Holly Mckay
Holly MackayFounder and CEO
Avatar

Subscribe Now

Free of Charge

Avatar
    • Facebook
    Twitter/X
    Linkedin
    WhatsApp
    Email
    Home • Articles • Best-selling funds, trusts and ETFs of May 2021

    Best-selling funds, trusts and ETFs of May 2021

    11 June, 2021

    Top of the Pops: popular funds, trusts and ETFs across all 4 providers. This article brings you the most bought funds, investment trusts and ETFs. If you can’t face reading through it all, we start with the most popular products across the major investment platforms.

    Most popular funds

    Across all 3 platforms

    • Fundsmith Equity

    Most popular trusts

    Across all 4 platforms

    • BlackRock World Mining Trust

    • Scottish Mortage Trust

    Across any 3 platforms

    • City of London

    • Fidelity Special Values

    Best-selling funds in April 2021

    Top 10 funds from AJ Bell

    AJ Bell Adventurous fund

    • Three Year Performance: 24.89%

    • Five Year Performance: N/A

    • OCF: 0.31%

    AJ Bell Moderately Adventurous fund

    • Three Year Performance: 21.96%

    • Five Year Performance: N/A

    • OCF: 0.31%

    AJ Bell Global Growth fund

    • Three Year Performance: N/A

    • Five Year Performance: N/A

    • OCF: 0.33%

    AJ Bell Responsible Growth fund

    • Three Year Performance: N/A

    • Five Year Performance: N/A

    • OCF: 0.50%

    AJ Bell Balanced fund

    • Three Year Performance: 20.90%

    • Five Year Performance: N/A

    • OCF: 0.31%

    Fundsmith Equity fund

    • Three Year Performance: 55.04%

    • Five Year Performance: 134.45%

    • OCF: 0.96%

    Fidelity Global Special Situations

    • Three Year Performance: 41.93%

    • Five Year Performance: 112.12%

    • OCF: 0.92%

    Jupiter UK Special Situations I Acc

    • Three Year Performance: 7.5%

    • Five Year Performance: 47.21%

    • OCF: 0.76%

    Baillie Gifford American B Acc

    • Three Year Performance: 148.29%

    • Five Year Performance: 367.31%

    • OCF: 0.51%

    Fidelity Index World

    • Three Year Performance: 41.62%

    • Five Year Performance: 100.61%

    • OCF: 0.12%

    Top 10 funds from Fidelity

    Fidelity Index World Fund P-Acc

    • Three Year Performance: 40.64%

    • Five Year Performance: 98.44%

    • OCF: 0.12%

    Rathbone Global Opportunities S Acc

    • Three Year Performance: 55.20%

    • Five Year Performance: 133.07%

    • OCF: 0.51%

    Fundsmith Equity Fund I Class Acc

    • Three Year Performance: 54.52%

    • Five Year Performance: 132.48%

    • OCF: 0.96%

    Fidelity Global Special Situations W-Acc

    • Three Year Performance: 40.79%

    • Five Year Performance: 109.31%

    • OCF: 0.91%

    Fidelity Special Situations W-Acc

    • Three Year Performance: 7.69%

    • Five Year Performance: 43.43%

    • OCF: 0.90%

    Fidelity UK Smaller Companies W-Acc

    • Three Year Performance: 39.37%

    • Five Year Performance: 89.60%

    • OCF: 0.91%

    Fidelity Select 50 Balanced PI-ACC

    • Three Year Performance: 17.02%

    • Five Year Performance: N/A

    • OCF: 1.22%

    Fidelity UK Select W-Acc

    • Three Year Performance: 15.93%

    • Five Year Performance: 46.93%

    • OCF: 0.91%

    Marlborough UK Micro-Cap Growth P Acc

    • Three Year Performance: 54.04%

    • Five Year Performance: 137.23%

    • OCF: 0.81%

    Fidelity Multi Ast Allocator Adv W-Acc

    • Three Year Performance: 30.50%

    • Five Year Performance: 63.33%

    • OCF: 0.20%

    Top 10 funds from Hargreaves Lansdown

    In alphabetical order (net sales):

