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As an investor in unit trusts and other open-ended funds, you may benefit by ensuring you are up-to-date with financial developments and new ideas for your portfolio. Our ‘FundInsight’ email aims to provide you with a timely and convenient source of information and expert opinion. This email is sent to your inbox fortnightly and will typically include 3 – 4 articles based on the below content. In order to sign up, please enter your name and email address in the box to the right, 'Fund Insight Email Newsletter'.
News from the City
The financial crisis of the past 2 years has made it clear how important it is to keep a close eye on changes in the markets. This article will provide you with a summary of key movements in London’s stockmarket indices, updates on the economic recession and the views of our Investment Research team for unit trust investors.
Fund Ideas and new launches
Clients frequently ask us for ideas and suggestions on unit trust portfolios, and especially during times of economic uncertainty. Here we offer you a focused update on sectors and areas of investment which may interest some investors, and our views on the most promising funds in these areas. We also provide coverage of launches of new funds which we believe that, for certain investor objectives, could offer a promising investment.
Feature articles
This article typically offers expert opinion and commentary on a topical financial subject. This may include new government legislation for ISA wrappers, pension and retirement issues, comment on life company investment products, how the insolvency of a product provider may affect investors, and how Chartwell Direct can help you.
'Guest' articles from the Chartwell Group
The Chartwell Group aims to offer a holistic approach to financial services encompassing a range of solutions and products for individuals and businesses. Periodically, we will keep you informed of our other services, including mortgage and equity release advice, general insurance offers, our private healthcare business and full financial planning service.