The funds advisers recommended most in 2018

Ryan Hughes
17 December 2018

The ten funds financial advisers recommended most during 2018 via the AJ Bell Investcentre platform were:

  1. Fundsmith Equity 
  2. Jupiter European
  3. Vanguard Lifestrategy 60 Percent Equity
  4. Stewart Asia Pacific Leaders
  5. Schroder US Mid Cap 
  6. Merian North America Equity
  7. M&G Optimal 
  8. Vanguard FTSE UK Equity
  9. iShares Japan Equity
  10. Lindsell Train UK Equity

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

“With 2018 being a challenging year for investors, it is perhaps understandable to see a wide spread of investment types and investment areas used by financial advisers and wealth managers over the year. Fundsmith Equity once again topped the list and so Jupiter European is perhaps more of a surprising entry at number two given how out of favour European equities have been this year. 

“Market volatility helped propel the typically more defensive Stewart Asia Pacific Leaders into the top 10 most purchased, while Lindsell Train UK Equity also benefitted from their approach on high quality equities. 

“Passive investing continued to feature highly with both Vanguard and iShares making an appearance, although not many most have predicted that it would be iShares Japan that would make it into the top ten.”

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