Which Funds Beat the Market? | 10 Years of INCREDIBLE Returns | Best Performing Funds to Invest In |

Often investors choose to invest in index trackers rather than actively managed funds. It is true that actively managed or mutual funds do have higher fees, however, there are occasions when those fees are worth the additional spend as the returns they achieve are so much higher and over time could leave you much richer. In today’s video I will share with your three funds I am personally invested in, which have given me huge returns, that have beaten the market. If you are looking at which funds you could potentially invest in after doing more of your own research then this video might be a good place to start. I am invested in a number of actively managed funds but selected these three to talk about as they have all been established for well over 10 years, which I felt might be an important factor to consider. Obviously there is often the caveat that past returns are not indicative of future returns, however, I do tend to look at historic returns to give me a rough idea of how the investment MIGHT perform in the future.

I will also be giving you all the calculations so you can see how much your investment would be worth today had you made a lump sum investment of £1000 into each of these funds 10 years ago. I personally hold these investments in both my stocks and shares Investment ISA as well as in my SIPP (Self Invested Personal Pension).

For your information I am invested in each and every one of these funds, as I like to talk to you about the investments that I’m personally making, however, it goes without saying that I’m not sponsored or have no reason to mention these specific funds

I’ve included the figures used in the video below in case you would like to take a look at them in further detail. Figures taken from 31st July 2021.

Baillie Gifford American

US. Large Cap Growth Equity £4906.25 vs £9682.70. Difference of £4776.45 or 97% greater returns.

5 yr annualised Large Cap Growth Equity 18.92% vs 35.5%

Blackrock Global Fund World Technology D2 1995

Sector Equity Technology £4784.26 vs. £8677.96. Difference of £3893.70 or 81% greater returns.

5 yr annualised Equity technology 22.15% vs 34.15%

Baillie Gifford Pacific 1989

Asia Excluding Japan Equity £2452.91 vs £4596.75. Difference of £2143.84 or 87% greater returns.

5 yr annualised Asia ex Japan 9.94% vs. 22.37% annualised

Timestamps
00:00- 02:42 Intro
02:43-04:41 Baillie Gifford American
04:42-06:05 BlackRock Global Fund World Technology D2
06:06-08:05 Baillie Gifford Pacific
08:06-10:20 Outro

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DISCLAIMER

Any information given in this video is for entertainment purposes only, and does not act as legal or financial advice. Your financial decisions are your own responsibility, and if you do require advice please contact a qualified Financial Adviser or Financial Planner.

[creatingbalancefinance]

I hope you're all having a wonderful weekend! I hope this video is interesting; I've popped some timestamps in so you can skip to the good bits!!! Do let me know as always if you have any questions. Thanks a million for watching, and thank you for 600 subscribers :)

[blakebarker]

I like to invest in mutual funds as well and found this interesting. Thank you Rachel

[mr.dividend.investor]

Mutual Funds are solid ways to invest…IMO..Great video my friend. Big liked #10.

[mrmrs]

Great vid again, loving the lead from the front attitude

[BudgetsWithBess]

Thank you for sharing- I need to really look into this more. I always learn something new watching your videos.

[JonathanSorunke]

Great video! Agreed, past performance is a pretty good gauge of future performance.

[justin.trading]

Attempting to find the BlackRock fund on II - can only see it in EUR - is there not a GBP version? Do you have funds for Japan, Europe and UK to diversify across the globe?

[zahrose]

On what platform do you invest in these funds?

[debtgalorenomore]

I am a super beginner when it comes to investing but this was a very informative and interesting video to help get me started with some historically high performing companies! Thanks for sharing, and I can't wait to see more 🤗

[moneybee]

Always interesting seeing what comes out on top in the long run. Warren Buffet at some point bet a major fund manager he couldn't beat the stock market over 10 years, and Buffet was right, so it's quite the feat to do over an extended period!

[MountainofInspiration]

Ten years of great ROI? This is one of the reasons why I enjoy watching your videos. You deliver great value. Please keep up the awesome work here.

[WorkingDadTrader]

I am more than happy to pay slightly higher fees because the returns have been way better. My Baillie Gifford funds have grown my portfolio larger over the last few years than anything else. American B has struggled this year so far which I think was due because its weighted with a lot of hype stocks, but long term its fantastic!

[Jay-yddo]

Hi Rachael. Congrats on passing the 600 subs mark. I recall you saying on a previous vid that you hold a SIPP with A J Bell. Can I ask why you chose to open your ISA for this tax year with Fidelity instead of A J Bell? I’ve got money in a Cash ISA I want to transfer into a S&S ISA & am considering either A J Bell or Fidelity due to their huge fund range over Vanguard.