December’s most widely bought and sold funds

Rob Morgan reveals the funds most commonly bought and sold by customers using our investment platform.

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  1. Rob Morgan

Market volatility continued in December as trade war fears and worries about rising US interest rates continued to take their toll on sentiment. However, a number of our customers were hunting for bargains amid the turmoil.

Among the most popular fund choices Artemis Global Income remained a popular option for exposure to high yielding global stocks, while Fundsmith Equity was the most widely-purchased global equity fund, beating another regular Lindsell Train Global Equity.

JOHCM UK Equity Income was a firm favourite for income-seeking investors wishing to allocate to UK equities. Meanwhile, Merian UK Smaller Companies was the go-to investment for those seeking opportunities in the more dynamic part of the UK market.

Investors choosing a passive or tracker route prioritised Legal & General US Index for allocating specifically to US equities, while Fidelity Index World was the most popular option for low-cost global equity exposure.

Funds in Vanguard’s passive LifeStrategy range were once again popular with those wishing to take a balanced investment approach encompassing both equities and bonds. These offer cost-efficient passive exposure to diversified portfolios and automatically rebalance to maintain a specific asset allocation.

Among the most sold funds were a number of widely held investments, likely a result of general trading activity.

There was, however, further evidence of investors cooling towards growth-orientated areas such as technology, as well as tracker funds invested in the US. In addition, Neil Woodford’s CF Woodford Equity Income, having had a dismal 2018, also continued to be among the most widely sold funds by Charles Stanley Direct customers.

Remember, although certain funds have been popular with our customers, this does not imply that you should follow suit. Any investment you choose should meet with your own personal circumstances and objectives, taking into consideration your existing portfolio.

Table: The top ten fund buys (in terms of number of trades) through Charles Stanley Direct in December 2018. Listed alphabetically. Does not include regular savings.

Artemis Global Income

Fidelity Index World

Fundsmith Equity

JOHCM UK Equity Income

Legal & General US Index

Lindsell Train Global Equity

Merian UK Smaller Companies

Vanguard LifeStrategy 100% Equity

Vanguard LifeStrategy 60% Equity

Vanguard LifeStrategy 80% Equity

 

Table: The top ten fund sells (in terms of number of trades) through Charles Stanley Direct in December 2018.  Listed alphabetically.

Artemis Global Income

AXA Framlington Global Technology

Fundsmith Equity

HSBC American Index

JOHCM UK Equity Income

L&G US Index Trust

Lindsell Train Global Equity

LF Woodford Equity Income

Merian UK Smaller Companies

Vanguard LifeStrategy 80% Equity

 

This website is not personal advice based on your circumstances. No news or research item is a personal recommendation to deal. Investment decisions in collectives should only be made after reading the Key Investor Information Document or Key Information Document, Supplementary Information Document and/or Prospectus. If you are unsure of the suitability of your investment please seek professional advice.

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