Matterley is the fund management division of Charles Stanley & Co. Limited, a fully quoted stockbroking and investment management group. Charles Stanley Group PLC manages and administers over £17.7bn (as at 31/3/2013) of client funds in 32 offices throughout the country.
Matterley benefits not only from the security of Charles Stanley's strong balance sheet but also from a history of successful investment and administrative experience.
The FP 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 FP 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 FP 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 FP 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.