With 2018 coming to a close, Sheridan Admans, Investment Manager, and Helal Miah, Investment Research Analyst at The Share Centre, comment on the top five investments personal investors have added to their basket this year:
Top five traded funds in 2018 from The Share Centre:
- Fundsmith Equity
- Legg Mason IF Japan Equity X
- LF Woodford Equity
- AXA Framlington Global Technology
- Lindsell Train Global Equity
Sheridan Admans, Investment Manager comments: “In a year where volatility has picked up from historically low levels in 2017, established managers with broad appeal and proven track records seems to have stirred investor interest. Despite many in 2017 highlighting the heady valuations of technology companies, FAANGs in particular, they have still managed to capture the imagination of investors and today still remain one of the best performing sectors in 2018. Japan for decades was highlighted by market commentators as a top region to invest in as part of their year-ahead outlooks, only to disappoint. But the region has really started to show some outperformance since 2013-14, trade tensions between the US and China though has seen it underperform world indices since the summer.”
Top five traded companies in 2018 from The Share Centre:
- Lloyds Banking
- Vodafone
- BP
- GlaxoSmithKline
- Sirius Minerals
Helal Miah, investment research analyst comments: “For the second year in a row, Lloyds is the top traded company. It has made good progress in restructuring itself and cutting costs, so much so that dividends have been restored to historic norms as profits have recovered. With consumers demanding ever increasing levels of connectivity, personal investors have continued to recognise telecoms companies such as Vodafone, as ones to watch and hold within their portfolio, a lower share price and great income yields will add to the attractiveness. Oil and mining companies remain in the top five for another year, a steady rise on commodity prices and previous cost cuts are feeding through to the bottom line for both sectors. Potash miner Sirius Minerals remains a popular punt given that it is one of the few mining companies with operations in the UK”
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