    Artemis US Smaller Companies

    • Three Year Performance: 65.46%

    • Five Year Performance: 176.73%

    • OCF: 0.80%

    Chelverton UK Equity Growth

    • Three Year Performance: 73.42%

    • Five Year Performance: 184.58%

    • OCF: 0.87%

    Fidelity UK Smaller Companies

    • Three Year Performance: 39.03%

    • Five Year Performance: 89.71%

    • OCF: 0.92%

    Fundsmith Equity

    • Three Year Performance: 55.05%

    • Five Year Performance: 134.41%

    • OCF: 0.95%

    HL Multi-Manager Special Situations Trust

    • Three Year Performance: 18.19%

    • Five Year Performance: 62.99%

    • OCF: 1.48%

    Jupiter Global Value Equity

    • Three Year Performance: 14.81%

    • Five Year Performance: N/A

    • OCF: 0.53%

    Marlborough European Multi-Cap

    • Three Year Performance: 67.86%

    • Five Year Performance: 163.85%

    • OCF: 0.82%

    Marlborough Nano-Cap Growth

    • Three Year Performance: 73.33%

    • Five Year Performance: 177.49%

    • OCF: 0.67%

    Marlborough UK Micro-Cap Growth

    • Three Year Performance: 54.21%

    • Five Year Performance: 138.24%

    • OCF: 0.72%

    Rathbone Global Opportunities

    • Three Year Performance: 55.77%

    • Five Year Performance: 135.03%

    • OCF: 0.51%

    Top 10 funds from Interactive Investor

    Fundsmith Equity

    • Three Year Performance: 55.04%

    • Five Year Performance: 134.45%

    • OCF: 0.96%

    Vanguard LifeStrategy 80% Equity

    • Three Year Performance: 27.03%

    • Five Year Performance: 69.68%

    • OCF: 0.22%

    Baillie Gifford American

    • Three Year Performance: 148.29%

    • Five Year Performance: 367.31%

    • OCF: 0.51%

    Vanguard LifeStrategy 60% Equity

    • Three Year Performance: 23.31%

    • Five Year Performance: 54.56%

    • OCF: 0.22%

    Baillie Gifford Positive Change

    • Three Year Performance: 121.62%

    • Five Year Performance: N/A

    • OCF: 0.53%

    Vanguard US Equity Index

    • Three Year Performance: 51.52%

    • Five Year Performance: 121.84%

    • OCF: 0.10%

    Vanguard LifeStrategy 100% Equity

    • Three Year Performance: 30.48%

    • Five Year Performance: 85.56%

    • OCF: 0.22%

    Marlborough Nano Cap Growth

    • Three Year Performance: 69.54%

    • Five Year Performance: 167.31%

    • OCF: 1.57%

    Baillie Gifford Global Discovery

    • Three Year Performance: 79.48%

    • Five Year Performance: 217.24%

    • OCF: 0.76%

    Artemis US Smaller Companies

    • Three Year Performance: 65.46%

    • Five Year Performance: 176.73%

    • OCF: 0.87%

    Best-selling trusts in May 2021

    Top 10 trusts from AJ Bell

    Scottish Mortgage IT

    • Three Year Performance: 139.11%

    • Five Year Performance: 369.72%

    • OCF: 0.34%

    JPMorgan Asia Growth & Income plc

    • Three Year Performance: 57.10%

    • Five Year Performance: 185.44%

    • OCF: 0.74%

    Aberdeen Asian Income Ord

    • Three Year Performance: 23.74%

    • Five Year Performance: 75.45%

    • OCF: 1.04%

    Montanaro UK Smaller Companies Ord

    • Three Year Performance: 56.45%

    • Five Year Performance: 100.18%

    • OCF: 0.81%

    Invesco Bond Income Plus Ord

    • Three Year Performance: 14.71%

    • Five Year Performance: 36.94%

    • OCF: 0.99%

    Baillie Gifford European Growth Trust

    • Three Year Performance: 83.47%

    • Five Year Performance: 164.56%

    • OCF: 0.36%

    Supermarket Income REIT Ord

    • Three Year Performance: 31.91%

    • Five Year Performance: N/A

    • OCF: 1.29%

    Monks IT

    • Three Year Performance: 64.35%

    • Five Year Performance: 221.25%

    • OCF: 0.72%

    BlackRock World Mining Trust plc

    • Three Year Performance: 94.10%

    • Five Year Performance: 281.69%

    • OCF: 1.10%

    City of London IT

    • Three Year Performance: 5.63%

