Yodelar Investor Magazine February 2019

IN FOCUS

YOUR OPTIONS THIS ISA SEASON : THE TOP PERFORMING ISA FUNDS 2019

Last year experienced a 16 year low in ‘cash ISA’ investments and a rise of more than 700,000 non-cash ISA investments with more people choosing to invest their ISA allowance in the pursuit of long-term higher growth. With growing initiatives to stimulate ISA investment, we look at the options available for consumer investors this ISA season. In this feature, we also identify 15 unit trust funds, ETFs, and Investment Trusts that are available this ISA season that have consistently been among the best performers in their sectors.

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IN FOCUS INCLUDES

A guide to the 6 different types of ISA's currently available
15 ISA funds, ETF's, and Investment Trusts that have consistently excelled.
The 1, 3 & 5-year growth and sector ranking for each of the 45 funds featured.

YOUR OPTIONS THIS ISA SEASON: THE TOP PERFORMING ISA FUNDS 2019

As the end of the tax year approaches so too does the deadline for this year’s tax-free growth ISA investment.

In this report, we detail the 6 different types of ISA products on the market and we feature some of the best performing ISA funds in recent years. These are made up of 10 Investment Trusts, ETFs and Investment Funds that have consistently been among the best performers in their respective sectors over the past 5-years.

HOW THE 10 LARGEST & MOST POPULAR FUNDS IN THE UK HAVE PERFORMED

Just 10 investment funds manage in excess of £109 billion of client money, which is 10.2% of the total held in all 3523 investment funds.

With such a dominant market share they are among the most favoured choices with UK advisers and consumer investors alike. But does their performance reflect their high standing or are there less favoured but better performing alternatives elsewhere?

HSBC FUND REVIEW 2019

HSBC manage billions of client assets in their diverse range of specialist investment products, but a difficult end of 2018 saw their revenues hit hard amid panicked sell-offs in global financial markets.

In this report, we identify how HSBC funds have performed. We analysed 166 of their funds for performance and sector ranking and found that over half have consistently underperformed when compared to competing funds within the same sector.

Monthly Top Fund Reports

Access our monthly top fund reports and fund manager league tables. Identify the funds and fund managers that consistently perform better than their peers across all investment sectors.

Top Performing Portfolios

6 risk based portfolios researched and developed by our in-house research team. Includes hand-picked funds that have consistently out performed all other same sector funds.

Fund Manager Reviews

Detailed fund information, charges, performance and ranking statistics for your favourite fund managers. Find out which fund managers are performing better producing better value for investors.

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