In September, the most-viewed funds among investors visiting Morningstar.co.uk were Fundsmith Equity and Amundi Index Solutions - Amundi Prime Euro Govies.
Here we highlight these names, other popular funds, Morningstar's ratings for those funds and their recent performance. This list pulls the most viewed open-ended funds, exchange-traded funds, and investment trusts on Morningstar's UK website during the month.
The best performer among these funds was the £4.4 billion HSBC FTSE All-World Index which gained 1.12% for the month. The worst performer, the £66.5 billion PIMCO Income, decreased 0.80%. Over the past year, the HSBC fund grew 20.06% while the PIMCO strategy climbed 1.39%.
These were readers' most-viewed funds in September.
• Fundsmith Equity
• Amundi Index Solutions - Amundi Prime Euro Govies
• Legal & General Global Technology Index Trust
• Purisima Global Total Return
• Vanguard LifeStrategy Funds ICVC-Vanguard LifeStrategy 80% Equity Fund
• PIMCO GIS plc - Income Fund
• Fidelity Index World Fund
• Vanguard FTSE Global All Cap Index Fund
• HSBC Index Tracker Investment Funds - FTSE All-World Index Fund
• HSBC Islamic Funds - HSBC Islamic Global Equity Index Fund
The Most Viewed UK Funds in September
Fundsmith Equity
• Morningstar Medalist Rating for Fundsmith Equity I Acc: Silver
• Morningstar Category: Global Large-Cap Growth Equity
The £23.7 billion Fundsmith Equity fell 0.57% in September. The loss on the fund was worse than the 0.22% loss on the average fund in the global large-cap growth equity category, leaving it in the 55th percentile for performance. In the year to date, the Fundsmith fund rose 7.19%, while the average fund in its category rose 9.36%. The fund, which launched in November 2010, has climbed 3.42% over the past three years and gained 8.52% over the past five years on an annualized basis.
Amundi Index Solutions - Amundi Prime Euro Govies
• Morningstar Medalist Rating for Amundi IS Prime Euro Govies IE (C): Gold
• Morningstar Category: EUR Government Bond
Amundi Prime Euro Govies gained 0.05% in September, outperforming the average fund in the EUR government bond category, which rose 0.05%. The £1.3 billion fund has dropped 2.12% in the year to date, while the average fund in its category is down 2.22%. The Amundi fund, which launched in May 2021, has lost 4.96% over the past three years on average.
Legal & General Global Technology Index Trust
• Morningstar Medalist Rating for L&G Global Technology Index I Acc: Gold
• Morningstar Category: Equity Technology
In September, Legal & General Global Technology Index fell 0.12%, while the average equity technology fund gained 1.59%. The fund placed in the 57th percentile for performance. The £3.4 billion fund has climbed 20.67% in the year to date, outperforming the average fund in its category, which rose 9.12%. The Legal & General fund, which launched in August 2006, has climbed 14.40% over the past three years and gained 22.16% over the past five years on an annualized basis.
Purisima Global Total Return
• Morningstar Medalist Rating for Purisima Global Total Return B: Silver
• Morningstar Category: Global Large-Cap Growth Equity
In September, Purisima Global Total Return rose 0.52%, while the average global large-cap growth equity fund lost 0.22%. The fund placed in the 20th percentile for performance. The £10.8 billion fund has climbed 14.55% in the year to date, outperforming the average fund in its category, which rose 9.36%. The Fisher Investments fund, which launched in April 2002, has climbed 8.86% over the past three years and gained 13.64% over the past five years on an annualized basis.
Vanguard LifeStrategy Funds ICVC-Vanguard LifeStrategy 80% Equity Fund
• Morningstar Medalist Rating for Vanguard LifeStrategy 80% Equity A Acc: Gold
• Morningstar Category: GBP Allocation 60-80% Equity
The £12.6 billion Vanguard LifeStrategy 80% Equity rose 0.09% in September. The gain on the fund was shy of the 0.59% gain on the average fund in the GBP allocation 60-80% equity category, leaving it in the 76th percentile for performance. In the year to date, the Vanguard fund rose 9.91%, while the average fund in its category rose 7.78%. The fund, which launched in June 2011, has climbed 5.40% over the past three years and gained 6.90% over the past five years on an annualized basis.
PIMCO GIS plc - Income Fund
• Morningstar Medalist Rating for PIMCO GIS Income E USD Inc: Bronze
• Morningstar Category: Global Flexible Bond - USD Hedged
The £66.5 billion PIMCO Income Fund fell 0.80% in September. The loss on the fund edged out the 0.91% loss on the average fund in the global flexible bond - USD hedged category, leaving it in the 39th percentile for performance. The fund fell further than its benchmark, the Bloomberg US Agg Bond Index, by 0.09 percentage points.
In the year to date, the PIMCO fund rose 0.32%, while the average fund in its category rose 0.62%. The fund, which launched in November 2012, has climbed 1.50% over the past three years and increased 0.97% over the past five years on an annualized basis.
Fidelity Index World Fund
• Morningstar Medalist Rating for Fidelity Index World P Acc: Silver
• Morningstar Category: Global Large-Cap Blend Equity
The £8.7 billion Fidelity Index World rose 0.18% in September. The gain on the fund beat the 0.13% loss on the average fund in the global large-cap blend equity category, leaving it in the 29th percentile for performance. In the year to date, the Fidelity International fund rose 12.53%, while the average fund in its category rose 9.76%. The fund, which launched in March 2014, has climbed 8.97% over the past three years and gained 11.26% over the past five years on an annualized basis.
Vanguard FTSE Global All Cap Index Fund
• Morningstar Medalist Rating for Vanguard FTSE Glb All Cp Idx £ Acc: Gold
• Morningstar Category: Global Large-Cap Blend Equity
In September, the Vanguard FTSE Global All Cap Index rose 0.26%, while the average global large-cap blend equity fund lost 0.13%. The fund placed in the 26th percentile for performance. The £4.4 billion fund has climbed 11.88% in the year to date, outperforming the average fund in its category, which rose 9.76%. The Vanguard fund, which launched in November 2016, has climbed 7.64% over the past three years and gained 9.89% over the past five years on an annualized basis.
HSBC Index Tracker Investment Funds - FTSE All-World Index Fund
• Morningstar Medalist Rating for HSBC FTSE All-World Index C Acc: Silver
• Morningstar Category: Global Large-Cap Blend Equity
The HSBC FTSE All-World Index gained 1.12% in September, outperforming the average fund in the global large-cap blend equity category, which fell 0.13%. The £4.4 billion fund has climbed 12.59% in the year to date, while the average fund in its category is up 9.76%. The HSBC fund, which launched in September 2014, has climbed 8.15% over the past three years and gained 10.56% over the past five years on average.
HSBC Islamic Funds - HSBC Islamic Global Equity Index Fund
• Morningstar Medalist Rating for HSBC Islamic Global Equity Index AD: Bronze
• Morningstar Category: Islamic Global Equity
In September, the HSBC Islamic Global Equity Index rose 0.17%, while the average islamic global equity fund lost 0.31%. The fund placed in the 32nd percentile for performance. The £1.5 billion fund has climbed 18.06% in the year to date, outperforming the average fund in its category, which rose 7.41%. The HSBC fund, which launched in November 2001, has climbed 11.68% over the past three years and gained 14.93% over the past five years on an annualized basis.
This article was generated with the help of automation and reviewed by Morningstar editors.
