FundCalibre’s most viewed funds and trusts of 2021

In what has been a year dominated by continual change and uncertainty, some things have remained comfortingly consistent: Baillie Gifford Global Discovery has been the most popular Elite Rated fund amongst FundCalibre visitors for the third year in a row*.

Run by Douglas Brodie and investing in what he believes to be the most innovative smaller companies around the globe that are capable of changing the world, the fund drew the highest number of page views on our website in 2021.

The second most popular has been City of London Investment Trust (up from 3rd position last year) while Scottish Mortgage Investment Trust also moved up one position into third. It was a big year for investment trusts with both Fidelity China Special Situations and Murray International Trust making it into the top ten for the first time.

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10 most popular Elite Rated funds and trusts in 2021*

  1. Baillie Gifford Global Discovery
  2. City of London Investment Trust
  3. Scottish Mortgage Investment Trust
  4. Rathbone Global Opportunities
  5. Ninety One Global Environment
  6. Fidelity China Special Situations
  7. ASI Global Smaller Companies
  8. Artemis Income
  9. Fidelity Global Dividend
  10. Murray International Trust

Most popular investment sectors

Perhaps unsurprisingly, global equities dominated the list of most popular funds in 2021, as investors looked to diversify their portfolios given the uncertain conditions. But interestingly, investors continued to search for ideas in the out-of-favour UK stock market. Strategic and corporate bonds also featured in the top ten sectors, despite the fact that not a single fixed income fund made it into the top twenty funds viewed.

Top ten sector searches in 2021*

  1. Global Equities
  2. UK Smaller Companies
  3. UK Equity Income
  4. Asian Equities
  5. Strategic Bond
  6. UK All Companies
  7. European Equities
  8. Global Equity Income
  9. Corporate Bond
  10. Infrastructure

*Source: FundCalibre Analytics, 1 January to 14 December 2021

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.