Top funds feature in advisers' most bought and sold lists in same month

Mark Barnett and Richard Woolnough funds proving both popular and unpopular with advisers and investors

clock

The Invesco Perpetual High Income fund, run by Mark Barnett, and M&G Optimal Income, managed by Richard Woolnough, were among both the most bought and most sold funds by advisers last month, Financial Express (FE) data shows.

Using FE Analytics' Market Intel (MI) tool, FE found Barnett's and Woolnough's (pictured) funds were the most deleted from adviser portfolios, however, both also featured on the top ten most popular list. The Newton Asian Income fund was also among the top ten funds most sold last month, following the departure of former manager Jason Pidcock for Jupiter, as was Invesco Perpetual's Monthly Income Plus fund, run by Paul Causer and Paul Read, and M&G's Global Dividend fund, led by Stuart Rhodes and Simon Bailey.  Stewart Investors (formerly First State) Asia Pacific Leaders fund, run by...

To continue reading this article...

Join Professional Adviser

  • Unlimited access to real-time news, industry insights and market intelligence.
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters.
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection.
  • Members-only access to the editor’s weekly Friday commentary
  • 
 Be the first to hear about our events and awards programmes.

Join

 

Already a Professional Adviser member?

Login

More on Equities

Partner Insight: Where is there opportunity in the US stock market?

Partner Insight: Where is there opportunity in the US stock market?

Find out why US value shares could provide a buffer against weaker performance in other sectors of the US equity market over the next ten years. Kevin DiCiurcio, head of the Vanguard Capital Markets Model® research team, explains why.

Kevin DiCiurcio, CFA. Head of the Vanguard Capital Markets Model® Research Team
clock 18 September 2023 • 9 min read
Peter Rutter, Head of Equities at Royal London Asset Management

Partner Insight: Can you side-step macroeconomic volatility?

Peter Rutter, Head of Equities at Royal London Asset Management, shares how his Global Team’s approach to portfolio construction helps them build portfolios that have the potential to weather multiple market conditions.

Royal London Asset Management
clock 25 July 2023 • 6 min read
Industry Voice: ETFs - Evolution beyond index investing

Industry Voice: ETFs - Evolution beyond index investing

Active research and active design strategies aim to provide purer play exposure to themes and robust diversification in early-stage sectors poised for growth. Watch the video podcast to learn more.

Sarka Halas
clock 29 June 2023 • 2 min read