5 Most Popular Funds on Morningstar

What funds are you considering adding to your investment portfolio? According to Morningstar data it is a mix of high risk high reward biotech and UK equity income funds

Emma Wall 11 June, 2015 | 2:34PM

Is your investment portfolio perfect? Or could you do with new addition to your fund family? Whether you’re picking potential funds for your pension, ISA or fantasy portfolio always consider the suitability of each product alongside existing investments.

Anyone savvy enough to have invested in 2011 will have turned £10,000 into £39,000

Take the most popular fund on Monringstar.co.uk over the last month for example. Axa Framlington Biotech may have delivered a whopping 45% in 2014, but this type of niche investment should only ever play a supporting role in a well-diversified portfolio. Its concentrated exposure can result in volatile returns – although anyone savvy enough to have invested in 2011 will have turned £10,000 into £39,000 today.

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The information contained within is for educational and informational purposes ONLY. It is not intended nor should it be considered an invitation or inducement to buy or sell a security or securities noted within nor should it be viewed as a communication intended to persuade or incite you to buy or sell security or securities noted within. Any commentary provided is the opinion of the author and should not be considered a personalised recommendation. The information contained within should not be a person's sole basis for making an investment decision. Please contact your financial professional before making an investment decision.

Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Rating
AXA Framlington Biotech R Acc172.52 GBP-3.46
Franklin Biotechnology Discv A(acc)USD28.05 USD-4.55
Invesco High Income UK Inc247.79 GBP-1.87
LF Lindsell Train UK Equity Acc371.12 GBP-4.02
LF Woodford Equity Income C Sterling Acc15.00 GBP-0.27

About Author

Emma Wall  is former Senior International Editor for Morningstar

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