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IFDS Chartwell OEIC

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• 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.

TRI Investments Limited is proud to sponsor the IFDS Chartwell Open Ended Investment Company.

Multi Asset Fund Management

Our team of 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:

IFDS Chartwell Balanced Income Fund

The investment objective of the Fund is to provide a high level of growing income together with capital growth.

The Fund will achieve this by investing in a balanced diversified portfolio of UK and International equities, fixed interest securities including government and corporate bonds. Investments will also be made in regulated collective investment schemes, money market instruments and cash deposits to provide further diversification to the Fund in accordance with the Regulations.

IFDS Chartwell Cautious Fund

The investment objective of the Fund is to provide a combination of income and capital growth over the medium to long term.

The Fund will achieve this by investing in a diversified portfolio of assets including, but not limited to, transferable securities (including but not limited to shares in property companies), fixed interest securities, units or shares in collective investment schemes (including but not limited to regulated collective investment schemes whose investments include shares in property companies) and money market instruments.

The Fund’s investment in equities may also include some exposure to overseas markets, although the core focus will be in the UK market. The Investment Manager will invest the Fund on a cautious basis with the intention that the Fund will maintain a low risk and low volatility profile.

IFDS Chartwell Strategic Growth Fund

The investment objective of the Fund is to provide capital returns over the medium to long term.

The Fund will achieve this by investing in a diversified global portfolio of units in regulated collective investment schemes, and may also invest in transferable securities, government and public securities, money market instruments, deposits and warrants.

More information about the IFDS Chartwell OEIC