Top investment funds
View our most popular and best performing funds over various timeframes.
Please remember, investment value can go up or down and you could get back less than you invest. The value of international investments may be affected by currency fluctuations which might reduce their value in sterling.
Most popular funds with our customers
Here are the funds that are most purchased by ii customers in an ISA, SIPP or Trading Account.
Please note the data does not include Investment Trusts or ETFs.
Our most popular investments should not be taken as personal recommendations to buy or sell a particular fund - they are not intended to provide advice.
Most purchased funds in December 2021
| Rank | Fund | IA sector | Ranking change since previous month | 1-year return to 4 Jan 2022 (%) | 3-year return to 4 Jan 2022 (%) |
| 1 | Fundsmith Equity | Global | No change | 21.1 | 84.1 |
| 2 | Vanguard LifeStrategy 80% Equity | Mixed investment 40%-85% shares | No change | 14 | 44 |
| 3 | L&G Global Technology Index | Technology & Telecommunications | Up one | 34 | 170 |
| 4 | Baillie Gifford Positive Change | Global | Down one | 9.1 | 154 |
| 5 | Vanguard LifeStrategy 60% Equity | Mixed investment 40%-85% shares | No change | 9.1 | 35.1 |
| 6 | Rathbone Global Opportunities | Global | Up two places | 19.1 | 102 |
| 7 | Vanguard US Equity Index | North America | Down one | 27.1 | 82.1 |
| 8 | Vanguard LifeStrategy 100% Equity | Global | Down one | 18.1 | 53 |
| 9 | Baillie Gifford American | North America | No change | -2 | 175 |
| 10 | Vanguard FTSE Global All Cap Index | Global | New entry | 18.1 | 61 |
Source: interactive investor. Note: the top 10 is based on the number of “buys” during the month of December.
Best performing funds
Below are the top performing funds up to 1 January 2022. For a more comprehensive overview of fund, investment trust and ETF performance, read our latest update.
The data - updated on or around the 15th of every month - is provided by Morningstar, a global financial services firm. interactive investor accepts no responsibility for any inaccuracies in the data.
How to use this data
The tables on this page showcase the best-performing funds including both active and passive or index funds.
You may see more specialist fund types featuring as the best-performing funds across the various timeframes. Such funds tend to invest in a single country, sector or commodity, and are deemed more suitable for adventurous investors as they carry greater levels of risk than more conventional funds, such as a global or regional fund.
Funds can be held in an ISA, SIPP, and other investment accounts. Tax treatment depends on your individual circumstances and may be subject to change.
Please do bear in mind that past performance is not a guide to future performance. The tables on this page simply offer a snapshot of the best-performing funds. Further research should be carried out to assess performance across different timeframes and market conditions. Moreover, it is prudent to look at performance on a yearly basis in order to ensure a strong long term performance track record is not just the result of one outstanding year.
The performance figures show the total return in sterling unless otherwise specified. Figures are calculated on a bid price to bid price basis or mid to mid for open-ended investment companies (OEICS), with net income (dividends) reinvested.
Choosing the right funds for you
With thousands of funds available to UK investors, seeking out the best investment funds can be a minefield.
Fund performance is only one aspect of choosing an investment - alongside other factors such as your investment goals and appetite for risk.
But to give you some idea of how funds perform relative to each other, we will regularly update this page with the best-performing funds over various timeframes.
As a rule of thumb, five years is widely viewed as the minimum holding period when investing in funds, as over the short term the stock market can be unpredictable.
Other investment ideas
Need help choosing the right funds? Check out our experts' Quick Start Funds, Model Portfolios, Super 60 and ACE 40 lists.
Quick-start
Funds
Easy, straightforward investing. Six low cost funds selected by our experts. A simple way to help get you started.
ii Super 60
Discover a range of quality investment options for your portfolio. We’ve done the research so you don’t have to.
ii ACE 40
The UK’s first rated list of ethical investments - to help you invest in line with your personal values.
Model
portfolios
Four ready-made portfolios designed to help you meet your goals. Selected and managed by our experts.
Important information
Our most popular investments should not be taken as personal recommendations to buy or sell a particular stock or fund, and are not intended to provide advice.
The value of your investments can fall as well as rise and you may not get back all the money that you invest. Please note the tax treatment of these products depends on the individual circumstances of each customer and may be subject to change in future.