Funds in Focus
Having decided that an equity linked ISA, PEP or direct investment (such as a unit trust or OEIC) is right for you, the next decision is what fund or funds should I invest into?
There are literally thousands of funds available for UK investors. Thankfully, the internet makes searching for, and finding information on, most funds a lot easier today than it used to be. But it can still be difficult to choose a fund you like.
To help you, Chartwell has produced a list of funds to help you identify funds in each of the main fund sectors that you might like to consider. We’ve called this list 'Funds in Focus' and have selected funds for inclusion based on a combination of a quantitative screening process and qualitative selection process based on fund manager meetings.
The quantitative screen considers 3 year past performance and discrete 12 month performance for each of the last 2 years; whilst the qualitative research focuses on identifying investment processes.
Finally, we have divided our Funds in Focus into different sectors, to assist you in finding the type of fund you are looking for. These sectors are:
- UK Growth – UK equity funds that provide exposure to a broad range of UK equities
- UK Aggressive – UK equity funds including‘special situations’ funds or opportunistic exposure to small or mid-cap sectors
- UK Equity Income – UK equity funds that generate an income
- UK Bond – UK funds that invest principally into UK corporate or government bonds
- Europe – European equity funds
- North America – North American equity funds
- Global – Global equity funds
- Asia Pacific/Far East - Asia Pacific/Far East equity funds
- Specialist – Emerging market funds or funds that invest into a specific asset (i.e. property)
Download a PDF of the full list
Disclaimer
The funds covered represent only a very small proportion of the funds that you could potentially invest into. You should consider all of your investment options before making any decision to invest.