Five trusts on an attractive discount
Over the past few years, multi-asset managers have increasingly turned to investment trusts as a way...
I’m one of some 1,023,706 people who have joined the newly formed Facebook group: Family lockdown tips and ideas.
From fun science lessons to indoor games, live storytelling to easy maths, it’s full of much-needed inspirational (and humorous) ideas as to how to home-school and entertain your children whilst in lockdown.
With just a couple of days left until the end of this tax year, there are no doubt a few last-minute ISA investors wondering where on earth to put their allowance, and also looking to others for inspiration.
So, we thought a quick round-up of the most-viewed funds on FundCalibre this ISA season* might be of help.
AXA Framlington Global Technology is the most-viewed fund overall. Run by Jeremy Gleeson, it is full of interesting and exciting companies – many of which are actively helping many of us work from home right now. Apple, Facebook, Amazon and Cisco Systems – a company that develops, manufactures and sells networking hardware, software, and telecommunications equipment – are all top ten holdings**.
Next up is Rathbone Global Opportunities, followed by Baillie Gifford Global Discovery. All in all, there are seven funds investing in global equities – be they generalist or sector-specific – in the top 10 and ten such funds in the top 25.
While overseas investors have been shunning UK equities for some time, not FundCalibre visitors it seems, as the asset class is the second most viewed this ISA season.
City of London investment trust, in fifth place, was the highest in the list, followed by Liontrust Special Situations in tenth place. A total of ten funds investing in UK equities – again either generalist or sector-specific – made it into the top 25.
While global and UK equity funds dominated, there are a handful of exceptions: five funds from other asset classes that proved popular among FundCalibre visitors.
Baillie Gifford Shin Nippon was the only Japanese fund to make the top 25 and Jupiter European the only European equity fund. TM home investor, which invests in UK residential homes, was the lone property fund to make the list.
|1||AXA Framlington Global Technology|
|2||Rathbone Global Opportunities|
|3||Baillie Gifford Global Discovery|
|4||Fidelity Global Dividend|
|5||City of London Investment Trust|
|6||Scottish Mortgage Investment Trust|
|7||Artemis Global Income|
|8||Invesco Monthly Income Plus|
|9||TB Evenlode Global Income|
|10||Liontrust Special Situations|
|12||Baillie Gifford Shin Nippon|
|13||Man GLG UK Income|
|14||TM home investor|
|15||Threadneedle UK Equity Income|
|16||BMO Global Smaller Companies|
|17||Marlborough Special Situations|
|19||VT Gravis UK Infrastructure Income|
|20||Baillie Gifford Strategic Bond|
|21||Royal London UK Equity Income|
|22||Smith & Williamson Artificial Intelligence|
|23||First State Global Listed Infrastructure|
|24||Fidelity Special Values|
|25||Marlborough Multi Cap Income|
*Source: FundCalibre, 1 January to 1 April 2020
*Source: Fund factsheet, 29 February 2020