Where did our clients invest in June 2018?
The following 10 funds were the most popular amongst Bestinvest clients during June 2018.
Published on 06 Jul 20183 minute read
Written by Jason Hollands
Moving up a massive five places since May, Michael Lindsell and Nick Train’s Global Equity fund is our first new number one of 2018. This fund largely invests in major global companies including Nintendo, PepsiCo and Disney and consistently appears in our monthly countdown.
Despite being knocked off the top spot for the first time this year, Terry Smith’s Fundsmith Equity fund is still extremely popular with Bestinvest clients, as it’s a big fund with a simple strategy. In his own words, Smith invests in ‘a small number of high-quality, resilient, global growth companies that are good value and which we intend to hold for a long time.’
As the name suggests, this portfolio is designed to grow your investments. Although it has slipped down one place since May, this fund is extremely popular with investors who are comfortable with taking moderate risks. It is aimed at people who are able to keep their money invested for a number of years.
This popular fund regularly appears on our list of top-sellers. Its management duo of Anthony Cross and Julian Fosh have more than 55 years of investment experience between them. The fund is predominantly invested in UK-listed companies, although many of these generate revenue across the globe.
Moving down two places, this is a portfolio of adventurous, higher risk investments. It has a large exposure to shares, but it also contains other asset classes such as bonds and commercial property. With its exposure to shares, it aims to provide a higher rate of growth.
A non-mover in June, this fund provides a simple, low-cost way of investing in large-cap US equities, specifically those of the S&P 500 index. The fund is popular amongst Bestinvest clients investing in the US.
Run by the highly experienced Richard Colwell and his team, the Threadneedle UK Equity Income fund is the first new entry on our list. The fund consists of a good blend of large-cap, big dividend paying stocks and mid-cap companies likely to grow dividends.
This fund was another new entry for June. It aims to achieve income and/or capital returns through exposure to a diversified notional portfolio, comprised of approximately 80% equities (as the fund name suggests) and 20% fixed income securities.
Moving up one place in our list from May, the fund’s managers, Dave Dudding and Mark Nichols, have the philosophy of ‘get rich slowly’. While this may not sound exciting, the fund offers a degree of protection from falling markets and low volatility, making it popular with Bestinvest clients.
Fund manager Hideo Shiozumi’s fund was the last new entry on our countdown, just making it into the top ten best-sellers. The fund aims to produce a capital return above the TOPIX index over a full market cycle.
Buy these funds in the Best SIPP and our Stocks & Shares ISA
All of these funds (plus thousands more!) can be bought in our award-winning Best SIPP and Stocks & Shares ISA. Our Best SIPP and Stocks & Shares ISA 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?
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.