Global, Income and Caution: three top themes this ISA season
By Juliet Schooling Latter on 15 April 2019 in
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*
| Rank | Fund | Sector |
| 1 | Scottish Mortgage Investment Trust | Global |
| 2 | Artemis Monthly Distribution | Mixed Investment 20-60% Shares |
| 3 | Artemis Income | UK Equity Income |
| 4 | Jupiter Distribution | Mixed Investments 0-35% Shares |
| 5 | Premier Defensive Growth | Targeted Absolute Return |
| 6 | Baillie Gifford Global Discovery | Global |
| 7 | Artemis Global Income | Global Equity Income |
| 8 | VT Gravis UK Infrastructure Income | Specialist |
| 9 | Threadneedle UK Equity Income | UK Equity Income |
| 10 | TB Evenlode Global Income | Global Equity Income |
Top ten sectors by visit*
| Rank | Sector |
| 1 | UK Equity Income |
| 2 | Global Equity Income |
| 3 | Global |
| 4 | UK All Companies |
| 5 | UK Smaller Companies |
| 6 | Strategic Bonds |
| 7 | Europe ex UK |
| 8 | Mixed Investments 20-60% Shares |
| 9 | Japan |
| Tied: 10 | Specialist – India / Asia Pacific excluding Japan |
*Source: FundCalibre.com. 1 January 2019 to 5 April 2019
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.
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