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Fund of Funds
Special Terms for ISA and PEP Investors

With over 2,000 Unit Trusts/OEIC’s to invest in (Source: Standard & Poor’s Micropal January 2005) in addition to the numerous Investment Trusts and Insurance Funds available, it is becoming increasingly difficult for the private investor to know where to invest.

The problem is compounded by the nervousness many investors still feel following the bear market of 2000 – 2003. There has been an encouraging recovery in most markets but the question on most investors mind is - where to invest now?

We find that given the choice most investors would opt for the following facilities:
  1. A strategically balanced portfolio of hand selected funds to ensure that overall performance is more consistent.

  2. Permanent monitoring of the portfolio to ensure that exposure to various markets sectors and individual funds is emphasised on those that offers the greatest potential for growth.

  3. A portfolio with a specific strategy in line with the investors’ requirements and investment objective.

Fund of Funds provide the above attractions and in most investment cases may well provide a solution.

Fund of Funds effectively provide a portfolio of Unit Trust/OEIC’s that may contain 20-30 different unit trusts within the convenience of one single fund. This eliminates the mountain of paperwork often associated with a large balanced portfolio. Like many funds investing in equity or bonds, the value of your investment and the income provided may fall as well as rise, and accordingly you may not get back the full value of your investment. However, we believe that the added value of having your holdings monitored on a daily basis and being switched to more attractive funds and sectors when is deemed necessary, will decreases the risk of loss and increases the chance of gain.

We have selected a specialist Fund of Funds manager and made available advantageous dealing terms for a limited period for those investors wishing to transfer existing holdings of ISA’s or PEP’s into this convenient method of investing.

More information and details of the special terms now available are highlighted in our Special Edition of ‘Foresight’ Here

For those investors requiring a bespoke portfolio please access our portfolio monitor service Here


A C Financial Ltd is authorised and regulated by the Financial Services Authority.

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AC Finanical Limited
Norfolk House (East)
499 Silbury Boulevard
Central Milton Keynes
MK9 2AH

Telephone No: 01908 764248
Freephone No: 0800 731 3080
Fax No: 01908 488232