FundCalibre’s most viewed funds of 2020

In what has been a roller-coaster year for investors, some things have remained comfortingly consistent: Baillie Gifford Global Discovery has been the most popular Elite Rated fund for the second year in a row*.

Run by Douglas Brodie and investing in what he believes to be the most innovative and fast-growing smaller companies in the world, the fund drew the highest number of page views on our website in 2020 and has also been one of the best performing funds of the year.

The second most popular fund has been Rathbone Global Opportunities (up from 8th position last year) while City of London Investment Trust was third once again. Managed by Job Curtis for almost 30 years, the trust celebrated its 54th year for raising dividends in 2020, dipping into its revenue reserve to maintain its pay-out in what has been a difficult year for dividend investors.

Ten most popular Elite Rated funds and trusts in 2020*

  1. Baillie Gifford Global Discovery
  2. Rathbone Global Opportunities
  3. City of London Investment Trust
  4. Scottish Mortgage Investment Trust
  5. Invesco Monthly Income Plus
  6. AXA Framlington Global Technology
  7. Baillie Gifford Strategic Bond
  8. Fidelity Global Dividend
  9. Baillie Gifford Shin Nippon
  10. TB Evenlode Global Income

Most popular investment sectors

Perhaps unsurprisingly, global equity and global equity income funds and trusts dominated the list of most popular fund views this year, as investors sought to diversify their portfolios in the face of a global pandemic and economic shutdown. As such, the most popular sector search was global too, with global equity income in fourth*.

In second place, was Asian equities – although no individual fund made it into the top ten. In third was strategic bond funds: Invesco Monthly Income Plus, was the lone fixed income fund in the top ten most viewed. Bond funds have had a very good year, with many managers citing the market lows of March and April as the “best buying opportunity for bonds in a decade.

Top ten sector searches in 2020*

  1. Global Equity
  2. Asian Equity
  3. Strategic Bond
  4. Global Equity Income
  5. UK Equity
  6. European Equity
  7. Corporate Bond
  8. UK Equity Income
  9. Japanese Equity
  10. China/Greater China

Inflation and bonds trump COVID and Brexit

While COVID-19 and Brexit both dominated the headlines in 2020, FundCalibre readers were more interested in the investment subtleties, with bonds and inflation dominating their favourite topics.

The most popular article among FundCalibre visitors was one by Richard Woolnough, manager of M&G Strategic Corporate Bond, M&G Corporate Bond and M&G Optimal Income funds. ‘This time it is different: a stay at home recession’ discussed the global recession brought about by lockdown, how soon economies may recover and the impact on bonds.

The second most read was ‘Will the pandemic result in deflation or inflation?’, with ‘Different types of inflation explained’ also popular in eighth place.

Third was a more optimistic read about ‘Why Brexit could be good for bonds’.

Top 10 most read*

  1. This time it is different: a stay at home recession
  2. Will the pandemic result in deflation or inflation?
  3. Why Brexit could be good for bonds
  4. Should you invest when stock markets fall?
  5. 800,000 teenagers get a child trust fund windfall
  6. Income investing: funds yielding more than 4%
  7. How the Coronavirus is changing millennial money habits
  8. Different types of inflation explained
  9. Four managers examine the prospects for the US
  10. Four trends that will continue post lockdown

*Source: FundCalibre Analytics, 1 January to 13 December 2020

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.