Professional only
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.
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.
