The Best ISA Investment Funds In September 2021 | moneyfacts.co.uk

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Derin Clark

Derin Clark

Online Reporter
Published: 22/09/2021

This week, it was reported that hopes for a breakthrough in China’s Evergrande debt crisis, which had been rattling global markets, helped the FTSE 100 index to rally and return above the 7,000 threshold.

The summaries below show the overall best performing ISA funds in September 2021.

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

Aberforth UK Small Comp Acc

1

£1,792.01

£1,642.96

(209)

Interactive Investor

2

Consistent Opp UT Inc

2

£1,769.45

£1,554.86

(257)

Interactive Investor 

3

ASI UK Unconstrained Eq Acc

9

£1,603.24

£1,345.92

(412)

Interactive Investor

4

Lazard UK Smr Cos B Inc GBP

6

£1,598.00

£1,719.00 (162)

Speak to a financial adviser

5

Artemis UK Select R Acc

5

£1,588.85

£1,712.74 (165)

Interactive Investor

Source: Lipper/Moneyfacts

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

 

For a second month running, the best performing ISA unit trust fund in September 2021 is Aberforth UK Small Comp Acc, with a £1,000 investment 12 months ago now worth £1,792.01. The fund’s objective is to achieve a total return greater than the Numis Smaller Companies Index.

The Consistent Opp UT Inc also retains second position this month, with a £1,000 investment made 12 months ago being worth £1,769.45. The fund focuses on investments in UK equities and undervalued overseas opportunities and any income is paid bi-annually.

Two new entries to the best performing unit trust funds are ASI UK Unconstrained Eq Acc and Lazard UK Smr Cos B Inc GBP. A £1,000 investment made 12 months ago would now be worth £1,603.24 and £1,598.00 respectively.

A new entrant last month, Artemis UK Select R Acc, sits in fifth spot offering a fund size of £1,235 million and paying any income annually, which may be beneficial. A £1,000 investment made 12 months ago would now be worth £1,588.85.

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 Global Tech R Acc
  4. Herald Worldwide A
  5. JH Global Technology 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

£3,000.00

£2,085.10 (39)

 

Speak to a financial adviser

2

Chelverton SCmDvTrstPLCOrd25p

2

£2,050.12

£1,640.19 (77)

 

Interactive Investor

3

JPM Smaller Companies IT

3

£1,878.50

£3,300.73 (7)

Interactive Investor

4

BlackRock Smaller Companies

7

£1,782.05

£2,662.54 (11)

Interactive Investor

5

Henderson Smaller Cos IT

4

£1,772.46

£2,496.40 (16)

Interactive Investor 

Source: Lipper/Moneyfacts

Note: The table above is ordered by the best performance 1 September 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 September 2021 have seen a couple of changes but the top 3 have retained their positions for the second month running. Electra Private Equity retained the number one spot, with a £1,000 investment made 12-months ago now worth £3,000.00. Investors can buy shares in this fund and hold these within their ISA.

A new entrant in June remains in second, a £1,000 investment made with Chelverton SCmDvTrstPLCOrd25p 12 months ago will grow to £2,050.12.

JPM Smaller Companies IT sits in third spot, with the fund seeking capital growth from investing in smaller UK companies. A £1,000 investment made 12 months ago would now be worth £1,878.50, up from £1,794.18 in August.

A new entrant in September is BlackRock Smaller Companies, rising to 4th position after placing 7th in August, with a £1,000 investment made 12 months ago now being worth £1,782.05. To achieve its objective, the fund invests mainly in UK smaller companies, with overseas listings also being invested in that have a secondary UK quotation.

Falling from 4th to 5th is Henderson Smaller Cos IT which aims to maximise the total returns for shareholders by investing mainly in smaller companies within the UK whereas the JPM fund focuses on medium-sized businesses in the UK. A £1,000 investment made 12 months ago would now be worth £1,772.46.

The investment trust funds delivering the best returns on a £1,000 investment over five years were:

  1. Scottish Mortgage Investment
  2. Allianz Technology Trust PLC
  3. Pacific Horizon Investment Trust
  4. Montanaro Euro SmCom
  5. Polar Capital Technology Trust

 

Should savers open a stocks and shares ISA in 2021?

The Consumer Price Index (CPI) figures released this month showed that during August inflation rose to 3.2% and there are currently no savings accounts that can match or beat this rate of inflation. As well as this, experts predict that inflation will continue to rise over the coming months so savers who are happy to accept some risk may want to consider investing in stocks and shares instead. A stocks and shares ISA can be a good investment option as investors do not need to pay tax on the returns generated (up to a minimum 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 investors capital is at risk.

Featured: stocks and shares ISA providers

 

Provider

Min monthly investment

Number of funds available

 

Interactive Investor

£25

3,000 plus

Find out more

Barclays Smart Investor

£0

2,000 plus

Find out more

Foresters Friendly Society

£50

1

Find out more

BMO Asset Management

£50

10

Find out more

 

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.

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.

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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.

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