Where did our clients invest in September 2018?

1. Tilney Bestinvest Growth Portfolio

One of our Ready-made Portfolios claimed the top spot last month. More than half of the Growth fund is invested in shares, with exposure to smaller companies, emerging markets and Asia. The rest of the fund is diversified across bonds and commercial property along with other areas to reduce stock market risk.

2. Fundsmith Equity

Fundsmith Equity has dropped to second place from last month. Manager Terry Smith has had an extensive and successful career in finance which comes through in his management style. He invests in quality companies that are able to sustain high rates of return on capital.

3. Tilney Bestinvest Aggressive Growth Portfolio

Taking the bronze medal last month is another fund of our own. It has an adventurous strategy with exposure to smaller companies, overseas markets, emerging markets and Asia. This fund may appeal to those with a high tolerance for risk and a long-term investment time horizon.   

4. Lindsell Train Global Equity

Staying firmly in fourth place, Lindsell Train just misses out on the top three. The fund invests in major global companies including Nintendo, PepsiCo and Disney. Fund managers Nick Train and Michael Lindsell buy businesses that they view as durable and cash-generative and hold them for the long term.

5. HSBC American Index

This fund consists of the 500 largest US equities. It offers a simple and low-cost way of investing in these large-caps as an attractive, passive alternative to active fund managers who frequently struggle to add value at the large-cap end of the US equity market. The fund is made up of well-known businesses such as Amazon, Apple and Microsoft.

6. Threadneedle UK Equity Income

Manager Richard Colwell invests in UK stocks – mainly in large and mid-cap UK equities. Sometimes labelled ‘plain vanilla’, he takes a balanced approach, avoiding swinging to a more aggressive or defensive approach as many peer group funds do. This fund is a staple fund for many equity income investors.

7. Stewart Investors Asia Pacific Leaders

Fund manager David Gait invests from the bottom up, aiming for an absolute return without any benchmark constraints. Gait is a cautious investor and prioritises capital, as a result he tends to outperform in falling markets, but can lag when they rise strongly. He favours high-quality, cash-generative companies.  

8. Vanguard LifeStrategy 80% Equity

The fund seeks to achieve capital returns and income through a portfolio composed 80% of equity securities and 20% of fixed income securities. The fund invests predominantly in passive, index-tracking collective investment schemes.

9. Liontrust Special Situations

This fund has slipped a few places this month, but still remains popular in the top 10. The fund includes companies of all sizes. Managers Anthony Cross and Julian Fosh have an ‘Economic Advantage’ approach which provides some diversification from the mainstream UK funds and can give the fund resilience in weaker markets.

10. LF Lindsell Train UK Equity Fund

The fund invests in a concentrated portfolio of UK equities, aiming to achieve capital and income growth. Manager Nick Train invests in companies he describes as exceptional and believes will still be profitable in 20 years’ time. The bulk of these companies are in food and drink, media, finance and healthcare, including big names such as Unilever, Heineken and Diageo.

How to buy these funds

If any of the funds in this article sound good to you, these (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 2400 or emailing best@bestinvest.co.uk.

 

Important information

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.