The CF Woodford Equity Income fund has unsurprisingly come first in The Share Centre’s top traded funds list of 2015 which is based on the number of deals completed by The Share Centre customers.
The fund came in at the top spot on seven occasions over the 12 month period, meaning it was a likely candidate to get the annual top spot. This popularity continues to demonstrate that our investors have been keen to benefit from the expertise and knowledge of one of the industry’s most highly respected fund managers.
In second and third positions were two funds that are very sector specific and that invested in a broad area. They are also funds that I had personally picked out at the start of 2015 as some of my preferred choices for the year. The AXA Framlington Biotech fund and Polar Capital Healthcare Opportunities fund, featured regularly in the monthly lists, so predictably made it into the annual list. Focussing on the rapidly changing and evolving developments within both of these sectors, I wouldn’t be surprised if one or both feature regularly again throughout 2016.
The Old Mutual UK Mid-Cap fund was undoubtedly the preferred option in 2015 for those investors seeking an alternative UK investment to a more traditional UK large cap offering. Investing in small to mid-companies is often seen as the heart of the economy and great bell weather as to how strong a recovery is.
In fifth place we find the L&G UK Index fund. Index tracker funds appeared in the bottom half of this list on a number of occasions in 2015, with this fund seeking to replicate the performance of the FTSE All-Share index. For those investors with very little time on their hands and seeking a lower cost investment, then an index tracker may well be suitable.
The second half of the top ten is made up of a number of funds that interestingly only appeared on occasion in 2015. The Stewart Investors Asia Pacific Leaders fund featured in November primarily due to more sales than purchases and came on the back of the announcement that manager Angus Tulloch would be handing over the reins to his colleagues David Gait and Sashi Reddy.
In seventh position we find the Jupiter India fund followed closely by the Fundsmith Equity fund. The latter featured prominently in the lists from the second half of 2015. It is an attractive investment choice as it invests in equities on a global basis and is managed by the highly acclaimed founder of the business, Terry Smith.
Historic favourite and stalwart with investors, and in ninth position, is the Invesco Perpetual High Income fund. Managed by Mark Barnett, the fund aims to provide investors with a high level of income, together with capital growth.
Propping up the top ten is the Insight Equity Income Booster fund which as the name suggests, seeks to offer investors a higher than average income, paid out on a monthly basis.
2015 top traded funds from The Share Centre
1 CF Woodford Equity Income fund
2 AXA Framlington Biotech fund
3 Polar Capital Healthcare Opportunities fund
4 Old Mutual UK Mid-Cap fund
5 L&G UK Index fund
6 Stewart Investors Asia Pacific Leaders fund
7 Jupiter India fund
8 Fundsmith Equity fund
9 Invesco Perpetual High Income fund
10 Insight Equity Income Booster fund