Global, Income and Caution: three top themes this ISA season

It’s the new tax year. Not quite as exciting as a new calendar year, but a good time a make some new ‘tax year resolutions‘ and, for those early-bird investors among you, to think about how you will allocate your new tax-free allowances.

Most popular picks last ISA season

If you are wondering which investments were the most popular last ISA season*, there were three key themes among FundCalibre visitors: global, income and caution – and a combination of all three where possible!

Overall, the most visited sector between 1 January and 5 April 2019* was UK equity income, followed closely by global equity income then global.

When we delve a little deeper into individual fund views, Scottish Mortgage Investment Trust was in top spot.

Artemis proved to be the most popular asset management company with three funds in the top ten.

Seven of the top ten viewed funds produce an income, two of which are global in nature and one of which is more cautious. One of the top ten is cautious, global and has an income, highlighting perfectly investment sentiment in recent months.

Top ten funds by visit*

RankFundSector
1Scottish Mortgage Investment TrustGlobal
2Artemis Monthly DistributionMixed Investment 20-60% Shares
3Artemis IncomeUK Equity Income
4Jupiter DistributionMixed Investments 0-35% Shares
5Premier Defensive GrowthTargeted Absolute Return
6Baillie Gifford Global DiscoveryGlobal
7Artemis Global IncomeGlobal Equity Income
8VT Gravis UK Infrastructure IncomeSpecialist
9Threadneedle UK Equity IncomeUK Equity Income
10TB Evenlode Global IncomeGlobal Equity Income

Top ten sectors by visit*

RankSector
1UK Equity Income
2Global Equity Income
3Global
4UK All Companies
5UK Smaller Companies
6Strategic Bonds
7Europe ex UK
8Mixed Investments 20-60% Shares
9Japan
Tied: 10Specialist – India / Asia Pacific excluding Japan


*Source: FundCalibre.com. 1 January 2019 to 5 April 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.