Press Release - ISA Portfolios 2009

Chartwell Direct offers expert, ongoing help to all investors with its suite of ISA Portfolios for 2009

 

Chartwell Direct, one of the UK’s leading investment brokers, has today announced its ISA portfolio range for 2009.

Each ISA contains 5 handpicked funds and comes with no initial charges, saving clients up to £349 in each portfolio compared to buying direct from the fund manager.  

ISA investors transferring to Chartwell from other providers will get the unique benefit of their own named Investment Account Manager.  This is combined with a unique reporting service for each ISA portfolio, and an ongoing commitment to monitor all selected funds.  

All portfolios have been selected to ensure maximum ‘diversity’ which is measured by a ‘concentration’ tool on an ongoing basis.  Investors looking to invest in the stockmarket in current market conditions should consider this as a way of reducing some risk without jeopardising performance potential.

Chartwell’s ISA portfolio options for 2009/10 are:

High Income Portfolio: 6.4% tax free p.a. income paid monthly with scope for some capital growth from a mix of gilts, corporate bonds and a very small exposure to Equity Income.  This ISA is an exceptional solution for those fed up of bank deposit rate cuts and minimal returns on cash ISAs. Beware of other offers in this space - the AMC on this Portfolio is only 1.1% and you are spread right across five high-quality but complementary managers.  Chartwell Direct has experienced high demand from existing clients requesting such a product since the turn of the year. 

 

Income and Growth: Many stockmarket analysts point to the high relative dividend income being paid by some larger, quality household name companies. With low returns on cash, and good scope for growth, investors can opt to reinvest income to maximise potential growth.

 

Growth:  Recent market turbulence has highlighted that not all growth funds are the same. Many have been exposed as having very large investments in a small number of companies. This ISA is a very well-structured portfolio of ‘growth’ managers with flair and experience in each region, it is also strongly diversified to minimise the risk of single equity, sector or country underperformance. 

 

Adventurous Growth:  A portfolio for those looking to the longer-term and seeking talented fund managers who can maximise growth from the opportunities they see in all world markets.  An exciting mix of countries and sectors. All fund managers have experience in the areas they are investing in.

Rob Hudson, Director at Chartwell, said:

“The 2009 ISA season could well be highly active as those who usually save into cash ISAs look elsewhere for income and decent returns on their money.  There could be a significant movement away from deposit because of the unusually low interest rates. Those considering this move should not chase the highest rates in the ISA market, but ensure that they are buying quality products at minimal cost. 

“Equally those who usually invest in a ‘Stocks and Shares’ ISA may see current markets offering good value following recent drops.  Again, it is important to buy quality, ensure you have some expert help and keep costs to a minimum.  Chartwell Direct has created this new range of Portfolios to suit all types of investor, and all our clients can be assured of excellence in ongoing service and help.  We believe we’re offering one of the best sets of ISA products available for private investors this year.”   

INVESTORS INTERESTED IN AN ISA FROM CHARTWELL SHOULD CALL 01225 823915 OR EMAIL direct@chartwell.co.uk

INVESTOR CASE STUDIES ON REQUEST. E.G. HIGH INCOME PORTFOLIO CASE STUDY OF OLDER CLIENT NEEDING SOME INCOME FROM A SENSIBLE INVESTMENT ISA AS CASH ISA RATES HAVE HIT THE FLOOR.  -  email ryan@rostrumpr.com