Free Guides
This section of our website is dedicated to free guides produced by Chartwell. To download a copy please click on the relevant link. Please note we have included these guides for information only as we believe they may benefit you but that only ISA, ISA/PEP transfers, Unit Trust and OEICs can be purchased and serviced through The Investor Centre.
Free Guides
Multi-Asset Guide To Investing
As an investor you may well be familiar with the asset dilemma. Should you invest into equities? If so, is UK or global exposure right for you? What about bonds or property? But there are risks here too. Can alternative assets and capital-protected structured products provide the answer?
For investors who recognise the growth potential of the stock market but are concerned about the potential risks associated with equity investment, Multi-Asset funds offer a real solution, providing exposure to the full range asset classes within a diversified investment strategy.
theinvestorcentre.com is delighted to announce that we have produced the 1st edition of our Multi-Asset Guide, which will cover a number of areas including:
- The asset dilemma?
- What is Multi-Asset investing?
- The range of Multi-asset funds available
James Davies; Investment Research Manager at theinvestorcentre.com highlights:
Up until recently "not putting all of your eggs in one basket" meant combining equities with bonds. If you wanted extra diversification, you may have included a little property in your portfolio. 'True' diversification or Multi-Asset investing was the preserve of the very wealthy. On the back of changes to the rules governing collective investments, however, the investment arena for the retail investor has changed in recent years.
There are now a host of funds available that purport to adopt a Multi-Asset approach. Our new Multi-Asset Guide sets out to separate the wheat from the chaff, by focusing only on those funds that embrace fully the investment philosophy of Multi-Asset - as opposed to those that see the concept as a marketing opportunity. The guide also sets out concisely what Multi-Asset is, why it‘s relevant and how it works".
Distribution Bond Guide
Chartwell Direct has produced the 10th edition of the popular 'Distribution Bond Guide'.
Over recent years, we have seen a huge increase in demand for Distribution Bonds - this demand has, it is believed, come from three main areas: 1) Income investors who have seen their income levels squeezed by falling bonus rates on With Profits Bonds; 2) Investors who want to maintain a similar asset allocation to that offered by a With Profit Bond but seek a potentially higher level of return; 3) Investors who are seeking an alternative to With Profits Bonds.
The Chartwell guide examines a number of topics including: What is a Distribution Bond? Underlying assets within Distribution Bonds and what should a private investor look for?
The guide provides information on the main Distribtuion Bonds available and also selects three bond providers that we feel meet the main criteria that investors may want to consider when investing in Distribution Bonds, namely: Range of assets, Charging structure and History and performance of the fund managers.