Most popular funds this ISA season

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.

Global equities top the bill

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.

‘Shunned’ UK equities also popular

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.

The exceptions to the rule

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.

These were: Invesco Monthly Income Plus (one of just two bond funds in the mix) in eighth place. The other bond fund was Baillie Gifford Strategic Bond in twentieth position.

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.

The top 25 most-viewed funds on FundCalibre this ISA season*

RankFund name
1AXA Framlington Global Technology
2Rathbone Global Opportunities 
3Baillie Gifford Global Discovery
4Fidelity Global Dividend
5City of London Investment Trust
6Scottish Mortgage Investment Trust
7Artemis Global Income
8Invesco Monthly Income Plus
9TB Evenlode Global Income
10Liontrust Special Situations 
11Artemis Income
12Baillie Gifford Shin Nippon
13Man GLG UK Income
14TM home investor
15Threadneedle UK Equity Income
16BMO Global Smaller Companies
17Marlborough Special Situations
18Jupiter European
19VT Gravis UK Infrastructure Income
20Baillie Gifford Strategic Bond
21Royal London UK Equity Income
22Smith & Williamson Artificial Intelligence
23First State Global Listed Infrastructure 
24Fidelity Special Values
25Marlborough Multi Cap Income

*Source: FundCalibre, 1 January to 1 April 2020
*Source: Fund factsheet, 29 February 2020

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.