In the back
[ PLATFORMS & PENSIONS ]
48 / 49
In the second of a two-part
special, AltRetire’s John Blowers
finds out which funds have made
it on to every platform’s buy-list
The A-list:
Part II
L
ast month, John
Blowers began to
scrutinise the buy-lists
of five popular platforms
to see how much agreement
there was between each one.
He then checked whether this
corresponded with table-
topping performance and
the maximum FE Crown
Rating.
The first article in the
two-part series covered
funds in areas such
as Asia, emerging
markets, Europe,
corporate &
government
bonds, ethical and
Europe.
Here, he
finishes the
job.
FE TRUSTNET
Global
There is little overlap
in terms of global
funds, although
Fidelity Global Special
Situations (18th by five-
year performance),
Newton Global Income
and Rathbone Global
Opportunities have been
picked twice each.
The top three funds by
performance over five
years are Morgan Stanley
Global Opportunity,
Lindsell Train Global
Equity and Fundsmith
Equity, all with five FE
Crowns.
Hargreaves
Lansdown AJ Bell Youinvest Barclays Fidelity Interactive
Investor
The Wealth 50 Favourite Funds Barclays Fund List The Select 50 Super 60
Lindsell Train
Global Equity Baillie Gifford
Global Alpha Janus Henderson
Global Sustainable
Equity BNY Mellon Long-
Term Global Equity iShares Core /
MSCI World ETF
Jupiter Global
Value Equity Fidelity Global
Special Situations - Fidelity Global
Special situations Fundsmith Equity
Rathbone Global
Opportunities Fidelity Index
World Fund - Rathbone Global
Opportunities F&C
Investment Trust
Newton Global
Income Newton Global
Income - - Standard Life
Global Smaller
Companies
Artemis Global
Income Schroder Global
Recovery - - Scottish
Mortgage IT
L&G International
Index Trust Standard Life
Global Smaller
Companies - - Artemis Global
Growth
TB Saracen Global
Income & Growth - - iShares Core MSCI
World - -
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