Where did our clients invest in October 2019?

1.      Tilney Growth Portfolio

This has shot up to first place since last month! It’s one of our very own Ready-made Portfolios. It invests in shares, bonds, property and some smaller companies overseas and high yield bonds. It will suit all you investors with a good appetite for risk and those planning to invest for the long term.

2.      Fundsmith Equity

Manager Terry Smith invests in a concentrated portfolio of quality companies – the fund is a good example of quality not quantity! Some of the companies include Facebook, Microsoft and Estée Lauder – big names that don’t need any introduction.

3.      Tilney Adventurous Portfolio

Another of our funds in the top three! This fund aims to grow investments using an adventurous strategy – the Indiana Jones of fund strategies. It has a large exposure to shares, including those in both smaller companies and overseas markets such as the emerging markets and Asia.

4.      Lindsell Train Global Equity

The management duo, Michael Lindsell and Nick Train, invest across the world in the food, alcohol, internet, media, software, financial and healthcare industries. No stone unturned, eh? Their fund actually offers a safety net in falling markets too and over time the fund has outperformed.

5.      Lindsell Train UK Equity

Getting déjà vu? Michael Lindsell and Nick Train are here again with a concentrated portfolio of UK equities – and some from overseas. The pair share an investment philosophy with Warren Buffet, focusing on quality companies and fulfilling one of Buffet’s quotes ‘Price is what you pay: value is what you get.’

6.      HSBC American Index

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 in there like Google, Johnson & Johnson and Amazon. This is a passive fund, but active fund managers actually struggle to add value to the large cap end of the US equity market – so this is a great alternative!

7.      Vanguard LifeStrategy 80% Equity Fund

The fund invests in 80% equity securities and 20% fixed income securities. It seeks to achieve its investment objective through investment in passive, index-tracking investment schemes.

8.      Liontrust Special Situations

Managers Anthony Cross and Julian Fosh focus on companies with an ‘economic advantage’, like intellectual property (e.g. copyrights, trade secrets (ooh) and trademarks). This approach gives investors some diversification away from more mainstream UK funds – also giving it a resilience in weaker markets. Heart of a lion…

9.      Stewart Investors Asia Pacific Leaders

This fund aims to grow capital by investing in large-cap companies in Asia and Australasia. David Gait became manager in 2016 and he is a very cautious investor. He prioritises capital preservation more than most of his peers. But people seem to like him and his fund as he’s rarely not featured in our top 10!

10.    Tilney Maximum Growth Portfolio

We have dominated the charts with our portfolios this time. This fund is the most adventurous – Neil Armstrong of portfolios – meaning it will suit investors who have a very high tolerance for risk and are investing for a very good length of time.

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 9999 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 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.