IFAs
Welcome to the new fund research area, here you can download a list of our mainstream funds 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 will be 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 July 2010
We will also be updating this page with details of NEW fund managers and funds 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 isnt on our list or isnt listed as being recently added then please contact us and we can
Unicorn Asset Management Limited is an independently owned and managed investment management company.
Avalon are able to offer their range of open and closed ended investment funds with substantially reduced initial charges less than 1%.
UPDATE, JUNE 2010
Unicorns director Paul Harwood has produced this insight into the emergency budget and the impact it will have. To read this exclusive insight please click on the link below
Unicorn Free Spirit Fund
The Free Spirit Fund is an opportunistic fund allocating capital to provide maximum return across all sectors of the market.
Unicorn UK Smaller Companies Fund
The portfolio will be composed of up to 50 holdings which typically have market capitalisation at the lower end of the range.
Unicorn Mastertrust Fund
Unicorn Mastertrust is a Fund of Investment Trusts. It provides exposure to a widely diversified range of equity markets and asset classes around the world. The Fund seeks to select the best funds from the best managers at the best time.
Avalon have access to the full range of Ignis funds including the specialist joint venture funds from Hexan, Cartesian and Argonaut.
At Avalon we now offer a range of funds from Braemar Securities limited.
Braemar Securities specialises in fund raising for public and private companies and operate a range of property investment funds for the Group and for third parties.
Braemar Securities designs, promotes and manages innovative structured financial products and promotes its funds to high net worth individuals, via IFAs and other regulated entities. Funds include Agricultural Land, Student Accommodation and Ground Rents.
To download the latest fact sheet about the Student Accommodation fund click here , for a brochure click here
Avalon clients can now buy the Hawksmoor Vanbrugh Fund with zero initial commission which makes switching into this fund very cost effective. To read the latest Quarterly Investment Outlook for the fund click here.
For more information about Hawksmoor Investment Management click on their logo and you will be taken to their website.
"Schroders are pleased to announce the following fund launches:
Schroder Global Alpha Plus Fund 'A Income' Units - GB00B3KNN994 Schroder Global Alpha Plus Fund 'A Accumulation' Units - GB00B5BPGY47
This fund will launch on 30th April 2010 with a daily 12:00pm Valuation Point thereafter.
And coming soon will be the Asian Income Maximiser (subject to FSA approval) More information can be found here.
Fundamental Tracker Investment Management Ltd is a company dedicated to the investment philosophy of constructing tracker funds using measures other than price. They offer just one fund, the Munro fund which is available on the Avalon platform in ISA,Portfolio and SIPP.
The Munro Fund seeks to deliver the total return of the FTSE 350 index through its unique process of creating a tracker fund using forecast gross cash dividends to construct the portfolio.
To read more about the fund click here
or visit the fundamental website here http://www.fundamentaltracker.com/
Fundamental are also offering a FREE copy of the "Financial Times guide to Exchange Traded Funds and Index Funds" worth £24.99 to any new investors. More information can be found here
iShares offers over 410 ETFs globally, listed on various exchanges and is the world's leading ETF provider.
Click here to read a guide to ETFs
Avalon offer a extensive range of ETFs suitable for ISA, Portfolio and SIPP accounts.
Under current ISA and SIPP regulations, all Dublin-domiciled iShares funds are eligible investments for an ISA/SIPP wrapper.
However, no US-domiciled iShares funds are eligible for inclusion in an ISA or SIPP and only the UCITS-eligible funds in the German iShares.
Avalon are now offering the Polar Capital range of funds which includes the Technology investment trust.
Polar Capital Holdings plc is a specialist asset management group which seeks to build a broad family of funds diversified by asset class, geographical and sectoral specialisation, strategy and structure.
The Company's investment objective has since formation been, and will continue to be, to maximise long-term capital growth for shareholders through investing in a diversified portfolio of technology companies around the world.
To watch a video of the Polar Capital managers with Lawrence Gosling from Incisive Media; please click here
Avalon are pleased to announce that we have access to the NEW Glendovon Kind Global Bond fund.
Glendevon King specialises in creating and managing bespoke investment portfolios for institutions, private banks, multi and single family offices and individuals. The new Global Bond Fund will allow retail investors to have access to the same expertise and rigour we apply to our private clients.
Until the 5-February we are able to offer this fund with no initial charge. After this date we will offer a discounted initial charge by waivering all commission paid to us.
Click here for more information about Glendevon King
For market commentry from Glendevon King and a exclusive insight from managing director Dan Conaghan click here.