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Fidelity advises UK equity and fixed income funds for Isas this year

Fidelity Investments has found UK equity and multi-manager funds dominate adviser Isa recommendations, following FundNetworks BrochureBuilder research service.

This service is used by over 110 this Isa season to create tailored mailings for their clients, featuring specific fund recommendations, plus initial charges, commissions, of the firm. Advisers using the service can use their own combination of funds from over 900 available.

The top-ranking 10 funds, according to the research conducted in February, are listed as follows: Invesco Perpetual high income; Investec cautious managed; Artemis UK special situations; Schroder UK mid 250; Jupiter Merlin growth portfolio; Jupiter Merlin income portfolio; Fidelity MoneyBuilder income; Artemis UK growth; Fidelity extra income; Jupiter income.

The BrochureBuilder service includes Citywire content on each fund, with past performance information and fund highlights. The brochures also come with KFDs and application forms.

FundsNetwork director of marketing Rob Fisher says: Our BrochureBuilder service is popular with IFAs and fund groups alike. It enables advisers to promote Isa solutions to their clients and also supports our goal of delivering new business volumes to our fund partners.


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Multi-manager view – Nigel Speirs

Demand for multi manager products from the public is very high. It is a concept that is easily understood and popular. The principle concern is cost. Multi manager clearly adds another layer of cost, so the payback has to be able to justify this.


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