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  • FIRST POST
    • Third Age
    • By Third Age 10th Oct 16, 10:24 AM
    • 14Posts
    • 0Thanks
    Third Age
    Choosing ISA Stock & Shares Platform - Do They Do These Funds
    • #1
    • 10th Oct 16, 10:24 AM
    Choosing ISA Stock & Shares Platform - Do They Do These Funds 10th Oct 16 at 10:24 AM
    I am currently with AJ Bell and am looking to change as my fund is about to get a whole lot larger - some ISA & some not. The problem is that I have compiled a varied list of funds of different types to make sure that the platform has a nice wide range of availability and I cannot find some of them on most of the platforms and all of them nowhere. This is not an academic exercise as I will be buying into these funds.

    I am looking at flat rate providers & I have found most funds on my list but the following have proved difficult:
    HSBC FTSE All World Index
    Vanguard FTSE All World UCITS ETF ISIN: IE00B3RBWM25
    L & G International Index ISIN: GB00BG0QP604

    As some of the platforms seem to need you to transfer to them before you can carry out a full search so will somebody be kind enough to tell me if these funds are on Halifax, iWeb and Interactive Investor so that I can decide where to move to.

    Other flat rate plarform suggestions gratefully received.



    dex
Page 1
    • coyrls
    • By coyrls 10th Oct 16, 10:39 AM
    • 598 Posts
    • 550 Thanks
    coyrls
    • #2
    • 10th Oct 16, 10:39 AM
    • #2
    • 10th Oct 16, 10:39 AM
    I am currently with AJ Bell and am looking to change as my fund is about to get a whole lot larger - some ISA & some not. The problem is that I have compiled a varied list of funds of different types to make sure that the platform has a nice wide range of availability and I cannot find some of them on most of the platforms and all of them nowhere. This is not an academic exercise as I will be buying into these funds.

    I am looking at flat rate providers & I have found most funds on my list but the following have proved difficult:
    HSBC FTSE All World Index
    Vanguard FTSE All World UCITS ETF ISIN: IE00B3RBWM25
    L & G International Index ISIN: GB00BG0QP604

    As some of the platforms seem to need you to transfer to them before you can carry out a full search so will somebody be kind enough to tell me if these funds are on Halifax, iWeb and Interactive Investor so that I can decide where to move to.

    Other flat rate plarform suggestions gratefully received.



    dex
    Originally posted by Third Age
    You can ring the platforms in question and ask them.
    • Third Age
    • By Third Age 10th Oct 16, 11:41 AM
    • 14 Posts
    • 0 Thanks
    Third Age
    • #3
    • 10th Oct 16, 11:41 AM
    • #3
    • 10th Oct 16, 11:41 AM
    Thanks for the suggestion. I am so used to computers that I hadn't thought of that!

    The results are not good. iWeb can sort of manage two but the others cannot.

    Which low cost platforms carry the widest range of funds?
    • ArmyDilllo
    • By ArmyDilllo 10th Oct 16, 11:48 AM
    • 76 Posts
    • 168 Thanks
    ArmyDilllo
    • #4
    • 10th Oct 16, 11:48 AM
    • #4
    • 10th Oct 16, 11:48 AM
    I don't tend to use many platforms.

    I have been using Hargreaves Lansdown for the last three years and find them to meet my needs (that's not to say I don't look around as well).
    I find their charges very reasonable (for my needs) and the website is very easy to use.
    A few times it's foxed me so I called them up (four times in three years) expecting to be hanging on for hours and then told nobody had the time to deal with me.
    In fact every time I was dealt with quickly politely efficiently and learned a lot more than I was asking.
    It sounds like I work for them but I don't.
    They went above and beyond and that deserves acknowledgement these days.

    I just searched each of the funds you list (some slight amendments) and found all were listed with HL's search engine via their site.
    Good luck.

