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 for free

  • 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: Are equities really overvalued?

Partner Insight: Are equities really overvalued?

Value dispersion means there are plenty of cheap opportunities

Gareth Jones
clock 09 February 2024 • 1 min read
Partner Insight: How much value is there in UK equities?

Partner Insight: How much value is there in UK equities?

‘As different as they are attractive’

The UK Equities Team at Invesco
clock 07 February 2024 • 1 min read
Partner Insight: The shift to value - still on course?

Partner Insight: The shift to value - still on course?

The tailwinds remain for value investing

Gareth Jones
clock 06 February 2024 • 1 min read