You are here: Home - Investing - Experienced Investor - News -

DIY investors sought global exposure and income in January

Written by:
Global and income funds proved most popular with DIY investors in January, according to figures from broker The Share Centre.  

Woodford Equity Income was the top traded fund of the month – one of only two predominantly UK-focused funds to make it into the top 10.

Fundsmith Equity took the second-place spot and while it has some weighting to the UK, the majority of the fund (64%) is geared towards the US.

It is the first of many globally-focused funds to feature in the list.

Jupiter India featured third and Stewart Investors Asia Pacific Leaders was fourth.

Fifth and sixth place went to two US funds – Schroders US Mid-Cap and Miton US Opportunities.

“With President Trump voicing strong pro US business rhetoric, investors may have sought the opportunity to identify a core US offering for their portfolios. However, investors should be aware that in general US valuations are currently above their long term averages,” said Andy Parsons, The Share Centre’s head of investments.

The other global funds on the list were: AXA Framlington Global Technology, Legg Mason Japan Equity and Newton Global Income.

Schroder Income Maximiser, which hasn’t appeared for some time, made its way onto the list in January. The fund seeks to provide investors with an enhanced level of around 7%.

Top traded funds in January 2017 from The Share Centre:

1.     CF Woodford Equity Income

2.     Fundsmith Equity

3.     Jupiter India

4.     Stewart Investors Asia Pacific Leaders

5.     Schroder US Mid-Cap

6.     CF Miton US Opportunities

7.     AXA Framlington Global Technology

8.     Schroder Income Maximiser

9.     Legg Mason IF Japan Equity

10.   Newton Global Income

There are 0 Comment(s)

If you wish to comment without signing in, click your cursor in the top box and tick the 'Sign in as a guest' box at the bottom.

Are you a first-time buyer looking for a mortgage?

Look no further, get the help you need by searching for your perfect mortgage

Which ISA is right for you? A round up of the six products available in 2017

From cash to innovative finance to lifetime, here's our guide to the ISA products available to savers this yea...

Guide to buy-to-let tax changes

In late 2015, former Chancellor George Osborne announced a range of  tax measures aimed at landlords, which t...

A guide to switching energy provider

All you need to know about switching from one energy supplier to another.

What will happen if rates change

How your finances will be impacted by a rise in interest rates.

Regular Savings Calculator

Small regular contributions can build up nicely over time.

Online Savings Calculator

Work out how your online savings can build over time.

Five fund tips for a 0.25% interest rate environment

With interest rates stuck at a record low 0.25% and expectations rates could fall to close to zero, here are ...

Protecting family wealth: 10 tips for cutting inheritance tax

Inheritance tax - sometimes known as 'death tax' - can cause even more heartache for bereaved families. But th...

Travel insurance: Five tips to ensure a successful claim

Ahead of your summer holiday, it’s important to make sure you have the right level of travel cover or you co...

Investing your money

Alliance Trust Plc gives you smart insight into how to invest your money

Money Tips of the Week

Read previous post:
pension retirement
Why it’s important to review your final salary pension

If you’re a member of a final salary pension scheme, it is important you know what it will provide as...