Fund Shortlist
| Fund Type | Fund Name | Initial Charge 1 |
Discount 2 | Saving 3 | Estimated Income pa 3 |
|
|---|---|---|---|---|---|---|
| Corporate Bond | Fidelity Sterling Bond | 3.50% | 3.00% | £216 | 5.54% |  Invest Now » |
| Invesco Perpetual Corporate Bond | 3.00% | 3.00% | £216 | 4.91% | Invest Now » |
|
| Other Bond | Aegon Global Bond | 3.50% | 3.00% | £216 | 5.21% | Invest Now » |
Artemis Strategic Bond | 5.25% | 5.00% | £360 | 6.50% | Invest Now » |
| F&C Strategic Bond | 5.00% | 4.50% | £324 | 5.18% | Invest Now » |
|
| Henderson Strategic Bond | 4.00% | 3.50% | £252 | 5.91% 4 | Invest Now » |
|
| UK Equity Income | F&C UK Growth & Income | 5.00% | 4.50% | £324 | 2.97% | Invest Now » |
| Invesco Perpetual Income | 3.00% | 3.00% | £216 | 3.50% | Invest Now » |
|
| Jupiter Income | 5.00% | 5.00% | £324 6 | 3.11% | Invest Now » |
|
| Neptune Income | 5.00% | 4.75% | £342 | 3.68% | Invest Now » |
|
| PSigma Income | 5.25% | 5.00% | £360 | 3.50% | Invest Now » |
|
| Standard Life UK Equity High Income | 4.00% | 3.50% | £252 | 3.70% | Invest Now » |
|
| UK Core | Blackrock UK Fund | 3.00% | 3.00% 6 | £216 | 0.65% | Invest Now » |
| Standard Life UK Equity Growth | 4.00% | 3.00% | £216 | 0.66% | Invest Now » |
|
| UK Satellite | Rensburg UK Managers Focus | 5.25% | 5.25% | £378 | 1.20% | Invest Now » |
| Schroder UK Alpha Plus | 3.00% | 3.00% | £216 | 1.12% | Invest Now » |
|
| AEGON UK Opportunities | 3.00% | 3.00% 6 | £288 | 0.39% | Invest Now » |
|
| M&G Recovery | 3.00% | 3.00% 7 | £216 | 0.83% | Invest Now » |
|
| UK Smaller | M&G Smaller Companies | 4.00% | 3.00% | £216 | 0.18% | Invest Now » |
| Standard Life UK Smaller Companies | 4.00% | 4.00% | £288 | 0.11% | Invest Now » |
|
| Active Managed | Jupiter Global Managed | 5.25% | 5.25% 6 | £378 | 0.00% | Invest Now » |
| Newton Global Higher Income | 3.00% | 3.00% 6 | £216 | 3.66% | Invest Now » |
|
| New Star Active Portfolio 5 | 5.00% | 4.75% | £342 | 0.00% | Invest Now » |
|
| T. Bailey Growth 5 | 5.00% | 5.00% | £360 | 0.00% | Invest Now » |
|
| Cautious Managed | CF Midas Balanced Income | 3.50% | 3.00% | £216 | 5.20% | Invest Now » |
| JPM Cautious Total Return | 4.25% | 4.25% 6 | £306 | 4.21% | Invest Now » |
|
| Jupiter Merlin Income Portfolio 5 | 5.25% | 5.25% 6 | £378 | 3.63% | Invest Now » |
|
| T. Bailey Cautious Managed 5 | 5.00% | 5.00% | £360 | 2.80% | Invest Now » |
|
| North America | M&G American | 4.00% | 3.00% | £216 | 0.00% | Invest Now » |
| Threadneedle American Select | 3.75% | 3.00% | £216 | 0.00% | Invest Now » |
|
| Europe | Neptune European Opportunities | 5.00% | 4.75% | £342 | 0.80% | Invest Now » |
| JPM Europe | 3.50% | 3.00% | £216 | 0.44% | Invest Now » |
|
| Ignis Argonaut Euro Income | 5.25% | 4.75% | £342 | 4.40% | Invest Now » |
|
| Japan | Fidelity Japan | 3.50% | 3.00% | £216 | 0.00% | Invest Now » |
| Jupiter Japan Income | 5.25% | 5.25% 6 | £342 | 1.27% | Invest Now » |
|
| Old Mutual Japanese Select | 4.00% | 3.50% | £252 | 0.00% | Invest Now » |
|
| Far East (excluding Japan) |
Fidelity South East Asia | 3.50% | 3.00% | £216 | 0.17% | Invest Now » |
| Newton Asian Income | 3.00% | 3.00% 6 | £216 | 3.90% | Invest Now » |
|
| Ignis Pacific Growth | 5.25% | 4.75% | £342 | 0.00% | Invest Now » |
|
| Global Emerging Markets | AXA Framlington Emerging Markets | 5.25% | 4.75% | £342 | 0.00% | Invest Now » |
| Martin Currie Emerging Markets | 5.00% | 4.50% | £324 | 0.00% | Invest Now » |
|
| Property (Equity Funds) |
First State Global Securities | 3.00% | 3.00% | £216 | 2.82% | Invest Now » |
| Schroder Global Property Securities | 3.00% | 3.00% | £216 | 0.58% | Invest Now » |
|
| Ethical (Equity Funds) |
F&C Stewardship Income | 5.00% | 4.50% | £324 | 3.32% | Invest Now » |
| Jupiter Ecology | 5.00% | 5.00% | £360 | 0.16% | Invest Now » |
|
| Standard Life UK Ethical | 4.00% | 3.25% | £234 | 0.91% | Invest Now » |
|
| Ethical (Corporate Bond Funds) |
Norwich Union SF Corporate Bond | 4.00% | 3.50% | £252 | 5.83% | Invest Now » |
| Standard Life Ethical Corporate Bond | 4.00% | 3.00% | £216 | 4.61% | Invest Now » |
All income figures are estimates and not guaranteed, the actual income produced could be lower.
Notes
- Normal ISA initial charge.
- Discounts are based on those investments through the Fund Supermarket.
- Saving through Torquil Clark Investments, based on £7,200 lump sum invested in an equity ISA.
- For Corporate Bond, Other Bond and Property funds it is important to know where the Annual Management charge is deducted from, whether capital or income. These funds deduct it from capital, so increasing the chance of a reduction in the capital value if income is distributed.
- Fund is run on a multi-manager basis and therefore carries higher charges.
- 0% initial charge until 31st December 2008.
- 0% initial charge until 30th April 2009.
Details correct as at 08/12/2008
Find out how we choose funds for our shortlist.
In deciding which funds are included in our shortlist we have used a variety of research tools including, but not limited to, Standard & Poor's, Morningstar and CTP/Exchange. The funds included are for your consideration and are not recommendations.
Torquil Clark Limited can take no responsibility for investment decisions you may take as a result of the Torquil Clark Shortlist as funds listed do not take into account your specific circumstances, and you should satisfy yourself as to their merits and suitability for you. If in doubt, you should take advice. These details do not constitute a recommendation and will not be suitable for everyone. Suitability will depend upon your own circumstances, objectives and attitude to risk.