Best-selling funds, investment trusts and ETFs of June 2023
Discover the most-bought investments on the major platforms
By Boring Money
13 July, 2023
What were the best-selling funds, investment trusts and ETFs of June 2023? Every month, Boring Money conducts rigorous research on what the best-selling investments were across the UK's major investment platforms - including AJ Bell, Fidelity, Hargreaves Lansdown and Interactive Investor. We crunch the numbers for you and collate them in the handy tables below. Scroll down for the full results or read our Founder & CEO Holly Mackay's expert insights into what investors have been up to in the last month.
Holly Mackay's expert opinion
There are some interesting moves going on amongst the bestsellers. We still see the usual suspects of big global funds, lots of US exposure and some perennial investor favourites like City of London investment trust (old, solid, big on dividends) and Fundsmith Equity (lots of consumer brands and US exposure).
But some new names stand out. Fidelity's global technology fund makes an entrance, with top holdings in Microsoft, Apple, Amazon and Alphabet. And AI dominates. Some of the bestselling ETFs on Hargreaves Lansdown include the Global Robotics and AI ETF which has 44 holdings from across the sector, and interestingly a large chunk in Japan as well as the US.
Many commentators have observed a largely unexpected rally in tech stocks in the first 6 months of the year. And now everything looks overdone, overpriced and over-AI-ed. Will global attentions migrate to Japan and Europe? Will the rally turn into recession? I don’t know the answer to that. But if you believe the wisdom of the crowds then there are more people that I’ve seen of late betting on a fall in the Nasdaq. Hardcore stuff.
Best-Selling Funds of June 2023
The tables below show you the most bought funds on each of the major investment platforms in June 2023. The two most popular funds across AJ Bell, Fidelity, Hargreaves Lansdown and interactive investor were Fidelity Index World and Fundsmith Equity.
Top funds across all 4 platforms are: Fidelity Index World and Fundsmith Equity.
Top 10 Funds from AJ Bell
Funds | 3 year performance | 5 year performance | Ongoing Charges Figure |
AJ Bell Adventurous | 29.15% | 37.46% | 0.31% |
AJ Bell Moderately Adventurous | 20.90% | 29.28% | 0.31% |
AJ Bell Global Growth | 29.93% | 37.27% | 0.31% |
AJ Bell Balanced | 14.58% | 25.16% | 0.31% |
Fundsmith Equity | 25.87% | 62.89% | 0.94% |
Fidelity Index World | 38.02% | 60.47% | 0.12% |
Vanguard LifeStrategy 100% Equity | 32.74% | 43.76% | 0.22% |
AJ Bell Responsible | - | - | 0.45% |
Vanguard FTSE Global All Cap | 32.23% | 49.60% | 0.23% |
Vanguard LifeStrategy 80% Equity | 20.59% | 32.06% | 0.22% |
Top 10 Funds from Fidelity
Funds | 3 year performance | 5 year performance | Ongoing Charges Figure |
Fidelity Index World | 38.02% | 60.47% | 0.12% |
Royal London Short Term Money Market | 3.43% | 4.74% | 0.10% |
Fidelity Cash Fund | 3.15% | 4.43% | 0.15% |
Legal & General Global Tech Index | 54.88% | 142.37% | 0.32% |
Legal & General UK Index | 32.23% | 15.37% | 0.16% |
Fidelity Funds - Global Tech | 55.85% | 143.90% | 1.04% |
Fidelity Index US Fund | 45.79% | 81.33% | 0.06% |
Fundsmith Equity | 25.87% | 62.89% | 0.94% |
Rathbone Global Opportunities * | 18.60% | 58.07% | 0.52% |
abrdn Sterling Money Market Fund | 3.55% | 5.05% | 0.15% |
Top 10 Funds from Hargreaves Lansdown (in alphabetical order)
Funds | 3 year performance | 5 year performance | Ongoing Charges Figure |
Baillie Gifford American | -12.24% | 49.81% | 0.32% |
Fidelity Index World | 38.02% | 60.47% | 0.12% |
Fundsmith Equity | 25.87% | 62.89% | 0.94% |
Legal & General European Index * | 29.79% | 40.32% | 0.06% |
Legal & General Global Technology Index Trust * | 53.84% | - | 0.20% |
Legal & General International Index Trust * | 36.76% | 61.34% | 0.08% |
Legal & General US Index * | 42.76% | 79.64% | 0.05% |
Rathbone Global Opportunities * | 18.60% | 58.07% | 0.51% |
UBS S&P 500 Index | 44.90% | 82.38% | 0.09% |
Vanguard LifeStrategy 100% Equity | 32.74% | 43.76% | 0.22% |
Top 10 Funds from Interactive Investor
Funds | 3 year performance | 5 year performance | Ongoing Charges Figure |
Fundsmith Equity | 25.87% | 62.89% | 0.94% |
Royal London Short Term Money Market | 3.43% | 4.74% | 0.10% |
Vanguard LifeStrategy 80% Equity | 20.59% | 32.06% | 0.22% |
L&G Global Technology Index | 54.88% | 142.37% | 0.32% |
Vanguard LifeStrategy 100% Equity | 32.74% | 43.76% | 0.22% |
Vanguard US Equity Index | 41.70% | 74.12% | 0.10% |
Vanguard FTSE Global All Cap | 32.23% | 49.60% | 0.23% |
Fidelity Index World | 38.02% | 60.47% | 0.12% |
L&G Global 100 Index | 48.62% | 87.28% | 0.14% |
Vanguard FTSE Developed World Ex UK | 36.69% | 61.86% | 0.14% |
By default, performance has been calculated in accordance with end of day market prices on 30/06/2023. Funds marked with a * have performance calculated as of end of day market prices on 03/07/2023.
