Chartwell Group Limited

 
 Chartwell Direct Model Portfolios

North America

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

27

 Allianz RCM US Equity

 4

 0

View Fund Factsheet 

 57

 Legal & General US Index R Trust

 0

 0

View Fund Factsheet 

 65

 Neptune US Opportunties A Fund

 5

 0

View Fund Factsheet 

 93

 Fidelity American A Fund

 3.5

 0.5

View Fund Factsheet  

 97

 M & G American A Fund

 4

 1

 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.