Mixed investments reclaim the top spot, FundsNetwork sales data reveals

The Mixed Investment 40-85% Shares sector took the number one spot in the sector sales chart in February, the latest FundsNetwork data has revealed.

February also witnessed strong demand for investments in the Volatility Managed, Japan, Mixed Investment 20-60% Shares and Europe excluding UK sectors, which all followed closely behind the Mixed Investment 40-85% Shares sector in the sales table.

Interestingly, while the overall bestselling funds in February were somewhat correlated with the trends exhibited in the sector sales, what is more noticeable is that there was a strong bias towards passive funds last month.

This demand for passive investments was also apparent amongst clients in the FundsNetwork Pension and ISA investors, which could suggests advisers and their clients are increasingly favouring low cost investments in the current environment.

Paul Richards, Head of Sales at FundsNetwork, comments: “With the market correction in February, it comes as little surprise that we saw strong demand from advisers and their clients for multi asset and volatility managed investments last month, as evidenced by our latest sales data.

“We also saw advisers and their clients seemingly search for pockets of value as underlined by the flows we witnessed into Japanese and European equities, which continue to look competitively valued against other equity markets.

“Looking ahead, with the outlook for global markets remaining challenging, we would continue to expect mixed asset and volatility managed solutions to remain in high demand from advisers and their clients.”

Top 10 adviser sales by sector via FundsNetwork

Rank

Sector Name

1

Mixed Investment 40-85%

2

Volatility Managed

3

Japan

4

Mixed Investment 20-60%

5

Europe Excluding UK

6

UK All Companies

7

Global Emerging Markets

8

North America

9

Global Bonds

10

Asia Pacific Ex Japan


Top 10 adviser sales by fund via FundsNetwork

Rank

Fund Name

1

BlackRock UK Equity Tracker Fund

2

Natixis Loomis Sayles U.S. Equity Leaders

3

BlackRock Japan Equity Tracker

4

Fidelity Index Europe ex UK Fund

5

BlackRock Emerging Market Equity Tracker

6

Fundsmith Equity Fund

7

Premier Multi-Asset Growth & Income

8

Royal London Cash Plus

9

CF Lindsell Train UK Equity Fund

10

Vanguard LifeStrategy 40% Equity


Pension bestsellers through FundsNetwork

Rank

Fund Name

1

BlackRock UK Equity Tracker Fund

2

Natixis Loomis Sayles U.S. Equity Leaders

3

Royal London Cash Plus

4

Fidelity Index Europe ex UK Fund

5

BlackRock Japan Equity Tracker

6

Vanguard LifeStrategy 60% Equity Inc

7

BlackRock Emerging Market Equity Tracker

8

Fundsmith Equity Fund

9

Premier Multi-Asset Growth & Income

10

Jupiter European Fund


ISA bestsellers through FundsNetwork

Rank

Fund Name

1

BlackRock UK Equity Tracker Fund

2

Fundsmith Equity Fund

3

BlackRock Japan Equity Tracker

4

Fidelity Index Europe ex UK Fund

5

Artemis Monthly Distribution

6

BlackRock Emerging Market Equity Tracker

7

Cirilium Moderate Fund

8

Schroder Monthly High Income Fund

9

BlackRock Cash Fund

10

Natixis Loomis Sayles U.S. Equity Leaders

Source: FundsNetwork net sales data for February 2018


Notes to Editors:

Any opinions expressed are made at the time of writing and can be subject to change without notification

For further information, please contact:

Henry Chan
Fidelity International
020 7074 5823
07917 001 845
Henry.chan@fil.com

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