Best-Selling Investment Trusts of June 2023
The tables below show you the most bought investment trusts on each of the major investment platforms in June 2023. The four most popular investment trusts across AJ Bell, Fidelity, Hargreaves Lansdown and Interactive Investor were City of London, F&C, Greencoat UK Wind and Scottish Mortgage.
Top investment trusts across all 4 platforms are: City of London, F&C, Greencoat UK Wind and Scottish Mortgage.
Top 10 investment trusts from AJ Bell
Investment Trusts | 3 year performance | 5 year performance | Ongoing Charges Figure |
City Of London | 35.95% | 17.34% | 0.37% |
Scottish Mortgage | -17.71% | 28.79% | 0.34% |
Greencoat UK Wind | 17.32% | 48.57% | 0.95% |
BlackRock World Mining Trust | 87.86% | 108.32% | 0.95% |
Merchants Trust | 61.77% | 31.69% | 0.56% |
Bankers | 5.22% | 25.04% | 0.50% |
Henderson Far East Income | -4.17% | -2.18% | 1.01% |
Witan | 32.81% | 18.20% | 0.77% |
Scottish American | 37.17% | 64.89% | 0.59% |
F&C Investment Trust | 33.90% | 36.37% | 0.54% |
Top 10 investment trusts from Fidelity
Investment Trusts | 3 year performance | 5 year performance | Ongoing Charges Figure |
Scottish Mortgage | -17.71% | 28.79% | 0.34% |
Fidelity Special Values | 48.90% | 8.58% | 0.69% |
Polar Capital Technology Trust | 8.35% | 75.53% | 0.84% |
Fidelity European Trust | 42.23% | 75.06% | 0.78% |
City of London | 35.95% | 17.34% | 0.37% |
JP Morgan Global Growth & Income | 54.80% | 76.47% | 0.63% |
F&C | 33.90% | 36.37% | 0.54% |
BlackRock World Mining | 87.86% | 108.32% | 0.95% |
Allianz Technology | 16.19% | 83.84% | 0.71% |
Greencoat UK Wind | 17.32% | 48.57% | 0.95% |
Top 10 investment trusts from Hargreaves Lansdown (in alphabetical order)
Investment Trusts | 3 year performance | 5 year performance | Ongoing Charges Figure |
City Of London | 35.95% | 17.34% | 0.37% |
F&C | 33.90% | 36.37% | 0.54% |
Greencoat UK Wind | 17.32% | 48.57% | 0.95% |
Henderson Far East Income | -4.17% | -2.18% | 1.01% |
HICL Infrastructure | -9.94% | 18.83% | 1.14% |
JPMorgan Global Growth & Income | 54.80% | 76.47% | 0.63% |
Merchants Trust | 61.77% | 31.69% | 0.56% |
Murray International Trust | 46.95% | 40.98% | 0.95% |
Polar Capital Technology Trust | 8.35% | 75.53% | 0.84% |
Scottish Mortgage | -17.71% | 28.79% | 0.34% |
Top 10 investment trusts from Interactive Investor
Investment Trusts | 3 year performance | 5 year performance | Ongoing Charges Figure |
Scottish Mortgage | -17.71% | 28.79% | 0.34% |
City of London | 35.95% | 17.34% | 0.37% |
Greencoat UK Wind | 17.32% | 48.57% | 0.95% |
Polar Capital Technology | 8.35% | 75.53% | 0.84% |
BlackRock World Mining | 87.86% | 108.32% | 0.95% |
F&C | 33.90% | 36.37% | 0.54% |
Allianz Technology | 16.19% | 83.84% | 0.71% |
Alliance Trust | 37.06% | 49.05% | 0.61% |
3i Group | 159.79% | 159.16% | 0.89% |
Merchants Trust | 61.77% | 31.69% | 0.56% |
Performance has been calculated in accordance with end of day market prices on 30/06/2023.
Best-Selling ETFs of June 2023
The tables below show you the most bought ETFs on each of the major investment platforms in June 2023. The three most popular ETFs across AJ Bell, Fidelity, Hargreaves Lansdown and Interactive Investor were Vanguard S&P 500 UCITS ETF USD GBP (VUSA), Vanguard S&P 500 UCITS ETF USD Acc (VUAG) and Vanguard FTSE All-World UCITS ETF Dist (VWRL).
