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Fund Favourites

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


 
 

 

 

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