Best-selling funds, trusts and ETFs of May 2021

funds 2021.png

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 in May 2021.

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 May 2021.

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 in May 2021.

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

Most popular investment trusts bought through AJ Bell in May 2021.

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

Most popular investment trusts bought through Fidelity in May 2021, based on net sales.

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

Most popular investment trusts bought through Hargreaves Lansdown in May 2021.

In alphabetical order:

BlackRock World Mining Trust plc Ordinary 5p

Three Year Performance: 94.11%

Five Year Performance: 281.62%

OCF: 1.10%

 

Capital Gearing Trust plc Ordinary 25p Shares

Three Year Performance: 25.87%

Five Year Performance: 47.54%

OCF: 0.90%

 

City Of London Investment Trust Ordinary 25p Shares

Three Year Performance: 5.63%

Five Year Performance: 30.97% 

OCF: 0.86%

 

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: 16.79%

Five Year Performance: 76.08%

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: 139.11%

Five Year Performance: 369.72%

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

Most popular investment trusts bought through Interactive Investor in May 2021.

Scottish Mortgage (LSE:SMT)

Three Year Performance: 139.10%

Five Year Performance: 369.79%

OCF: 0.34%

 

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 May 2021

Top 10 ETFs from AJ Bell

Most popular exchange traded funds bought through AJ Bell in May 2021.

iShares FTSE 100 ETF

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

Most popular exchange traded funds bought through Fidelity in May 2021, based on net sales.

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

Most popular exchange traded funds bought through Hargreaves Lansdown in May 2021.

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

Most popular exchange traded funds bought through Interactive Investor in April 2021.

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%

 

 

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