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01509 6709182019 saw the introduction of annual cost and charges information being sent to all investors.
Whilst the majority of investors knew how much they were paying their intermediary and platform, many were unaware of the fees taken by the actual fund managers.
Click a fund name for detailed fund information.
Fidelity Index Emerging Markets P
N/A
0%
March 2014
Acc
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Download KIIDThe fund is indexed to the MSCI Emerging Markets Index which captures large and mid-cap representation across emerging Market countries.
Discrete Annual Performance (to 30/06/2019)
5.1%
6.1%
28.8%
2.4%
1.5%
Fidelity Index UK P
N/A
0%
January 1996
Acc
This fund aims to achieve long term capital growth by closely matching the performance of the FTSE All-Share Index. The fund will hold the larger company shares that represent the benchmark index and hold a selection of smaller capitalised company shares to align the fund as closely as possible to the benchmark index.
Discrete Annual Performance (to 30/06/2019)
0.1%
8.6%
21.3%
(-0.7%)
3.1%
Fidelity Index World P
N/A
0%
December 2012
Acc
The fund is managed to track the performance of the MSCI World Index. While the fund is designed to replicate the characteristics of the index, it may not necessarily hold all the company shares that make up the index, or hold shares in exactly the same weightings as the index. The costs that the fund incurs mean that its returns may not match the combined performance of the shares included in the index.
Discrete Annual Performance (to 30/06/2019)
10.1%
9.5%
24.3%
11.9%
10.6%
HSBC Japan Index C
N/A
0%
January 1989
Acc
The Fund’s investment objective is to provide long term capital growth by matching the capital performance of the FTSE Japan Index by investing in companies that make up the index. Japan shares are currently trading on valuation levels lower than those in the United States.
Discrete Annual Performance (to 30/06/2019)
(-1.9%)
9.2%
25.2%
6.1%
18.3%
Legal & General Pacific Index I
N/A
0%
February 1997
Acc
The objective of this fund is to provide growth by tracking the performance of the FTSE World Asia Pacific ex Japan Index.
Discrete Annual Performance (to 30/06/2019)
6.7%
5.1%
28.7%
9.5%
0.4%
Vanguard FTSE UK Equity Income Index
N/A
0%
June 2009
Acc
The Fund seeks to track the FTSE U.K. Equity Income Index. The Fund employs an indexing investment strategy designed to achieve a result consistent with the replication of the index by investing in all, or a representative sample of, the securities that make up the index, holding each stock in approximate proportion to its weighting in the index.
Discrete Annual Performance (to 30/06/2019)
(-2.5%)
6.2%
14.5%
(-1.2%)
3.3%
In order to invest online into this portfolio or any of the funds described simply click on “Invest Now” above, or if you wish to invest via an application form these can be downloaded from our Downloads page.
NO INITIAL CHARGES on our recommendations.
A client investing a lump sum in the Star Managers’ Portfolio, via ISA Ltd, will pay no initial charge. Information correct as at 30th June 2019.
We can also offer no initial charge on over 1000 funds. Please see our Discounts page for a full list of funds available at no initial charge. Contact us by email or telephone if you need help finding a fund.
By investing in concentrated holding investors lose the opportunity for risk reduction which a diversified spread traditionally confers. Anyone who follows a narrow approach therefore is likely to be motivated primarily by a sense of adventure rather than the orthodox one of portfolio discipline.
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