How to Invest

Availability

The S&W Matterley Undervalued Returns Fund is available for investment within an ISA or SIPP wrapper as well as a standard holding.

Investing

For those people wishing to invest in the Fund the process is as follows:

1) Those with an existing financial service provider: please contact your financial service provider. In the event that they have any difficulty, please contact the Matterley team.
2) Those without an existing financial service provider: please contact the Matterley team who can direct you towards Charles Stanley, you can invest once you have opened an account.
3) If you would like to deal directly: please download and complete the Investment Forms and send them to the main dealing desk at the following address:

Smith & Williamson Fund Administration Ltd
25 Moorgate
London EC2R 6AY
Tel: 0207 131 4651

If you have any queries regarding the Fund or the investment process, please do not hesitate to contact us.

Prospective investors are recommended to read the full PROSPECTUS before making an investment decision. Please note that Matterley does not provide investment advice or personal recommendations and you should always consider seeking advice from a suitably qualified investment professional before making any decisions to invest.