    • Five Year Performance: 30.97%

    • OCF: 0.86%

    Top 10 trusts from Fidelity

    SCOTTISH MORTGAGE INV TRUST

    • Three Year Performance: 139.11%

    • Five Year Performance: 369.72%

    • OCF: 0.34%

    BLACKROCK WORLD MINING TRUST

    • Three Year Performance: 94.10%

    • Five Year Performance: 281.69%

    • OCF: 1.10%

    FIDELITY EUROPEAN TRUST PLC

    • Three Year Performance: 50.78%

    • Five Year Performance: 105.90%

    • OCF: 0.86%

    FIDELITY SPECIAL VALUES

    • Three Year Performance: 16.79%

    • Five Year Performance: 76.08%

    • OCF: 0.98%

    BLACKROCK THROGMORTON TRUST PLC

    • Three Year Performance: 73.54%

    • Five Year Performance: 196.96%

    • OCF: 0.60%

    RIT CAPITAL PARTNERS PLC

    • Three Year Performance: 25.19%

    • Five Year Performance: 58.14%

    • OCF: 0.66%

    LAW DEBENTURE CORP

    • Three Year Performance: 44.37%

    • Five Year Performance: 96.11%

    • OCF: 0.55%

    F&C INVESTMENT TRUST PLC

    • Three Year Performance: 30.72%

    • Five Year Performance: 111.67%

    • OCF: 0.59%

    MITON UK MICROCAP TRUST PLC

    • Three Year Performance: 50.19%

    • Five Year Performance: 77.97%

    • OCF: 1.68%

    RUFFER INVESTMENT CO

    • Three Year Performance: 30.11%

    • Five Year Performance: 50.92%

    • OCF: 1.08%

    Top 10 trusts from Hargreaves Lansdown

    In alphabetical order:

    BlackRock World Mining Trust plc Ordinary 5p

    • Three Year Performance: 64.47%

    • Five Year Performance: 194.55%

    • OCF: 0.99%

    Capital Gearing Trust plc Ordinary 25p Shares

    • Three Year Performance: 22.81%

    • Five Year Performance: 42.39%

    • OCF: 0.65%

    City Of London Investment Trust Ordinary 25p Shares

    • Three Year Performance: -8.76%

    • Five Year Performance: 4.21%

    • OCF: 0.36%

    CQS Natural Resources Growth and Income plc Ordinary 25p Shares

    • Three Year Performance: %74.80

    • Five Year Performance: 165%

    • OCF: 1.86%

    Fidelity Special Values plc Ordinary 5p

    • Three Year Performance: 8.55%

    • Five Year Performance: 56.90%

    • OCF: 0.98%

    Mercantile Investment Trust Plc Ordinary 2.5p Shares

    • Three Year Performance: 26.84%

    • Five Year Performance: 64.51%

    • OCF: 0.51%

    Personal Assets Trust plc GBP12.50 Ordinary Shares

    • Three Year Performance: 18.84%

    • Five Year Performance: 28.22%

    • OCF: 0.86%

    RIT Capital Partners plc Ordinary GBP1

    • Three Year Performance: 25.19%

    • Five Year Performance: 58.14%

    • OCF: 0.66%

    Scottish Mortgage Investment Trust plc Ordinary Shares 5p

    • Three Year Performance: 135.98%

    • Five Year Performance: 354.32%

    • OCF: 0.34%

    Smithson Investment Trust Plc ORD GBP0.01

    • Three Year Performance: N/A

    • Five Year Performance: N/A

    • OCF: 1.00%

    Top 10 trusts from Interactive Investor

    Scottish Mortgage (LSE:SMT)

    • Three Year Performance: 139.10%

    • Five Year Performance: 369.79%

    • OCF: 0.69%

    BlackRock World Mining Trust (LSE:BRWM)

    • Three Year Performance: 94.11%

    • Five Year Performance: 281.62%

    • OCF: 1.1%

    Polar Capital Technology Ord (LSE:PCT)

    • Three Year Performance: 75.20%

    • Five Year Performance: 270.28%

    • OCF: 0.86%

    City of London (LSE:CTY)

    • Three Year Performance: 5.63%

    • Five Year Performance: 30.97%

    • OCF: 0.86%

    Edinburgh Worldwide (LSE:EWI)

    • Three Year Performance: 87.64%

    • Five Year Performance: 287.59%

    • OCF: 0.92%

    Baillie Gifford US Growth (LSE:USA)

    • Three Year Performance: 166.16%

    • Five Year Performance: N/A

    • OCF: 0.82%

    Monks (LSE:MNKS)

    • Three Year Performance: 64.35%

    • Five Year Performance: 221.25%

    • OCF: 0.72%

    Capital Gearing Ord (LSE:CGT)

