Research funds available via Avalon
Welcome to the fund research area, here you can download a list of our mainstream fund from a wide range of fund providers. This list shows the initial charges and annual management charges associated with purchasing the funds through Avalon. It is updated every month.
Note: This list is by no means an exhaustive list of funds and we offer a wide range of exchange traded funds (ETF), exchange traded commodities (ETC) and shares from stock exchanges around the world. If you don't see the fund you looking for in our list please contact us
Mainstream Fund List updated March 2012
For more information about specific fund and to compare funds try the Funds library. This is a free resource providing professional investors with unrivalled fund information via an easy to use online portal.
We will also be updating this page with details of NEW fund managers and fund launches so you can be sure to have the most recent funds as soon as they are available. If you have a fund in mind that isn't on our list or isn't listed as being recently added then please contact us and we can.
December 2011
New funds added this month:
The manager seeks to use a range of assets to create a diversified portfolio with the aim of minimizing both the extent and potential for investment losses. Subject to this the manager seeks to build a portfolio of real assets that has the potential to achieve attractive real returns over time.Avalon have added the Darwin fund managers range of funds.
November 2011
On 1st November, Avalon launched the Junior ISA. As Avalon are open choice, parents can choose from a massive range of investments to invest in on behalf of their children.
Avalon have also teamed up with a company called The Children’s ISA which is offering a Junior ISA with a portfolio of products to choose from including actively managed, ethical and shariah funds. Please see The Childrens ISA website for more information on this option. http://thechildrensisa.com/
August 2011
Avalon are delighted to announce the launch of The Connaught Business Partnership Series 1, which is designed to reduce your clients’ Inheritance Tax exposure by benefitting from Business Property Relief as well as providing regular income plus the potential for capital gains.
July 2011
Connaught Asset Management is a boutique investment manager specializing in asset backed, non correlated, non equity, specialist funds. Connaught was established in February 2007 and have since successfully launched seven funds to the Ifa market place. Connaught have launched 4 Strategic Land funds and 3 Income funds. All of Connaught’s funds are classified as Unregulated Collective Investment Schemes and are designed for the experienced investor market. All funds have an independent operator and administrator thus providing true independence and added protection for the client. Connaught launched their first Income fund in May 2008 and this is now the recognized market leader, having raised nearly £150m, and as a result Tiuta, the Specialist Partner, are now the largest short term bridging lender in the UK. As a result of the success of Series 1, Connaught launched Series 2,a Guernsey authorised unit trust, which is aimed primarily at the offshore market, and Series 3 , which is a replacement vehicle for Series 1, in 2010.
For further details on these fund please contact Alistair Mawdsley on 0208 971 9727.
May 2011
Avalon have added GLG fund managers complete range of fund to our platform. We can offer these funds with initial charges below 0.25%
April 2011
Avalon are committed to offering a wide range of ethical investments. This month we add the Truestone Impact Investment Management to our range. Truestone are an investment manager focused on delivering market rate returns from social and environmental investments. Click here to view the fund fact sheet
March 2011
TCF fund
When we chose the name for the fund range we wanted it to reflect our values, the investment approach and the charges.
Total Clarity is a bold claim. It is bold in an industry full of bold claims and broken promises. But we aim to stand by it.
· We have no initial, exit, switch or performance fees.
· We have one low and reducing annual charge.
· We keep the funds trading costs in the funds as low as possible.
· We try our outmost to make the funds as simple and clear as possible so our investors don’t get any nasty surprises.
· The funds do have risks and the values can go up and down, but we make that as clear as we can.
Avalon can offer 4 funds, defensive , cautious growth, diversified balanced and diversified long term growth
February 2011
WAY Hasley Global Momentum Fund
Recent research conducted by US academics and academics at Cass Business School shows that there is a plausible alternative for investors dissatisfied with the search for active alpha and who want to avoid tracking the market down with their passive holdings
NEW Platinum Global Dividend UCITS Fund
Combines high-quality dividend income with capital appreciation to outperform traditional equity investments and deliver consistent total returns with less risk — and generous cash dividends.
- Dividends key to superior risk/ reward profile
- Reinvested dividends compound total return
- Rigorous bottom-up research – careful selection adds value and reduces risk
- Balanced & diversified portfolio avoids country and/or sector concentration
- Little or no leverage
- 6% dividend per annum, payable quarterly
- Daily liquidity
INSYNERGY Odey Fund
The Fund seeks to achieve long-term capital growth from investing predominantly in
worldwide equities and fixed interest stocks.
To read the latest fact sheet please see the link below
http://www.insynergyim.com/uploads/INSYNERGY_Odey Fund Factsheet.pdf
January 2011
Montello Private Finance is a principal bridging finance lender in the UK. We are funded by alternative funding sources including our own Montello Income Fund, private high net worth investors and a family office.
The investment objective is for the fund to provide investors with access to a innovative investment, and stable returns. The investment to a large extent capitalises on the illiquidity in the financial markets as a result of the ‘credit crisis'.
To read more about this fund please use the links below
UK Secured Finance fund Plc aims to provide consistent returns for investors through creation of funding for the UK bridging finance market, where major banks may also participate in the loans provided by the fund.
There are 2 share classes available a 10% target return class which bears a small initial charge and a 12% target return share class for investors prepared to accept an exit penalty in exchange for the higher target return. Please click on the links below to display the Fund fact sheets.
UK Secured Finance Fund Plc - Series One, 12% Targeted Return Share Class
UK Secured Finance Fund Plc - Series Two, 10% Targeted Return Share Class
Also available from Global Adviser Solutions is the Quadris Environmental Fund Variable Growth Class: an investment offering an opportunity for greater growth potential, offering potential growth of in excess of 9%. The underlying investments in this class are forestry investments spread across an area of 33,000 ha of plantations, in a variety of planting years.