Best-selling funds, trusts and ETFs of May 2021
11 July, 2017
We asked some of the biggest online investing platforms in the UK - AJ Bell Youinvest, Fidelity, Hargreaves Lansdown, and Interactive Investor - what their customers had been up to in May.
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 May 2021
Top 10 funds from AJ Bell
Most popular investment funds bought through 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
Most popular investment funds bought through Fidelity in May 2021, based on net sales.
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
Most popular investment funds bought through 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
Most popular investment funds bought through 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%