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Monitoring the most-bought shares and exchange-traded funds (ETFs) on platforms like AJ Bell is usually a helpful place to begin. It could actually spotlight rising tendencies and typically result in fascinating new concepts to discover additional.
With that in thoughts, let’s check out the 5 hottest ETFs amongst prospects on AJ Bell over the previous month.
One main theme
Maybe unsurprisingly, the dominant theme has been treasured metals, with the highest two each linked to silver and gold. These had been the iShares Bodily Gold ETC and iShares Bodily Silver ETC, respectively.
Eagle-eyed readers could have noticed that they’re really exchange-traded commodities (ETCs). In contrast to ETFs, these are secured debt devices backed by the precise metallic held in a vault.
They provide a fast, low-cost technique to spend money on gold and silver, each of which have been on hearth. Gold is now above $5,000 per ounce after leaping 85% over the previous 12 months.
In the meantime, silver has gone actually bananas, skyrocketing 262% to $110 per ounce in the identical interval.
Russ Mould, AJ Bell’s Funding Director, says: “The dollar’s losses and perhaps fears of more in the face of further perceived presidential caprice, may be persuading investors and central banks alike to seek other stores of value, or havens, in the form of gold and silver. Both are enjoying their third bull market since Nixon withdrew America from the gold standard in August 1971.”
Supply: AJ Bell
Inventory indexes
The opposite three had been the iShares Core FTSE 100 ETF and two Vanguard ETFs that monitor the S&P 500. Each indexes stay fashionable regardless of being slightly below all-time highs.
Do any of those 5 curiosity me? Effectively, I’m bullish on gold whereas President Trump’s in energy. Tariffs, inflation, ballooning authorities debt, geopolitical uncertainty, and uncertainty in regards to the US Federal Reserve’s independence make me assume the bull market nonetheless has legs.
Nonetheless, I’m not personally excited by chasing gold and silver greater at this level. I feel many of the huge returns have most likely already been made.
And as we see within the chart above, the earlier treasured metallic bull markets had been adopted by large multi-year drawdowns.
In the meantime, the S&P 500 hasn’t been this costly because the early 2000s. Furthermore, the index is extremely concentrated, with the ten largest corporations accounting for almost 41% of the overall weight on the finish of 2025.
A fallen star within the FTSE 100
As for the FTSE 100, I favor to selectively spend money on particular person Footsie shares than all the index. One member that appears low-cost to me at the moment is Rightmove (LSE:RMV).
Shares of the dominant property search platform have crashed 39% since August!
The priority right here is twofold. First, Rightmove is planning to spend extra on AI to future-proof its platform, which is able to lead to lower-than-expected margins this 12 months. Second, some buyers concern extra individuals may seek for properties by way of chatbots.
This second one is a theoretical threat. Nonetheless, it’s value noting that Rightmove’s trusted model and information benefits have seen it survive earlier aggressive threats from Google and Fb Market.
Rolling out cutting-edge AI instruments ought to additional entrench Rightmove’s highly effective community impact, in my view. And with the inventory buying and selling at simply 16 occasions ahead earnings, I feel Rightmove is value contemplating forward of those 5 ETFs.
