The most popular funds of 2024
As 2024 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.
Most popular Elite Rated funds and trusts in 2024*
Top of the pops this year was Fidelity Global Dividend, which has been steadily rising up our popularity table over the past few years. It’s possible its popularity has increased as investors look for a stable, core global fund in their portfolio. The Fidelity Global Dividend fund is a well-diversified, lower risk fund with a stable, and potentially rising, global income. The fund’s value influence means manager Dan Roberts is less likely to overpay for a stock, which can help to protect against price falls in down markets.
Top ten most popular
- Fidelity Global Dividend
- JPM US Equity Income
- City of London Investment Trust
- Scottish Mortgage Investment Trust
- Artemis Income
- BlackRock Global Unconstrained Equity
- abrdn UK Mid-Cap Equity
- Guinness Global Equity Income
- Murray International Trust
- T. Rowe Price US Large Cap Growth Equity
Discover which fund was the best-performing fund of the year
Our most popular content in 2024
When it comes to the most popular topics among FundCalibre visitors, we saw genuine interest in diversifying away from technology across all our various media channels.
Top five most listened to Investing on the go episodes
The most listened to podcast dates back to May 2024 from Orbis Global Balanced. Manager Alec Cutler discusses the shifting market environment, often referred to as the “four horsemen of the stock apocalypse,” and how he navigates through these turbulent times.
Get more recent insights from Alec Cutler in our Investment Outlook series
Our second most listened to podcast comes from a new fund to FundCalibre, WS Canlife Diversified Monthly Income, where the co-managers reveal how they aim to provide a stable, inflation-adjusted income stream while keeping volatility low.
- 315. From murky markets to the stock apocalypse
- 337. Meet the fund designed for retirement
- 311. The AI frontier and today’s investment opportunities
- 302. The “once in a generation opportunity” in the UK market
- 300. Unique opportunities await in UK equities
Top five most read articles on FundCalibre
- Which funds have performed best so far in 2024
- National Savings Day 2024: a guide for investors
- Beyond technology: where else for growth
- Three different approaches to investing in technology
- Is market leadership moving on?
Top five most watched Talking Factsheets
- IFSL Marlborough European Special Situations
- WS Amati Strategic Metals
- IFSL Marlborough Special Situations
- Orbis Global Balanced
- TR Property Investment Trust
Watch more from our talking factsheet series here
*Source: FundCalibre Analytics, 1 January to 16 December 2024
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.
