Ten 在庫／株s to 投資する in NOW to 利益（をあげる） from Rishi's defence spending 上げる

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At last, the 政府 has woken up to the 脅し 提起する／ポーズをとるd by the axis of evil that is 中国, Iran, North Korea?and Russia.

On Tuesday, after much brilliant （選挙などの）運動をするing by The Mail (Don't Leave Britain Defenceless), 総理大臣 Rishi Sunak stepped up to the plate and 発表するd a major 上げる in the country's defence spending.

It will mean that 供給するd a 未来 総理大臣 doesn't put a spanner in the 作品 (50:50), defence spending will rise from 2.3 per cent of the country's GDP (甚だしい／１２ダース 国内の 製品) to 2.5 per cent by the end of the １０年間.

'It is a generational 投資 in British 安全 and British 繁栄, which makes us safer at home and stronger abroad,' the 総理大臣 said.

In cash 条件, it will 上げる defence spending by £75billion ? paid for in part by taking an axe to the country's bloated army of stay-at-home civil servants (no 涙／ほころびs there).

On Tuesday, Rishi Sunak stepped up to the plate and 発表するd a major 上げる in the country's defence spending

First and 真っ先の, irrespective of political 忠誠s, we should all welcome this bold 告示 from Rishi. As he said, it is imperative that we 'defend our country, our 利益／興味s and our values'.

Yet, from an 投資 point of 見解（をとる）, what was 利益／興味ing is that Rishi's 上げる to defence spending was …を伴ってd by a '共同の 声明' from HM 財務省 and the 投資 協会 ? an organisation 代表するing the country's £8.8 一兆 基金 管理／経営 産業.

Although 簡潔な／要約する, its message was （疑いを）晴らす: 投資するing in defence companies is good for the country ? and good for 投資家s.

Ridiculous wokery 問題／発行するs ? まず第一に／本来 based around 基金s having to be ESG (環境の, Social and Governance) friendly - have resulted in many 投資 基金s eschewing defence 在庫／株s. But the 協会 (and 財務省) are now 説 it is time for 基金s to 列／漕ぐ／騒動 支援する.

'投資するing in good, high-質, 井戸／弁護士席-run defence companies is 両立できる with ESG considerations,' the 声明 宣言するd. 'Long-称する，呼ぶ／期間／用語 維持できる 投資 is about helping all 部門s and all companies in the economy 後継する.' Hip, hip hooray.

In other words, if professional 投資家s fail to 供給する 質 defence 商売／仕事s with the necessary 資本／首都 to go about their work, we will make the country even more 攻撃を受けやすい to the 脅し 提起する／ポーズをとるd by the axis of evil.

Or as Alec Cutler, a director of Orbis 投資s, told me on Wednesday: 'Peace through strength is at the base level of a society's needs. Peace is a have-to-have, without which higher order 願望（する）s 親族 to ESG will never 達成する 支えるd traction.' 絶対.

So, how can 私的な 投資家s 上げる their 年金s and Isas from this big 増加する in UK defence spending? It can be 達成するd in 非常に／多数の ways ? and not just by 投資するing in this country's big defence companies.

It's a point that Jason Hollands, managing director of 投資 壇・綱領・公約 Bestinvest, is keen to point out.?

He says: 'Rising UK defence spending is certainly good news for the country's prestigious defence 産業, creating 職業s and, hopefully, 供給するing a 解除する to the wider UK 株式市場.

'Yet, rearmament across Europe and in the 部隊d 明言する／公表するs, 加える the cross-国境 nature of many high-tech defence 事業／計画（する）s, means any 投資 approach should be 全世界の, not just UK based.'

Here are 10 適切な時期s that 投資家s may wish to consider. They 代表する attractive long-称する，呼ぶ／期間／用語 投資 ideas, based on the opinion of a パネル盤 of 投資 専門家s.

Any 株 prices are 訂正する at the time of 令状ing.

FTSE 100 STOCKS

1. BAE SYSTEMS

BAE Systems already has a bulging order 調書をとる／予約する ? £37.7billion of orders were received last year

BAE Systems is the country's 主要な defence company. It's an international brand, 伴う／関わるd in the 製造（する） of the Eurofighter 台風, 潜水艦s, 戦う／戦い 戦車／タンクs, through to developing 科学（工学）技術 that can fend off cyber-attacks from rogue 明言する／公表するs.

It already has a bulging order 調書をとる／予約する ? £37.7billion of orders were received last year ? and Rishi's 誓約（する） to 増加する defence spending should keep this pipeline flowing.

