Fund Supermarkets offer so many advantages to investors
that they should represent the first choice for most PEP
& ISA investors and can also be used for direct fund
purchases.
Here are the advantages of opening a plan through a supermarket
compared with a fund manager:
Access to a much wider range of funds from many different
fund groups
Simplified reporting statements
Simple and cheap switching between funds. No more
risk from losing out if the market jumps while your
funds are in the middle of a transfer.
And the disadvantages:
None! There are no extra charges
for the supermarkets' services. They receive a fee
from the underlying fund managers in compensation for
the simplification of their administration
This service brings major benefits to clients managing
their own investment portfolio.
Rebating of renewal commission via our renewal commission
service.
One account for your ISA, Pep or unit trust portfolio.
The facility to manage your portfolio quickly and
easily online.
830 funds from 55 investment companies available.
Access to Fidelity's market leading fund research,
analysis and information and tools.
The primary reason that we chose Fidelity for our Fundsupermarket
is their size. This is reflected in the huge range of
funds, their reliable systems and their market leading
research and analysis tools which can be accessed via
the navigation bar on the left. These tools include:
Fund
Finder - Helps you review the funds available from
Fundsnetwork using over 16 different criteria, such as
past performance, Standard and Poors or Morningstar ratings
and length of fund management tenure. In depth fact sheets
can also be obtained on each of the fund.
Chart
Tools – Compare your funds with other funds
available on the fund supermarket with easy to read graphical
analysis.
Portfolio
Planner – Use the step by step guide to provide
you with ideas when setting up a portfolio. Once you have
set up your own portfolio, whether by using the Planner
or on your own there are further tools to help you keep
track of your investments which can be found on the site.
