The active funds retail investors purchased in April

3 May 2018
  • Clear trends toward overseas markets

  • Four global funds in the top ten, one with a technology focus

  • Japan and India are popular overseas markets

  • Woodford remains in top ten

The top ten most purchased active funds via AJ Bell Youinvest in April:

Fundsmith Equity

Lindsell Train Global Equity

Legg Mason Japan Equity

Polar Capital Global Technology

Lindsell Train UK Equity

Marlborough UK Micro Cap Growth

Standard Life Global Smaller Companies

Woodford Equity Income

Jupiter India

Baillie Gifford Japanese

Ryan Hughes, head of active portfolios at AJ Bell, comments:

“Investors are clearly wary of the UK market at the moment, perhaps unsurprising given the recent weaker GDP data, with many instead opting for overseas exposure in their portfolios.  The two most popular funds both focus on high quality global businesses and have a very long term investment perspective.  The Polar Capital Global Technology fund also remains very popular despite the concerns around Facebook and Tesla, while Japan is represented twice with recent problems surrounding Prime Minister Abe seemingly un-affecting sentiment so far.

“Where investors are investing in the UK, it is at the very small cap end of the market via the Marlborough UK Micro Cap Growth fund or via very well-known and respected fund managers in Nick Train and Neil Woodford, who remains in the top ten despite some well publicised problems at some of the firms in his portfolios.”

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