Sales in mixed assets continue to boom, FundsNetwork data reveals

The Mixed Investment 40-85% sector held the top spot in the sales chart in March for the second month in a row, according to the latest FundsNetwork data.

Volatility Managed and the Mixed Investment 20-60% sectors took second and third place respectively, indicating a strong appetite from advisers for more risk-averse assets. Meanwhile, the Global sector climbed to fourth place while the Europe excluding UK sector secured fifth place for the second month in a row.

Interestingly, strong sales in the UK All Companies sector were reflected within the bestselling funds chart with the top bestselling fund across the platform falling into this category, while also featuring predominantly within the pension and ISA fund bestsellers for March.

Paul Richards, Head of Sales at FundsNetwork, comments: “March’s data indicates that as advisers approached the end of the tax year, they were becoming increasingly mindful of market uncertainty amid growing geopolitical concerns, using mixed investment and volatility managed sectors as they look to balance exposure within clients’ portfolios.

“Despite this risk adverse behaviour, it was noteworthy that there were pockets of strong sales within the UK All Companies Sector. As Brexit negotiations continue, it will be interesting to see if this sector can regain further interest, as the asset class is still largely unloved by international investors and asset allocators.”

Top 10 adviser sales by sector via FundsNetwork

Rank Sector Name
1 Mixed Investment 40-85%
2 Volatility Managed
3 Mixed Investment 20-60%
4 Global
5 Europe Excluding UK
6 £ Strategic Bond
7 Asia Pac Excluding Japan
8 North America
9 Japan
10 Global Bonds

Top 10 adviser sales by fund via FundsNetwork

Rank Fund Name
1 CF Lindsell Train UK Equity Fund
2 Fundsmith Equity Fund
3 Vanguard U.S. Equity Index
4 Vanguard LifeStrategy 60% Equity Inc
5 Cirilium Balanced Fund
6 Premier Multi-Asset Growth & Income
7 Royal London Short D Global Index Linked
8 Artemis Monthly Distribution Class
9 Baillie Gifford Japanese Fund
10 Baillie Gifford American Fund

Pension bestsellers through FundsNetwork

Rank Fund Name
1 Vanguard U.S. Equity Index
2 CF Lindsell Train UK Equity Fund
3 Cirilium Balanced Fund
4 Henderson Strategic Bond Fund
5 Fundsmith Equity Fund
6 Vanguard LifeStrategy 60% Equity Inc
7 Baillie Gifford Japanese Fund
8 Jupiter European Fund
9 Baillie Gifford Managed Fund
10 Old Mutual UK Mid Cap Fund

ISA bestsellers through FundsNetwork

Rank Fund Name
1 Fundsmith Equity Fund
2 CF Lindsell Train UK Equity Fund
3 Artemis Monthly Distribution
4 Vanguard LifeStrategy 60% Equity Inc
5 Premier Multi-Asset Distribution
6 Premier Multi-Asset Growth & Income
7 Baillie Gifford Managed Fund
8 Lindsell Train Global Equity Fund
9 Cirilium Balanced Fund
10 Baillie Gifford American Fund

Source: FundsNetwork net sales data for March 2018

Notes to Editors:

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

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Katie Jordan
Fidelity International
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+44 (0) 7393 762555

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