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Important Information
The information contained within this website is issued by Charles Stanley & Company Ltd ('Charles Stanley'), which is authorised and regulated by the Financial Services Authority ('FSA') in the United Kingdom for the conduct of designated investment business. Matterley is a division of Charles Stanley.

This website is provided for information purposes only and to be used only by persons resident in the United Kingdom. In no circumstances should the information be used or considered as an offer, solicitation or recommendation to buy or sell any financial instrument or as the basis of any other contractual obligation.

The information contained in this website does not constitute investment advice or a personal recommendation and you should therefore seek your own advice as to the suitability of any investment or proposed investment from your preferred authorised financial adviser or financial institution on the S&W Matterley Undervalued Returns Fund or Charles Stanley's range of investment products or services. Please remember that past performance is not necessarily a guide to the future. Investments in the S&W Matterley Undervalued Returns Fund or Charles Stanley's range of investment products carry a degree of risk that are set out in the relevant full Prospectus. The value of your investments can fall as well as rise and you may get back less than you invested when you decide to sell your investments. Charles Stanley cannot be held responsible for any misinterpretations that you may make in accessing this website. Any information herein reflects our opinions at the date of the last update only.

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Matterley... value matters

Welcome to Matterley


Matterley is an equity-focused asset management team dedicated to delivering investment outperformance.

Our deep value investment philosophy is centered on rigorous balance sheet analysis. We believe that our proprietary investment process, derived from balance-sheet based metrics, sets us apart. Our conviction in this process, and our commitment to delivering outperformance, is demonstrated by the team's investment in the Fund.

 

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