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Bestinvest’s 15 bestselling funds of the year

Heavyweight veterans Terry Smith and Neil Woodford won the battle for assets in a turbulent 2017, punctuated by political upheaval.

Heavyweight veterans Terry Smith and Neil Woodford won the battle for assets in a turbulent 2017, punctuated by political upheaval.

Despite Theresa May losing her majority and turbulence around the Brexit negotiations, UK All Companies remained the bestselling sector. And reflecting the growing demand for passive funds, three made the charts this year.

Bestinvest managing director Jason Hollands (pictured) said: ‘The funds favoured by Bestinvest clients during 2017 – excluding our own multi-asset portfolios - were wholly or predominantly dominated by equity funds, with not a bond fund, absolute return fund nor property fund in sight.

‘Notably three passive based investment funds made it into the top ten choices reflecting the growth in demand for low cost choices that track general market movements. But overall, the table was still dominated by actively managed funds run by well-known managers with strong long-term track records.’  

Click through to see which funds made the cut.

 

 

 

14. 

 

 

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Heavyweight veterans Terry Smith and Neil Woodford won the battle for assets in a turbulent 2017, punctuated by political upheaval.

Despite Theresa May losing her majority and turbulence around the Brexit negotiations, UK All Companies remained the bestselling sector. And reflecting the growing demand for passive funds, three made the charts this year.

Bestinvest managing director Jason Hollands (pictured) said: ‘The funds favoured by Bestinvest clients during 2017 – excluding our own multi-asset portfolios - were wholly or predominantly dominated by equity funds, with not a bond fund, absolute return fund nor property fund in sight.

‘Notably three passive based investment funds made it into the top ten choices reflecting the growth in demand for low cost choices that track general market movements. But overall, the table was still dominated by actively managed funds run by well-known managers with strong long-term track records.’  

Click through to see which funds made the cut.

 

 

 

14. 

 

 

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15. Baring Europe Select

Managers: Nicholas Williams, Colin Riddles, Rosemary Simmonds

Three year performance: 71.2%

Sector average: 64.6%

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14. Fidelity Emerging Markets

Manager: Nick Price

Three year performance: 44.7%

Sector average: 35.1%

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13. Artemis Global Income

Manager: Jacob de Tusch-Lec

Three year performance: 40.9%

Sector average: 32.8%

 

 

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12. Axa Framlington UK Select Opportunities

Manager: Nigel Thomas

Three year performance: 22.2%

Sector average: 26.7%

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11. Jupiter India

Manager: Avinash Vazirani

Three year performance: 59.5%

Sector average: 48.6%

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10. Vanguard LifeStrategy 100%

Manager: Team managed

Three year performance: 43.2%

Sector average: 39.9%

 

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9. Vanguard LifeStrategy 80%

Manager: Team managed

Three year performance: 36.3%

Sector average: 26.3%

 

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8. Threadneedle UK Equity Income

Manager: Richard Colwell

Three year performance: 23.9%

Sector average: 23.2%

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7. Lindsell Train Global Equity

Managers: Nick Train (pictured), Michael Lindsell

Three year performance: 81.9%

Sector average: 39.9%

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6. Threadneedle European Select

Managers: David Dudding, Mark Nichols

Three year performance: 42%

Sector average: 44.2%

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5. Liontrust Special Situations

Managers: Anthony Cross, Julian Fosh (pictured)

Three year performance: 45.7%

Sector average: 26.7%

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4. HSBC American Index

Manager: Team managed

Three year performance: 61,4%

 

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3. Stewart Investors Asia Pacific Leaders

Manager: David Gait (pictured), Sashi Reddy

Three year performance: 12.1%

Sector average: 23.2:

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2. CF Woodford Equity Income

Manager: Neil Woodford

Three year performance: 18.5%

Sector average: 23.2%

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1. Fundsmith Equity

Manager: Terry Smith

Three year performance: 80.3%

Sector average: 39.9%

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