of these funds, please get in touch by calling us on 020 7189 9999 or writing a letter to Father Christmas at 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.