Junior ISAs turn five

The Junior ISA turns five today and, since its launch in 2011, the most popular fund among clients of FundCalibre’s sister company, Chelsea Financial Services, has been Elite Rated Liontrust Special Situations. The fund has returned 107.7% over the period, beating its benchmark, the FTSE All Share, by more than 45% after charges and turning an original £3,600 invested into £7,478*.

In fact, seven out of the ten best-selling funds for Junior ISAs hold an Elite Rating from FundCalibre:

*Source: FE Analytics, 1st March 2012 to 18th October 2016. Chelsea Junior Aggressive EasyISA returned 69.08%, Chelsea Junior Core EasyISA returned 48.12% and Chelsea Junior Balanced EasyISA returned 64.22%. The performance calculated takes into account any changes to the underlying funds in the EasyISAs during the five year period.

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.