Chartwell Group Limited

 
 Chartwell Direct Model Portfolios

UK Equity Income

 Rank out of 100

Fund

Fund Manager initial charge (%)

Initial Charge after Chartwell Direct Discount(%)

Fund Factsheet*

1

Invesco Perpetual High Income

5

 0

View Fund Factsheet

 7

 Artemis Imcome

 5.25

 0

 View Fund Factsheet

 9

 Invesco Perpetual Income Fund

 5

 View Fund Factsheet

19

 Jupiter Income

 5

 0

 View Fund Factsheet

 15

 Newton Higher Income R Fund

4

 0

 View Fund Factsheet

 37

 LV= UK Equity Income R2 Fund

 4

 0

 View Fund Factsheet

 76

 Jupiter High Income

 5.25

 0

View Fund Factsheet 

 66

 Premier Income R Fund

 4.25

 0

 View Fund Factsheet

 78

 AXA Framlington UK Select Opportunities Fund

5.25

 0

  View Fund Factsheet

 80

 JOHCM UK Equity Income R Fund

 5

 0

 View Fund Factsheet

 82

 Neptune Income A Fund

 0

 View Fund Factsheet

 86

 Liontrust First Income Fund

 5

 0.51%

 View Fund Factsheet

 100

 Jupiter Monthly Income

 5.25

 0

 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.
 

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