Susannah Streeter, 長，率いる of money and markets at 投資 壇・綱領・公約 Hargreaves Lansdown, says an 追加するd attraction is that more than 40 per cent of sales come from the 部隊d 明言する／公表するs. With the US also committed to 増加するd defence spending, this should keep the company's order 調書をとる／予約する healthy.

'From an 投資家 point of 見解（をとる）, BAE Systems is a difficult company to overlook,' says Keith Bowman, 公正，普通株主権 分析家 at wealth 経営者／支配人 Interactive 投資家. 'With an attractive 年次の （株主への）配当 of around 2.4 per cent, the City 合意 is that its 株 are a buy.'

Over the past year, the 株 have risen nearly 35 per cent, compared to a 2 per cent 増加する in the FTSE100, the 索引 of the country's biggest companies.

Interactive says BAE is the 13th most bought UK 在庫／株 so far this month.

Resurgence: Rolls-Royce 株 have 二塁打d in the past year as 長，指導者 (n)役員／(a)執行力のある Tufan Erginbilgic leads its 復活

2. ROLLS ROYCE

Although Rolls Royce has big 商売／仕事 利益／興味s in civil 事業／計画（する）s such as jet engines (the Trent XWB) and small modular 核の 原子炉s, it also 供給するs 前進するd 力／強力にする and propulsion systems for use in 戦闘 航空機 and subm arines.

Hargreaves' Streeter says: 'Under the new leadership of 長，指導者 (n)役員／(a)執行力のある Tufan Erginbilic, 生産性 has 改善するd, and company 負債s have been 減ずるd. A multi-billion-続けざまに猛撃する order 調書をとる／予約する points to strong 未来 歳入s ? and with the 約束d swelling in the UK's defence 予算, it puts the company in an even better position.'

The 商売／仕事 is 支援する in 利益（をあげる） (£2.4billion last year) and its 変形 under Erginbilic has resulted in a rerating of the 株 (up a staggering 170 per cent over the past year, 33 per cent over the past five).

Orbis's Cutler is encouraged by Rolls Royce's 未来 stream of 歳入s from 契約s such as 供給（する）ing new engines for the 部隊d 明言する／公表するs' (n)艦隊／(a)素早い of B-52 航空機 ? '価値のある, 非，不，無-cyclical cash flows'.

（株主への）配当s have yet to 再現する after they were canned in the wake of the pandemic. Fidelity says that Rolls Royce was the fourth best-selling 株 on its 投資 壇・綱領・公約 in the first ４半期/4分の1 of this year.

3. COMPASS

Compass, which 供給するs 非常に／多数の services to the country's 武装した 軍隊s, could 利益 if higher defence spending results in the 新規採用 of more 軍隊s 職員／兵員

Food 契約ing 巨大（な） Compass 供給するs 非常に／多数の services to the country's 武装した 軍隊s ? from catering through to きれいにする and the 管理／経営 of 軍の 施設s.

によれば Hargreaves' Streeter, Compass could 利益 if higher defence spending results in the 新規採用 of more 軍隊s 職員／兵員 ? and 'more hungry mouths to 料金d in bases across the UK and overseas'. As yet, there is no 確定／確認 that the 増加する in defence spending will 上げる the number of 武装した 軍隊s 職員／兵員.

Over the past year, the 株 are up 7 per cent. The （株主への）配当s it 支払う／賃金s 株主s are above where they were before the pandemic struck.

In the year to the end of September 2023, （株主への）配当s totalled 43.1 pence a 株. The 株 現在／一般に 貿易（する） at £22.33.

Compass has many strings to its 屈服する beyond 契約s with the 軍の ? which may 慰安 some 投資家s.

FTSE250

4. CHEMRING

Chemring's 株 price has risen by 27 per cent over the past year にもかかわらず 利益（をあげる）s 落ちるing わずかに in the year to the end of October 2023

Chemring 供給するs 科学（工学）技術 製品s to the 航空宇宙学 and defence 産業s.

Interactive's Bowman says the company's order 調書をとる／予約する is in good 形態／調整, totalling £991million at the end of January ? compared to £654 million a year earlier.

Its 株 price has risen by 27 per cent over the past year にもかかわらず 利益（をあげる）s 落ちるing わずかに in the year to the end of October 2023. The company 支払う／賃金s 株主s a （株主への）配当 同等（の） to just below 1.9 per cent. The 合意 見解（をとる） of City 分析家s is that its 株 remain a 'buy'.

Stuart Widdowson is 経営者／支配人 of £190million 投資 信用 Odyssean. He says all the 重要な parts of Chemring's 商売／仕事 should '利益' from Rishi's 告示 last Tuesday: resulting in greater 需要・要求する for 製品s which 保護する aeroplanes and ships from heat-捜し出すing ミサイルs, through to cyber 安全 systems.

