Documents

If you would like to invest in one of our funds please download and carefully read the relevant Simplified Prospectus and Execution Only Pack before downloading and completing an Application Form. Please send the completed Application Form and signed Execution Only statement to: The Investor Centre, Minerva House, Lower Bristol Road, Bath, BA2 9ER. Please note, you only need to complete an Execution Only Pack if you have not received advice and if you are making your own investment decision.  For further information please see our Contact Us page.

 Balanced Income Fund Fact Sheet

 Cautious Growth Fund Fact Sheet

 Strategic Growth Fund Fact Sheet

 Simplified Prospectus

 Application Form - Direct investment

 Application Form - ISA

 Application Form - ISA Transfer

 Execution Only Pack

Do you need advice?

If you feel you would benefit from having some professional financial advice before investing in one of our funds, please contact Chartwell Private Client who will be able to assist you.

Email: advice@chartwell.co.uk
Telephone: 01225 448732