Latest ideas from our experts
Our team of research experts regularly highlight funds that we feel present promising investment opportunities for our clients. Below are those that we have focused on most recently.
Most popular funds in December
Below are the most popular SIPP investment funds chosen by our Vantage SIPP clients in December 2017. These are provided for your interest but are not a guide as to how you should invest. Investments in your SIPP should be chosen based on your own objectives and attitude to risk. Regular savings plan investments are not included.
|First State Asia Focus|
|FP CRUX European Special Situations (Class I)|
|Fundsmith Equity (Class I)|
|HL Multi-Manager Income & Growth Trust|
|HL Multi-Manager Special Situations Trust|
|Fund Name||Net initial charge||Ongoing charge (OCF/TER)||Ongoing saving||Net ongoing charge||Go to|
|Fund Name||Current price||Estimated yield|
(variable and not guaranteed)
|Sell (p)||Buy (p)||Change (p)|
|Fund Name||Discrete performance||Go to|
|Fund Name||Fund size||Number of holdings||Income frequency||Payment type||Correct as at||Go to|
|First State Asia Focus||0.00%||0.90%||0.15% i||0.75%||173.60||173.60||0.01||0.73%||n/a||n/a||n/a||34.35%||16.96%||£248.6m||72||Bi-annually||Dividend||22/02/2018|
|FP CRUX European Special Situations (Class I)||0.00%||0.89%||0.14% i||0.75%||282.49||282.49||0.43||1.21%||10.49%||10.14%||3.45%||26.72%||15.37%||£2187.8m||63||Bi-annually||Dividend||22/02/2018|
|Fundsmith Equity (Class I)||0.00%||0.97%||0.00%||0.97%||358.77||358.77||0.58||0.97%||10.48%||28.58%||14.65%||31.72%||14.29%||£11760.2m||29||Bi-annually||Dividend||22/02/2018|
|HL Multi-Manager Income & Growth Trust||0.00%||1.31%||0.00%||1.31%||190.19||199.89||-0.15||3.98%||20.52%||9.23%||-4.35%||18.32%||2.31%||£3217.2m||10||Monthly||Dividend||22/02/2018|
|HL Multi-Manager Special Situations Trust||0.00%||1.50%||0.00%||1.50%||364.33||383.50||0.84||0.62%||11.12%||10.34%||-1.82%||29.65%||8.68%||£1757.8m||21||Bi-annually||Dividend||22/02/2018|
|Legg Mason IF Japan Equity (X)||0.00%||1.01%||0.00%||1.01%||453.60||453.60||1.40||0.00%||36.93%||7.81%||43.95%||28.99%||42.78%||£921.1m||52||Annually||Dividend||22/02/2018|
|LF Lindsell Train UK Equity (Class D)||0.00%||0.72%||0.20% i||0.52%||154.81||154.81||0.31||2.00%||20.65%||14.08%||2.18%||19.55%||11.14%||£4784.3m||26||Bi-annually||Dividend||22/02/2018|
|LF Woodford Equity Income||0.00%||0.75%||0.15% i||0.60%||118.18||118.18||-0.51||3.61%||n/a||n/a||4.77%||10.01%||-9.31%||£7806.9m||128||Quarterly||Dividend||22/02/2018|
|Lindsell Train Global Equity (Class D)||0.00%||0.74%||0.20% i||0.54%||200.71||200.71||0.02||1.10%||14.48%||20.18%||12.39%||27.01%||22.81%||£3823.7m||28||Bi-annually||Dividend||22/02/2018|
|Royal London Sterling Extra Yield Bond (Class Y)||0.00%||0.83%||0.43% i||0.40%||105.68||105.68||0.12||6.00%||n/a||7.47%||-1.44%||17.95%||10.38%||£1559.1m||216||Quarterly||Interest||21/02/2018|
Wealth 150 Wealth 150+ Core Tracker n/a - Full year data before date show is not available
Funds are listed in alphabetical order. Source: HL (internal) - Fund movements in December 17.
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