5. & 6. OVERSEAS DEFENCE STOCKS

Attractive 投資s can be 設立する in the 部隊d 明言する／公表するs and across Europe

David Coombs, multi-資産 大臣の地位 経営者／支配人 with Rathbone 資産 管理／経営, says 投資家s should not やむを得ず 限定する themselves to UK defence 在庫／株s. Attractive 投資s, he says, can also be 設立する in the 部隊d 明言する／公表するs and across Europe.

It's a 見解（をとる） 株d by Orbis's Cutler. 'In Europe, 特に, the long- 称する，呼ぶ／期間／用語 growth prospects for the defence 産業 have changed for the better. On defence spending, Europe needs to be at the 先導, sitting in one of the world's hottest geopolitical 円形競技場s.'

Coombs is a particular fan of defence 在庫／株s Thales (フラン) and Lockheed ツバメ (部隊d 明言する／公表するs).

He says: 'We've long owned 航空宇宙学 and defence 請負業者 Lockheed ツバメ to mitigate the 危険s of a more 強調する／ストレスd geopolitical age. We have just 増加するd our 持つ／拘留するing while 追加するing Thales to our 大臣の地位s.'

Coombs likes the fact that both companies have adapted their 商売／仕事s to cater for the changing needs of 軍のs - 焦点（を合わせる）ing, for example, on cybersecurity and 数字表示式の 戦争.

He 追加するs: 'Both now have 包括的な 控訴s of cyber 能力s, supported by elements of 人工的な 知能, machine learning and automation to を取り引きする the 複雑さs of today's 軍の （軍隊などの）展開，配備s.'

International 株 such as Lockheed ツバメ and Thales can be bought through mainstream 投資 壇・綱領・公約s.

7. A THEMED INVESTMENT FUND

Hanetf 未来 of Defence can be bought through most 投資 壇・綱領・公約s

For 投資家s who want more diversified （危険などに）さらす, a small number of defence 主題d 投資 基金s are now 利用できる. The best known is Hanetf 未来 of Defence which can be bought through most 投資 壇・綱領・公約s .

The 基金 投資するs in 50 companies which 生成する 歳入s from defence spending by members of the North 大西洋 条約 Organisation (北大西洋条約機構) and 北大西洋条約機構 加える countries (Australia, イスラエル, Japan, New Zealand, and South Korea).

の中で its 最高の，を越す 10 holdings are BAE Systems and Thales (both already について言及するd), German defence systems 供給者 Rheinmetall and French 航空機 器具／備品 製造業者 Safran.

Tom Bailey, 長，率いる of 研究, says: 'There is a 転換 に向かって higher defence spending の中で European 北大西洋条約機構 members.

'The 重要な 受益者s of this are big European defence 会社／堅いs such as Rheinmetall, BAE Systems and Leonardo, headquartered in Italian. All have 大規模な order 調書をとる／予約するs.'

The 基金's 年次の 告発（する），告訴（する）／料金 is low at 0.49 per cent and its 株 are 貿易（する）d on the London 在庫／株 交流 (market ticker NATP).

開始する，打ち上げるd in July last year, it has 資産s of £266million. Over the past six months, it has produced a return of 29 per cent.

8. 9. and 10. DEFENCE-FRIENDLY INVESTMENT FUNDS

によれば the 投資 協会, 投資 基金s 現在／一般に have £35billion 投資するd in defence 在庫／株s. Most of this （危険などに）さらす is through 概して 投資するd UK or 全世界の 基金s.

Bestinvest's Hollands says several 基金s have 'sizeable' （危険などに）さらす to defence and 航空宇宙学 在庫／株s. Such 基金s, he 追加するs, could 控訴，上告 to 投資家s who want to 利益（をあげる） from the 推定する／予想するd defence にわか景気, without やむを得ず putting all their eggs in one basket.

投資 基金 Ninety One UK Special 状況／情勢s has 8.9 per cent of its 資産s in Rolls Royce ? its biggest 持つ／拘留するing ? while 株式市場 名簿（に載せる）／表（にあげる）d 投資 信用 JPMorgan Claverhouse has both Rolls Royce and BAE Systems の中で its 最高の，を越す 10 在庫／株s.

The biggest 持つ／拘留するing in 法律 Debenture, a £1billion UK 基金, is Rolls Royce at 4.9 per cent.

Over the past three years, the 各々の returns from the three 基金s are 35, 12 and 27 per cent.

All can be bought through major 投資 壇・綱領・公約s.

Compare the best DIY 投資するing 壇・綱領・公約s and 在庫／株s & 株 Isas

投資するing online is simple, cheap and can be done from your computer, tablet or phone at a time and place that 控訴s you.

