Advisers balance selection of active and passive funds in June, latest FundsNetwork sales figures reveal

Data from FundsNetwork reveals an almost even split of active and passive exposures within its list of most popular funds selected by advisers last month.

The Global sector retained its position as the bestselling during June, while Property re-entered the list of most popular sectors for the month.

Vanguard LifeStrategy 60% Equity Fund was the bestselling overall, followed by LifeStrategy 40% Equity Fund in second place - also the most popular ISA fund. HSBC FTSE 250 Index Retail topped the list of bestselling pension funds.

Paul Richards, Head of Sales at FundsNetwork, comments: “Our latest figures show that both active and passive funds remain in favour, as advisers look at the best ways of helping clients to meet their objectives. While some are wedded to one style or another, there is clear evidence that many recognise the role of both strategies in helping to achieve clients’ goals and are blending styles to achieve a lower overall cost for them.

“For years, debate has sought to argue the merits of one approach over another - as if they might be mutually-exclusive. However, with both active and passive strategies offering potential benefits to investors, many now believe the two styles are complimentary rather than competing.”

Top 10 adviser sales by sector via FundsNetwork

Rank Sector Name
1 Global 
2 Mixed Investment 40-85% Shares
3 Volatility Managed
4 Global Bonds
5 Asia Pacific Excluding Japan
6 Mixed Investment 0-35% Shares
7 £ strategic Bond
8 UK Gilts
9 Global Equity Income
10 Property

Top 10 adviser sales by fund via FundsNetwork

Rank Fund Name
1 Vanguard LifeStrategy 60% Equity Fund
2 Vanguard LifeStrategy 40% Equity Fund
3 Fundsmith Equity
4 CFP SDL UK Buffettology Fund
5 LF Lindsell Train UK Equity Fund
6 HSBC FTSE 250 Index Retail
7 Vanguard Global Bond Index
8 Lindsell Train Global Equity Fund
9 Vanguard Pacific ex-Japan Stock Index
10 Baillie Gifford Managed

Pension bestsellers through FundsNetwork

Rank Fund Name
1 HSBC FTSE 250 Index Retail
2 Vanguard Global Bond Index
3 CFP SDL UK Buffettology Fund
4 Vanguard LifeStrategy 60% Equity Fund
5 Vanguard Pacific ex-Japan Stock Index
6 LF Lindsell Train UK Equity Fund
7 Fundsmith Equity
8 Legal & General Multi-Asset Target Return Fund
9 Vanguard LifeStrategy 40% Equity Fund
10 HSBC FTSE All World Index Fund

ISA bestsellers through FundsNetwork

Rank Fund Name
1 Vanguard LifeStrategy 40% Equity Fund
2 Fundsmith Equity
3 Lindsell Train Global Equity Fund
4 LF Lindsell Train UK Equity Fund
5 CFP SDL UK Buffettology Fund
6 Vanguard LifeStrategy 60% Equity Fund
7 Vanguard Global Bond Index
8 Legal & General Multi-Index 4 Fund
9 Baillie Gifford Managed
10 HSBC FTSE 250 Index Retail

Source: FundsNetwork net sales data for June 2019

For further information, please contact:

Emma Beresford
Fidelity International
0203 986 2004
07730 594806
Ariella Levine
Fidelity International
020 7961 4575

Notes to Editors:

About Fidelity

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FundsNetwork™ is Fidelity International’s adviser platform that provides advisers and their clients with access to a range of investment related services.

Launched in 2000, we have almost 20 years’ experience of helping independent financial advisers run efficient and profitable businesses, while serving the needs of their clients. We are committed to improving client experience at every stage of the advice process, through the development of a platform which offers flexibility and efficiency to support their changing needs.

The system, developed with Bravura Solutions, provides advisers with access to a broad set of product wrappers and investments, as well as enhanced administrative services. These include;

  • Investments – over 5,000 assets from over 200 partners including Fidelity
    • Funds – 3,557 funds (unit trusts, OEICs & SICAVs)
    • Exchange Traded Products – 279 options
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  • Pension
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  • International Bond – provided by Canada Life and giving access to platform fund range
  • Tax and trust planning – including Bare Gift Trust, Bare Loan Trust, Discretionary Gift Trust, Excluded Property Trust and Discretionary Loan Trust 
  • Evolution and Estate Planning Bonds – provided by Utmost Ltd and giving access to our platform fund range
  • Regular Withdrawal Plan – monthly, quarterly, semi-annual or annual payments available
  • Model Portfolios and DFMs – advisers can create bespoke portfolios of up to 30 funds and use defined models where discretionary permissions exist

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