Menu Menu Menu Login Login Log in Search Search Search

Where do people invest their SIPPs?

Below are the most popular SIPP funds chosen by our Vantage SIPP clients in August 2016. Regular savings plan investments are not included. Funds are listed in alphabetical order.

They are provided for your interest but are not a guide to how you should invest. The Vantage SIPP is designed for investors who prefer to make their own investment decisions. Please ensure you have read the Vantage SIPP Key Features, Terms & Conditions and Important Investment Notes if you choose to invest. There is a tiered annual charge to hold funds in the Vantage Service of just 0.45%, see our charges.

Top 10 funds in the Vantage SIPP

Net initial chargeAnnual charges
Ongoing charge (OCF/TER)Ongoing savingNet ongoing charge
BlackRock Gold & General (Class D1)0.00%1.17%0.27% i0.90%
CF Lindsell Train UK Equity (Class D)0.00%0.75%0.20% i0.55%
CF Woodford Equity Income0.00%0.75%0.15% i0.60%
Fundsmith Equity (Class I)0.00%0.97%0.00% 0.97%
HL Multi-Manager Income & Growth Trust0.00%1.32%0.00% 1.32%
HL Multi-Manager Special Situations Trust0.00%1.48%0.00% 1.48%
Jupiter Asian Income (Class I)0.00%0.98%0.29% i0.69%
Lindsell Train Global Equity (Class D)0.00%0.77%0.20% i0.57%
Marlborough Multi Cap Income (Class P)0.00%0.80%0.15% i0.65%
Stewart Investors Asia Pacific Leaders (Class B)0.00%0.91%0.05% i0.86%

We make no charge to buy or sell funds in the Vantage SIPP. We'll discount the initial charge on over 2,200 funds. We'll also send you free investment research to keep you up-to-date on many of your holdings.

Before investing you need to be aware of the risks, in particular that investments can go down as well as up in value, especially over the short term. Please remember, once in a pension, you can't normally access your money until at least age 55 (57 from 2028), up to 25% usually tax free and the rest taxed as income. Tax rules can change and the exact amount of relief available on contributions depends on your individual circumstances.

Find out more and start a SIPP

Top 5 funds in the Vantage SIPP from
clients in their 30s

Net initial chargeAnnual charges
Ongoing charge (OCF/TER)Ongoing savingNet ongoing charge
BlackRock Gold & General (Class D1)0.00%1.17%0.27% i0.90%
CF Woodford Equity Income0.00%0.75%0.15% i0.60%
Fundsmith Equity (Class I)0.00%0.97%0.00% 0.97%
Lindsell Train Global Equity (Class D)0.00%0.77%0.20% i0.57%
Vanguard LifeStrategy 80% Equity0.00%0.24%0.00% 0.24%

Top 5 funds in the Vantage SIPP from
clients in their 40s

Net initial chargeAnnual charges
Ongoing charge (OCF/TER)Ongoing savingNet ongoing charge
CF Lindsell Train UK Equity (Class D)0.00%0.75%0.20% i0.55%
CF Woodford Equity Income0.00%0.75%0.15% i0.60%
Fundsmith Equity (Class I)0.00%0.97%0.00% 0.97%
HL Multi-Manager Special Situations Trust0.00%1.48%0.00% 1.48%
Lindsell Train Global Equity (Class D)0.00%0.77%0.20% i0.57%

Top 5 funds in the Vantage SIPP from
clients in their 50s

Net initial chargeAnnual charges
Ongoing charge (OCF/TER)Ongoing savingNet ongoing charge
CF Woodford Equity Income0.00%0.75%0.15% i0.60%
Fundsmith Equity (Class I)0.00%0.97%0.00% 0.97%
HL Multi-Manager Income & Growth Trust0.00%1.32%0.00% 1.32%
Lindsell Train Global Equity (Class D)0.00%0.77%0.20% i0.57%
Stewart Investors Asia Pacific Leaders (Class B)0.00%0.91%0.05% i0.86%

Top 5 funds in the Vantage SIPP from
clients in their 60s

Net initial chargeAnnual charges
Ongoing charge (OCF/TER)Ongoing savingNet ongoing charge
CF Woodford Equity Income0.00%0.75%0.15% i0.60%
Fundsmith Equity (Class I)0.00%0.97%0.00% 0.97%
HL Multi-Manager Income & Growth Trust0.00%1.32%0.00% 1.32%
Lindsell Train Global Equity (Class D)0.00%0.77%0.20% i0.57%
Marlborough Multi Cap Income (Class P)0.00%0.80%0.15% i0.65%

Before investing you need to be aware of the risks, in particular that investments can go down as well as up in value, especially over the short term. Please remember, once in a pension, you can't normally access your money until at least age 55 (57 from 2028), up to 25% usually tax free and the rest taxed as income. Tax rules can change and the exact amount of relief available on contributions depends on your individual circumstances.

Find out more and start a SIPP