Investment ideas from our experts
Junior SIPP investments are made with an investment horizon spanning multiple decades. When investing for such a long period you can follow an adventurous strategy that will hopefully bring greater rewards, although you shouldn’t take more risk than you’re comfortable with.
Our team of experts have recently highlighted three funds they feel present promising investment opportunities for Junior SIPP investors.
Our favourite funds from around the world in a single investment, looked after by our expert team. We think this fund’s multi-manager approach justifies its extra costs and believe it could act as the core to a Junior SIPP portfolio.
Invests in higher-risk smaller companies in faster-growing developing countries – a potent combination for Junior SIPP investors seeking to grow capital over the long term.
Ben Whitmore invests in companies that have fallen on hard times but where there’s scope for a transformation in fortunes. The manager’s contrarian approach could bring diversification to a Junior SIPP portfolio.
Most popular Junior SIPP funds in May
Below are the most popular Junior SIPP funds chosen by our HL Junior SIPP clients in May 2018. These are provided for your interest but are not a guide as to how you should invest. Investments should be chosen based on your own objectives and attitude to risk. Regular savings plan investments are not included. Funds are listed in alphabetical order. Source: HL (internal) - Fund movements in May 2018.
|BlackRock Asia Special Situations (Class D)|
|Fundsmith Equity (Class I)|
|HL Multi-Manager Special Situations Trust|
|Legal & General International Index Trust (C)|
|LF Lindsell Train UK Equity (Class D)|
|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|
|BlackRock Asia Special Situations (Class D)||0.00%||0.97%||0.00%||0.97%||181.40||182.30||2.30||1.02%||n/a||0.98%||40.04%||20.40%||-5.13%||£323.2m||46||Bi-annually||Dividend||21/09/2018|
|Fundsmith Equity (Class I)||0.00%||0.95%||0.00%||0.95%||407.76||407.76||5.82||0.97%||12.71%||14.44%||42.43%||16.20%||20.11%||£13817.4m||28||Bi-annually||Dividend||21/09/2018|
|HL Multi-Manager Special Situations Trust||0.00%||1.49%||0.00%||1.49%||380.50||400.49||0.65||0.54%||6.16%||5.78%||16.85%||16.36%||6.93%||£1889.1m||21||Bi-annually||Dividend||21/09/2018|
|Legal & General International Index Trust (C)||0.00%||0.13%||0.05% i||0.08%||147.00||147.00||2.80||1.70%||n/a||-0.54%||30.13%||14.63%||15.84%||£1848.5m||2352||Bi-annually||Dividend||21/09/2018|
|LF Lindsell Train UK Equity (Class D)||0.00%||0.70%||0.19% i||0.51%||170.77||170.77||1.14||1.90%||8.99%||10.30%||19.07%||12.39%||13.93%||£5832.0m||25||Bi-annually||Dividend||21/09/2018|
|Lindsell Train Global Equity (Class D)||0.00%||0.74%||0.20% i||0.54%||236.30||236.30||1.51||0.80%||11.89%||16.21%||33.20%||16.31%||28.69%||£5258.0m||29||Bi-annually||Dividend||21/09/2018|
|Marlborough UK Micro-Cap Growth (Class P)||0.00%||0.79%||0.05% i||0.74%||796.91||807.00||3.47||0.53%||18.23%||10.98%||11.12%||29.83%||12.90%||£1302.0m||276||Annually||Dividend||21/09/2018|
|Standard Life Inv Global Smaller Companies (S)||0.00%||1.06%||0.27% i||0.79%||116.10||116.10||-0.60||0.10%||-0.14%||12.46%||29.51%||26.83%||22.56%||£1457.6m||53||Annually||Dividend||21/09/2018|
|Stewart Investors Asia Pacific Leaders (Class B)||0.00%||0.91%||0.05% i||0.86%||745.01||745.01||5.59||0.96%||12.14%||-1.34%||29.77%||5.91%||11.91%||£8304.8m||45||Bi-annually||Dividend||21/09/2018|
|Vanguard LifeStrategy 100% Equity||0.00%||0.22%||0.00%||0.22%||22002.03||22002.03||319.75||1.63%||9.80%||-1.17%||26.61%||13.08%||11.74%||£1091.6m||10||Annually||Dividend||21/09/2018|
Wealth 150 Wealth 150+ Core Tracker n/a - Full year data before date show is not available
Other investment ideas
Our research team have produced a Master Portfolio for Junior SIPP investment. This Master Portfolio is designed to provide ideas - it is not advice and potential investors should look carefully at the fund choices and see if they fit their own requirements.