Choose your ISA funds with our expert’s guidance – Fidelity’s Tom Stevenson gives his fund picks for 2019.
Each year our Investment Director Tom Stevenson reveals the funds he’ll be putting in his Stocks and Shares ISA.
For 2019 Tom is taking a more defensive approach, aiming to capture what growth there may be but also helping to protect against further market turbulence. Tom’s picks for 2019 are:
- Lindsell Train UK Equity Fund– Managed by Nick Train, this fund focuses on high quality, established UK companies, with sustainable business models and/or well-known brands. View factsheet
- Fidelity Global Dividend Fund– A global income fund, managed by Dan Roberts, who searches the world for quality companies with a history of paying regular dividends. View factsheet
- Baillie Gifford Japanese Fund– With a focus on growth companies with good long-term prospects, fund manager Matthew Brett looks for Japanese companies with competitive advantage, good management and solid financial strength. View factsheet
- Fidelity Select 50 Balanced Fund– A single fund, managed by Ayesha Akbar, that brings together our experts’ favourite funds in one investment, designed to provide balance and diversification. Find out more about the fund
Please note that Tom’s picks are not a personal recommendation for you. If you’re unsure about the suitability of these funds for your personal circumstances you should speak to an authorised financial adviser. Please also remember that the value of investments, and the income from them, can go down as well as up so you may not get back what you invest.
If you’d like to invest in, or find out more about these individual funds then view their factsheets on our website.
Important information: All these funds invest in overseas markets to a varying degree, so the value of investments could be affected by changes in currency exchange rates depending on the exposure each fund has to those markets. The Lindsell Train UK Equity Fund invests in a relatively small number of companies and so may carry more risk than a fund that is more diversified. The Select 50 Balanced Fund invests between 20-60% in bond funds. For those funds there is a risk that the issuers of bonds may not be able to repay the money they have borrowed or make interest payments. When interest rates rise, bonds may fall in value. Rising interest rates may cause the value of bonds to fall. UKM0519/24107/SSO/0120