Top ETFs across all 4 platforms are: Vanguard S&P 500 UCITS ETF USD GBP (VUSA), Vanguard S&P 500 UCITS ETF USD Acc (VUAG) and Vanguard FTSE All-World UCITS ETF Dist (VWRL).
Top 10 ETFs from AJ Bell
ETFs | 3 year performance | 5 year performance | Ongoing Charges Figure |
Vanguard S&P 500 UCITS ETF (VUSA) | 46.02% | 80.76% | 0.07% |
iShares Core FTSE 100 ETF GBP Dist (ISF) | 35.84% | 18.83% | 0.07% |
Vanguard S&P 500 ETF USD Acc (VUAG) | 46.17% | - | 0.07% |
iShares Core S&P 500 ETF USD Acc GBP (CSP1) | 46.29% | 80.68% | 0.07% |
Vanguard FTSE All-World (VWRL) | 33.35% | 52.18% | 0.22% |
iShares Global Clean Energy (INRG) | 45.52% | 125.98% | 0.61% |
iShares Core MSCI World (SWDA) | 38.55% | 59.96% | 0.20% |
iShares Physical Gold ETC (SGLN) | 4.57% | 57.71% | 0.12% |
Vanguard FTSE 250 UCITS (VMID) | 15.76% | 0.15% | 0.10% |
Vanguard FTSE 100 UCITS (VUKE) | 35.77% | 18.65% | 0.09% |
Top 10 ETFs from Fidelity
ETFs | 3 year performance | 5 year performance | Ongoing Charges Figure |
Vanguard S&P 500 UCITS ETF (VUSA) | 46.02% | 80.76% | 0.07% |
iShares S&P 500 Information Technology (IITU) | 66.32% | 169.39% | 0.15% |
Invesco NASDAQ 100 (EQQQ) | 48.04% | 127.23% | 0.30% |
Vanguard S&P 500 UCITS ETF USD Acc (VUAG) | 46.17% | - | 0.07% |
Vanguard FTSE All-World UCITS ETF GBP (VWRP) | 33.54% | - | 0.22% |
iShares Core S&P 500 UCITS ETF USD (CSP1) | 46.29% | 80.68% | 0.07% |
iShares Core FTSE 100 (ISF) | 35.84% | 18.83% | 0.07% |
Vanguard FTSE Developed World (VHVG) | 37.39% | - | 0.12% |
Vanguard FTSE All-World (VWRL) | 33.35% | 52.18% | 0.22% |
iShares NASDAQ 100 USD (CNX1) | 48.12% | 127.52% | 0.33% |
Top 10 ETFs from Hargreaves Lansdown (in alphabetical order)
ETFs | 3 year performance | 5 year performance | Ongoing Charges Figure |
Global X Robotics & Artificial Intelligence ETF USD (BOTG) | - | - | 0.50% |
Invesco NASDAQ 100 UCITS (EQQQ) | 48.04% | 127.23% | 0.30% |
iShares S&P 500 IT sector (IITU) | 66.32% | 169.39% | 0.15% |
Legal & General Artificial Intelligence (AIAG) | 21.99% | - | 0.49% |
Vanguard FTSE 100 (VUKE) | 35.77% | 18.65% | 0.09% |
Vanguard FTSE All-World UCITS ETF USD Accumulation (VWRP) | 33.54% | - | 0.22% |
Vanguard FTSE All-World UCITS ETF (USD) Distributing GBP (VWRL) | 33.35% | 52.18% | 0.22% |
Vanguard Share Price S&P 500 UCITS ETF USD (VUAG) | 46.17% | - | 0.07% |
Vanguard Funds plc S&P 500 UCITS ETF USD (GBP) (VUSA) | 46.02% | 80.76% | 0.07% |
WisdomTree S&P 500 VIX Short-Term Futures (VILX) | -99.99% | -100.00% | 3.48% |
Top 10 ETFs from Interactive Investor
ETFs | 3 year performance | 5 year performance | Ongoing Charges Figure |
Vanguard S&P 500 UCITS ETF (VUSA) | 46.02% | 80.76% | 0.07% |
iShares Core MSCI World (SWDA) | 38.55% | 59.96% | 0.20% |
iShares Core FTSE 100 ETF GBP Acc (CUKX) | 35.00% | 18.25% | 0.07% |
Vanguard FTSE All-World UCITS ETF (VWRL) | 33.35% | 52.18% | 0.22% |
Vanguard S&P 500 (VUAG) | 46.17% | - | 0.07% |
Lyxor Smart Overnight Return ETF (CSH2) | 3.86% | 5.36% | 0.07% |
Invesco Nasdaq 100 (EQQQ) | 48.04% | 127.23% | 0.30% |
iShares Physical Gold ETC (SGLN) | 4.57% | 57.71% | 0.12% |
Vanguard FTSE 100 (VUKE) | 35.77% | 18.65% | 0.09% |
WisdomTree NASDAQ 100 3x Daily Short (QQQS) | -91.60% | -98.73% | 1.60% |
Performance has been calculated in accordance with end of day market prices on 30/06/2023.
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