Professional only
Which are the most popular funds this ISA season?
Investors have had a lively start to 2023. The FTSE 100 – the index of the 100 largest companies listed on the UK stock market – has topped 8,000 for the first time in history, and we’re currently experiencing a banking crisis of sorts, after the collapse of Silicon Valley Bank and the suspension of European banking shares.
So, as we approach the end of the tax year, many investors who have yet to invest their ISA allowance will no doubt be wondering where to turn.
To give you some inspiration, we had a look at which funds and topics have been the most popular among FundCalibre visitors over the past six weeks* – the areas they are researching as they make their own decisions about where to invest their money.
Most popular funds and trusts this ISA season
The most popular fund over the past six weeks has been The City of London Investment Trust. A conservatively managed UK equity income product, its focus on stable large UK companies and unbeaten track record of raising its dividend each year for the past 56 years no doubt has a lot of appeal in an uncertain world.
It is, however, only one of two UK funds in the top 15, which is dominated by nine global equity income funds – six of which are global equity income offerings. This suggests investors are wanting to diversify their equity and income exposure.
And, despite the improving outlook and new opportunities in bonds in recent months, only two bond funds make it into the top 15: Allianz Strategic Bond and Artemis Corporate Bond.
Top 15 viewed funds and trusts*
1. The City of London Investment Trust
2. Scottish Mortgage Investment Trust
3. abrdn Global Smaller Companies
4. Baillie Gifford American
5. JPM Global Equity Income
6. Fidelity Global Dividend
7. M&G Global Dividend
8. T. Rowe Price European Smaller Companies Equity
9. Guinness Global Equity Income
10. Artemis Income
11. TM Redwheel Global Equity Income
12. Murray International Investment Trust
13. The Global Smaller Companies Trust
14. Allianz Strategic Bond
15. Artemis Corporate Bond
Most popular sectors among FundCalibre visitors*
Both UK equity income and global equity income are top of the sector searches on FundCalibre currently*. There is some interest in corporate bonds and UK smaller companies, both of which the FundCalibre team believes offer opportunities today as valuations are compelling.
Top 10 sector searches*
1. UK Equity Income
2. Global Equity Income
3. Sterling Corporate Bond
4. UK Smaller Companies
5. Global Equities
6. Sterling Strategic Bond
7. European Equities
8. Infrastructure
9. Europe ex UK
10. UK All Companies
Most viewed articles *
The most popular articles are also on similar topics, with readers interested in the best performing UK funds as well as looking for ideas for global funds and corporate bond funds.
1. Best performing UK funds under Rishi Sunak’s leadership
2. Which global fund will you choose this ISA season?
3. Multi-Asset ISA options for cautious investors
4. How to get healthy gains from your investments
5. Should you invest in corporate bonds this ISA season?
*Source: Google analytics, FundCalibre, 1 February to 15 March 2023
Photo by Olivia Oliver Design on Unsplash
This article is provided for information only. The views of the author and any people quoted are their own and do not constitute financial advice. The content is not intended to be a personal recommendation to buy or sell any fund or trust, or to adopt a particular investment strategy. However, the knowledge that professional analysts have analysed a fund or trust in depth before assigning them a rating can be a valuable additional filter for anyone looking to make their own decisions.Past performance is not a reliable guide to future returns. Market and exchange-rate movements may cause the value of investments to go down as well as up. Yields will fluctuate and so income from investments is variable and not guaranteed. You may not get back the amount originally invested. Tax treatment depends of your individual circumstances and may be subject to change in the future. If you are unsure about the suitability of any investment you should seek professional advice.Whilst FundCalibre provides product information, guidance and fund research we cannot know which of these products or funds, if any, are suitable for your particular circumstances and must leave that judgement to you. Before you make any investment decision, make sure you’re comfortable and fully understand the risks. Further information can be found on Elite Rated funds by simply clicking on the name highlighted in the article.
