November’s most widely bought and sold funds

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

This content is more than 6 months old now, please visit the news area of this site for more recent content

  1. Rob Morgan

Terry Smith’s Fundsmith Equity continued to be the most popular fund for new investment among Charles Stanley Direct customers in November. This was despite a more lacklustre few months of relative performance.  The fund was removed from our Foundation Fundlist in July this year.

Another well-known global equity fund, Lindsell Train Global Equity, was widely purchased, while Artemis Global Income remained a common option for exposure to high yielding global stocks. JOHCM UK Equity Income continued to be a firm favourite for income-seeking investors wishing to allocate to UK equities.

Investors choosing a passive or tracker route prioritised Legal & General US Index for allocating specifically to US equities, while Fidelity Index World and Vanguard FTSE Developed World Ex UK Equity Index were 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. Fundsmith Equity and Lindsell Train funds were among the most offloaded funds following a weaker period for their ‘quality growth’ investment style, while the appearance of Stewart Asia Pacific Leaders and Invesco Asian in the list demonstrated a cooling towards that region.

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 November 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

Vanguard FTSE Developed World Ex UK Equity Index

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 November 2019.  Listed alphabetically.

Artemis Global Income

AXA Framlington Global Technology

Fundsmith Equity

HSBC UK American Index

Invesco Asian

L&G US Index Trust

Lindsell Train Global Equity

Lindsell Train UK Equity

Stewart Asia Pacific Leaders

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.

More from author

  1. Rob Morgan

    November’s most widely bought and sold funds

    Fund Research - 2nd Dec 2019 15:31pm

    We reveal the funds most commonly bought and sold by customers using our investment p...

  2. Rob Morgan

    November’s top and bottom performing funds

    Fund Research - 2nd Dec 2019 15:31pm

    A round up of the prominent fund sector trends in November, a positive month for most...

  3. Rob Morgan

    Royal London Sterling Extra Yield Bond – removed from Foundation Fundlist

    Fund Research - 2nd Dec 2019 15:31pm

    We still rate the managers of this popular high yield bond fund highly, but a growing...

Most read articles

  1. November’s most widely bought and sold funds

    November’s most widely bought and sold funds

    Fund Research - 2nd Dec 2019 15:31pm

    We reveal the funds most commonly bought and sold by customers using our investment p...

  2. November’s most widely bought and sold funds

    November’s top and bottom performing funds

    Fund Research - 2nd Dec 2019 15:31pm

    A round up of the prominent fund sector trends in November, a positive month for most...

  3. November’s most widely bought and sold funds

    Royal London Sterling Extra Yield Bond – removed from Foundation Fundlist

    Fund Research - 2nd Dec 2019 15:31pm

    We still rate the managers of this popular high yield bond fund highly, but a growing...

Investment involves risk. You may get back less than invested.