New fund launches
Our research analysts regularly scour the market for new investment opportunities, some of which are included in our Wealth 150 list of preferred funds for new investment, whilst with others we simply negotiate the best terms for you to invest. On many funds we can offer initial savings of up to 5.5% and annual loyalty bonuses of up to 0.5%. Here we display new and recent launches we can offer through the Vantage Service.
Cazenove UK Absolute Target (Class P1)
The Cazenove UK Absolute Target Fund is a powerful tool for investors looking to build a balanced portfolio aiming to weather the worst of any market storms. This new ‘absolute return’ fund aims to deliver a positive return in all market conditions; when the market rises and when it falls.
Most managers are able to generate returns in a rising market but it requires a whole different set of skills to profit from a falling market. Tim Russell is an expert in this area. He has managed a similar fund for Cazenove for many years with excellent results, but this fund is only available to institutional investors. With the launch of the UK Absolute Target Fund the public now have access to his talent in this area.
Please view our fund factsheet for more information on this fund.
- Initial Charge
- 5.00%
- Initial Saving
- 5.00%
- Annual Charge
- 1.25%
- Annual Saving
- 0.10%
Please see the fund key features for more on charges and risks.
M&G Pan-European Dividend (Class A)
Hargreaves Lansdown research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. This fund does not fall into either of these categories at present.
Please view our fund factsheet for more information on this fund.
- Initial Charge
- 4.00%
- Initial Saving
- 4.00%
- Annual Charge
- 1.50%
- Annual Saving
- 0.10%
Please see the fund key features for more on charges and risks.
M&G Global Dividend (Class X)
This fund will launch on 18th July and will be managed by Stuart Rhodes, a member of M&G’s Global Equity team. He believes income strategies outperform over the longer term and looks at three main areas which could be the key drivers of performance. These include companies with undervalued business franchises, those undergoing internal change and those facing external change.
The fund will typically have between 50 to 70 holdings and Stuart Rhodes will adopt a buy and hold strategy, keeping the portfolio turnover low which in turn will minimise trading costs within the fund. While he looks for companies that can hopefully consistently grow their dividends, he will also look for businesses with capital discipline in the search for both income and capital growth, although an investment may fall as well as rise in value.
Please view our fund factsheet for more information on this fund.
- Initial Charge
- 0.00%
- Initial Saving
- 0.00%
- Annual Charge
- 1.50%
- Annual Saving
- 0.10%
Please see the fund key features for more on charges and risks.
New Star Indian Equity
New Star has taken a slightly different route to Indian fund management; they have subcontracted the fund to Tata Asset Management. The Tata Group is a huge conglomerate in India, with operations in 54 countries across six continents. It accounts for 3% of India’s production and 5% of exports. Tata Asset Management is one of the fastest growing asset companies in India, managing at present $7 billion for over 2 million investors. The group already manage a number of Indian funds for Indian nationals with an impressive track record.
Tata believe they have an investment edge through their sheer depth of research and investment focus within the Indian market. They look to invest in high growth companies which are benefiting from the rapidly developing Indian economy, but are mindful of valuations and will not pay over the odds for a company even if the prospects look good.
Please view our fund factsheet for more information on this fund.
- Initial Charge
- 5.00%
- Initial Saving
- 4.75%
- Annual Charge
- 1.50%
- Annual Saving
- 0.10%
Please see the fund key features for more on charges and risks.
Baillie Gifford Emerging Markets Bond
Hargreaves Lansdown research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. This fund does not fall into either of these categories at present.
Please view our fund factsheet for more information on this fund.
- Initial Charge
- 3.50%
- Initial Saving
- 3.50%
- Annual Charge
- 1.30%
- Annual Saving
- 0.00%
Please see the fund key features for more on charges and risks.
Skandia Alternative Investments Fund
Skandia Alternative Investments is a fund of funds that aims to provide investors with access to the long-term growth potential of a diversified group of ten alternative assets. The selections are esoteric and in some cases are not usually available to the general public.
Skandia describe the ten alternative asset classes in the fund as: Timber, Precious Metals, Water, Infrastructure, Commodities, Currency, Volatility, Fund of Hedge Funds replacement, Equity Market Neutral, and Global macro-economic allocation.
Please view our fund factsheet for more information on this fund.
