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Investment Solutions - Profiled funds
Once you have established your client's attitude to risk, the next step is to select the appropriate investment fund.

Our FIL FundsNetwork PortfolioManager Funds have been designed to match a range of risk profiles from Defensive, which invests mainly in bond funds, through Cautious, Balanced, Adventurous to Aggressive, which invests only in equity funds.  These five unfettered multi-manager funds are managed by experienced professionals from the Fidelity MultiManager investment team.

The funds have been designed to be spaced evenly across the risk-return frontier, in line with the risk profiles already used by Advisers.

FundsNetwork PortfolioManager Aggressive Fund. Allocations equal 70% developed market equities, 10% UK equities and 20% emerging markets equities funds. Click for more information on this fund. FundsNetwork PortfolioManager Adventurous Fund. Allocations equal 35% UK equity, 35% developed markets equities and 10% emerging markets equity. The Fund will also have holdings in UK bonds (5%), global bonds (5%) as well as property funds (5%) and commodities (5%). Click for more information on this fund. FundsNetwork PortfolioManager Balanced Fund. Allocations equal 30% UK equity, 25% developed markets equities and 5% emerging market equity. The Fund will also invest in a range of UK and global bonds (30%), property funds (5%) and commodity funds (5%). Click for more information on this fund. FundsNetwork PortfolioManager Cautious Fund. Allocations equal 50% UK bond funds for stability, 30% in UK equities and 10% developed markets equities and also a small portion in property (10%). Click for more information on this fund. FundsNetwork PortfolioManager Defensive Fund. Allocations equal UK bond funds (85%), UK equity funds (10%) and property funds (5%). Click for more information on this fund.

FIL FundsNetwork PortfolioManager Aggressive

This fund has the potential to maximise growth, although as it invests solely in equities, it has a high level of risk.

FIL FundsNetwork PortfolioManager Adventurous  

This fund invests in a wide spread of asset classes, aiming to maximise returns without 100% exposure to equities. The higher potential for return is accompanied by higher risk.

FIL FundsNetwork PortfolioManager Balanced 

This fund is suited to investors looking for a balanced fund, offering growth from a diversified spread of asset classes.

FIL FundsNetwork PortfolioManager Cautious 

This fund is well suited to careful investors looking to invest in a greater portion of equities than the defensive fund but with relatively low volatility.

FIL FundsNetwork PortfolioManager Defensive 

This fund is well suited to risk-averse investors who are interested in stability and the potential for some income.

Commission and fees

We have developed different share classes to enable you to pick an option that suits your business model.

Class A shares are designed for commission-based Advisers, while Class N shares are designed for Advisers who charge their clients a fee.

When making an application, Advisers should ensure they use the correct fund code for the required share class.

Additional funds

If you want to select your own investment funds for your client, visit our FundFinder page where you will have access to over 1,100 funds from over 60 leading fund management companies.

Useful information

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