Mixed investment tops adviser sales in December - FundsNetwork

20-60% sector

Victoria McKeever
clock • 1 min read

The mixed investment 20-60% shares sector topped adviser sales in December, with the 40-85% shares sector following closely behind, according to data from the Fidelity FundsNetwork platform.

Strategic bonds came in third in the top 10 sales chart by Investment Association sector, in the final month of 2017. December also saw a rise in popularity of more defensive assets, with the short term money market and corporate bond sectors seeing strong flows in the month. A similar trend was apparent for the overall bestselling funds and the ISA bestsellers for December, with a number of mixed asset and fixed income funds appearing in each of the top ten. In the FundsNetwork Pension, advisers and clients appeared to adopt an even more cautious approach seen by the number of cas...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Investment

Partner Insight:  Unlocking value: The essential guide on how to manage the transition

Partner Insight: Unlocking value: The essential guide on how to manage the transition

Schroders' Tim Carr and Ghislaine Perry discuss how to evaluate the need for change, key points to consider when choosing the right investment partner and how to manage the transition.

Schroders
clock 13 February 2025 • 2 min read
Watch Professional Adviser's Working Lunch on the Baillie Gifford American fund - 'The Ostrich, the Index, and Us: seeking exceptional US growth in a top-heavy market'

Watch Professional Adviser's Working Lunch on the Baillie Gifford American fund - 'The Ostrich, the Index, and Us: seeking exceptional US growth in a top-heavy market'

Catch up on the discussion

Professional Adviser
clock 10 February 2025 • 1 min read
Alec Cutler: The swinging pendulum of investor sentiment

Alec Cutler: The swinging pendulum of investor sentiment

Exploring how investors view the ever-changing energy market

Alec Cutler
clock 05 February 2025 • 4 min read