Just two UK investment vehicles creep into top ten active funds recommended by advisers

Just two UK investment vehicles have crept into the top ten active funds most recommended by advisers in May, research by AJ Bell has shown.

Lindsell Train UK Equity and Old Mutual UK Mid Cap made the top ten. The Schroder US Mid Cap fund and the Old Mutual North American Equity fund took the top two spots.

AJ Bell head of active portfolios Ryan Hughes commented: "The threat of a trade war with China and rising interest rates don't seem to have put advisers off the US, where President Trump's tax plans and a solid Q1 earnings season are having a positive effect on markets.

"Europe is also proving popular with the long term recovery prospects outweighing political unrest in Italy and the growth opportunities in Asia are also catching the attention of advisers. The UK continues to be out of favour, with economic growth stalling and Brexit lurking in the shadows."

The remaining funds in the top ten are the Fundsmith Equity, Jupiter European, M&G Optimal Income, Artemis High Income, Stewart Investors Asia Pacific Leaders and the Invesco Global Targeted Return fund.

    Share Story:

Recent Stories


FREE E-NEWS SIGN UP

Subscribe to our newsletter to receive breaking news and other industry announcements by email.

  Please tick here to confirm you are happy to receive third party promotions from carefully selected partners.


Mortgage Advice Bureau and AI in the mortgage sector
Chief executive officer at Mortgage Advice Bureau, Peter Brodnicki, and founder and managing director at Heron Financial, Matt Coulson, joined content editor Dan McGrath to discuss how Mortgage Advice Bureau is using artificial intelligence to make advancements in the mortgage industry, the limitations of this technology and what 2026 will hold for the market

Perenna and the long-term fixed mortgage market
Content editor, Dan McGrath, spoke to head of product, proposition and distribution at Perenna, John Davison, to explore the long-term fixed mortgage market, the role that Perenna plays in this sector and the impact of the recent Autumn Budget

NEW BUILD IN FOCUS - NEW EPISODE OF THE MORTGAGE INSIDER PODCAST, OUT NOW
Figures from the National House-Building Council saw Q1 2025 register a 36% increase in new homes built across the UK compared with the same period last year, representing a striking development for the first-time buyer market. But with the higher cost of building, ongoing planning challenges and new and changing regulations, how sustainable is this growth? And what does it mean for brokers?

Does the North-South divide still exist in the UK housing market?
What do the most expensive parts of the country reveal about shifting demand? And why is the Manchester housing market now outperforming many southern counterparts?



In this episode of the Barclays Mortgage Insider Podcast, host Phil Spencer is joined by Lucian Cook, Head of Research at Savills, and Ross Jones, founder of Home Financial and Evolve Commercial Finance, to explore how regional trends are redefining the UK housing, mortgage and buy-to-let markets.

Advertisement
Advertisement