What are the best ISA investment funds in June 2021? | moneyfacts.co.uk

Moneyfacts.co.uk will never contact you by phone to sell you any financial product. Any calls like this are not from Moneyfacts. Emails sent by Moneyfacts.co.uk will always be from news@moneyfacts-news.co.uk. Be Scamsmart.


Michelle Monck

Michelle Monck

Consumer Finance Expert
Published: 09/06/2021

You can see the overall best performing ISA funds in June 2021 in the summaries below.This week, the UK Government set up a specific team to help bring more clarity to investors about which funds are genuinely environmentally sustainable. The new Green Technical Advisory Group (GTAG) will create a taxonomy to define which economic activities count as environmentally friendly.


We reported last week that more consumers wanted clarity about the environmental credential of their investments. The Government hopes that GTAG will bring this clarity and as a result more money will flow into environmentally sustainable funds.


We’ve rated a number of ethical investments based on their performance and ethical credentials.

You can see the overall best performing ISA funds in June 2021 in the summaries below.

Top ISA unit trust funds

Rank

Fund

Ranking last month

Value of £1,000 lump sum over one year

Value of £1,000 lump sum over five years (rank)

Investment platform

1

Consistent Opp UT Inc

4

£1,788.46

£1,565.93

(314)

Speak to a financial adviser

2

Aberforth UK Small Comp Acc

12

£1,735.62

£1,583.62

(299)

Interactive Investor

3

Schroder UK Small Cos Acc

5

£1,676.54

£1,978.25

(93)

Interactive Investor

4

Aviva Inv UK Smlr Cos SC 1 Acc

14

£1,631.41

£1,981.69 (91)

Speak to a financial adviser

5

AXA Fram UK SmCos R Acc

11

£1,620.69

£1,969.81 (97)

Interactive Investor

Source: Lipper/Moneyfacts
Note: The table above is ordered by the best performance 1 June 2021 over the past 12 months. Funds may be available on other platforms not listed, through a stockbroking service or financial adviser.

The best performing ISA unit trust funds in June 2021 have seen a number of changes with the top three funds from last month not appearing in the top 5 funds this month. The Consistent Opp UT Inc is currently the best performing fund, having been fourth in May with a £1,000 investment made 12 months ago being worth £1,788.46. This fund focusses on investments in UK equities and undervalued overseas opportunities.
A new entrant into the table is the Aberforth UK Small Comp Acc with a £1,000 investment 12 months ago now being worth £1,735.62.  
The Schroder UK Small Cos Acc sits in third having risen a couple of spots from May with a £1,000 investment 12 months later being £1,676.54. This fund focusses on investments in UK equities and undervalued overseas opportunities.
Two more new entrants round off the table as Aviva Inv UK Smlr Cos SC 1 Acc and AXA Fram UK SmCos R Acc place fourth and fifth. A £1,000 investment made 12 months ago is now worth £1,631.41 and £1,620.69, respectively. 
The unit trust funds delivering the best returns on a £1,000 investment over five years were:
  1. Baillie Giff Amer A Acc
  2. L&G Global Tech Index R Acc
  3. AXA Fram Glbl Tech R Acc
  4. Baillie Gifford Global Disc A Acc
  5. Baillie Giff Pacific A Acc

 

Top ISA investment trust funds

Rank

Fund

Ranking last month

Value of £1,000 lump sum over one year

Value of £1,000 lump sum over five years (rank)

Investment platform

1

Electra Private Equity

1

£3,248.12

£2,388.05 (30)

 

Speak to a financial adviser

2

Henderson Opp Trust

3

£2,137.88

£2,136.88 (45)

 

Interactive Investor

3

BlackRock World Mining Trst

4

£1,971.66

£3,723.06 (6)

Interactive Investor

4

Chelverton SCmDvTrstPLCOrd25p

8

£1,961.67

£1,569.15 (93)

Interactive Investor

5

TR European Growth Trust

5

£1,907.77

£2,529.29 (23)

Interactive Investor

Source: Lipper/Moneyfacts
Note: The table above is ordered by the best performance 1 June 2021 over the past 12 months. Funds may be available on other platforms not listed, through a stockbroking service or financial adviser.

The best performing ISA investment funds in June 2021 have seen a few small changes from the previous month with Electra Private Equity retaining their number one spot after being a new entry in May. A £1,000 investment made 12-months ago is now worth £3,248.12 and investors can buy shares in this fund and hold these within their ISA.
 The Henderson Opportunities Trust Plc aims to grow more than the FTSE All-Share Index from a range of UK investments. Right now, the fund has 23% of its investments in the financial services sector, including shares in Barclays and 22% in industrials and 20% in technology. Over 12-months a £1,000 investment in this fund has grown to £2,137.88.
The BlackRock Mining Trust invests in a portfolio of mining and metal securities across the globe, with just under 29% of this invested in Canada, 27% in the UK and 14% in the US. 
A new entrant into the table is the Chelverton SCmDvTrstPLCOrd25p with a £1,000 investment made 12 months ago growing to £1961.67.
The TR European Growth Trust remains in the table and aims to grow by investing in SMEs that are listed, domiciled, quoted or have operations in Europe. A £1,000 investment made 12 months ago is now worth £1,907.77.
The investment trust funds delivering the best returns on a £1,000 investment over five years were:
  1. Pacific Horizon Investment Trust
  2. Scottish Mortgage Investment
  3. JP Morgan China
  4. Allianz Technology Trust PLC
  5. Edinburgh Worldwide Inv Tst

 

Free review of your savings and investments

Visitors to Moneyfacts.co.uk can access a free one-hour consultation to review their savings and investments from award winning, independent advisers Kellands Hale. Their experts can help savers to assess their investment options and to find the best possible returns.

Find out more

Should savers open a stocks and shares ISA in 2021?

There are no savings accounts available that currently beat the rate of inflation of 1.5%. Savers looking for better returns that are happy to accept some risk could consider investing in stocks and shares instead. Savers can choose to use a stocks and shares ISA and not pay tax on the returns generated (up to a maximum deposit of £20,000 each tax year). Investments in stocks and shares has outperformed cash savings over the longer term, but the downside of these investments is that the value of these can change over time as markets rise and fall, and savers capital is at risk.

Moneyfacts.co.uk has also written some useful investment guides including how to invest money, the best ethical investments, and how to invest in property.

The value of investments can go up as well as down, and investors’ capital is at risk. Management fees have been included in this article, but other fees may apply. Investors should check all fees with their financial adviser, investment platform or provider before making any investment.

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. Links to third parties on this page are paid for by the third party. You can find out more about the individual products by visiting their site. Moneyfacts.co.uk will receive a small payment if you use their services after you click through to their site. All information is subject to change without notice. Please check all terms before making any decisions. This information is intended solely to provide guidance and is not financial advice. Moneyfacts will not be liable for any loss arising from your use or reliance on this information. If you are in any doubt, Moneyfacts recommends you obtain independent financial advice.

stocks graph on screen

Cookies

Moneyfacts.co.uk will, like most other websites, place cookies onto your device. This includes tracking cookies.

I accept. Read our Cookie Policy