March’s most widely bought and sold funds

We reveal the funds most commonly bought and sold by customers using Charles Stanley Direct.

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  1. Rob Morgan

Passive or ‘tracker’ funds providing low-cost, index-mimicking performance once again proved popular among customers using Charles Stanley Direct in March

Investors prioritised Legal & General US Index for allocating specifically to US equities. Meanwhile, Fidelity Index World was the most popular option for low-cost global equity exposure.

Funds in Vanguard’s passive LifeStrategy range were once again commonly purchased by 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.

Terry Smith’s Fundsmith Equity continued to be the most popular actively-managed fund for new investment. The £20bn fund continues to attract inflows at a rapid pace, with investors attracted to its high-conviction, quality growth style and the straightforward but effective approach adopted by the manager. Another well-known global equity fund, Lindsell Train Global Equity, was widely purchased.

Meanwhile, Baillie Gifford Positive Change proved an appealing option for customers wishing to invest in a socially responsible manner. This adventurous sustainability-themed fund aims to contribute toward a more sustainable and inclusive world by investing in companies addressing critical challenges in areas such as social inclusion, education, quality of life and the environment. Baillie Gifford American and China also made the top ten, further illustrating that significant appetite remains for growth-orientated investments from the Edinburgh-based fund group.

Among the most sold funds were several widely held investments, likely a result of general trading activity or profit taking. Baillie Gifford funds also featured heavily amongst the most sold investments, with some investors perhaps tempted to take profits following a decent long term run of performance across the range.

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 March 2021. Listed alphabetically. Does not include regular savings.

Baillie Gifford American

Baillie Gifford China

Baillie Gifford Positive Change

Fidelity Index US

Fidelity Index World

Fundsmith Equity

Lindsell Train Global 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 March 2021.  Listed alphabetically.

Baillie Gifford American

Baillie Gifford China

Baillie Gifford Global Discovery

Baillie Gifford Long Term Global Growth

Baillie Gifford Positive Change

Fundsmith Equity

JOHCM UK Equity Income

Legal & General US Index

Lindsell Train Global Equity

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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