Chelsea Financial Services
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Research

Fund Research - Utilise Chelsea's detailed fund research to aid your investment decisions.
LATEST NEWS
ISA Allowance (28/05/08)
Remember that the ISA allowance for this tax year is £7200. Also, you can now transfer cash ISAs from previous years into Stocks and Shares ISAs without affecting this year's allowance....
Buy Online (11/10/05)
Remember that you can place your unit trust/OEIC deals online in a matter of minutes, just follow the link to Buy Online....

Fund Research

At Chelsea our dedicated fund team carry out thorough research on all of the main unit trusts and OEICs. This process involves meeting the fund manager who will be responsible for managing your money and analysing the quantitative data. Our top rated funds will be placed in our Chelsea Leaders section and our other favoured funds will appear in the Premier League. Both of these are accessible below:

Sprint Race The Chelsea Leaders: This is a list of our most highly rated funds in each sector. Every fund selection comes with a review and full details. Click on the sector names below to view the selections.

UK Aggressive European Specialist
UK Core Far East and Japan Corporate Bonds

Invest online or visit our literature library for an application form.


Trophy
The Chelsea Premier League:This is a performance list on around 150 of our favoured funds coming from a wide range of sectors.

Invest online or visit our literature library for an application form.


Red Card
The Chelsea Relegation Zone: We don't just pick out the good funds for you, we also highlight any funds which we believe have been performing consistently poorly and warrant a switch or transfer. These are detailed in our relegation zone.

To switch or transfer your funds visit the literature library for the relevant forms or switch online within the Chelsea Portfolio.

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Chelsea Financial Services plc is authorised and regulated by the Financial Services Authority and offers an execution-only service. We give no individual investment advice and act only on instructions received. For further information, please read our Terms and Conditions and the important notice below.

Important Notice
Past performance is not necessarily a guide to the future. The value of investments and the income from them can fall as well as rise as a result of market and currency fluctuations and you may not get back the amount originally invested. All products purchased through Chelsea Financial Services should be regarded as medium to long-term investments. Chelsea Financial Services offers an execution-only service. If you require investment advice you should contact an expert adviser. Tax assumptions are subject to statutory change and the value of tax relief (if any) will depend upon your individual circumstances.

The information on this site is intended solely for the use of those people who are United Kingdom residents for tax and investment purposes. It is not for distribution in any other jurisdiction, including the United States of America. Anyone who is not a UK resident should not continue with this site unless wishing to read about personal finances available to UK residents for informational purposes only.

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