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Investors switching focus to the US through global funds

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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 13/08/14 13/08/14 to 13/08/15 13/08/15 to 13/08/16 13/08/16 to 13/08/17 13/08/17 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 13/08/14 13/08/14 to 13/08/15 13/08/15 to 13/08/16 13/08/16 to 13/08/17 13/08/17 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 13/08/14 13/08/14 to 13/08/15 13/08/15 to 13/08/16 13/08/16 to 13/08/17 13/08/17 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 13/08/14 13/08/14 to 13/08/15 13/08/15 to 13/08/16 13/08/16 to 13/08/17 13/08/17 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 13/08/14 13/08/14 to 13/08/15 13/08/15 to 13/08/16 13/08/16 to 13/08/17 13/08/17 to 13/08/18
n/a 10.38% 24.28% 14.66% 13.48%

Find out more about Legal & General International Index Trust

Data supplied by Hargreaves Lansdown

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This article does not constitute investment advice. Do your own research or consult a professional advisor.

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