    • Three Year Performance: 25.87%

    • Five Year Performance: 47.54%

    • OCF: 0.90%

    Alliance Trust (LSE:ATST)

    • Three Year Performance: 39.16%

    • Five Year Performance: 108.07%

    • OCF: 0.90%

    Smithson (LSE:SSON)

    • Three Year Performance: N/A

    • Five Year Performance: N/A

    • OCF: 0.1%

    Best-selling ETFs in April 2021

    Top 10 ETFs from AJ Bell

    • Three Year Performance: 3.4%

    • Five Year Performance: 39.21%

    • OCF: 0.07%

    Vanguard S&P 500 ETF

    • Three Year Performance: 51.57%

    • Five Year Performance: 120.56%

    • OCF: 0.07%

    Vanguard FTSE 250 ETF

    • Three Year Performance: 16.96%

    • Five Year Performance: 51.20%

    • OCF: 0.10%

    Vanguard FTSE All-World ETF

    • Three Year Performance: 38.10%

    • Five Year Performance: 98.09%

    • OCF: 0.22%

    iShares S&P 500 ETF

    • Three Year Performance: 51.61%

    • Five Year Performance: 120.75%

    • OCF: 0.07%

    iShares Global Clean Energy ETF

    • Three Year Performance: 127.24%

    • Five Year Performance: 184.29%

    • OCF: 0.65%

    iShares Physical Gold ETC GBP

    • Three Year Performance: 37.32%

    • Five Year Performance: N/A

    • OCF: 0.15%

    iShares Automation&Robotics ETF USD Acc GBP

    • Three Year Performance: 49.60%

    • Five Year Performance: N/A

    • OCF: 0.40%

    Invesco Elwood Global Blockchain ETF GBP

    • Three Year Performance: N/A

    • Five Year Performance: N/A

    • OCF: 0.65%

    WisdomTree Physical Gold GBP

    • Three Year Performance: 36.54

    • Five Year Performance: 56.78%

    • OCF: 0.39%

    Top 10 ETFs from Fidelity

    iShares Physical Gold ETC

    • Three Year Performance: 37.32%

    • Five Year Performance: N/A

    • OCF: 0.15%

    Vanguard S&P 500 UCITS ETF USD Accumulation (VUAG)

    • Three Year Performance: N/A

    • Five Year Performance: N/A

    • OCF: 0.07%

    Vanguard FTSE ALL-WORLD UCITS ETF US

    • Three Year Performance: 35.66%

    • Five Year Performance: 97.83%

    • OCF: 0.22%

    Vanguard FTSE 250 UCITS ETF GBP Accumulation (VMIG)

    • Three Year Performance: N/A

    • Five Year Performance: N/A

    • OCF: 0.10%

    Vanguard S&P 500 UCITS ETF (VUSA)

    • Three Year Performance: 51.57%

    • Five Year Performance: 120.56%

    • OCF: 0.07%

    Vanguard FTSE 100 UCITS ETF (VUKE)

    • Three Year Performance: 3.28%

    • Five Year Performance: 11.49%

    • OCF: 0.09%

    iShares CORE S&P 500 UCITS ETF USD

    • Three Year Performance: 52.44%

    • Five Year Performance: 123.68%

    • OCF: 0.07%

    iShares Core MSCI EM IMI UCITS ETF USD (Acc) (EMIM)

    • Three Year Performance: 16.79%

    • Five Year Performance: 85.96%

    • OCF: 0.18%

    iShares CORE FTSE 100 UCITS ETF ACC

    • Three Year Performance: 1.11%

    • Five Year Performance: 38.43%

    • OCF: 0.07%

    Vanguard FTSE ALL WORLD UCITS ETF GB

    • Three Year Performance: 35.66%

    • Five Year Performance: 97.83%

    • OCF: 0.22%

    Top 10 ETFs from Hargreaves Lansdown

    In alphabetical order:

    Invesco Markets III PLC EQQQ NASDAQ 100 UCITS ETF

    • Three Year Performance: 84.10%

    • Five Year Performance: 216.30%

    • OCF: 0.30

    iShares Physical Metals plc Physical Gold ETC

    • Three Year Performance: 37.12%

    • Five Year Performance: 57.90%

    • OCF: 0.15%

    Vanguard Funds plc FTSE 100 UCITS ETF GBP

    • Three Year Performance: -8.24%

    • Five Year Performance: 13.24%

    • OCF: 0.09%

    Vanguard Funds plc FTSE All-World UCITS ETF (USD) Acc

    • Three Year Performance: N/A

    • Five Year Performance: N/A

    • OCF: 0.22%

    Vanguard Funds plc FTSE All-World UCITS ETF (USD) Dis - GBP

    • Three Year Performance: 30.87%

    • Five Year Performance: 79.98%

    • OCF: 0.22%

    Vanguard Funds plc S&P 500 UCITS ETF USD ACC (GBP)

