July’s most widely bought and sold funds

We reveal the funds most commonly bought and sold by customers using our investment platform in July.

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  1. Rob Morgan

Terry Smith’s Fundsmith Equity continued to be the most popular fund for new investment among Charles Stanley Direct customers in July – this despite our removal of the fund from the Foundation Fundlist during the month.  

Mr Smith has built a significant following since he launched this fund in 2010. His no-nonsense approach to global equities has proven very effective – and investors have enjoyed significant outperformance versus the fund’s benchmark, the MSCI World index - although past performance is not a guide to the future. We acknowledge the many strong characteristics of the fund, and the removal from our list of preferred investments reflects a small discomfort over the large and growing size of assets uder management. The fund also topped the list of sell trades.

Another popular global equity fund, Lindsell Train Global Equity, was widely purchased, while Artemis Global Income remained a popular option for exposure to high yielding global stocks. JOHCM UK Equity Income remained a firm favourite for income-seeking investors wishing to allocate to UK equities while Lindsell Train UK Equity was the most commonly-bought broader UK fund.

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 or profit taking. In addition, investors continued to offload UK funds and there was a cooling towards the Indian share market.

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 July 2019. 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

Lindsell Train UK Equity

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 July 2019.  Listed alphabetically.

Artemis Global Income

Fundsmith Equity

Invesco Asian

JO Hambro UK Equity Income

Jupiter India

L&G US Index Trust

Lindsell Train Global Equity

Man GLG Undervalued Assets

Merian UK Smaller Companies

Vanguard LifeStrategy 100% Equity

 

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

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