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about Matterley:

Important Information

The information contained within this website is issued by Charles Stanley & Co Limited ('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.

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Matterley... value matters

Please remember that past performance is not necessarily a guide to the future. Investments in any of the Funds mentioned in the site or Charles Stanley's range of investment products carry a degree of risk that is 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.

The Fund Range

We offer a range of equity and multi-asset Funds to meet our clients' capital growth and income requirements.

The IM Matterley Regular High Income

The Fund seeks to generate a high income from a conservatively managed portfolio of UK Government and Corporate Bonds together with higher yielding equities and preference shares.

The IM Matterley Undervalued Assets Fund

The Fund predominantly invests in UK equities seeking to produce long-term capital growth through a value-focused investment style. The managers look to invest in companies with sound balance sheets whose assets are being undervalued by the market.

The IM Matterley International Growth Portfolio

The Fund invests predominantly in collectives, including unit trusts and investment trusts. The managers seek to achieve long term capital growth from a diversified portfolio of international funds without restrictions on any geographic or industrial sector, but excluding funds solely investing in the UK.

The IM Matterley Equity Fund

The Fund seeks to generate capital growth from a portfolio consisting predominantly of companies within the FTSE 350 Share Index. The managers look to the long term when investing and take care in stock selection.

The IM Matterley UK and International Growth Portfolio

The Fund provides an investment vehicle for investors with a long-term investment horizon, typical of Court of Protection and Damages Awards cases.