Access The February 2019 Investor Magazine Edition

As the end of the tax year approaches so too does the deadline for this year’s tax-free growth ISA investment. 

In this report, we detail the 6 different types of ISA products on the market and we feature some of the best performing ISA funds in recent years. These are made up of 10 Investment Trusts, ETFs and Investment Funds that have consistently been among the best performers in their respective sectors over the past 5-years.

Just 10 investment funds manage in excess of £109 billion of client money, which is 10.2% of the total held in all 3523 investment funds.

With such a dominant market share they are among the most favoured choices with UK advisers and consumer investors alike. But does their performance reflect their high standing or are there less favoured but better performing alternatives elsewhere?

HSBC manage billions of client assets in their diverse range of specialist investment products, but a difficult end of 2018 saw their revenues hit hard amid panicked sell-offs in global financial markets.

In this report, we identify how HSBC funds have performed. We analysed 166 of their funds for performance and sector ranking and found that over half have consistently underperformed when compared to competing funds within the same sector.