    • Three Year Performance: N/A

    • Five Year Performance: N/A

    • OCF: 0.07%

    Vanguard Funds plc S&P 500 UCITS ETF USD(GBP)

    • Three Year Performance: 62.65%

    • Five Year Performance: 116.89%

    • OCF: 0.07%

    WisdomTree Copper

    • Three Year Performance: 32.40%

    • Five Year Performance: 102.90%

    • OCF: 0.54%

    WisdomTree FTSE 100 3x Daily Leveraged

    • Three Year Performance: -12.11%

    • Five Year Performance: 7.30%

    • OCF: 2.15%

    WisdomTree Physical Gold (GBP)

    • Three Year Performance: 36.70%

    • Five Year Performance: 57.00%

    • OCF: 0.39%

    Top 10 ETFs from Interactive Investor

    iShares Core FTSE 100 ETF GBP Dist (LSE:ISF)

    • Three Year Performance: 3.4%

    • Five Year Performance: 39.21%

    • OCF: 0.07%

    Vanguard S&P 500 ETF USD Acc GBP (LSE:VUAG)

    • Three Year Performance: N/A

    • Five Year Performance: N/A

    • OCF: 0.07%

    iShares Global Clean Energy ETF USD Dist GBP (LSE:INRG)

    • Three Year Performance: 127.24%

    • Five Year Performance: 184.29%

    • OCF: 0.65%

    Vanguard FTSE 100 UCITS ETF (LSE:VUKE)

    • Three Year Performance: 3.28

    • Five Year Performance: 38.75%

    • OCF: 0.09%

    Vanguard FTSE 250 UCITS ETF (LSE:VMID)

    • Three Year Performance: 16.96%

    • Five Year Performance: 51.20%

    • OCF: 0.10%

    iShares Physical Gold ETC GBP (LSE:SGLN)

    • Three Year Performance: 37.32

    • Five Year Performance: N/A

    • OCF: 0.15%

    Vanguard FTSE All-World UCITS ETF GBP (LSE:VWRL)

    • Three Year Performance: 38.10%

    • Five Year Performance: 98.09%

    • OCF: 0.22%

    WisdomTree FTSE 100 3x Daily Lvrgd ETP (LSE:3UKL)

    • Three Year Performance: -31.25%

    • Five Year Performance: 43.30%

    • OCF: 2.15%

    iShares Core MSCI World ETF USD Acc GBP (LSE:SWDA)

    • Three Year Performance: 40.61%

    • Five Year Performance: 99.83%

    • OCF: 0.20%

    WisdomTree Physical Gold GBP (LSE:PHGP)

    • Three Year Performance: 36.54%

    • Five Year Performance: 56.78%

    • OCF: 0.39%

    Funds

    The easy way to spread your bets around!

    Investment Trusts

    Pool your money with others, then leave it to an expert!

    ETFs

    The diversity of a fund with the quick trade-ability of shares.

    Stay up to date

    Join our weekly blog with Holly's no-nonsense opinions, tips & food for thought!

    Already have an account? Login

    Important stuffHolly and the team have worked in the finance industry for many years but we are not regulated to give you personal financial advice. For every story on this website about a good investment, or something which went up by 10% or made someone £200, we could also share a story about a bad investment, something which fell in value or lost someone £200. We aim to provide general information and pointers – and btw we are totally agnostic about which providers you might pick – but if you have complex affairs, want personalised advice or need specific recommendations, please look at advice pages and see if regulated digital or traditional financial advice would be the best solution for your needs. Boring Money Ltd is a limited company registered in England and Wales under registration number 09459832 and we have our registered office at 10 Lower Thames Street, London, England, EC3R 6AF.
    Risk warningAs is always the case with investing, your capital is at risk. The value of your portfolio can go down as well as up and you may get back less than you invest. Tax treatment depends on your individual circumstances and may change in the future.
    Boring Money Ltd is a limited company registered in England and Wales under registration number 09459832 and we have our registered office at 10 Lower Thames Street, London, England, EC3R 6AF.