Article

December’s most widely bought and sold funds

We reveal the funds most bought and sold by customers using Charles Stanley’s Direct Investment Service in December.

| 3 min read

Passive or ‘tracker’ funds providing low-cost, index-mimicking performance again proved popular among customers using Charles Stanley’s Direct Investment Service in December.

Investors prioritised Fidelity Index US and Legal & General US Index for allocating specifically to US equities, a strategy that has reaped rewards in recent years. The strong performance of tech giants relative to the rest of the market has increased their dominance of returns and reinforced the message that UK investors should take a global view beyond their home market.

Meanwhile, Fidelity Index World was the most popular option for low-cost global equity exposure, though it is worth noting this doesn’t give as much geographical diversification as it used to because the US now represents around 70% of a typical global equity benchmark.

Funds in Vanguard’s passive LifeStrategy range were commonly purchased by those wishing to take a balanced investment approach encompassing both equities and bonds. These offer cost-efficient passive exposure to diversified portfolios and automatically rebalance to maintain a specific asset allocation.

Terry Smith’s Fundsmith Equity continued to be the most popular actively-managed fund for new investment with investors attracted to its high-conviction, quality growth style and straightforward but effective investment approach.

Meanwhile, Baillie Gifford Positive Change proved an appealing option for customers wishing to invest in a responsible manner. This adventurous sustainability-themed fund aims to contribute toward a more sustainable and inclusive world by investing in companies addressing critical challenges in areas such as social inclusion, education, quality of life and the environment.

Finally, BlackRock European Dynamic remained the most popular European option and Baillie Gifford American was the most widely purchased actively-managed fund for US market exposure.

Among the most sold funds were several widely held investments, likely a result of general trading activity or profit taking, particularly from index funds or more growth-orientated active investments.

Remember, although certain funds have been popular with our customers, this does not imply that you should follow suit. Any investment you choose should meet with your own personal circumstances and objectives, taking into consideration your existing portfolio.

Table: The top ten fund buys (in terms of number of trades) through Charles Stanley Direct in December 2021. Listed alphabetically. Does not include regular savings.

Baillie Gifford American

Baillie Gifford Positive Change

BlackRock European Dynamic

Fidelity Index US

Fidelity Index World

Fundsmith Equity

L&G US Index Trust

Vanguard LifeStrategy 100% Equity

Vanguard LifeStrategy 60% Equity

Vanguard LifeStrategy 80% Equity

Table: The top ten fund sells (in terms of number of trades) through Charles Stanley Direct in December 2021. Listed alphabetically.

Baillie Gifford American

Baillie Gifford Global Discovery

Baillie Gifford Positive Change

Fidelity Index World

Fundsmith Equity

HSBC Global AM UK Balanced

Legal & General US Index

Lindsell Train Global Equity

Vanguard LifeStrategy 80% Equity

Vanguard LifeStrategy 100% Equity

Nothing on this website should be construed as personal advice based on your circumstances. No news or research item is a personal recommendation to deal.

December’s most widely bought and sold funds

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Investment decisions in fund and other collective investments should only be made after reading the Key Investor Information Document or Key Information Document, Supplementary Information Document and Prospectus.

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