    { 8-]
    Save 20k in 2016 #143: achieved £23,762.38 of £20,000 target
    Retired 17:30, Friday 30Sep16 (aged 56).
    • ColdIron
    • By ColdIron 10th Oct 16, 12:44 PM
    • 2,579 Posts
    • 2,839 Thanks
    ColdIron
    • #5
    • 10th Oct 16, 12:44 PM
    • #5
    • 10th Oct 16, 12:44 PM
    HL are good but amongst the most expensive particularly for larger sums as a percentage see provider and not a flat fee platform the OP was looking for
    • Third Age
    • By Third Age 10th Oct 16, 1:44 PM
    • 14 Posts
    • 0 Thanks
    Third Age
    • #6
    • 10th Oct 16, 1:44 PM
    • #6
    • 10th Oct 16, 1:44 PM
    Yes - it most definitely needs to be a flat rate fee.
    • Linton
    • By Linton 10th Oct 16, 3:03 PM
    • 6,957 Posts
    • 6,549 Thanks
    Linton
    • #7
    • 10th Oct 16, 3:03 PM
    • #7
    • 10th Oct 16, 3:03 PM
    iii appear to have all of what you want. Note that the Vanguard ETF is treated as a share under the name Vanguard Funds PLC Vanguard...etc. All your wants seem to be pretty mainstream and so I would be surprised if major platforms didnt support them. I have found in the past that platforms may be willing to add missing funds to their supported list on request.
    • coyrls
    • By coyrls 10th Oct 16, 3:05 PM
    • 598 Posts
    • 550 Thanks
    coyrls
    • #8
    • 10th Oct 16, 3:05 PM
    • #8
    • 10th Oct 16, 3:05 PM
    Thanks for the suggestion. I am so used to computers that I hadn't thought of that!

    The results are not good. iWeb can sort of manage two but the others cannot.

    Which low cost platforms carry the widest range of funds?
    Originally posted by Third Age
    Alliance Trust Savings are fixed price and do all three but for the L&G fund, it is not the C class that your ISIN no. refers to but the I class (C class OC: 0.08%, I class OC: 0.13%) but I've checked AJ Bell and they also only offer the I class not the C class, so I don't know what consumer platform would offer the C class, as the initial investment requirement is £100M.

    For ATS research, use their Investment Research page, http://www.alliancetrustsavings.co.uk/investing-hub/investment-research/ not their fund list.
    • Linton
    • By Linton 10th Oct 16, 3:27 PM
    • 6,957 Posts
    • 6,549 Thanks
    Linton
    • #9
    • 10th Oct 16, 3:27 PM
    • #9
    • 10th Oct 16, 3:27 PM
    ''''it is not the C class that your ISIN no. refers to but the I class (C class OC: 0.08%, I class OC: 0.13%) but I've checked AJ Bell and they also only offer the I class not the C class, so I don't know what consumer platform would offer the C class, as the initial investment requirement is £100M.

    ....
    Originally posted by coyrls
    Good point on the C class - iii only have the I Class as well. The initial investment shouldnt be an issue as I think it only applies if you buy the fund directly from the manager. Lots of commonly held funds have high initial investments.
    • coyrls
    • By coyrls 10th Oct 16, 3:36 PM
    • 598 Posts
    • 550 Thanks
    coyrls
    Good point on the C class - iii only have the I Class as well. The initial investment shouldnt be an issue as I think it only applies if you buy the fund directly from the manager. Lots of commonly held funds have high initial investments.
    Originally posted by Linton
    I understand that the initial investment doesn't apply to the platforms' end users but it does indicate the type of volume that the fund manger would expect before doing a deal with a platform for a particular class. I don't think many/any consumer platform could offer the prospect of £100M in one fund.
    • Third Age
    • By Third Age 10th Oct 16, 4:54 PM
    • 14 Posts
    • 0 Thanks
    Third Age
    Thanks for that - £100m+ is ever so slightly more than I was going to put in the fund.

    I will look at Alliance Trust Savings.
    • SabNys
    • By SabNys 10th Oct 16, 6:50 PM
    • 29 Posts
    • 2 Thanks
    SabNys
    iii appear to have all of what you want.
    Originally posted by Linton
    As a newbie here, I hope I'm not hijacking this thread. But I had a look on iii, and I could only find:

    - HSBC FTSE All World Index C Acc
    - HSBC FTSE All World Index C Inc

    I would be grateful if you could tell me how you found the other two. It would help me on the iii site.

