skip to Main Content

With the ongoing uncertainty surrounding Brexit and the potential for a ‘no deal’ scenario in 2019 looking ever more realistic, research from Hargreaves Lansdown this month shows UK investors are increasing their exposure to global funds.

Gaining broader geographical investment exposure in a period of potentially significant change for the UK is an understandable reaction to what is becoming an increasingly complex scenario.

For many investment funds, a global focus starts with the corporate behemoths that form the backbone of the Dow Jones and the NASDAQ. With revenue streams that span the four corners of the planet, tech stocks like Amazon, Alphabet (Google) and Microsoft; and global brands such as PayPal, Disney and Pepsi underpin many of the investment funds that UK investors were flocking towards in July.

We’ve picked out five global funds featured in this month’s Hargreaves Lansdown research and respective performance over the last five years.

Fundsmith Equity

Top Holdings include: PayPal Holdings, Amadeus IT Group, Microsoft Corp, Novo Nordisk A/S and Waters Corp

13/08/13 to 13/08/1413/08/14 to 13/08/1513/08/15 to 13/08/1613/08/16 to 13/08/1713/08/17 to 13/08/18
7.07%24.75%39.52%14.55%19.96%

Find out more about Fundsmith Equity

Lindsell Train Global Equity

Top Holdings include: Unilever, Diageo, Heineken Holding, World Wrestling Entertainment Inc, Shiseido Co and Walt Disney

13/08/13 to 13/08/1413/08/14 to 13/08/1513/08/15 to 13/08/1613/08/16 to 13/08/1713/08/17 to 13/08/18
5.96%30.05%23.68%18.85%24.41%

Find out more about Lindsell Train Global Equity

Baillie Gifford Global Discovery

Top Holdings include: Ocado Group, Alnylam Pharmaceuticals, MarketAxess Holdings, Wayfair, LendingTree, AeroVironment, GrubHub and Tesla

13/08/13 to 13/08/1413/08/14 to 13/08/1513/08/15 to 13/08/1613/08/16 to 13/08/1713/08/17 to 13/08/18
4.27%20.90%16.15%15.65%40.88%

Find out more about Baillie Gifford Global Discovery

Standard Life Global Smaller Companies

Top Holdings include: GrubHub, Fevertree Drinks, Aspen Technology, ServiceMaster Global Holdings, JD Sports Fashion, Grenke AG and Wabtec

13/08/13 to 13/08/1413/08/14 to 13/08/1513/08/15 to 13/08/1613/08/16 to 13/08/1713/08/17 to 13/08/18
-2.35%18.68%27.38%24.83%24.96%

Find out more about Standard Life Global Smaller Companies

Legal & General International Index Trust

Top Holdings include: Apple, Microsoft Corp, Amazon.com, Facebook, JPMorgan Chase & Co, Exxon Mobil Corp, Alphabet and Johnson & Johnson

13/08/13 to 13/08/1413/08/14 to 13/08/1513/08/15 to 13/08/1613/08/16 to 13/08/1713/08/17 to 13/08/18
n/a10.38%24.28%14.66%13.48%

Find out more about Legal & General International Index Trust

Data supplied by Hargreaves Lansdown

Share this article

Michael Morton

Michael has worked within the Financial Industry for more than 20 years. Starting out as a financial analyst, he has extensive experience working with fund management groups and brokerages.

With an interest in Stocks and Shares, Funds, ETFs and Commodities, his investment focus is medium to long term gains, with the objective of financial security on retirement, and building wealth for his young children for their adult life. His broker of choice is Hargreaves Lansdown.

Oops! We could not locate your form.

Oops! We could not locate your form.

Oops! We could not locate your form.

Oops! We could not locate your form.

Oops! We could not locate your form.

Sign up for our daily morning digest

Stay ahead with our latest market analysis and insight, direct to your inbox every weekday morning at 8am

  • This field is for validation purposes and should be left unchanged.

 

Market insight and analysis, direct to your inbox

  • This field is for validation purposes and should be left unchanged.

 

Back To Top