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Chelverton Asset Management – ACDS Chelverton UK Equity Income Fund

Chelverton Asset Management

ACDS Chelverton UK Equity Income Fund

ACDS Chelverton UK Equity Income Fund

Type: Oeic

Aim: Income by investing in UK smaller companies

Minimum investment: Lump sum £1,000

Investment split: 100% in UK smaller companies

Isa link: Yes

Pep transfers: Yes

Charges: Initial 5%, annual 1.5%

Commission: Initial 3%, renewal 0.5%

Tel: 01225 4830300

Friends Provident International

FPIL Mellon Global Bond Fund

Type: Unit-linked fund

Aim: income and capital growth by investing globally in sovereign, government, agency, corporate, bank and asset backed debt, debt-related securities and derivatives

Minimum investment: Dependent on product wrapper

Investment split: 100% in sovereign, government, agency, corporate, bank and asset backed debt, debt-related securities and derivatives

Place of registration: Isle of Man

Charges: Initial up to 7% for wrapper product, annual 1.2%

Commission: Dependent on product wrapper

Tel: 01624 821212


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