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Top funds from The Share Centre
Andy Parsons, advice team manager at The Share Centre, lists the top purchased funds by our customers during July 2011 and explains why investors may have favoured them.
- Legal & General UK Index fund
- Aberdeen Emerging Markets fund
- Jupiter India fund
- Fidelity Japan Smaller Companies fund
- Newton Asian Income fund
- First State Global Agribusiness fund
- Jupiter North American Income fund
- Henderson Strategic Bond fund
- Invesco Perpetual Monthly Income Plus fund
- Jupiter Global Managed fund
“As expected, the Legal & General UK Index tracker fund sits at the top of our purchased funds list. This is because it is the default investment option for those who had their child trust fund voucher invested via The Share Centre and did not select their own fund.
“Despite many overseas markets continuing to show their volatile nature during global economic uncertainty, investors continue to express an appetite for overseas flavour through their fund purchasing habits.
“The second and third most popular funds are both emerging market focused. The Aberdeen Emerging Markets fund is one of the most popular for investors seeking all round exposure whilst the Jupiter India fund offers investors specific exposure to one region.
“The funds in fourth and fifth place both have an oriental feel - the Fidelity Japan Smaller Companies fund and the Newton Asian Income. The Fidelity fund is new to our top ten, whereas the Newton Asian Income fund has grown in popularity as investors appreciate the region can offer attractive income returns.
“The next three funds show a real diversity in investor appetite. In sixth place is the First State Global Agribusiness fund, showing that certain investors are wishing to benefit from certain aspects of the global food chain story.
“At number seven is the Jupiter North American Income fund and the appearance of the Henderson Strategic Bond fund at number eight demonstrates that those wishing to have debt exposure, prefer to access a fund that has a flexible investment mandate.
“The final two places within the top ten falls to the Invesco Perpetual Monthly Income Plus fund, managed by the highly respected trio of Paul Read, Paul Causer and Neil Woodford and the Jupiter Global Managed fund run by John Chatfeild-Roberts.”
THIS DATA IS PROVIDED BY ANDY PARSONS, ADVICE TEAM MANAGER AT THE SHARE CENTRE. THIS IS NOT INTENDED TO CONSTITUTE AN OFFER OR AGREEMENT TO BUY OR SELL INVESTMENTS.
Risk Warnings:
Investing in general, and the products and services mentioned above may not be suitable for all: if in doubt, individuals should seek independent financial advice. The value of investments and the income from them can go down as well as up and investors may not get back their original investment. Past performance is not a reliable indicator of future performance.
The bases and levels of taxation relating to ISAs, CTFs and SIPPs are subject to change and the value of these tax allowances may depend upon the circumstances of the individual.
Moneyextra.com recommends you take independent financial advice before acting on any article
Back2011-08-24 09:40:04 © Moneyextra.com