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
US close: Financial woes hit confidence
Wall Street fell Monday, as credit market woes returned to fore, oil prices experienced volatility and the dollar weakened.
Commodities: Crude higher after volatile session
Oil prices experienced a volatile session Monday with US light crude oil for October delivery settling up 52 cents at $115.11 per barrel on the New York Mercantile Exchange.
FX round-up: Dollar mixed as oil fluctuates
The dollar rose against the euro and fell against the yen Monday in a lacklustre day, as crude oil prices struggled to find a direction while a dismal session on Wall Street kept a lid on market activity.
Asia: Wall St gloom spills into Asia
Credit market woes on Wall Street spread into Japanese trading Tuesday, with financials such as Mitsubishi UFJ Financial weighing heavily on the Nikkei.
BoE's Bean issues slowdown warning
There's still a "long way to go" before we see the end of the current economic crisis, warns Bank of England Deputy Governor Charles Bean.
