The Chartwell Top 100 Funds
The Chartwell Top 100 simply reflects the most popular funds bought through our brokerage over the past 3 years. They have been categorised into 12 sectors for your convenience, and a full list of these funds is also available.
Alternatively, you can read an overview of the Top 10 of the Top 100 written by James Davies.
Absolute Return
These funds aim to offer investors a positive return, over a minimum of a 12 month period, in all market conditions. Typically, these funds invest in equities and equity-related ‘derivatives’ in the UK to attempt to achieve this objective.
Asia Pacific
These funds invest mainly in company stocks and shares within the developed Asian region, where the fund manager believes there are opportunities for capital growth and / or income generation over the long term.
Emerging Markets
These funds invest mainly in company stocks and shares within emerging economies around the world. The fund manager will seek to achieve the investment objectives of the fund, typically long term capital growth, by investing in markets such as Central and Southern America, Russia and emerging Asian economies.
Europe
These funds invest mainly in company stocks and shares within continental Europe where the fund manager believes there are opportunities for capital growth and / or income generation over the long term.
Fixed Interest
These funds typically invest mainly in company or government-backed debt, or corporate bonds and ‘gilts’ respectively. These funds derive an income from interest payments on these investments, which is variable and non-guaranteed, which can be withdrawn by the investor regularly or reinvested for enhanced capital growth.
Global Equity
Funds in this sector aim to offer investors exposure to equities across the globe to achieve capital growth and / or income generation. According to the fund manager’s views, the fund will diversify across company stocks and shares in developed nations such as the UK and the US, and emerging economies such as India or Russia
Mixed Asset
Whereas conventional ‘single asset’ funds typically invest in one main asset class, for example equities, fixed interest or property, Mixed Asset funds offer the investor the opportunity to diversify their investment across a range of asset types. Fund managers mostly will invest in UK equities, International equities, corporate or government-backed bonds, property and cash within a single fund. Further exposure to ‘alternative assets’ such as structured products, hedge funds or private equity may also be included in the asset breakdown.
North America
These funds invest mainly in company stocks and shares within the US where the fund manager believes there are opportunities for capital growth and / or income generation over the long term.
Property
These funds offer the investor exposure to the property market by typically investing in businesses which derive revenues or profits from property, or have a significant proportion of their assets in property investment. Some may also invest in Real Estate Investment Trusts (REITs) to gain exposure to the property market.
Specialist
Funds in this sector offer a more concentrated approach to investing. Whereas other funds may diversify across a number of regions, industries or asset types, specialist funds will focus on a specific investment opportunity in order to achieve the fund’s objective. Examples may include gold mining stocks, financial sector stocks or investment in Latin America. This focused approach typically results in the potential for more volatility, with higher potential reward for those willing to accept the risks.
UK Equity
These funds invest mainly in company stocks and shares within the UK where the fund manager believes there are opportunities for capital growth over the long term.
UK Equity Income
A popular sector for investors looking for long term capital growth and / or income, these funds invest in UK company shares which are believed to offer sustainable and appealing dividend growth. An investor has the choice of taking these dividends as an ongoing income or reinvesting them for enhanced capital growth.
The Top 100 rankings are correct as of July 2010 and should be viewed as a guide only. This information is intended for investors who are confident making their own investment decisions and does not constitute a personal recommendation of any kind. Please remember that the value of investments, or the income derived from them, can go down as well as up. If you would like to discuss our wider investor services, including the option to receive professional financial advice, please contact our Investment Helpdesk on 0117 9170777.