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Mixed investment 20-60% shares sector tops bestsellers list for 2014, FundsNetwork reveals

Investment News for financial advisers and paraplanners

2 Feb 2015

Volatility in global markets saw investors look for a more diversified portfolio as the Mixed Investment 20-60% Shares sector topped the bestsellers overall  in 2014, according to FundsNetwork year-end sales data. 

 

This degree of investor caution can be further seen in fund choices with Standard Life Investments Global Absolute Return Strategy and Henderson Cautious Managed coming in second and third respectively in the individual best-selling funds table. Unsurprisingly, the Woodford Equity Income fund came out on top having dominated for much of 2014.

 

Elsewhere, income yielding funds dominated the ISA bestsellers table over the year. Indeed, eight of the ten bestselling funds of 2014 on FundsNetwork offered some degree of income, with Woodford Equity Income taking the number one spot.

 

Within the FundsNetwork SIPP, the M&G Optimal Income Fund topped the bestsellers table for 2014, followed closely by the Fidelity Index UK Fund and then the Standard Life Investments Global Absolute Return Strategy

 

Jon Everill, Head of Advisory Services, FundsNetwork comments: “2014 proved to be quite a volatile year, punctuated in particular by geopolitical risks. This clearly affected investor confidence and resulted in investors seeking the diversification offered by the Mixed Investment sector, which saw strong flows throughout 2014 on our platform.

 

With the Pension Freedoms coming into play this year and more investors looking at drawdown as an at-retirement option, I would expect increased interest in income generating products in 2015, particularly of the multi asset variant.”

 

Top 10 adviser sales by fund via FundsNetwork

Rank

Fund Name

1

Woodford Equity Income Fund

2

Standard Life Investments Global Absolute Returns Strategy

3

Henderson Cautious Managed Fund

4

Artemis Global Income Fund

5

AXA Framlington Managed Balanced Fund

6

Henderson UK Property Unit Trust

7

Jupiter Strategic Bond Fund

8

Invesco Perpetual Distribution

9

Emerging Markets Fund

10

Royal London UK Equity Income Fund

 

 

 

Top 10 adviser sales by sector via FundsNetwork

Rank

Sector Name

1

Mixed Investment 20-60% Shares

2

Property

3

North America

4

Strategic Bond

5

Mixed Investment 40-85% Shares

6

Global Equity Income

7

Global Emerging Markets

8

Targeted Absolute Return

9

Japan

10

Mixed Investment 0-35% Shares

 

 

 

Pension bestsellers through FundsNetwork

Rank

Fund Name

1

M&G Optimal Income Fund

2

Fidelity Index UK Fund

3

Standard Life Investments Global Absolute Returns Strategy

4

Jupiter Strategic Bond Fund

5

Invesco Perpetual Distribution

6

M&G Feeder of Property Portfolio

7

First State Asia Pacific Leaders

8

M&G Global Dividend Fund

9

Liontrust Special Situations Fund

10

Artemis Income Fund

 

 

ISA bestsellers through FundsNetwork

Rank

Fund Name

1

Woodford Equity Income Fund

2

Standard Life Investments Global Absolute Returns Strategy

3

Invesco Perpetual Distribution

4

Henderson Cautious Managed Fund

5

Henderson UK Property Unit Trust

6

Artemis Global Income Fund

7

Jupiter Strategic Bond Fund

8

F&C MM Navigator Distribution

9

Invesco Perpetual Monthly Plus

10

Artemis High Income Fund

 

Source: FundsNetwork net sales data, January 2015

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