The most purchased investments since the market low and how they have performed

Archived article

Please note that tax, investment, pension and ISA rules can change and the information and any views contained in this article may now be inaccurate.

Many DIY investors saw the March stock market crash as an opportunity to adjust their portfolios. We saw huge trading volumes in the early part of lockdown but what is really interesting is that the majority of these were people purchasing investments rather than selling them so clearly investors were looking to benefit from depressed prices rather than rushing for the exit.

Many of the most popular Funds and Investment Trusts are similar to the ones that were popular before the market crash so investors clearly haven’t shifted their thinking too much and in many cases they’ve been well rewarded for keeping faith in these managers as values have bounced back strongly.

There is a clear global emphasis coming through the most popular funds and, to a lesser degree, Investment Trusts, with technology being the most dominant theme. This has been a good call by these investors as many tech stocks have performed extremely well during the pandemic. The question now for those investors is whether that party is over but with further lockdowns being implemented around the world, technology is still very much going to be at the forefront of people’s lives.

The increased focus in ESG investing shines through in the form of Baillie Gifford Positive Change and the presence of City of London Investment Trust shows that dividend yield remains important to many investors, with the trust having committed to growing its dividend despite many companies cutting dividend payments.

The most purchased investments via AJ Bell Youinvest and how they have performed – 23 March 2020 – 22 September 2020:

Funds
NameTotal Return change
Fundsmith Equity28.7%
Linsdell Train Global Equity24.6%
Baillie Gifford American101.3%
Polar Capital Global Technology43.6%
Fidelity Index World31.6%
Baillie Gifford Positive Change71.3%
Fidelity Global Special Situations35.1%
L&G Global Technology47.0%
TB Evenlode Income25.3%
Baillie Gifford Global Discovery72.6%
Average48.1%

 

Shares
NameTotal Return change
Lloyds(19.3%)
BP(0.8%)
Royal Dutch Shell(3.7%)
International Consolidated Airlines(20.5%)
Glaxosmithkline(12.1%)
EasyJet(1.3%)
Avacta832.0%
Barclays9.5%
Boohoo96.8%
Legal & General43.2%
Average94.8%

 

Investment Trusts
NameTotal Return change
Scottish Mortgage108.0%
Scottish Investment Trust22.2%
City of London16.1%
Polar Capital Technology63.0%
Finsbury G&I26.7%
Smithson51.6%
F&C41.3%
Allianz Technology85.4%
Monks70.0%
Edinburgh Worldwide98.3%
Average58.3%

These articles are for information purposes only and are not a personal recommendation or advice. Past performance isn't a guide to future performance, and some investments need to be held for the long term.