FundCalibre’s most viewed funds of 2019

As the year draws to a close, FundCalibre has revealed the top 20 most viewed funds and trusts on its website, with Baillie Gifford Global Discovery proving the most popular in 2019*.

The fund, which is run by Douglas Brodie and consists of what he believes to be the most innovative and fast-growing smaller companies in the world, drew the highest number of page views on the fund research website.

AXA Framlington Global Technology, run by Jeremy Gleeson, was in second spot. 2019 has been another good year for the technology sector: it has outperformed the wider global stock market by 17%** over the past 12 months.

In third place was City of London Investment Trust. Managed by Job Curtis for almost 30 years, the trust celebrated its 53rd year for raising dividends in 2019.

Perhaps unsurprisingly, Global, Global Equity Income and UK Equity Income funds and trusts dominated the list this year, as investors sought to diversify their portfolios in the face of continued Brexit and political uncertainty at home, and many others were also searching for income in a low-interest world.

Three themes of 2019

1. Going global

12 out of the top 20 most viewed funds and trusts are invested outside of the UK. 10 were global in nature, while Europe and Japan also made an appearance.

2. Income investments

12 out of the top 20 funds were those investing in income-producing assets. The top ten was dominated by Global Equity Income funds, while UK Equity Income and Bond funds made a stronger appearance in the top 20.

3. Emerging markets remain out of favour

Every single fund or trust in the top 20 was either entirely, or predominantly, invested in developed markets. This suggests that emerging markets are still very much out of favour.

FundCalibre’s most viewed funds and trusts in 2019

RankName of Fund/Trust
1Baillie Gifford Global Discovery
2AXA Framlington Global Technology
3City of London Investment Trust
4TB Evenlode Global Income
5Artemis Global Income
6Scottish Mortgage Investment Trust
7Fidelity Global Dividend
8Rathbone Global Opportunities
9Artemis Income
10Jupiter European
11Invesco Monthly Income Plus
12Threadneedle UK Equity Income
13Man GLG UK Income
14Artemis Monthly Distribution
15Baillie Gifford Strategic Bond
16Liontrust Special Situations
17BMO Global Smaller Companies
18TB Evenlode Income
19Baillie Gifford Shin Nippon
20First State Global Listed Infrastructure 

*Source: FundCalibre Analytics, 1 January 2019 to 21 December 2019
**Source: FE Analytics, FTSE All World index vs FTSE All World Technology index total returns in sterling, 1 January 2019 to 23 December 2019

The views of the author and any people interviewed are their own and do not constitute financial advice. 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. Before you make any investment decision make sure you’re comfortable and fully understand the risks. If you invest in fund or trust make sure you know what specific risks they’re exposed to. Past performance is not a reliable guide to future returns. Remember all investments can fall in value as well as rise, so you could make a loss.