Best sellers in the first month of the NISA

31st July 2014

Hargreaves Lansdown has listed the most popular shares, active and passive funds invested in the New Isa since it launched a month ago.

The CF Woodford Equity Income topped the fund charts unsurprisingly though Neil Woodford’s old fund the Invesco Perpetual High Income, managed by Mark Barnett, still came in at 6th on the list. GlaxoSmithKline was the most popular share.

Danny Cox, Head of Financial Planning, Hargreaves Lansdown says: “The increase in the New ISA allowance to £15,000 combined with greater investor freedoms gives tax wrapper investing a shot in the arm. As expected, UK Equity income is a dominant fund theme following the CF Woodford Equity Income launch. Vanguard’s popularity shows through with 4 of their ETFs and one passive fund in their respective top tens. The majority of investors are using passive funds to track UK indices.

“The success of the ISA is largely down to its simplicity and comparatively stable set of rules. The only item on our rule change wish list would be to see the tax-free ISA status remain intact when New ISA savings pass from one spouse to another spouse on death.”

Top 10 funds purchases in HL New ISA July (1st July – 29th July)

CF Woodford Equity Income

HL Multi-Manager Income & Growth Trust

Marlborough Multi Cap Income

Artemis Income

Royal London Sterling Extra Yield Bond

Invesco Perpetual High Income

Threadneedle UK Equity Income

Standard Life UK Smaller Companies

Newton Global Higher Income

Marlborough UK Micro Cap Growth

Source: www.hl.co.uk/nisa

 Top 10 shares purchases in HL New ISA July (1st July – 29th July)

GlaxoSmithKline plc Ordinary 25p

Barclays plc Ordinary 25p

Lloyds Banking Group plc Ordinary 10p

Vodafone Group plc USD0.20 20/21

Tesco plc Ordinary 5p

EasyJet plc Ordinary 27 2/7p

HSBC Holdings plc Ordinary USD0.50

AstraZeneca plc Ordinary USD0.25

Hargreaves Lansdown plc Ordinary 0.4p

BP plc Ordinary USD0.25

BT Group plc Ordinary 5p

Top 10 AIM share purchases in HL New ISA July (1st July – 29th July)

Quindell plc Ordinary 15p

Rare Earth Minerals plc Ordinary 0.01p

Blinkx plc Ordinary 1p

Rose Petroleum plc Ordinary 0.1p

Monitise plc Ordinary GBP0.01

Mosman Oil & Gas Ltd Ordinary Shares NPV DI

Leni Gas & Oil Plc

Quadrise Fuels International plc Ord 1p

Oilex Limited Ordinary NPV

Plus500 Ltd Ordinary ILS0.01

Top 10 ETF purchases in HL New ISA July (1st July – 29th July)

iShares plc FTSE UK Dividend Plus

iShares plc FTSE 100

ETFS Metal Sec Phys Gold

Vanguard Funds plc FTSE 100 UCITS ETF GBP

iShares plc FTSE 250

iShares II plc FTSE MIB

Vanguard Funds plc FTSE World High Div Yld

Vanguard Funds plc S&P 500 ETF USD(GBP)

iShares plc S&P 500

Vanguard Funds FTSE Emerging Markets ETF

Top 10 index-tracker purchases in HL New ISA July (1st July – 29th July)

Legal & General UK Index

HSBC FTSE 250 Index

Legal & General UK 100 Index Trust

HSBC FTSE 100 Index

Legal & General US Index

SWIP FTSE All Share Index (SWIP Foundation Growth)

HSBC FTSE All Share Index

Legal & General International Index Trust

BlackRock Emerging Markets Equity Tracker

Vanguard LifeStrategy 80% Equity

 

1 thought on “Best sellers in the first month of the NISA”

  1. Noo 2 Economics says:

    “As expected, UK Equity income is a dominant fund theme following the CF Woodford Equity Income launch”

    Hardly surprising given they included it on their “Wealth 150 list” immediately it was launched! I know Woodford has an excellent track record but I thought he wanted out of Invesco because his funds were becoming too big and cumbersome with the market watching him to game his moves as he struggled with funds worth £6 billion and £12 billion, now he starts with a fund worth £2 billion.

    I wonder at the prudence in giving such a strong recommendation based on a fund managers’ past performance in a different investment house where, by his own admission, recent performance was hampered by fund size and there is no way of knowing what size this fund will swell to in a short time whilst the fund, of course, has no track record.

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