Chartwell Group Limited

 
 Chartwell Direct Model Portfolios

Mixed Asset

Rank out of 100 Fund
Fund Manager initial charge (%)
Charge after Chartwell Direct Discount (%)
Fund Factsheet*

 36

 Artemis Strategic Assets R Fund

 5

 0

 View Fund Factsheet

 54

 TRI Balanced Income

 5

 0

 View Fund Factsheet

 67

 M&G Managed Growth X Fund

 0

 0

 View Fund Factsheet

 79

 Neptune Balanced Fund

 5

 0

 View Fund Factsheet

 

The Chartwell Top 100 represents the most frequently bought funds through our brokerage over the past 3 years.  It is intended for investors who are confident making their own investment decisions and does not constitute a personal recommendation of any kind.  If you would like discuss wider investor services, including the option to receive professional financial advice, please contact our investment helpdesk on 0117 9170777.

*Fund factsheets are provided by Financial Express, and this link will direct you to their ‘trustnet’ website.  These links are made available for the convenience of investors who are looking for fund information.  Chartwell can not guarantee the accuracy of any content featured in external website.  Please contact us if you would like any further information or have any queries.
 

Copyright 2011 Chartwell Group Limited. All Rights Reserved.

Chartwell Investor Centre and Chartwell Direct Advice are trading styles of Chartwell Private Client Limited and are part of the asset management division of Close Brothers Group plc. Chartwell Private Client Limited
is registered in England and Wales and authorised and regulated by the Financial Services Authority. Registered number: 05464443. Registered office: 10 Crown Place, London EC2A 4FT.