ISA Choices Focus on Growth
Focus on Growth
Artemis SmartGARP European Equity
Artemis SmartGARP European Equity Managed by Philip Wolstencroft, this fund invests in companies of all sizes across Europe (excluding the UK). It follows Artemis’ disciplined, data driven SmartGARP approach, which aims to remove emotional bias from investment decisions.
The manager looks for undervalued companies that he believes are well placed to perform strongly in the current global environment. The philosophy is based on the idea that companies which are
attractively valued, growing more quickly than the wider market, and enjoying positive news flow have the potential to deliver good long term returns. In practice, this means buying shares when both earnings momentum and fundamentals are strong or improving. The fund has performed well over the last five years, consistently outperforming its sector.
Artemis SmartGARP UK Equity
Also managed by Philip Wolstencroft, this fund aims to deliver long term capital growth by investing in UK based companies with compelling valuations and strong earnings prospects. It uses the same SmartGARP screening process, which identifies businesses growing faster than the market but trading at lower valuations. The manager then builds a portfolio with strong aggregate SmartGARP characteristics, typically resulting in holdings that are attractively valued, benefiting from upgrades to profit forecasts, and often under owned by other investors. The fund has performed well in recent years, consistently outperforming its sector over five years.
BlackRock Gold & General
Managed by Evy Hambro and Tom Holl, both highly experienced in this specialist area, the fund invests at least 70% of its assets in global shares of companies involved in gold mining or related precious metal commodities. Investors should be aware that gold mining equities can be volatile, meaning performance may vary significantly over short periods.
The fund’s returns can also diverge materially from the price of physical gold, as it is invested in companies rather than the metal itself. Despite this, it remains a respected option in the sector and is featured on our First Class Funds list.
Fidelity Special Situations
The fund invests at least 70% in UK companies, focusing on businesses the managers believe are undervalued and have the potential for recovery not yet recognised by the market. They favour companies that may have experienced a period of underperformance, but where the risk of further downside appears limited. The team adopts a contrarian approach, seeking unloved and overlooked opportunities. With an unconstrained mandate, they look for the best prospects wherever they arise, often favouring sectors undergoing change where mispricing can be more common. This fund also appears on our First Class Funds list. The fund has performed well in recent years, consistently outperforming its sector.
Legal & General Global 100 Index Trust
This index tracking fund invests in the shares of 100 major global companies and aims to mirror the performance of the S&P Global 100 Index. It offers broad exposure to large, established businesses across regions and sectors, providing a simple way to access some of the world’s biggest and most influential companies. By using an index tracking approach, the fund typically has lower costs than many actively managed global funds. It has performed well in recent years, outperforming its sector over five years.
The value of investments and the income from them can fall as well as rise, so you could get back less than you invest. It is therefore important that you understand the risks and commitments. Neither the income nor the capital is guaranteed. Past performance is no guide to future returns. Please read the Platform Key Information document and the Terms and Conditions before investing. This website does not constitute a personal financial recommendation. If you remain unsure you should take professional financial advice.