Skip to main content
The Markets by Proactive
Go to Proactive UK
Proactive UK has moved. Proactive’s coverage of London’s small caps continues on proactiveinvestors.com Go there →
Advertisement
The Markets
by Proactive
Proactive UK has moved.
Coverage of London’s small caps continues on proactiveinvestors.com
Go to Proactive UK
The Markets
by Proactive
Proactive UK has moved.
Small-cap coverage continues on .com
Go to Proactive UK
Advertisement
The Markets
by Proactive
Proactive UK has moved.
Small-cap coverage continues on .com
Go to Proactive UK

Banks

ISA millionaires up by two-thirds and by investing in Lloyds Bank and AstraZeneca

Blue-chip companies, including those that traditionally pay strong dividends, are widely held while the funds are a mix of the most popular

Lloyds Bank, AstraZeneca and Unilever are apparently three of the ways you can become an ISA millionaire, according to the latest study of the portfolios of its customers by Hargreaves Lansdown.

The number of ISA millionaires on its books has jumped by two-thirds to 973, while overall there are now 2,000 in the £1mln club said the wealth platform.

Most are aged in the seventies but some are in their twenties said Hargreaves Lansdown, which given that the annual allowance is £20,000 suggests some of the investments are a bit racier than Legal & General or GlaxoSmithKline, both of which are also in the top ten holdings list.

Two-thirds are also men with the favourite investment pattern seemingly to pile in during the first months of the new tax year.

Sarah Coles, Hargreaves Lansdown's senior personal finance analyst: added: "ISA investors don’t take enormous risks. More of them hold collective investments than single shares.

“Their focus is to consistently invest as much as possible of their annual allowance, as early as possible in the tax year, in a diverse and balanced portfolio.

“And they’ve done this every year for decades.”

Among the seventy year-olds, blue-chip companies, including those that traditionally pay strong dividends, are widely held while the funds are a mix of the most popular.

Top ten shares held by HL's ISA millionaires

AstraZeneca

Aviva

BP

GlaxoSmithKline

Legal & General Group

Lloyds Banking Group

National Grid

Rio Tinto

Royal Dutch Shell

Unilever

Top 10 funds held by HL's ISA millionaires

Artemis Income

Fidelity Global Special Situations

Fidelity Special Situations

Fundsmith Equity

IFSL Marlborough UK Micro-Cap Growth

Jupiter European

LF Lindsell Train UK Equity

Lindsell Train Global Equity

Rathbone Global Opportunities

Stewart Investors Asia Pacific Leaders Sustainability

Advertisement
The Markets
by Proactive
Proactive UK has moved.
Small-cap coverage continues on .com
Go to Proactive UK