Global sector remains the top-pick for advisers, FundsNetwork sales data reveals

The Global sector maintained its position in September as the most popular sector, according to the latest sales figures from FundsNetwork. Mixed Investment 40-85% Shares and Volatility Managed sectors followed in second and third place respectively.

Vanguard’s LifeStrategy 60% Equity Fund was the leading fund for adviser sales overall, as well as the bestselling ISA and Pension fund, reflecting a continued demand for passive funds.

Paul Richards, Head of Sales at FundsNetwork, comments: “September was a turbulent month for investors, and as we navigate through these uncertain times, advisers are continuing to take a diversified approach in order to mitigate the risks for their clients.

“It is also interesting to see that UK focused funds are falling into the top ten bestselling funds for both pensions and ISAs - indicating that despite the ongoing political uncertainty, advisers are still finding value in the UK market.

Top 10 adviser sales by sector via FundsNetwork

Rank Sector Name
1 Global
2 Mixed Investment 40-85% Shares
3 Volatility Managed
4 £ Strategic Bond
5 Short Term Money Market
6 Mixed Investment 0-35% Shares
7 Global Bonds
8 £ Corporate Bond
9 Global Equity Income
10 Property

Top 10 adviser sales by fund via FundsNetwork

Rank Fund Name
1 Vanguard Life Strategy 60% Equity Fund
2 Vanguard Life Strategy 40% Equity Fund
3 Royal London Short Term Money Market Fund
4 LF Lindsell Train UK Equity Fund
5 Baillie Gifford Strategic Bond
6 Royal London Sustainable Diversified Trust
7 Architas MA Blended Intermediate Fund Class
8 Liontrust Strategic Bond
9 Franklin UK Equity Income Fund
10 Lindsell Train Global Equity Fund

Pension bestsellers through FundsNetwork

Rank Fund Name
1 Vanguard Life Strategy 60% Equity Fund
2 Artemis Global Emerging Markets
3 Franklin UK Equity Income Fund
4 CFP SDL UK Buffettology Fund
5 Fundsmith Equity
6 LF Lindsell Train UK Equity fund
7 Artemis Strategic Bond
8 Vanguard LifeStrategy 40% Equity Fund
9 Royal London Sterling Extra Yield Bond Fund
10 Royal London Sustainable Diversified Trust

ISA bestsellers through FundsNetwork

Rank Fund Name
1 Vanguard LifeStrategy 60% Equity Fund
2 Vanguard LifeStrategy 40% Equity Fund
3 Royal London Short Term Money Market Fund
4 LF Lindsell Train UK Equity Fund
5 Baillie Gifford Strategic Bond
6 Royal London Short Duration Credit Fund
7 Royal London Sustainable Diversified Trust
8 Lindsell Train Global Equity Fund
9 Legal & General Multi-Index 5 Fund
10 Standard Life Investments MyFolio Index III

Source: FundsNetwork net sales data for September 2019


For further information, please contact:

Emma Beresford
Fidelity International
0203 986 2004
07730 594806
Emma.Beresford@fil.comm
Ariella Levine
Fidelity International
020 7961 4575
07798893617
Ariella.Levine@fil.com

Notes to Editors:

About Fidelity

Fidelity International offers world class investment solutions and retirement expertise. As a privately owned, independent company, investment is our only business. We are driven by the needs of our clients, not by shareholders. Our vision is to deliver innovative client solutions for a better future. We invest £252.5bn globally on behalf of clients in 26 countries across Asia-Pacific, Europe, the Middle East, and South America. Our clients range from central banks, sovereign wealth funds, large corporates, financial institutions, insurers and wealth  managers, to private individuals. In addition to asset management, we offer investment administration and guidance for employer benefit schemes, advisers and individuals in several countries. We are responsible for £88.3bn in assets under administration. Data as at 30 September 2019.

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About FundsNetwork

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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