FundInsight Articles
These articles aim to offer investors access to the latest investment and financial industry news, new fund launches and ideas for investment. In addition, these articles can be sent directly to your inbox fortnightly as part of our 'FundInsight' email bulletin. Please enter your details on the right if you wish to sign up.
James Davies, Our Investment Research Manager, offers his fortnightly look at recent developments in London's major stockmarkets and economic indicators.
16/10 - The 'PruFund Cautious Fund' - a safer home for savers and investors
With UK interest rates set to remain at record lows for the foreseeable future many of our investors are still looking for products that offer a decent return without taking excessive risk. Returns on deposit accounts continue to be poor and doubt about the long term future of the markets has increased investor’s appetite for greater predictability on their returns. The 'PruFund Cautious Fund' offers cautious investors steady and consistent returns.
16/10 - Mortgage Market Update
Our Mortgage Advisory business offer an update on tracker rates versus fixed rates for mortgage borrowers.
James Davies, Our Investment Research Manager, offers his fortnightly look at recent developments in London's major stockmarkets and economic indicators.
02/10 - Fund Manager Interview - Allianz RCM BRIC Stars
In this article Michael Kostantinov, manager of the Allianz RCM BRIC Stars fund, offers his views on the prospects for emerging markets and how he is positioning this fund.
18/09 - Fund Manager Interview - M&G RecoveryIn this article Tom Dobell, manager of the M&G Recovery fund, explains his views on investing in UK equities and how he managers the UK's oldest open-ended fund.
04/09 - Fund Manager Interview - Fidelity Special SituationsIn this article Sanjeev Shah, manager of the Fidelity Special Situations fund, explains his views on investing in UK equities and how he is positioning his fund at this time.
Some of our clients have historically invested in structured products through the specialist provider Key Data. As you may know, Key Data were put into administration by the Financial Services Authority (FSA) in June, and since this time the administrators, PricewaterhouseCoopers (PwC) have released periodic updates on the ramifications for investors. In this article we look at the latest situation.
21/08 - Fund Ideas - US EquitiesIn this article James Davies discusses investing in the US equity market and poses some questions to Felix Wintle, manager of the Neptune US Opportunties fund.
21/08 - Chartwell ISA Portfolios - ideas for your tax-efficient investing
As of early October the over 50’s will be able add a further £3,000 to the current £7,200 limit on stocks and shares ISA investing. Chartwell Direct offers 4 ‘ready wrap’ ISA Portfolios offering investors a collection of unit trusts and OEICs for varying investment objectives and styles. This article looks at how they have performed recently and the current opportunities available for investors.
07/08 - Fund Ideas - CommoditiesInvesting in commodities can be a bit of a rollercoaster ride. While probably not for the more cautious investor, there’s a good argument to be made for incorporating a bit of commodity exposure within your portfolio. James Davies offers an insight to commodity investing in this article and some fund options for interested investors.
07/08 - Enhance your monthly income at no additional cost to you
If you have stocks and shares ISAs or investment funds held outside of Chartwell Direct you are very likely to be missing out on an enhancement to your income which could be provided to you without changing your investments at all. We always share the ongoing commission we receive with our clients, and are the only investment broker to pay this ‘free rebate’ directly into your bank account every month.
24/07 - Still paying initial charges? Not if I can help it...Astute investors will know that avoiding unnecessary charges on their investments is crucial. At Chartwell, we believe we work harder than anyone else to ensure you are not paying unnecessary initial charges on your fund purchases. In this article, Peter McLean outlines our improved offers to our clients on the most popular investment funds, and the difference it can make to your investment.
24/07 - Fund Ideas - Equity Income
Getting income from your portfolio is not always easy. Interest rates go down, property looks less certain and other assets can seem confusing. In this article James Davies looks at dividend paying equity income funds and their merits for investors looking for both income and capital growth.