Chartwell Fund Management
Chartwell Fund Management provides support to the Chartwell Private Client advisers in researching funds to form our panel of recommended investments. This is a continuous process, and covers the entire investment spectrum from cash-based to market-related products. Another primary focus is the formulation and delivery of our 'house view' which centres on a multi-asset approach to investing. Full details of our house view can be found in our Multi-Asset Guide and by reading the information below with regard to the IFDS Chartwell Open-Ended Investment Company (OEIC).About the IFDS Chartwell OEIC
It’s impossible to forecast which asset class will deliver the highest returns in the short, medium and long term. So in order to hedge your risk from over-reliance on a single asset class, you need a portfolio that gives you exposure to a basket of asset classes.
A multi-asset fund manager does it all for you. Fund managers use their experience and expertise – first, to choose the assets they believe will generate the best returns and, second, in order to minimise risk, decide how much of your money to invest in each asset class. Diversification is investments ‘golden rule’, and the IFDS Chartwell OEIC extends the traditional combination of equities and bonds to other assets which may include money market instruments, structured products, indirect investment in property, and alternative assets such as private equity and hedge funds.
Our experience shows that this diverse approach to investment provides investors with the optimum balance between risk and return.
The IFDS Chartwell Open-Ended Investment Company (OEIC) is structured as an umbrella company with the following sub-funds (the Funds):
- IFDS Chartwell Balanced Income Fund
- IFDS Chartwell Cautious Growth Fund
- IFDS Chartwell Strategic Growth Fund
Who are IFDS?
With effect from 1 June 2008 Chartwell Fund Management, who established the Company in August 2006, delegated the day-to-day operation of the Company to IFDS Managers Limited; part of the International Financial Data Services Group (“IFDS”). IFDS is the Authorised Corporate Director (ACD) and Administrator of the Company.
What are Chartwell’s responsibilities?
Chartwell Fund Management continues to be responsible for:
- Selecting the Investment Managers and setting the investment objectives and operational conditions of the Funds in conjunction with IFDS Managers;
- Monitoring the performance and regulatory compliance of the Investment Managers in conjunction with IFDS Managers; and
- The distribution and marketing of the Funds.
For more information about the Funds including fund factsheets and application forms, please click on the relevant fund name above.
Latest news
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The benchmark oil future contract closed below $130 a barrel, hitting its lowest level since 5 June, as oil prices fell for the third day in succession.
FX round-up: Wall Street surge revives dollar
A strong performance by Wall Street, blissful in its ignorance of the huge losses to be announced by Merrill Lynch after the market closed, bolstered the dollar on Thursday, although the greenback closed off its highest levels.
John Lewis says Clearance boosts sales
Unlisted department store chain John Lewis reversed a run of weak results by boosting sales by 5.9% last week in the second week of its big clearance.
Asia: Dull end to the week
Japanese stocks ended the week on a dull note, with the market index recording a decline on the week for the sixth week in succession, while shares in Hong Kong also turned south after a strong opening.
European open: Shares start mixed
European shares are mixed in early deals as banks fall following disappointing results from Merrill Lynch overnight.