    In my first attempt to find the Vanguard fund, I typed in the complete string and got zero results. Eventually, I narrowed down to "Vanguard FTSE", and found the following 8 results:

    Vanguard FTSE U.K. All Share Index A Inc GBP 5031.88 15.6 14.2 23.6 66.2 3.64 0.00 Discuss
    Vanguard FTSE Developed Europe ex UK Equity Index Acc 967.11 18.4 21.0 29.4 82.2 2.45 0.00 Discuss
    Vanguard FTSE Developed World ex UK Equity Index Acc 2507.51 21.4 31.7 55.6 116.7 1.66 0.00 Discuss
    Vanguard FTSE UK Equity Income Index Inc 887.03 12.0 8.5 18.2 60.7 4.64 0.00 Discuss
    Vanguard FTSE Developed Europe ex UK Equity Index Inc 967.11 18.4 21.0 29.4 82.2 2.51 0.00 Discuss
    Vanguard FTSE U.K. All Share Index A Acc GBP 5031.88 15.6 14.2 23.5 66.2 3.50 0.00 Discuss
    Vanguard FTSE UK Equity Income Index Acc 887.03 12.0 8.5 18.2 60.7 4.48 0.00 Discuss
    Vanguard FTSE Developed World ex UK Equity Index Inc 2507.51 21.4 31.7 55.7 116.7 1.69 0.00 Discuss
    • coyrls
    • By coyrls 10th Oct 16, 7:22 PM
    • 598 Posts
    • 550 Thanks
    coyrls
    As a newbie here, I hope I'm not hijacking this thread. But I had a look on iii, and I could only find:

    - HSBC FTSE All World Index C Acc
    - HSBC FTSE All World Index C Inc

    I would be grateful if you could tell me how you found the other two. It would help me on the iii site.

    In my first attempt to find the Vanguard fund, I typed in the complete string and got zero results. Eventually, I narrowed down to "Vanguard FTSE", and found the following 8 results:

    Vanguard FTSE U.K. All Share Index A Inc GBP 5031.88 15.6 14.2 23.6 66.2 3.64 0.00 Discuss
    Vanguard FTSE Developed Europe ex UK Equity Index Acc 967.11 18.4 21.0 29.4 82.2 2.45 0.00 Discuss
    Vanguard FTSE Developed World ex UK Equity Index Acc 2507.51 21.4 31.7 55.6 116.7 1.66 0.00 Discuss
    Vanguard FTSE UK Equity Income Index Inc 887.03 12.0 8.5 18.2 60.7 4.64 0.00 Discuss
    Vanguard FTSE Developed Europe ex UK Equity Index Inc 967.11 18.4 21.0 29.4 82.2 2.51 0.00 Discuss
    Vanguard FTSE U.K. All Share Index A Acc GBP 5031.88 15.6 14.2 23.5 66.2 3.50 0.00 Discuss
    Vanguard FTSE UK Equity Income Index Acc 887.03 12.0 8.5 18.2 60.7 4.48 0.00 Discuss
    Vanguard FTSE Developed World ex UK Equity Index Inc 2507.51 21.4 31.7 55.7 116.7 1.69 0.00 Discuss
    Originally posted by SabNys
    Vanguard FTSE All World UCITS ETF ISIN: IE00B3RBWM25 is not a fund, it is an ETF and so you won't find it on the iii fund pages. Go to http://www.iii.co.uk/shares and put IE00B3RBWM25 in the "search for shares, ETFs and investment trusts:" box.
    • SabNys
    • By SabNys 10th Oct 16, 7:32 PM
    • 29 Posts
    • 2 Thanks
    SabNys
    Vanguard FTSE All World UCITS ETF ISIN: IE00B3RBWM25 is not a fund, it is an ETF and so you won't find it on the iii fund pages. Go to <link> and put IE00B3RBWM25 in the "search for shares, ETFs and investment trusts:" box.
    Originally posted by coyrls
    That worked fine. Thanks.
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