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Three new opportunities

Three new opportunities

Exclusively low ongoing charges for three new fund launches.
Important information: The value of investments and any income from them can fall as well as rise so you could get back less than you invest. If you are unsure of the suitability of a fund like this for your circumstances please seek advice.
  • Three new funds run by exceptional stock pickers starting with a clean slate
  • All three funds added to the Wealth 150+ list of our favourite funds
  • Two will focus on the UK, seeking to invest early in tomorrow’s larger companies
  • One invests for income across Asian markets, with an estimated 4.2% yield at launch

Philip Rodrigs, Chris St John and Jason Pidcock have already proven themselves to be talented fund managers.

Now, they are embarking on new ventures; giving them each a clean slate and a small, nimble fund in which to showcase their abilities.

It has always been our feeling that great fund managers should be given maximum flexibility to invest with conviction in their specialist areas.

A new fund offers this flexibility in spades, and we are pleased that three outstanding fund managers are now seizing their opportunity.

AXA WF Framlington UK

Fund manager: Chris St John

A manager who favours companies with sustainable business models, low debt and high barriers to entry

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River & Mercantile UK Dynamic Equity

Fund manager: Philip Rodrigs

A re-launched fund focusing on high quality companies at below average valuations

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Jupiter Asian Income

Fund manager: Jason Pidcock

A fund that will combine the future growth potential of Asian markets with an attractive income straight away

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AXA WF Framlington UK

Fund manager: Chris St John

  • A new fund with the flexibility to invest in companies of all sizes
  • Focus on fast growing, well financed companies with pricing power
  • Seeks to identify the FTSE 100 companies of tomorrow and invest early to take maximum advantage

Chris St John's track record

Throughout his career, Chris St John has added significant value through his stock selection across small, medium and large companies.

Chris St John's track record

Investment approach

  • Chris St John seeks to identify economic themes and the areas of the stock market most likely to benefit as the theme develops
  • He then selects the businesses he feels hold most promise, paying particular attention to company management
  • As a self-professed cautious investor, the manager prefers companies with sustainable business models, characterised by low debt and strong barriers to entry

Invest in this fund

Fund charges

Net initial charge
0.00%

Ongoing charge (OCF/TER)
0.73%

HL saving
0.15%

Net ongoing charge (OCF/TER)
0.58%

Vantage Service charge
0.45%

Fund information

Launch price: £1.00

First day of trading: 2 March 2016

IA Sector: UK All Companies

Invest in this fund

View factsheet

View KIID

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Note that as this is an offshore fund, investors will not be protected by the Financial Services Compensation Scheme.

River & Mercantile UK Dynamic Equity

Fund manager: Philip Rodrigs

  • A relaunched fund with newly appointed manager, Philip Rodrigs, at the helm
  • Fund manager has flexibility to invest across the spectrum of small, medium and large companies; allowing him to cherry pick the best investment opportunities wherever they lie
  • Unconstrained approach allows him to invest in small businesses with exceptional potential and hold onto them should they keep growing

Philip Rodrigs' track record

Throughout his career, good stock selection has added significant value and he has consistently outperformed his peers. We expect him to use his experience of investing in high-risk smaller companies to spot opportunities and gain an edge over his peers.

Philip Rodrigs' track record

Investment approach

  • Philip Rodrigs believes the real opportunity set for investors lies outside of the top 20 largest firms in the FTSE UK index
  • The manager screens the UK market for companies with the characteristics he favours – high quality companies at below average valuations
  • His unemotional approach to selling stocks is a rare trait, in our view, and allows him to quickly take profits or cut losses in order to move on to the next opportunity

Invest in this fund

Fund charges

Net initial charge
0.00%

Ongoing charge (OCF/TER)
0.85%

HL saving*
0.20%

Net ongoing charge (OCF/TER)
0.65%

Vantage Service charge
0.45%

Fund information

Fund is already trading so investors will receive prevailing price

IA Sector: UK All Companies

Invest in this fund

View factsheet

View KIID

Invest now

* This saving is delivered via a loyalty bonus. This is tax-free in an ISA or SIPP but may be subject to tax outside, effectively increasing the net ongoing charge.

Jupiter Asian Income - estimated yield (variable, not guaranteed): 4.2%

Fund manager: Jason Pidcock

  • A new fund seeking to harness the long term growth potential of Asia while rewarding investors’ patience with a regular income
  • Jason Pidcock, a renowned Asian income investor, will manage the fund using the same successful process used on his former Newton Asian Income Fund, albeit with more flexibility
  • Depressed valuations could make this a great time to invest in Asia for the long term
Jason Pidcock's track record

Investment approach

  • Jason Pidcock seeks attractively-priced, larger companies, with good yields and the potential for long-term dividend growth
  • Specifically, the manager looks for companies that are well managed, with sustainable business models and strong cash flows
  • This new concentrated portfolio will also have the flexibility to invest in companies which currently have a lower yield but where he sees the potential for sustained dividend growth

Invest in this fund

Fund charges

Net initial charge
0.00%

Ongoing charge (OCF/TER)
0.98%

HL saving*
0.29%

Net ongoing charge (OCF/TER)
0.69%

Vantage Service charge
0.45%

Fund information

Launch price: £1.00

Estimated yield (variable, not guaranteed): 4.2%

First day of trading: 2 March 2016

IA Sector: Asia Pacific Ex Japan

Invest in this fund

View factsheet

View KIID

Invest now

* This saving is delivered via a loyalty bonus. This is tax-free in an ISA or SIPP but may be subject to tax outside, effectively increasing the net ongoing charge.

Frequently asked questions

Important: Investments can go down in value as well as up, so you might get back less than you invest. The value of tax savings will depend on your circumstances and tax rules can change over time. If you are unsure of the suitability of any investment for your circumstances please contact us for advice.

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Open and invest in a new account

Stocks & Shares ISA

  • Save tax - no capital gains tax and no further tax to pay on income from your investments
  • Access your money at any time
  • Invest with a financially secure, FTSE 100 company

The maximum you can invest into an ISA in this tax year 2018/2019 is £20,000. Tax rules can change and the value of any benefits depends on individual circumstances.

SIPP (Self Invested Personal Pension)

Award-winning pension with wide investment choice.

Fund & Share Account

Invest outside an ISA or pension with no investment limits.

Invest in an existing account

You can place a deal online now or top up an existing account first, using your debit card.