- Initial Charge
- 5.00%
- Initial Saving
- 4.75%
- Annual Charge
- 1.50%
- Annual Saving
- 0.00%
Please see the fund key features for more on charges and risks.
Investec Africa & Middle East (Class P)
Africa and the Middle East are being touted as the next frontier markets to come to fruition as they show potential to grow at attractive rates versus other emerging markets. It is a region full of opportunity and while it would be wrong to rule out risks such as political and social unrest, it has nevertheless undergone reforms to liberalise its economies over the last decade.
Countries like Egypt, Morocco, Tunisia and Jordan benefit from large and young populations where increased productivity and higher incomes have led to improving standards of living and higher consumption. Other markets like UAE, Oman, Qatar, Bahrain and Kuwait are benefiting from soaring oil prices, strong currencies and major upgrades to their infrastructure.
Please view our fund factsheet for more information on this fund.
- Initial Charge
- 4.50%
- Initial Saving
- 4.50%
- Annual Charge
- 1.50%
- Annual Saving
- 0.10%
Please see the fund key features for more on charges and risks.
CF Blue Oar UK Mid Cap Unique Companies (A)
Hargreaves Lansdown research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. This fund does not fall into either of these categories at present.
Please view our fund factsheet for more information on this fund.
- Initial Charge
- 5.00%
- Initial Saving
- 4.00%
- Annual Charge
- 1.50%
- Annual Saving
- 0.00%
Please see the fund key features for more on charges and risks.
Jupiter Strategic Bond
It has been an interesting period for corporate bonds following the market volatility and an economic slowdown. Valuations and yields are looking extremely attractive in many areas of the bond market and we believe there is potential for solid long term returns from the sector.
With this in mind Jupiter is looking to capture the opportunities in the bond market using the expertise of Ariel Bezalel. He has over 10 years experience in bond markets and has co-managed the bond portion of the Jupiter Global Managed Fund and the Jupiter High Income Fund.
Please view our fund factsheet for more information on this fund.
- Initial Charge
- 4.00%
- Initial Saving
- 3.75%
- Annual Charge
- 1.25%
- Annual Saving
- 0.10%
Please see the fund key features for more on charges and risks.
Templeton Strategic Bond
In 2007, corporate bonds were unloved. Rising interest rates were making bonds unattractive in that environment and investor attention focused more on equities.
2008 has so far been a different story. Interest rates have been falling on the back of the credit crunch. Equities have also been volatile. Corporate bonds are now more attractively valued and offering solid growth prospects. Templeton is launching this fund to take advantage of the long term opportunities in the bond market.
Please view our fund factsheet for more information on this fund.
- Initial Charge
- 3.00%
- Initial Saving
- 3.00%
- Annual Charge
- 1.20%
- Annual Saving
- 0.00%
Please see the fund key features for more on charges and risks.
Templeton Global Total Return
This new launch looks to capture the fixed interest opportunities from around the world. It can therefore invest in bonds issued in many countries ranging from developed markets like the US and UK, to regions like the Middle East, Asia, emerging Europe and Japan.
Its aim is to deliver a long term total return from a combination of income, capital and currency gains. The fund can invest across the corporate bond spectrum, from the higher quality investment grade bonds down to the higher risk high yield bonds. Exposure to more emerging countries together with any high yield exposure could make the fund higher risk at times, but the manager will diversify across 200 to 300 holdings.
Please view our fund factsheet for more information on this fund.
- Initial Charge
- 3.00%
- Initial Saving
- 3.00%
- Annual Charge
- 1.20%
- Annual Saving
- 0.00%
Please see the fund key features for more on charges and risks.
Legg Mason Global Equity Income
We are seeing more companies around the world putting greater emphasis on dividends and dividend growth. The culture of dividends has traditionally been embedded in the UK market but this is now stretching further a field into global markets.
Legg Mason aims to capture these dividend growth opportunities through this fund with a targeted yield of around 4% at launch although this will be variable and not guaranteed.
Please view our fund factsheet for more information on this fund.
- Initial Charge
- 4.25%
- Initial Saving
- 4.25%
- Annual Charge
- 1.50%
- Annual Saving
- 0.10%
Please see the fund key features for more on charges and risks.
Legg Mason Global Multi-Strategy Bond
Although this fund carries the Legg Mason brand, the actual management will be done by its Western Asset subsidiary. They are the third largest fixed income investment house in the world, with more than $600 billion of assets under management. They are true bond specialists.
