Global sector remains most popular, FundsNetwork sales data reveals

The Global sector once again proved most popular with advisers, according to the latest sales figures from FundsNetwork.

Vanguard’s LifeStrategy 40% Equity Fund was the leading fund for adviser sales overall, as well as the bestselling ISA fund. Royal London’s Sustainable Diversified Trust topped the list of most popular funds amongst those planning for retirement, highlighting the growing appeal of sustainable investing.

Paul Richards, Head of Sales at FundsNetwork, comments: “August was a particularly volatile month for investors, with the FTSE 100 suffering some of its biggest losses in almost a year. Against this backdrop, advisers continue diversify their regional exposure in order to mitigate the challenges posed by political and economic uncertainty.

“The prominence of Royal London’s Sustainable Diversified Trust within last month’s sales figures highlights the popularity of funds which allow investors to align their investments with their values. As people look to make environmentally and socially-responsible decisions in other areas of their lives, many also want to make sure their money is supporting causes they care about.”

Top 10 adviser sales by sector via FundsNetwork

Rank Sector Name
1 Global
2 Mixed Investment 40-85%
3 Volatility Managed
4 £ Strategic Bond
5 Mixed Investment 20-60%
6 Global Equity Income
7 Mixed Investment 0-35%
8 Global Bonds
9 UK Gilts
10 £ Corporate Bond

Top 10 adviser sales by fund via FundsNetwork

Rank Fund Name
1 Vanguard LifeStrategy 40% Equity Fund
2 Royal London Sustainable Diversified Trust
3 LF Lindsell Train UK Equity Fund
4 Vanguard LifeStrategy 60% Equity Fund
5 Lindsell Train Global Equity Fund
6 Baillie Gifford Strategic Bond
7 Liontrust Special Situations
8 Royal London Sustainable World Trust Inc
9 CFP SDL UK Buffettology Fund
10 Fundsmith Equity

Pension bestsellers through FundsNetwork

Rank Fund Name
1 Royal London Sustainable Diversified Trust
2 Vanguard LifeStrategy 60% Equity Fund
3 Lindsell Train Global Equity Fund
4 LF Lindsell Train UK Equity Fund
5 Fundsmith Equity
6 BNY Mellon Global Income Fund
7 Baillie Gifford Managed
8 Royal London Sustainable Managed Growth Trust
9 iShares UK Equity Tracker
10 Baillie Gifford Strategic Bond

ISA bestsellers through FundsNetwork

Rank Fund Name
1 Vanguard LifeStrategy 40% Equity Fund
2 Vanguard LifeStrategy 60% Equity Fund
3 Royal London Sustainable Diversified Trust
4 Liontrust Special Situations
5 Royal London Sustainable World Trust Inc
6 LF Lindsell Train UK Equity Fund
7 Royal London Short Duration Credit Fund
8 Lindsell Train Global Equity Fund
9 Baillie Gifford Strategic Bond
10 Fundsmith Equity

Source: FundsNetwork net sales data for August 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:

* The research, ‘Business Challenges facing financial advisers,’ surveyed 206 advisers asking them what they consider to be the biggest business obstacles for their industry. Research conducted by NextWealth, December 2018]

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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
  • Investment Trusts – 175 options
  • Shares – the ability to invest in shares from the FTSE100, FTSE250, FTSE All-Share and FTSE AIM 100 and some shares from the ISEQ20 – 1,032 options
  • Pension
  • ISA and Junior ISA
  • Investment Account
  • Pension trustee, Company and Trusts accounts
  • Cash Management Account – allowing clients to hold cash outside of product wrappers 
  • 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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