Which provider topped the SIPP/ISA charts?

Author: Rachel Dalton
IFAonline | 17 May 2011 | 12:15

Categories: Wrap/platforms

Topics: Alliance Trust| Vanguard| SIPP| ISA| wrap platforms

vanguard

Alliance Trust has published its top 20 most popular funds purchased through platform i.nvest for SIPPs and ISA investments over the 2010/11 tax year.

Vanguard funds dominated the SIPP favourites board, with its FTSE Developed World UK Equity Index, US Equity Index and FTSE UK Equity Index the top three.

Trojan Investment fund and Standard Life Investments Global Absolute Return Strategies were ranked fourth and fifth by SIPP customers.

For ISAs, passives giant Vanguard topped the charts with its FTSE UK Equity Index, whilst the Fidelity UK Moneybuilder came in second.

The Aegon Asset Management UK High Yield Bond, Axa Global High Income fund and the M&G American fund secured a place in the top five ISA investments.

"Our customers continue to show a thirst for choice and value for money when selecting funds with low AMCs or high rebates to ensure that they minimise the impact of fund charges on their investment," said Garry Mcluckie, head of sharedealing at Alliance Trust Savings.

The i.nvest platform providers more than 1,400 funds and has no initial charges, rebating commissions back to investor's accounts.

The top 20 SIPP funds:

  1. Vanguard FTSE Developed World UK Equity Index
  2. Vanguard US Equity Index
  3. Vanguard FTSE UK Equity Index
  4. Trojan Investment Fund
  5. Standard Life Investments Global Absolute Return Strategies
  6. BNY Mellon Fund Managers- Newton Real Return
  7. M&G Global Basics
  8. Legal & General All Stocks Index Linked Gilt Index
  9. Aberdeen Emerging Markets
  10. Fidelity Moneybuilder UK Index
  11. Vanguard FTSE UK Equity Income Index
  12. Legal & General Dynamic Bond Trust
  13. Vanguard Emerging Markets Stock Index
  14. Vanguard FTSE Developed Europe Ex UK Equity Index
  15. M&G UK Inflation Linked Corporate Bond
  16. HSBC FTSE 100 Index
  17. BNY Mellon Fund Managers - Newton Balanced
  18. Axa Distribution
  19. Alliance Trust Asset Management Monthly Income Bond
  20. Fidelity UK Strategic Bond

The top 20 ISA funds:

  1. Vanguard FTSE UK Equity Index
  2. Fidelity UK Moneybuilder UK Index
  3. Aegon Asset Management UK High Yield Bond
  4. Axa Global High Income
  5. M&G American
  6. Legal & General Dynamic Bond Trust
  7. Vanguard FTSE Developed World UK Equity Index
  8. M&G Recovery
  9. Aberdeen Emerging Markets
  10. Alliance Trust Asset Management Monthly Income Bond
  11. Invesco Perpetual Monthly Income Plus
  12. Trojan Investment Fund
  13. Standard Life Investments Global Index Linked Bond
  14. Martin Currie North American Alpha
  15. BNY Mellon Fund Managers - Newton Real Return
  16. M&G Global Dividend
  17. Vanguard US Equity Index
  18. Vanguard Emerging Markets Stock Index
  19. M&G Optimal Income
  20. Aberdeen Asia Pacific

 

 

 

 

 

 

More wrap/platforms news

Recommended reading

Categories

Topics

Comments

There are no comments submitted yet. Do you have an interesting opinion? Then be the first to post a comment

Related articles

Most Read

Audio / Visual

Coffee Lounge

View all the winners here

PPR Structured Product Awards 2011

View all the winners here

This year we have 14 awards designed to mark out the very best products in a highly competitive and innovative market. This includes three new awards for 2011 to reflect the developments in this rapidly growing market: Best Dual/Multi-Index Product, Best Structured (Oeic) Fund and Best Structured Product Provider.

Events

event logo

International Fund & Product Awards 2012

14 Jun 2012 - 14 Jun 2012

London, UK

event logo

British Mortgage Awards 2012

03 Jul 2012 - 03 Jul 2012

London, UK

event logo

Cover Webinars

04 Jul 2012 - 04 Jul 2012

London, UK

Poll

Should there be a cap on hourly fees?

In Focus

Viewpoints