The lead managers will be Ian Edmonds, whose background is in European high yield bonds, and Mike Zelouf who specialises in emerging market bonds. These individuals are based in London and have the support of 30 other professionals in London and 172 globally. This is very much a team based approach and it’s worth noting that Western Asset has not lost a senior manager in the last 15 years.
Please view our fund factsheet for more information on this fund.
- Initial Charge
- 4.25%
- Initial Saving
- 4.25%
- Annual Charge
- 1.25%
- Annual Saving
- 0.00%
Please see the fund key features for more on charges and risks.
SVM Balanced Managed
Hargreaves Lansdown research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. This fund does not fall into either of these categories at present.
Please view our fund factsheet for more information on this fund.
- Initial Charge
- 5.25%
- Initial Saving
- 5.25%
- Annual Charge
- 1.40%
- Annual Saving
- 0.00%
Please see the fund key features for more on charges and risks.
SVM Cautious Managed
Hargreaves Lansdown research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. This fund does not fall into either of these categories at present.
Please view our fund factsheet for more information on this fund.
- Initial Charge
- 5.25%
- Initial Saving
- 5.25%
- Annual Charge
- 1.40%
- Annual Saving
- 0.00%
Please see the fund key features for more on charges and risks.
Baring China Growth
There is no shortage of information on China and its compelling growth opportunities. It is the fourth largest economy in the world with strong domestic demand paving the way for growth. Although a higher risk market, China’s infrastructure opportunities and economic reforms are also proving beneficial.
Barings has been managing money in this region for 25 years and up until now they have run an offshore fund. This new fund is onshore and makes use of the existing investment capability.
Please view our fund factsheet for more information on this fund.
- Initial Charge
- 5.00%
- Initial Saving
- 5.00%
- Annual Charge
- 1.50%
- Annual Saving
- 0.10%
Please see the fund key features for more on charges and risks.
Standard Life Inv Global Absolute Return Strategy
There seems to be an increasing appetite for absolute return funds which aim to offer investors positive returns over a specified time frame. This comes in light of the recent market volatility.
Standard Life Investments has launched a Global Absolute Return Strategies Fund with the aim to combine a variety of different asset classes in order to outperform cash (as measured by LIBOR – the London Inter Bank Offer Rate) by 5% gross over three years.
Please view our fund factsheet for more information on this fund.
- Initial Charge
- 4.00%
- Initial Saving
- 4.00%
- Annual Charge
- 1.50%
- Annual Saving
- 0.10%
Please see the fund key features for more on charges and risks.
Schroder Diversified Target Return
Hargreaves Lansdown research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. This fund does not fall into either of these categories at present.
Please view our fund factsheet for more information on this fund.
- Initial Charge
- 5.25%
- Initial Saving
- 5.25%
- Annual Charge
- 1.50%
- Annual Saving
- 0.10%
Please see the fund key features for more on charges and risks.
Investec Enhanced Natural Resources
As emerging markets develop, this is leading to an exponential increase in the demand for natural resources and commodities. The rebuilding of roads, railways and other infrastructure projects around the world are also placing huge demand on resources. This long term demand is being met with a shortage of supply so it’s no wonder we have seen the prices of oil, gas and gold for example hit through the roof in recent times.
Investec is launching this fund in order to benefit from what they believe to be a long term increase in the prices of commodities and natural resources. It can invest in companies throughout the world involved in mining, extracting, producing, processing or transporting a natural resource or commodity.
Please view our fund factsheet for more information on this fund.
- Initial Charge
- 4.50%
- Initial Saving
- 4.50%
- Annual Charge
- 1.50%
- Annual Saving
- 0.00%
Please see the fund key features for more on charges and risks.
INVESCO PERPETUAL European High Income
This new fund looks to harness the compelling investment opportunities that exist in the European equity and bond markets.
The corporate bond element will include both higher quality bonds as well as the higher risk high yield bonds where the managers believe they are currently finding some excellent growth opportunities. This portion of the fund will be managed by Paul Causer and Paul Read who already successfully manage some fixed interest funds for the group.
Please view our fund factsheet for more information on this fund.
- Initial Charge
- 5.00%
- Initial Saving
- 5.00%
- Annual Charge
- 1.25%
- Annual Saving
- 0.00%
Please see the fund key features for more on charges and risks.
Please note the annual saving is not available in the Vantage SIPP.