Terry Smith tops list of most recommended ISA funds

Ryan Hughes
5 March 2019

The most recommended investments by advisers via the AJ Bell Investcentre platform during January and February 2019 were:


Fundsmith Equity


Vanguard Lifestrategy 60% equity


Scottish Mortgage Investment Trust


Finsbury Growth and Income Investment Trust


iShares Japan Equity Index


Lindsell Train UK Equity


Edinburgh Investment Trust


Vanguard FTSE UK All Share Index


Vanguard FTSE UK Equity Income


Stewart Investors Asia Pacific Leaders


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

“Terry Smith has nurtured a strong following through his clear investment approach and impressive track record so it is no surprise to see his equity fund at the top of the list.  It’s interesting to see four passive funds in the top 10, with advisers clearly conscious of keeping costs under control for their clients.

“Of the six active strategies, three of them are investment trusts, showing that advisers running bespoke portfolios are happy to mix and match funds and trusts in their client portfolios.

“Interestingly, Brexit does not seem to be deterring advisers from allocating to the UK with half of the top 10 most popular investments having a specific UK investment focus.

“In terms of overseas markets, Japan and Asia more broadly continue to be popular via the iShares Japan Equity tracker and the Stewart Investors Asia Pacific Leaders fund.”

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