DIY stockpicking
Most popular funds / trusts and shares on AJ Bell in 2019
Fund / trust
3yr return (%) to 20 Feb 2023
3yr return (%) to 20 Feb 2023
City of London |
15.6 |
Aviva |
55.4 |
Finsbury Growth & Income |
3.7 |
BP |
31.7 |
Fundsmith Equity |
22.9 |
BT Group |
-2.4 |
iShares Core FTSE 100 ETF |
19.1 |
HSBC |
17.6 |
Lindsell Train Global Equity |
10.7 |
Imperial Brands |
43.6 |
Scottish Mortgage |
14.8 |
Legal & General |
-0.4 |
Vanguard FTSE 250 UCITS ETF |
-2 |
Lloyds |
-2.9 |
Vanguard LifeStrategy 100 % Equity |
23.7 |
Shell |
41.9 |
Vanguard LifeStrategy 80 % Equity |
15.0 |
Unilever |
0.4 |
Vanguard S & P 500 UCITS ETF |
34.8 |
Vodafone |
-18.6 |
Portfolio |
15.8 |
Portfolio |
16.6 |
Source : AJ Bell
5 % of current clients . For investors who are determined to dabble in individual shares , Steel suggests allocating an amount they can afford to lose entirely without affecting their long-term financial security . “ On that basis , we are quite relaxed about it ,” he explains . “ I would , however , be very nervous if a client wanted to self-manage their entire portfolio in individual stocks . That would not be appropriate for most people .” Sharing a similar story is Christian Perera-Slater , associate adviser at The Private Office . He says some of his clients take an active interest in market activity and happily conduct
Issue 93 - March 2023 / 25 /