// Fidelity Tag

19 Sep 2016 Gatekeepers — it’s been a year!

Gatekeepers.  That word strikes fear into many fund managers' hearts and rightly so. These are the people who increasingly influence and direct the volume of sales in the UK, and if a fund group isn't on their radar it's potentially missng out on some sizeable assets. The problem becomes even more acute when the investment outlook is stormy and investors are taking shelter.

The Gatekeepers analysis by Fundscape and GBi2 was designed to shed  light on this murky world and help fund groups understand and pinpoint available opportunities. But it was also designed to help advisers and investors make sure  they work with gatekeepers who are actually making a demonstrable difference to investor outcomes.

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Platforms

22 May 2015 What’s hot on platforms

Following on from our Q115 platform statistics, this week we're looking at which funds and fund groups were hot on platforms and why. The table below shows the top five fund groups and the top five funds by gross sales for the platform universe* in the first quarter of 2015.

Invesco headed up the table for the second quarter in a row. It has staged a steady recovery since Woodford's departure and has five funds in the top 25 funds. It is renowned for its income expertise, but its IP Global Targeted Returns fund (a rival to Standard Life's popular Global Absolute Returns Strategy) is beginning to turn advisers' heads. Now that GARS has become so big, some advisers will be keen to diversify exposure to GARS, so credible rivals will be considered. With GARS by far and away its biggest seller, Standard Life should develop and bring on other funds of GARs quality.

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