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Welcome to the Cavendish Online Fundsupermarket via Fidelity's Fundsnetwork

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, or OEIC portfolio.
  • The facility to manage your portfolio quickly and easily online.
  • 1100 funds from 60 investment companies available.
  • Access to Fidelity's market leading fund research, analysis and information and tools.

The primary benefit of using Cavendish Online for your ISAs and OEICs is our Renewal Commission Cashback Service. In summary, because you are a Cavendish Online customer, 100% of your renewal commission will be paid directly to you by Fidelity. Most ISAs and OEICs pay renewal commission of 0.5% of the value of the fund per annum, so rebating this can have significant benefits to you, the investor.

If you currently have your Fundsnetwork portfolio registered direct with Fidelity or via another broker you should calculate how much our service would benefit you each year. Examples of the benefits are on our Renewal Commission Summary page. All you need to do is Change the Agency to Cavendish Online to enter into our Renewal Commission Service. The fee is only £25.00 per account, (this is not the same as reregistration).

If you currently have your ISA or OEIC portfolio with various plan managers and want to ease the administration of your plans using the Fundsnetwork supermarket then you need to reregister via Cavendish Online. The fee for this is again only £25.00 to set up your Fundsnetwork account. Most plan managers do not charge for reregistrations, but you should check on the Fundsnetwork site first.

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 Fund Evaluator on the navigation bar on the left. These tools include:

Fund Evaluator - 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.

Fund Reports - Each fund is covered by in-depth factsheet reports, which analyse the fund, its portfolio and the approach of the fund manager. These combine quantitive and qualitative analysis.

Morningstar Portfolio X-ray - Once invested, you can use the Portfolio X-ray to analyse how your overall portfolio is positioned, even where you have invested with many different fund providers.

 

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