Regardless of all of the uncertainty stirred up by President Trump’s tariffs, it’s turning out to be a superb 12 months for my ISA. And it’s not simply US progress shares driving it ahead as a handful of FTSE 100 shares have additionally been performing very strongly.

Right here, I’ll spotlight the 5 best-performing ones (from the 13 that I maintain).

Advancing defence shares

Let’s begin on the high with BAE Methods (LSE: BA.). Shares of the defence large have soared 47% to this point this 12 months, massively outperforming the FTSE 100, which is up simply 4.7%.

The catalyst for this surge has been a dedication from European NATO members to massively bolster their defence capabilities. Beneath its ReArm Europe Plan, the EU has proposed up to $800bn in further navy spending. European defence bonds are set to be launched to finance these large-scale navy investments. 

One threat right here is that the overwhelming majority of this spending goes to EU-based corporations, with BAE lacking out. Nonetheless, administration says its vary of merchandise aligns completely with Europe’s functionality necessities. These embody fight plane and autos, air defence, missile techniques, artillery, munitions, drones, and digital warfare know-how.

BAE says latest buying and selling has been in keeping with expectations. Full-year gross sales are anticipated to extend 7%-9% to round £31bn, with underlying earnings per share rising 8%-10%.

Rolling on

Elsewhere in my portfolio, Rolls-Royce inventory continues to outperform. It’s up 39% in 2025, bringing the one-year return to 87%.

Rolls’ defence division additionally appears to be like set to profit from elevated EU navy spending. In the meantime, latest buying and selling has been resilient for the engine maker regardless of world commerce disruptions. Administration nonetheless expects an underlying working revenue of £2.7bn-£2.9bn this 12 months, up from £2.5bn.

In fact, uncertainty round world tariffs stay a threat, as does a possible slowdown in worldwide journey. However for now, aftermarket income progress stays robust as long-haul flying hours proceed to extend. 

High-tier manufacturers

The third-best-performing Footsie inventory in my ISA this 12 months is Coca Cola HBC (LSE: CCH). It has risen by slightly below 39% and lately hit a report excessive.

The corporate is a bottling accomplice for the Coca-Cola, making and promoting manufacturers like Sprite, Fanta, Monster, and Coca-Cola in 29 nations throughout elements of Europe, Asia, and Africa.

Earnings have nearly doubled previously 5 years, pushed greater by robust demand for these manufacturers in rising markets like Nigeria and Egypt. In Q1, natural web income grew 11%, with rising markets delivering a really strong 20% rise in natural gross sales.

A worldwide recession may damage Coca-Cola HBC’s progress trajectory, particularly in vacationer hotspots. Nonetheless, I stay bullish long run, because the agency’s highly effective portfolio of high manufacturers and geographic diversification ought to proceed driving additional progress.

Better of the remaining

I’ve additionally been impressed with Aviva (+24%) and Video games Workshop (+18%). The previous has been rising its insurance coverage enterprise by double digits, whereas Video games Workshop continues to take pleasure in insatiable demand for its Warhammer merchandise.

Which one do I believe is value contemplating? Aviva nonetheless appears to be like nice worth to me, buying and selling at 11.5 occasions ahead earnings and sporting a 6.1% dividend yield.

And whereas a UK recession may threaten its constructive earnings trajectory, the forthcoming £3.7bn takeover of rival Direct Line is predicted to yield price synergies and enhance earnings.