Please read the Important Information below before entering the site to learn more
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.

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. You should therefore seek your own advice as to the suitability of any investment or proposed investment in any of the Funds mentioned in the site or Charles Stanley's range of investment products or services from your preferred authorised financial adviser or financial institution. 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. 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.

Prices on this website are supplied by third parties on a delayed time basis. We use reasonable endeavours to ensure these are accurate and to correct any errors or omissions within our control as soon as practicable after we become aware of them. However, since we do not supply the prices we cannot guarantee accuracy, nor that such information will be uninterrupted. Users of the website should take further steps to confirm prices for themselves before proceeding with any investment decision.

By selecting the 'agree' option below, you confirm that:

  • the above Important Information and the Legal Notice have been brought to your attention,
  • you have read and understood them,
  • you agree with our Privacy Policy, which sets out how we may use your information, and that
  • you are resident in the United Kingdom.
I agree

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 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.

We relentlessly seek bargain investments in all market conditions


We identify undervalued and unloved companies that have the potential to recover in the longer term


The team are all materially invested in the Fund, aligning our interests with those of our investors


Since launch, the Retail share class has delivered 25.5%* vs 15.6% for the FTSE All-Share Total Return

 

*Source: Financial Express Analytics at 31/01/2012. Retail share class fund inception date 15/08/08. Please refer to Performance page for further details. Past performance is not a reliable indicator to future results. Henry Dixon and George Godber are AA rated by Citywire for their 41 month risk adjusted performance for the period 15/08/2008-31/01/2012.Source & Copyright: CITYWIRE.