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Top 5 most traded investment funds

Top 5 most traded investment funds

Category: Investments

Updated: 16/07/2014
First Published: 17/04/2014

MONEYFACTS ARCHIVE
This article was correct at the time of publication. It is now over 6 months old so the content may be out of date.

TQ Invest Top 5 most traded funds for June 2014 provides a monthly summary of where TQ Invest Clients have been placing their investments.

Investments should be made for the medium to long term as the value of investments, even the lower risk ones, can fall as well as rise and you may get back less than you originally invested. Tax treatment depends on your individual circumstances and may be subject to change. All yields are variable and not guaranteed. The investments described may not be suitable for all recipients and this content does not constitute personalised financial advice. If you are in any doubt regarding the suitability of an investment, please seek advice. TQ Invest can take no responsibility for investment decisions you may take as a result of this website.

Please read our full Important Investment Risk Information and the relevant Key Investor Information Document before buying a fund.


Artemis Income fund

  • The fund aims to produce a rising income with capital growth from a portfolio primarily made up of investments in the UK
  • Historic yield 3.60% (Yields quoted should not be considered reliable indicators of future returns).

    Top 5 holdings

    Percentage of fund

    BP

    4.8%

    GlaxoSmithKline

    4.7%

    HSBC

    4.7%

    Novartis

    3.7%

    Royal Dutch Shell

    3.6%


Invesco Perpetual High Income Fund


  • Aims to produce a high level of income, together with capital growth.
  • The fund intends to invests primarily in companies listed in the UK.
  • Historic yield 3.10% (Yields quoted should not be considered reliable indicators of future returns).

Top 5 holdings

Percentage of fund

GlaxoSmithKline

7.20%

AstraZeneca

6.09%

British American Tobacco

5.76%

Imperial Tobacco

5.47%

Roche

5.19%



Invesco Perpetual Monthly Income Plus Fund


  • Aims to achieve a high level of income together with capital growth over the medium to long term
  • Invests in high yielding corporate and Government bonds, together with UK equities
  • Distribution yield 5.16%*(Yields quoted should not be considered reliable indicators of future returns).

Top 3 Bond issuer

Percentage of fund

Lloyds Banking Group

7.20%

RBS

6.09%

Barclays Bank

5.76%





Top 3 Equity holdingd

Percentage of fund

Co-operative Bank

1.19%

Imperial Tobacco

0.63%

British American Tobacco

0.59%






Liontrust Special Situations fund

  • Aims to provide long-term capital growth
  • Invests primarily in a concentrated portfolio of UK companies' shares
  • No restrictions in choice of investment by either size or sector

    Top 5 holdings

    Percentage of fund

    Compass

    4.0%

    BP

    3.7%

    Advanced Computer Software

    3.7%

    Royal Dutch Shell

    3.6%

    BG Group

    3.4%


CF Woodford Equity Income fund

  • Newly launched fund (June 2014)
  • Aims to offer investors capital growth and quarterly income stream
  • Focus is on long term investment

    Top 5 holdings

    Percentage of fund

    AstraZeneca

    8.3%

    GlaxoSmithKline

    7.11%

    British American Tobacco

    6.20%

    BT

    6.02%

    Imperial Tobacco

    5.31%

Information Correct as at: 30/06/14

The information within this article is aimed at customers within the UK. TQ Invest is a trading name of Torquil Clark Ltd. which is authorised and regulated by the Financial Conduct Authority. Registered in England No 2446388. Registered Office: The Bailey, Skipton, North Yorkshire, BD23 1DN.

Disclaimer: Information is correct as of the date of publication (shown at the top of this article). Any products featured may be withdrawn by their provider or changed at any time.

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