Chartwell Group Limited

 
 Chartwell Direct Model Portfolios

Full Top 100 List

Below shows a full list of the Chartwell Top 100 with each fund's associated rank.  All funds are available through Chartwell Direct at a 0% initial charge unless otherwise stated. You are able to invest in these funds by logging in to your Cofunds account or by downloading an application form from our literature library.  Alternatively, please contact us on 0117 9170777  for more information.

James Davies Investment Research Manager at Chartwell gives his view on the Top 10 funds within the Top 100.  Read more.

The Top 100 rankings are correct as of July 2010 and should be viewed as a guide only.  This information is intended for investors who are confident making their own investment decisions and does not constitute a personal recommendation of any kind.  Please remember that the value of investments, or the income derived from them, can go down as well as up.  If you would like to discuss our wider investor services, including the option to receive professional financial advice, please contact our Investment Helpdesk on 0117 9170777.

This information is provided solely to assist you in making your own investment decisions and does not constitute an investment recommendation. Past performance is not a reliable indicator of future returns. Any views expressed do not constitiute invesment advice or research and are subject to change. Chartwell is providing general information about investments, markets and macroeconomic themes which do not constitute advice or a personal recommendation for which we would owe you a duty of suitability. If you need advice to determine whether an investment is suitable for you, you must consult a suitably qualified adviser.

Rank out of 100  Name of Fund Initial Charge where not 0

Top 10 movers over 12 mths (July 2009 - July 2010)

 
 1  Invesco Perpetual High Income Fund    non mover  
 2

 Invesco Perpetual Monthly Income Plus Fund

   up 1 place  
 3  First State Asia Pacific Leaders A Fund    up 12 places  
 4  Newton Global Higher Income R Fund    up 26 places  
 5  Aberdeen Emerging Markets A Fund    up 41 places  
 6  M&G Recovery A Fund    up 7 places  
 7  Artemis Income Fund    down 2 places  
 8  Schroder Income Maximiser A Fund    up 16 places  
 9  Invesco Perpetual Income Fund    down 7 places  
 10  M&G Global Basics A Fund    up 31 places  BACK TO TOP
 11  M&G Optimal Income A Fund      
 12  Jupiter Income Trust      
 13  HSBC FTSE All Share Index Retail Fund      
 14  Invesco Perpetual Latin American Fund      
 15

 Newton Higher Income R Fund

     
 16  Threadneedle High Yield Bond 1 Fund    
 17  JPM Natural Resources A Fund    
 18  Ignis Argonaut European Income A Fund    
 19  Fidelity Extra Income A Fund    
 20  Old Mutual Corporate Bond A Fund     BACK TO TOP
 21  Allianz RCM BRIC Stars A Fund    
 22  Fidelity South East Asia A Fund    
 23  Legal & General UK Index R Trust    
 24  Neptune UK Equity A Fund  3.00%  
 25  Jupiter Absolute REturn Fund    
 26  SL Inv Global Absolute Returns Strategy R Fund    
 27  Allianz RCM US Equity A Fund    
 28

 Cazenove European B Fund

 3.00%  
 29  M&G Corporate Bond A Fund    
 30  Fidelity Special Situations A Fund     BACK TO TOP
 31  Invesco Perpetual Corporate Bond Fund    
 32  Jupiter India Fund    
 33  First State Gbl Emerging Markets Leaders A Fund    
 34  Legal & General Dynamic Bond R Trust    
 35  Rathbone Global Opportunities fund    
 36  Artemis Strategic Assets R Fund    
 37  LV= UK Equity Income R2 Fund    
 38  BlackRock Gold & General A Fund    
 39  First State Global Resources A Fund    
 40  Neptune Global Equity A Fund     BACK TO TOP
 41  Ignis HEXAM Global Emerging Markets A Fund      
 42  Jupiter Financial Opportunities Fund      
 43  Threadneedle Latin America 1 Fund      
 44  Artemis UK Special Situations Fund      
 45  Gartmore European Selected Opps R Fund      
 46

 Fidelity Global Special Situations A Fund

 0.50%    
 47  LV= European Ex UK Growth R2 Fund      
 48  Jupiter China Fund      
 49  Cazenove UK Corporate Bond B Fund      
 50  F&C FTSE All Share Tracker 1 Fund       BACK TO TOP
 51  Clerical Medical UK Property 1 Fund      
 52  Fidelity European A Fund      
 53  Jupiter European Fund      
 54  Tri Balanced Income B Fund      
 55  Jupiter High Income Fund      
 56  Neptune Russia & Greater Russia A Fund      
 57  Legal & General US Index R Trust      
 58  Invesco Perpetual European Equity Fund      
 59  Artemis High Income Fund      
 60  Aberdeen Asia Pacific A Fund       BACK TO TOP
 61  First State Greater China Growth A Fund      
 62

 Artemis UK Smaller Companies Fund

     
 63  AEGON High Yield Bond A Fund      
 64  BlackRock UK Absolute Alpha P Fund      
 65  Neptune US Opportunities A Fund      
 66  Premier Income R Fund      
 67  M&G Manager Growth X Fund      
 68  M&G Strategic Corporate Bond A Fund      
 69  Gartmore China Opportunities R Fund      
 70  Templeton Global Emerging Markets A Fund  1.00%     BACK TO TOP
 71  Jupiter Emerging European Opportunities fund      
 72  Aberdeen UK Equity A Fund      
 73  Marlborough Special Situations Fund      
 74  M&G High Yield Corporate Bond X Fund      
 75  First State Indian Subcontinent A Fund      
 76  Baillie Gifford Emerging Mrks Growth A Fund      
 77  Invesco Perpetual UK Growth Fund      
 78  AXA Framlington UK Select Opportunities Fund      
 79  Neptune Balanced Fund      
 80  JOHCM UK Equity Income R Fund       BACK TO TOP
 81  Henderson European Growth A Fund      
 82  Neptune Income A Fund      
 83  Artemis Capital Fund      
 84  Newton Asian Income Fund      
 85  Fidelity Funds Emerging Markets A Fund GBP      
 86  Liontrust First Income Fund  0.51%    
 87  BlackRock Continental European A Fund      
 88  JPM New Europe A Fund      
 89  Jupiter UK Growth Fund      
 90  Close Special Situations Fund  1.76%     BACK TO TOP
 91  Henderson Asia Pacific Capital Growth A Fund      
 92  Invesco Perpetual Pacific Fund      
 93  Fidelity American A Fund  0.5%    
 94  Invesco Perpetual Hong Kong & China Fund      
 95  Henderson Global Technology A Fund      
 96  Neptune European Opportunities A Fund      
 97  M&G American A Fund  1.00%    
 98  Allianz PIMCO Gilt Yield A Fund      
 99  BlackRock Emerging Markets A Fund      
 100  Jupiter Monthly Income      

 BACK TO THE TOP

To learn more about any of these funds or to speak to the investment helpdesk about your specific requirements please call 0117 9170777 or email enquiries@chartwell.co.uk  

 

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