List of funds available via Alliance Trust & other platforms?

itm2

I have my SIPP and ISA with Hargreaves Lansdown, and am looking at the potential cost savings of a full or partial move to another platform. My main problem is the relatively limited choice of funds available from other platforms. Most of my chosen investments are not available from Charles Stanley and Cavendish Online for example.
The other problem is obtaining a list of available funds from some platforms without actually signing up for an account with them. Does anyone know if there's a list of funds available from Alliance Trust and other platforms, or is it a question of emailing each provider to ask them?

JohnRo

I have to ask, which investments aren't available?

kidmugsy

http://www.alliancetrustsavings.co.uk/forms-documents/formal-documents/ATS13-164-Fund-Conversion-Free-Trade.pdf

and moreover

http://www.alliancetrustsavings.co.uk/forms-documents/formal-documents/ATS13-164_Fund_Conversion.pdf

and further

http://www.alliancetrustsavings.co.uk/investment-selector/investment-information/

noh

YouInvest (Sippdeal) here:-
http://www.youinvest.co.uk/Resources/Content/PDF/AJBYI_Clean_funds_reference_list.pdf

itm2

JohnRo wrote: »

I have to ask, which investments aren't available?

As an example, here are the ones that I couldn't find on the Charles Stanley site:
Cazenove Absolute UK Dynamic
Ruffer Total Return
Ruffer European
Old Mutual Global Equity Absolute Return
Invesco Perpetual Global Targeted Return
Majedie Tortoise (although HL don't currently have this listed either)

Many thanks for the Alliance Trust info. It seems that they have the Cazenove fund but not the others.

jimjames

JohnRo wrote: »

I have to ask, which investments aren't available?

Vanguard aren't via Cavendish for example. Nor are Lindsell Train, they may be a smaller more obscure house but I liked their manager's process and performance

pip895

I have just had a call from a helpful chap at Charles Stanley. I mentioned the fact that one of my funds Cazenove Absolute UK Dynamic wasn't available on his site. He looked it up and it is because it has soft closed.


Apparently you could transfer it over but you wouldn't be able to add to it and their system isn't set up for rebating trail commission so you would miss out on the (currently 0.1%) rebate given by HL. If a clean class version was made available at a later date though, you could transfer to that.


I also had it confirmed that transferring to clean class versions of a fund would NOT be a disposal for CGT purposes. :T

Lokolo

pip895 wrote: »

I have just had a call from a helpful chap at Charles Stanley. I mentioned the fact that one of my funds Cazenove Absolute UK Dynamic wasn't available on his site. He looked it up and it is because it has soft closed.


Apparently you could transfer it over but you wouldn't be able to add to it and their system isn't set up for rebating trail commission so you would miss out on the (currently 0.1%) rebate given by HL. If a clean class version was made available at a later date though, you could transfer to that.


I also had it confirmed that transferring to clean class versions of a fund would NOT be a disposal for CGT purposes. :T

Shame they still don't display it on their site. It should still show but say "Unavailable to Buy" citing a reason.

When I found a fund i want to buy wasn't on there, I emailed them and got a very generic response of "We are adding more funds all the time." whcih wasn't at all useful.