Holly Mckay
Holly MackayFounder and CEO
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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%

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