Where did our clients invest in September 2019?

1.      Fundsmith Equity

This one just can’t be beaten recently. Manager Terry Smith’s investments are usually in Europe, the UK and North America. He has strong views on the fund management industry and has upset people with his book ‘Accounting for Growth’. He’s still top of the charts for our clients though…

2.      Lindsell Train Global Equity

Mickey, Minnie and the rest of the gang feature in this fund (probably after their shift at Disneyland). It targets capital and income growth with big companies like Disney and Mondelez. Managers Nick Train and Michael Lindsell buy what they view as durable, cash-generative businesses and hold them for the long term.

3.      Tilney Bestinvest Growth Portfolio

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

4.      Lindsell Train UK Equity

Michael Lindsell and Nick Train share an investment philosophy with Warren Buffet, focusing on quality companies, aiming to fulfil one of Buffet’s many quotes ‘Rule #1: Never lose money. Rule #2: Never forget rule #1.’ They look for companies they think will still be profitable in 20 years’ time.

5.      Liontrust Special Situations

Manager Anthony Cross stays away from economically sensitive areas such as banking and mining, focusing on companies with an ‘economic advantage’, like intellectual property (e.g. copyrights, trade secrets (ooh) and trademarks).

6.      HSBC American Index

This fund is an easy and low-cost way to invest in large US equities, specifically those in the S&P 500 index. You’ll find big names such as Google, Johnson & Johnson and Amazon. It’s an attractive passive fund to have in a portfolio since active fund managers have struggled to add value at the large cap end of the US equity market anyway.

7.      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.

8.      Stewart Investors Asia Pacific Leaders

The objective: to grow capital by investing in large-cap companies in the Asia Pacific region (excluding Japan). David Gait only became manager in 2016, but he has worked at the company for decades and has a very strong analyst team behind him. He favours cash generative companies.

9.      Threadneedle European Select

Because you’re worth it. L’Oréal, Adidas and Amadeus feature in David Dudding and Benjamin Moore’s fund. They look for high-quality businesses and hold them for a long period. Historically the fund has had lower volatility than the market, and offered some protection from falling markets.

10.    Fidelity Emerging Markets

A new entrant has entered the ranks. Manager Nick Price is an experienced investor and scrutinises companies’ balance sheets like a hawk. We think this helps him select companies that do better for investors.

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.