The most popular funds this ISA season

With just a few days left until the end of this tax year, there are no doubt a few last-minute ISA investors still looking for inspiration. 

To help spark some ideas, here we have a quick round-up of the most popular funds amongst other Chelsea clients this ISA season*:

VT Chelsea Managed Funds range proving popular

The top two selling funds so far this ISA season (and for the second year in a row) are both from the VT Chelsea Managed rangeMonthly Income and Balanced Growth. VT Chelsea Managed Aggressive Growth  also makes it into the top ten.

For those wanting someone else to worry about their asset allocation for them, these funds could fit the bill. Launched in June 2017, they have just been named Best Small Fund Group for Mixed Asset Investments in the Refinitiv Lipper Awards, United Kingdom 2022 – an award they have now won for two successive years.

UK and global equities also among the favourites

Amongst the top ten are two UK equity funds: IFSL Marlborough UK Micro-Cap Growth and Artemis UK Select, which are respectively on the Chelsea Core Selection and Chelsea Selection.

They are joined by two global equity funds: M&G Global Dividend, and Rathbone Global Opportunities, both also Chelsea Core Selection funds.

Natural resources coming through strong

Another two funds in the top ten are Guinness Global Energy and JPM Natural Resources – two funds that have performed well this year on the back of supply chain disruption and souring energy and metals prices.

The final fund making up the top ten best sellers this ISA season is Premier Miton US Opportunities, which is on the Chelsea Core Selection.

Most popular funds amongst Chelsea clients this ISA season*

Rank Fund name
1 VT Chelsea Managed Monthly Income
2 VT Chelsea Managed Balanced Growth
3 JPM Natural Resources
4 Rathbone Global Opportunities
5 Premier Miton US Opportunities
6 IFSL Marlborough UK Micro-Cap Growth
7 VT Chelsea Managed Aggressive Growth
8 Guinness Global Energy
9 Artemis UK Select
10 M&G Global Dividend

*Source: Chelsea Financial Services, 1 January to 31 March 2022

Past performance is not a reliable guide to future returns. You may not get back the amount originally invested, and tax rules can change over time. The views expressed are those of the author and should not be taken as investment advice. The funds mentioned are for illustration purposes only and should not be taken as a recommendation to buy or to sell.

Published on 31/03/2022