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BUY LIST - Unit Trusts/OEICs, ISA & PEP Transfers

This buy list covers investments in Unit Trust/OEIC/ISA and PEP Transfers.

WARNING - If you are a GROUP client with investment restrictions (such as PwC), please make sure you log in to access your own private lists.

What are your recommended funds?

We have a number of investment recommendations in certain areas of the market. They are summarised as below:-

Managed Funds
Fund Name Initial Charge Our Discount Net Cost Annual Mgmt. Fee Buy Note Forms Apply Online
Fidelity Wealthbuilder Fund 3.50% 3.25% 0.25% 1.40% View Buynote
View Buynote
Invesco Perpetual Distribution Fund 5.00% 5.00% 0.00% 1.38% View Buynote
View Buynote
Invesco Perpetual Managed Growth Fund 5.00% 5.00% 0.00% 1.50% View Buynote
View Buynote
Invesco Perpetual Managed Income Fund 5.00% 5.00% 0.00% 1.50% View Buynote
View Buynote
Newton Managed Fund 4.00% 4.00% 0.00% 1.50% View Buynote
View Buynote
Threadneedle Global Equity & Bond 3.75% 3.25% 0.50% 0.25% View Buynote
View Buynote


UK Equity Funds
Fund Name Initial Charge Our Discount Net Cost Annual Mgmt. Fee Buy Note Forms Apply Online
Artemis UK Smaller Companies 5.00% 5.00% 0.00% 1.50% View Buynote
View Buynote
Artemis Special Situations 5.25% 5.25% 0.00% 1.50% View Buynote
View Buynote
Black Rock UK Dynamic Fund 5.00% 5.00% 0.00% 1.50% View Buynote
View Buynote
HSBC FTSE All Share Index 0.00% 0.00% 0.00% 0.25% View Buynote
View Buynote
Invesco Perpetual Income Fund 5.00% 5.00% 0.00% 1.50% View Buynote
View Buynote
Invesco Perpetual Income & Growth Fund 5.00% 5.00% 0.00% 1.50% View Buynote
View Buynote
Schroder Income Fund 5.25% 5.25% 0.00% 1.50% View Buynote
View Buynote


US Equity Funds
Fund Name Initial Charge Our Discount Net Cost Annual Mgmt. Fee Buy Note Forms Apply Online
HSBC American Index Fund 0.00% 0.00% 0.00% 0.25% View Buynote
View Buynote
M&G American Fund 4.00% 4.00% 0.00% 1.50% View Buynote
View Buynote


European Equity Funds
Fund Name Initial Charge Our Discount Net Cost Annual Mgmt. Fee Buy Note Forms Apply Online
HSBC European Index Fund 0.00% 0.00% 0.00% 0.25% View Buynote
View Buynote
Jupiter European Fund 5.00% 5.00% 0.00% 1.50% View Buynote
View Buynote
Henderson European Growth Fund 5.25% 5.25% 0.00% 1.50% View Buynote
View Buynote


Far East/Japanese Equity Funds
Fund Name Initial Charge Our Discount Net Cost Annual Mgmt. Fee Buy Note Forms Apply Online
First State Greater China Growth 4.00% 4.00% 0.00% 1.75% View Buynote
View Buynote
HSBC Japan Index Fund 0.00% 0.00% 0.00% 0.25% View Buynote
View Buynote
HSBC Pacific Index Fund 0.00% 0.00% 0.00% 0.25% View Buynote
View Buynote
Newton Oriental Fund 4.00% 4.00% 0.00% 1.50% View Buynote
View Buynote
GLG Japan Core Alpha Fund 5.25% 5.00% 0.25% 1.50% View Buynote
View Buynote


Fixed Interest Funds
Fund Name Initial Charge Our Discount Net Cost Annual Mgmt. Fee Buy Note Forms Apply Online
AEGON High Yield Bond 4.50% 4.50% 0.00% 1.00% View Buynote
View Buynote
Invesco Perpetual Corporate Bond 5.00% 5.00% 0.00% 1.00% View Buynote
View Buynote
M&G Corporate Bond 3.00% 3.00% 0.00% 1.00% View Buynote
View Buynote
Newton International Bond Fund 4.00% 4.00% 0.00% 1.00% View Buynote
View Buynote


Property Funds
Fund Name Initial Charge Our Discount Net Cost Annual Mgmt. Fee Buy Note Forms Apply Online
Schroder Global Property Fund 5.25% 4.75% 0.50% 1.50% View Buynote
View Buynote
SWIP Property 5.00% 5.00% 0.00% 1.35% View Buynote
View Buynote


Specialist Funds
Fund Name Initial Charge Our Discount Net Cost Annual Mgmt. Fee Buy Note Forms Apply Online
JPMorgan Emerging Markets Fund 4.25% 4.25% 0.00% 1.50% View Buynote
View Buynote
JPMorgan Natural Resources 4.25% 4.25% 0.00% 1.50% View Buynote
View Buynote


Global Funds
Fund Name Initial Charge Our Discount Net Cost Annual Mgmt. Fee Buy Note Forms Apply Online
M&G Global Basics 4.00% 4.00% 0.00% 1.50% View Buynote
View Buynote


 

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