When it comes to choosing a DIY 投資するing 壇・綱領・公約, 在庫／株s & 株 Isa or a general 投資するing account, the 範囲 of 選択s might seem 圧倒的な.?

Every provider has a わずかに different 申し込む／申し出ing, 非難する more or いっそう少なく for 貿易（する）ing or 持つ／拘留するing 株 and giving 接近 to a different 範囲 of 在庫／株s, fu nds and 投資 信用s.?

When 重さを計るing up the 権利 one for you, it's important to to look at the service that it 申し込む／申し出s, along with 行政 告発（する），告訴（する）／料金s and 取引，協定ing 料金s, 加える any other extra costs.

To help you compare the best 投資 accounts, we've crunched the facts and pulled together a 包括的な guide to choosing the best and cheapest 投資するing account for you.?

We 最高潮の場面 the main players in the （米）棚上げする／（英）提議する below but would advise doing your own 研究 and considering the points in our 十分な guide linked here.

>> This is Money's 十分な guide to the best 投資するing 壇・綱領・公約s and Isas?

壇・綱領・公約s featured below are 独立して selected by This is Money’s specialist 新聞記者／雑誌記者s. If you open an account using links which have an asterisk, This is Money will earn an (v)提携させる(n)支部，加入者 （売買）手数料，委託（する）／委員会／権限. We do not 許す this to 影響する／感情 our 編集（者）の independence.?

DIY INVESTING PLATFORMS AND STOCKS & SHARES ISAS?

	Admin 告発（する），告訴（する）／料金	告発（する），告訴（する）／料金s 公式文書，認めるs	基金 取引，協定ing	基準 株, 信用, ETF 取引，協定ing	正規の／正選手 投資するing	（株主への）配当 reinvestment
AJ Bell*?	0.25%?	Max £3.50 per month for 株, 信用s, ETFs.?	£1.50	£5?	£1.50	£1.50 per 取引，協定?	More 詳細（に述べる）s
Bestinvest*	0.40% (0.2% for ready made 大臣の地位s)	Account 料金 削減（する） to 0.2% for ready made 投資s	解放する／自由な	£4.95	解放する／自由な for 基金s?	解放する／自由な for income 基金s	More 詳細（に述べる）s
Charles Stanley Direct*	0.35%?	No 壇・綱領・公約 料金 on 株 if a 貿易（する） in that month and 年次の max of £240	解放する／自由な	£11.50	n/a	n/a	More 詳細（に述べる）s
Fidelity*	0.35% on 基金s	£7.50 per month up to £25,000 or 0.35% with 正規の／正選手 貯金 計画（する）.?	解放する／自由な	£7.50	解放する／自由な 基金s £1.50 株, 信用s ETFs	£1.50	More 詳細（に述べる）s
Hargreaves Lansdown*	0.45%	Capped at £45 for 株, 信用s, ETFs	解放する／自由な	£11.95	£1.50	1% (£1 min, £10 max)	More 詳細（に述べる）s
Interactive 投資家*?	£4.99 per month under £50k, £11.99 above, £10 extra for Sipp	自由貿易 価値（がある） £3.99 per month (does not 適用する to £4.99 計画（する）)	£3.99	£3.99	解放する／自由な	£0.99	More 詳細（に述べる）s
iWeb	£100 one-off 料金 (waived until July 2024)		£5	£5	n/a	2%, max £5	More 詳細（に述べる）s
?Accounts that have some 限界s but attractive 申し込む／申し出s						?	?
Etoro*??No 投資 基金s or Sipp	解放する／自由な	投資 account 申し込む／申し出s 在庫／株s and ETFs. Beware high 危険 CFDs.	Not 利用できる?	解放する／自由な?	n/a?	n/a?	More 詳細（に述べる）s?
貿易（する）ing 212*?	解放する／自由な?	投資 account 申し込む／申し出s 在庫／株s and ETFs. Beware high 危険 CFDs.?	Not 利用できる?	解放する／自由な?	n/a?	解放する／自由な?	More 詳細（に述べる）s?
Freetrade* No 投資 基金s	?Basic account 解放する／自由な,? 基準 with Isa £4.99, 加える £9.99	Freetrade 加える with more 投資s and Sipp is £9.99/month inc. Isa 料金	No 基金s?	解放する／自由な?	n/a?	n/a?	More 詳細（に述べる）s?
先導??Only 先導's own 製品s	0.15%?	Only 先導 基金s	解放する／自由な?	解放する／自由な only 先導 ETFs?	解放する／自由な?	n/a?	More 詳細（に述べる）s?
(Source: ThisisMoney.co.uk May 2024. Admin % 告発（する），告訴（する）／料金 may be 徴収するd 月毎の or 年４回の

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