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
