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Hargreaves Lansdowns – the nicest NISAs

Cherry Reynard
Written By:
Cherry Reynard
Posted:
Updated:
31/07/2014

It’s been one month since the launch of the NISA; Hargreaves Lansdown shows the most popular purchases for its HL Vantage New ISA.

Danny Cox, Head of Financial Planning, Hargreaves Lansdown, says: “The increase in the New ISA allowance to £15,000 combined with greater investor freedoms gives tax wrapper investing a shot in the arm. As expected, UK Equity income is a dominant fund theme following the CF Woodford Equity Income launch. Vanguard’s popularity shows through with 4 of their ETFs and one passive fund in their respective top tens. The majority of investors are using passive funds to track UK indices”

“The success of the ISA is largely down to its simplicity and comparatively stable set of rules. The only item on our rule change wish list would be to see the tax-free ISA status remain intact when New ISA savings pass from one spouse to another spouse on death.”

Top 10 funds purchases in HL New ISA July (1st July – 29th July)
CF Woodford Equity Income
HL Multi-Manager Income & Growth Trust
Marlborough Multi Cap Income
Artemis Income
Royal London Sterling Extra Yield Bond
Invesco Perpetual High Income
Threadneedle UK Equity Income
Standard Life UK Smaller Companies
Newton Global Higher Income
Marlborough UK Micro Cap Growth

Source: www.hl.co.uk/nisa

Top 10 shares purchases in HL New ISA July (1st July – 29th July)
GlaxoSmithKline plc Ordinary 25p
Barclays plc Ordinary 25p
Lloyds Banking Group plc Ordinary 10p
Vodafone Group plc USD0.20 20/21
Tesco plc Ordinary 5p
EasyJet plc Ordinary 27 2/7p
HSBC Holdings plc Ordinary USD0.50
AstraZeneca plc Ordinary USD0.25
Hargreaves Lansdown plc Ordinary 0.4p
BP plc Ordinary USD0.25
BT Group plc Ordinary 5p

Top 10 AIM share purchases in HL New ISA July (1st July – 29th July)
Quindell plc Ordinary 15p
Rare Earth Minerals plc Ordinary 0.01p
Blinkx plc Ordinary 1p
Rose Petroleum plc Ordinary 0.1p
Monitise plc Ordinary GBP0.01
Mosman Oil & Gas Ltd Ordinary Shares NPV DI
Leni Gas & Oil Plc
Quadrise Fuels International plc Ord 1p
Oilex Limited Ordinary NPV
Plus500 Ltd Ordinary ILS0.01

Top 10 ETF purchases in HL New ISA July (1st July – 29th July)
iShares plc FTSE UK Dividend Plus
iShares plc FTSE 100
ETFS Metal Sec Phys Gold
Vanguard Funds plc FTSE 100 UCITS ETF GBP
iShares plc FTSE 250
iShares II plc FTSE MIB
Vanguard Funds plc FTSE World High Div Yld
Vanguard Funds plc S&P 500 ETF USD(GBP)
iShares plc S&P 500
Vanguard Funds FTSE Emerging Markets ETF

Top 10 index-tracker purchases in HL New ISA July (1st July – 29th July)
Legal & General UK Index
HSBC FTSE 250 Index
Legal & General UK 100 Index Trust
HSBC FTSE 100 Index
Legal & General US Index
SWIP FTSE All Share Index (SWIP Foundation Growth)
HSBC FTSE All Share Index
Legal & General International Index Trust
BlackRock Emerging Markets Equity Tracker
Vanguard LifeStrategy 80% Equity