FE Research and News

UK advisers buck wider retail market trends in 2015, so far

Wed 23 Sep, 2015 / by Corporate

With London Fashion Week drawing attention to the crème de la crème of the UK fashion industry, FE takes a look at the funds and sectors most attracting attention in the advisory market.

FE tracked users of the company’s flagship product, FE Analytics, to find that advisers have been bucking wider retail investment trends this year.

Analytics is used by 70 per cent of the top 100 UK adviser firms, and more than 30 per cent of advisers nationally.

The report found that while the IA UK All Company sector has been one of the least popular sectors in the Investment Association - in terms of net retail sales from January to July this year - the sector has been the most researched, as well as the most added (bought and therefore added to portfolios) sector over the same period within Analytics.

Advisers have also been buying the IA Global Sector, the IA Property sector and the IA Sterling Strategic sector over the same period.

Investors from the wider market, according to the IA data, have piled the most money into the Absolute Return, UK Equity Income and Europe excluding UK sectors from January to July.

Net retails numbers from the IA also showed that the UK Smaller Companies and the Protected sectors joined the UK All Companies as the sectors least favoured this year over the same period.

Interestingly, FE data shows that UK Smaller Companies sector has been the third best performing sector this year over the same period, returning some 12.87 per cent (after IA Japan and European Smaller Companies). The UK All Companies sector has returned 7.32 per cent to sit in seventh place.

Away from the sectors, fund groups most bought by the advisers on Analytics this year have been Invesco Perpetual, M&G, Schroder and Standard Life.

Interestingly, fund groups most sold out of over the same period have been Invesco Perpetual, M&G, Schroder and Jupiter, according to the report.

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Topics: FE News

Corporate

Written by Corporate