There is a vast selection of funds for investors to choose
from and when taking the step to invest. The Discount
Club provides a service for investors to greatly reduce
the costs of investing but it also spends time and money
researching funds to assist investors in making an informed
decision.
The funds below should not be taken as specific recommendations
but as our views on funds which we believe are worth investors
considering when looking to invest.
Fund
Investment
Type
Manager
Date
Started
Fund
Size £m
Volatility
Initial
Charge
TDC Initial
Saving
TDC Annual
Saving
UK EQUITY INCOME
BWD
UK Equity Inc Unit
UT
& ISA
Colin
Morton
01.01.95
132.72
4.42
4.50%
4%
0.50%
Credit
Suisse Income
UT
& ISA
Bill
Mott
01.03.00
727.32
5.61
5.25%
4%
0.50%
Jupiter
Income
ISA
Anthony
Nutt
01.05.00
1261.95
4.28
5%
4%
0.50%
Jupiter
Income
Unit
Trust
Anthony
Nutt
01.05.00
1261.95
4.28
5%
4%
No
Commission
UK OTHER BOND
Artemis
High Income
UT
& ISA
Adrian
Frost
01.12.01
161.34
1.65
5.25%
4%
0.50%
Henderson
Pref & Bond inc
UT
& ISA
John
Pattulo
20.10.97
394.05
1.08
4%
3%
0.50%
UK ALL COMPANIES
Fidelity
Special Sits acc
ISA
Anthony
Bolton
17.12.79
1854
5.31
3.25%
3%
0.50%
Fidelity
Special Sits acc
Unit
Trust
Anthony
Bolton
17.12.79
1854
5.31
5.25%
3%
No
Commission
Framlington
UK Select Opps acc
UT
& ISA
Nigel
Thomas
09.09.02
92.1
n/a
5%
4%
0.50%
Rathbone
Special Sits
UT
& ISA
Carl
Stick
01.02.02
19.69
5.09
5.50%
4%
0.50%
SPECIALIST
Jupiter
Financial Opps
ISA
Philip
Gibbs
13.05.97
181.57
6.09
5.25%
4%
0.50%
Jupiter
Financial Opps
Unit
Trust
Philip
Gibbs
13.05.97
181.57
6.09
5.25%
4%
No
Commission
Framlington
Health
ISA
Anthony
Milford
24.04.78
303.6
9.52
5.50%
4%
0.50%
Framlington
Health
Unit
Trust
Anthony
Milford
24.04.78
303.6
9.52
5.50%
4%
No
Commission
EUROPE EXCL UK
Fidelity
Europe
ISA
Graham
Clapp
01.01.03
1632
5.12
3.25%
3%
0.50%
Fidelity
Europe
Unit
Trust
Graham
Clapp
01.01.03
1632
5.12
5.25%
3%
No
Commission
Gartmore
European Select Opps
ISA
Roger
Guy
01.03.93
1188.43
5.45
5%
4.50%
0.50%
Gartmore
European Select Opps
Unit
Trust
Roger
Guy
01.03.93
1188.43
5.45
5%
4.50%
No
Commission
Jupiter
European
ISA
Alex
Darwall
01.01.01
618.53
4.53
5%
4%
0.5%
Jupiter
European
Unit
Trust
Alex
Darwall
01.01.01
618.53
4.53
5%
4%
No
Commission
All these funds are available via our fund supermarket
and further information on their performance and make
up can be obtained by clicking here.
All the funds can be purchased at substantial discounts
and if you would like to know what discounts we can arrange
for you please contact us on enquiries@the-discount-club.co.uk