Where did our clients invest over the past year?

Every month we publish an article about which funds our clients have invested in the month before. This time, we’ve covered the 2018/19 tax year to let you know the funds that were the most popular over the year.

Jason Hollands Jason Hollands
29 March 2019

1.      Fundsmith Equity

Taking the top spot for the 2018/19 tax year is Fundsmith Equity. Manager Terry Smith invests in quality companies that he believes will sustain high rates of return. Most of these are found in Europe, the UK and North America. They include big names such as Facebook – the only social media platform to have its story told in a Hollywood blockbuster in The Social Network. PayPal also features – the online payment company started as a mobile security company and was then bought by eBay (look at it now!). Microsoft is one of the biggest tech names around and also makes an appearance in the fund.

2.      Tilney Bestinvest Growth Portfolio

The silver medal for the 2018/19 tax year goes to one of our own portfolios. It is invested mainly in shares, with some exposure to smaller companies, emerging markets and Asia. The remainder is invested away from the stock market – giving investors some diversification. One of the investments is TB Evenlode Income, investing in big companies such as Reckitt Benckiser which is the home to brands from your own home such as Nurofen, Clearasil and Cillit Bang.

3.      Lindsell Train Global Equity

Whistle while your money works! The Walt Disney Company features in Lindsell Train Global Equity, the third fund of the top 10. 2019 is set to be a big year for Disney films as fans eagerly await the ending of the Avengers saga, the Toy Story saga and the sequel to Frozen. The fund is a popular choice each month with investors and focuses on developed markets. Manager Michael Lindsell invests by taking large positions in a small number of high-conviction businesses, such as drinks titan Diageo. Diageo has benefitted from the growing popularity of gin in recent years. There are different flavours to try such as Tanqueray’s grapefruit and liquorice Malacca, and even different colours with Gordon’s pink gin – and people have lapped up the new concoctions with verve.

4.      Tilney Bestinvest Aggressive Growth Portfolio

The fund aims to grow your investments using an adventurous strategy – so you need to have a high tolerance for risk to invest in this one. The portfolio includes exposure to shares in smaller companies and overseas markets, including emerging markets and Asia. The fund invests in a range of funds including Jo Hambro CM UK Dynamic which holds The Restaurant Group, home to popular eateries such as Frankie & Benny’s, Garfunkel’s and Wagamama.

5.      Liontrust Special Situations

Ben & Jerry’s makes headlines with its kooky ice cream names (such as Karamel Sutra and Berry Neighbourly) and is part of Unilever – one of the biggest brand owners in the world, which features in this fund. Fund manager Anthony Cross has a strong performance record and targets long-term capital growth for his investors. He looks for companies with an ‘economic advantage’ such as BP which, in 2012, was named the world’s sixth-largest energy and oil company.

6.      HSBC American Index

On HSBC American Index’s shelves sit the wealthiest man in the world’s company, Amazon, as well as the biggest tech company in the world, Apple. So you could say that the fund invests in some very large and well-known companies. The fund aims to follow the performance of the S&P 500 index by replicating its stocks, which also include Google and Microsoft – both needing no introduction.

7.      Stewart Investors Asia Pacific Leaders

This fund aims to grow your capital by investing in large-caps in the Asia-Pacific region, excluding Japan. Manager David Gait invests with an absolute-return mindset in high-quality companies that are cash-generative. Many companies in the fund do a lot to invest in the future of the planet and humankind. For example, Delta Electronics – a name you probably find on your electronics without even realising it – has underlined what they can do to support low-carbon technology. Another is CSL – a leading global biotech company that creates treatments for rare diseases and vaccines for influenzas.

8.      Threadneedle UK Equity Income

Did you know that Morrisons started in Bradford, West Yorkshire, on ‘Market Street’? This then inspired the supermarket’s unique ‘Market Street’ aisle. Morrisons features, along with other large and mid-caps you will have undoubtedly heard of, in this fund managed by Richard Colwell. Colwell has been labelled a ‘plain vanilla’ investor, using a balanced approach in his investment strategy and only investing in UK stocks. And the popularity of this fund at £3.9 billion in size speaks for itself. Many companies the fund holds are global in nature, such as Royal Dutch Shell, providing oil and gas to over 70 countries and aiming to provide cleaner, more sustainable energy while doing so.

9.      Lindsell Train UK Equity

This fund is from London-based boutique Lindsell Train, featuring UK stocks and some global companies too. Managers Michael Lindsell and Nick Train have an investment style that they liken to one of the world’s most famous investors, philanthropist Warren Buffet. One of their companies is snack giant Mondelez, which owns many of the brands you might have in your kitchen cupboards right now, such as Cadbury’s, Ritz crackers and Belvita. Another is Burberry, a British fashion designer that started in 1856 with a very British message – founder Thomas Burberry at age 21 wanted to create clothing that could protect the public from the British weather! Now, it is seen in shops around the world and is worn by many famous names including the Queen of England. 

10.    Vanguard LifeStrategy 80% Equity

This fund earns income and capital through a diversified portfolio of 80% equity securities and 20% fixed income securities. Investment in passive, and ‘index-tracking’ investment schemes helps the group achieve their goals for the fund.

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 an ISA Open a SIPP

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 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 or any yields quoted should not be considered reliable indicators of future returns. Restricted advice can be provided as part of other services offered by Bestinvest, upon request and on a fee basis. Before investing in funds please check the specific risk factors on 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. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to 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.