The active funds and trusts most purchased by retail investors in June

2 July 2018

Just two UK funds in the top 10

  • Investors search for returns across the globe

  • ‘Dividend Heroes’ dominate Investment Trust purchases


Top 10 most purchased

Active Funds in June 2018

Top 10 most purchased Investment Trusts in June 2018


Fundsmith Equity

Scottish Mortgage


Lindsell Train Global Equity

Scottish Investment Trust


Polar Capital Global Technology

City of London


Legg Mason Japan Equity



Baillie Gifford American

Finsbury Growth and Income


Baillie Gifford Global Discovery



Standard Life Global Smaller Companies

Foreign and Colonial


Lindsell Train UK Equity

Tritax Big Box


Liontrust Special Situations

Edinburgh Worldwide


Baillie Gifford Japanese Smaller Companies

RIT Capital Partners

Laura Suter, personal finance analyst at AJ Bell, comments:

“Investors continue to shun UK funds, amid concerns about Brexit and worries about the current bull-run slowing, with just two UK-focused funds appearing in the top 10. This continues the theme we’ve seen since Brexit, with £8bn of investor money flowing out of UK funds in the past two years.

“Investors are instead putting their cash into global funds, with well-know and proven funds such as Fundsmith Equity and Lindsell Train Global Equity topping the list for another month.

“Some specialist areas are also in favour, with two Japan funds and one technology fund making the list, as investors see these as potential high growth areas.

“Asset manager Baillie Gifford proved popular last month, bagging three of the top 10 funds. This is no surprise as the fund house has a solid reputation, proven track record and has made sterling efforts to reduce fund costs.

“Income is the theme of the investment trust purchases, with half of the top 10 featuring on the AIC’s ‘Dividend Heroes’ list of trusts that have 20 consecutive years of dividend increases. The most popular trusts are investing in global companies, with a long history and solid track records.”

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