January'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

Following market volatility in the latter part of 2018, share markets started 2019 on a positive note. With confidence growing, Terry Smith’s Fundsmith Equity was the most popular fund for new investment among Charles Stanley Direct customers in January.

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.

Another popular global equity fund, Lindsell Train Global Equity, was also widely purchased.

Artemis Global Income remained a popular option for exposure to high yielding global stocks, and 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 low-cost 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, evidence of investors cooling towards growth-orientated areas such as technology, biotech and Indian equities,  as well as tracker funds invested in the US.

In addition, Neil Woodford’s CF Woodford Equity Income, having had a dismal 2018, 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 January 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

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 January 2019.  Listed alphabetically.

AXA Framlington Global Technology

AXA Framlington Biotech

Fundsmith Equity

HSBC American Index

Jupiter India

L&G US Index Trust

Lindsell Train Global Equity

LF Woodford Equity Income

Vanguard LifeStrategy 80% Equity

Vanguard LifeStrategy 100% Equity

 

Past performance is not a reliable indicaiton of future results. 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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