What's hot and what's not this ISA season

The UK Equity Income sector is once again the most popular sector amongst our clients this year*, attracting 15% of sales so far this ISA season.

Despite ongoing concerns over a pick up in inflation and rising interest rates in the US, the Sterling Strategic Bond sector has seen its popularity increase, rising from seventh last year** to fourth this year*, and Asia Pacific ex Japan, which was very much out of favour last year, has made a come-back in ninth place*.
In contrast, UK Smaller Companies has fallen from third to eighth and Property has fallen out of the top ten altogether.

Best selling IA sectors so far this ISA season*:

Position IA Sector % of overall ISA investments
1 UK Equity Income 15.71%
2 UK All Companies 13.50%
3 Global 11.03%
4 Sterling Strategic Bond 7.80%
5 Europe excluding UK 7.47%
6 Specialist 6.75%
7 North America 5.62%
8 UK Smaller Companies 4.80%
9 Asia Pacific ex Japan 4.35%
10 Global Equity Income 4.12%


Best selling funds so far this ISA season*:

Position Fund name % of overall ISA investments
1 CF Woodford Equity Income 6.54%
2 Fundsmith Equity 4.48%
3 Liontrust Special Situations 3.67%
4 Threadneedle UK Equity Alpha Income 3.59%
5 Stewart Investors Asia Pacific Leaders 3.30%
6 Invesco Perpetual Monthly Income Plus 3.21%
7 AXA Framlington UK Select Opportunities 2.77%
8 Henderson Strategic Bond 2.63%
9 AXA Framlington American Growth 2.61%
10 Marlborough UK Micro Cap Growth 2.46%

 

*1st January to 28th February 2017, Chelsea Financial Services
**1st January to 5th April 2016, Chelsea Financial Services

 

Published on 20/03/2017