Where are the investment opportunities in 2023?
This article first appeared on Trustnet.com on 5th January 2023 “And now for something completely...
As 2022 draws to a close, we take a look at which funds and trusts were most popular among FundCalibre’s visitors and which subjects piqued their interest the most.
Top of the pops this year was The City of London Investment Trust*, which has been steadily rising up our popularity table over the past few years. It’s possible that the trust’s longevity – as well as that of the manager – and the fact that it has increased its dividend in each of the past 56 years, has provided a consistency and stability that investors have craved amidst the turmoil.
The second most popular was Scottish Mortgage Investment Trust*, which has had a challenging year as its out-and-out growth style has rapidly fallen out of favour as inflation and interest rates have risen.
1. The City of London Investment Trust
2. Scottish Mortgage Investment Trust
3. abrdn Global Smaller Companies
4. Rathbone Global Opportunities
5. First Sentier Global Listed Infrastructure
6. Fidelity Global Dividend
7. Baillie Gifford American
8. Baillie Gifford Global Discovery
9. Murray International Trust
10. Artemis Income
When it comes to the most popular topics among FundCalibre visitors, the list was dominated by pieces explaining what was happening in markets and ‘learn’ articles aimed at beginner investors.
The most read article was the piece asking: ‘Growth or income: which investment goal is right for you?*’ It was following by ‘Funds to watch in 2022’ and ‘Why bond yields are rising and why it matters’.
There was also a lot of interest in the workings of investment trusts, the best performing funds of the year so far, and the funds that gained and lost Elite Ratings.
1. Growth or income: which investment goal is right for you?
2. Funds to watch in 2022
3. Why bond yields are rising and why it matters
4. Best performing funds and trusts of 2022 so far
5. Our top five global investment trusts
6. Summer 2022: the funds gaining and losing their Elite Ratings
7. Making sense of the rotation from growth to value
8. The worlds five cheapest stock markets and the funds investing in them
9. Five benefits of investment trusts
10. Winter 2022: the funds gaining and losing their Elite Ratings
*Source: FundCalibre Analytics, 1 January to 1 December 2022.