adviser only
What type of equity fund will you choose?
The UK stock market has fallen more than 14% since it peaked last April*, but it seems FundCalibre visitors are able to look past the short-term volatility and are prepared to carry on investing.
In November last year, 70% of FundCalibre visitors said they were most likely to invest in equities in 2016. Last month, when asked what type of equity fund they would choose, UK equity funds were the most popular, attracting a third of the votes**, followed by UK equity income and global funds, each with 20%**.
In contrast, US equity funds were shunned completely and only 3% said they would invest in Asia or emerging markets.
Read more: how to choose a fund
*Source: FE Analytics, FTSE 100 total returns, 27th April 2015 to 1st February 2016
** Based on feedback from 87 FundCalibre visitors from 01/01/16 – 31/01/16
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.
