The top 10 is here again! Find out which funds were the most popular with our clients last month.
Published on 08 Oct 20194 minute read
Written by Jason Hollands
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…
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.
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.
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.
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).
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.
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.
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.
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.
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.
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.
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 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.