The funds and trusts that have made an ISA million

March 1, 2022

“Investors should still be picky when choosing investments, but looking forward they have a much better chance of becoming an ISA millionaire, provided they make the most of their annual allowance. In theory this also allows investors to make their way to being an ISA millionaire with a lower risk investment strategy. However, for long term, regular investors, the stock market remains most likely to substantially grow your ISA wealth.”

Funds and trusts that have turned investors into ISA millionaires

The following tables show the funds and trusts which would now be worth over £1 million, if the maximum ISA allowance was invested in them each year since ISAs were introduced in 1999. The column on the right shows the current value of a lump sum investment of the full ISA allowance invested in each fund or trust every year on 6^th April, the first day of each tax year. In total this represents ISA savings of £263,440 across 23 tax years. The list doesn’t include funds which have hit the £1 million milestone, but have since fallen back and are currently worth less than £1 million.

Fund	Sector	Current ISA value
Baillie Gifford American	North America	£1,423,136
Liontrust UK Smaller Companies	UK Smaller Companies	£1,268,961
Baillie Gifford Pacific	Asia Pacific Excluding Japan	£1,260,408
Janus Henderson Global Tech Leaders	Tech and Tech Innovations	£1,248,798
abrdn Indian Equity	India/Indian Subcontinent	£1,153,411
ASI UK Smaller Companies	UK Smaller Companies	£1,130,795
Janus Henderson European Smaller Companies	European Smaller Companies	£1,089,796
AXA Framlington American Growth	North America	£1,085,387
Threadneedle American Smaller Companies	North American Smaller Companies	£1,074,175
Threadneedle European Smaller Companies	European Smaller Companies	£1,073,352
Schroder UK Dynamic Smaller Companies	UK Smaller Companies	£1,067,174
BlackRock UK Smaller Companies	UK Smaller Companies	£1,064,004
Threadneedle American	North America	£1,015,227
Barings Europe Select	European Smaller Companies	£1,004,378

Trust	Sector	Current ISA value
Scottish Mortgage	Global	£1,805,666
Allianz Technology Trust	Technology & Media	£1,788,035
HgCapital Trust	Private Equity	£1,650,276
Polar Capital Technology	Technology & Media	£1,604,156
Pacific Horizon Ord	Asia Pacific	£1,521,259
Aberdeen Standard Asia Focus	Asia Pacific Smaller Companies	£1,331,389
Oryx International Growth	UK Smaller Companies	£1,277,763
Rights & Issues Investment Trust	UK Smaller Companies	£1,221,963
BlackRock Smaller Companies	UK Smaller Companies	£1,202,387
3i	Private Equity	£1,165,188
BlackRock Throgmorton Trust	UK Smaller Companies	£1,152,318
JPMorgan Russian Securities	Country Specialist	£1,102,515
Scottish Oriental Smaller Cos	Asia Pacific Smaller Companies	£1,096,375
Worldwide Healthcare	Biotechnology & Healthcare	£1,068,341
North Atlantic Smaller Cos	Global Smaller Companies	£1,068,009
JPMorgan UK Smaller Cos	UK Smaller Companies	£1,059,023
abrdn UK Smaller Companies Growth	UK Smaller Companies	£1,052,933
Herald	Global Smaller Companies	£1,032,475
Invesco Perpetual UK Smaller	UK Smaller Companies	£1,022,742
JPMorgan American	North America	£1,017,739
JPMorgan European Discovery	European Smaller Companies	£1,009,846
Biotech Growth	Biotechnology & Healthcare	£1,005,425