Best Selling Funds in ISA Season 2014

Posted by Jason Chapman in Willis Owen news category on 11 Apr 14


Best Sellers

As we would expect this time of year, our top selling funds are dominated by those featured in our latest ISA Guide.  Clearly, even with online access to free research tools, such as our very own Fund Space, customers still welcome the convenience of a select list of featured funds to choose from.  All of our ISA Guide funds have undergone Morningstar OBSR's rigorous research process and have been awarded ratings of Bronze, Silver or Gold, which is only given to funds in which they have the highest conviction.

Ranking Fund Name IMA Sector Morningstar OBSR Rating
1st Jupiter Merlin Balanced Portfolio Mixed Inv 40%-85% Shares Gold
2nd L&G Dynamic Bond Trust Sterling Strategic Bond Silver
3rd Threadneedle UK Equity Income UK Equity Income Silver
4th Henderson European Growth Europe Excluding UK Gold
5th Old Mutual UK Smaller Cos UK Smaller Companies  Gold
Please note, this list is not intended as a recommendation. It’s simply a snapshot of the general trends amongst our customers.

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