
Top 10 funds and trusts in ISAs
Company Name | Place change | |
1 | Royal London Short Term Money Mkt Y Acc (B8XYYQ8) | Unchanged |
2 | L&G Global Technology Index I Acc (B0CNH16) | Up 1 |
3 | Artemis Global Income I Acc (B5ZX1M7) | Down 1 |
4 | Vanguard LifeStrategy 80% Equity A Acc (B4PQW15) | Unchanged |
5 | HSBC FTSE All-World Index C Acc (BMJJJF9) | Up 2 |
6 | City of London Ord CTY0.00% | New (12th last week) |
7 | Vanguard FTSE Global All Cp Idx £ Acc (BD3RZ58) | Down 1 |
8 | Scottish Mortgage Ord SMT2.07% | Down 3 |
9 | Temple Bar Ord TMPL0.28% | New |
10 | Fidelity Index World P Acc (BJS8SJ3) | Unchanged |
UK income trusts City of London Ord
CTY and Temple Bar Ord TMPL0 have entered the top 10 table as FTSE 100 shares continue to surge.
Temple Bar, whose shares have beaten all other UK income funds and trusts so far in 2025, looks to target underpriced shares, while City of London is known, among other things, for a long record of increasing its dividends. Both recently traded on share price dividend yields north of 4%, though the sheer popularity of the trusts means shares in both also trade on premiums to the value of their underlying portfolios.
Royal London Short Term Money Mkt Y Acc (B8XYYQ8) tops the table, as it has done every week since early July.
Interest rates were held at 4% at the Bank of England’s last meeting in September, with the fund’s yield closely linked to the base rate. Money market funds may be held inside SIPPs, ISAs or general trading accounts.
Global tracker funds of different stripes remained popular, with the HSBC FTSE All-World Index C Acc (BMJJJF9), Vanguard FTSE Global All Cp Idx £ Acc (BD3RZ58) and Fidelity Index World P Acc (BJS8SJ3) funds all in the top 10. These offer cheap exposure to a portfolio of global shares: the HSBC fund has a yearly charge of 0.13%, while the Vanguard fund has a cost of 0.23% and Fidelity Index World charges 0.12 per cent.
Global trackers tend to have substantial exposure to the US equity market, but a more UK-focused global fund remains popular. Vanguard LifeStrategy 80% Equity A Acc (B4PQW15), which has a fifth of its portfolio in bonds, has roughly half of its equity exposure in the US, with around a quarter in the UK.
Investors also continued to focus on tech and growth stocks, via the L&G Global Technology Index I Acc (B0CNH16) and Scottish Mortgage Ord
SMT The latter focuses on future trends, from e-commerce to artificial intelligence, with top holdings including SpaceX, MercadoLibre and Amazon.
Exiting the table this week is Vanguard LifeStrategy 100% Equity A Acc (B41XG30).
Leave a Reply