The images above are to illustrate our client portal. The lists are provided for information purposes only. They should not be taken as a personal recommendation and are not intended to provide advice. All clients should carry out their own research and get financial advice before investing if unsure.
Most purchased funds by our clients
January 2024
Rank | Name | Type |
1. | Evelyn Growth Portfolio Clean | Fund of funds |
2. | Evelyn Adventurous Portfolio | Fund of funds |
3. |
Global |
|
4. |
Fund of funds |
|
5. |
Global |
|
6. |
North America |
|
7. | Legal & General Global Technology Index Trust | Technology and Technology Innovation |
8. | Vanguard FTSE Developed World ex UK Equity Index Fund | Global |
9. | Jupiter India Fund | India/Indian Subcontinent |
10. | HSBC American Index | North America |
Source: Bestinvest. Note: the top 10 is based on the number of “buys” during the month.
Most purchased shares by our clients
January 2024
Rank | Name | Type |
1. |
Banks |
|
2. | BAE Systems PLC | Defense and Aeronautics |
3. | BP PLC | Energy |
4. | Glencore PLC | Mining |
5. | NVIDIA Corp | Technology |
6. | Legal & General Group PLC | Life Insurance |
7. | Diageo PLC | Beverages |
8. | Yellow Cake PLC | Mining |
9. | Mobile Telecommunications | |
10. | Automotive and Energy |
Most purchased Exchange Traded Funds (ETFs) by our clients
January 2024
Rank | Name | Type |
1. | Vanguard S&P 500 UCITS ETF | North America |
2. | Commodities and Natural Resources | |
3. |
North America |
|
4. |
UK All Companies |
|
5. |
North America |
|
6. |
Global |
|
7. |
North America |
|
8. | iShares Core MSCI World UCITS ETF | Global |
9. | WisdomTree Physical Silver | Commodities and Natural Resources |
10. | Invesco Technology S&P US Select Sector UCITS ETF | North America |
An ETF is an Exchange Traded Fund and an ETC is an Exchange Traded Commodity.
Most purchased Investment Trusts by our clients
January 2024
Rank | Name | Type |
1. | Scottish Mortgage Investment Trust PLC | Global |
2. | JPMorgan Global Growth & Income PLC | Global Equity Income |
3. | Allianz Technology Trust PLC | Technology & Media |
4. | Pershing Square Holdings Ltd | North America |
5. | Smithson Investment Trust PLC | Global Smaller Companies |
6. | Alliance Trust PLC | Global |
7. | F&C Investment Trust PLC | Global |
8. | BlackRock World Mining Trust PLC | Commodities and Natural Resources |
9. | City of London Investment Trust PLC | UK Equity Income |
10. | HgCapital Trust PLC | Private Equity |