Fund discounts

You might have noticed that some advisers make a big fuss about discounts. We don't because there is so much more that has greater long term value for you, as you can vividly see throughout this site.

Yet as you can see below, the discounts on the initial charges are, we believe, as low as you will get anywhere else, but with us you receive a vast array of added value, and a range of choices e.g. you decide how you wish to work with us, make your own fund choices or receive tailored advice.

Let us know if there are funds other than those listed below where you want details on the discount.

Fund	Standard inital charge	Inital charge through DWC
Aberdeen Property Share	4.25%	0.25%	About	Buy
Allianz RCM Global Eco Trends	4.0%	0.0%	About	Buy
Artemis Strategic Bond	5.25%	0.0%	About	Buy
Artemis UK Special Situations	5.25%	0.25%	About	Buy
Axa Framlington Emerging Markets	5.25%	0.5%	About	Buy
Axa Framlington Japan Smaller Companies	5.25%	0.5%	About	Buy
CF Macquarie Global Infrastructure Securities	4.5%	0.5%	About	Buy
First State Asia Pacific Leaders	4.0%	0.25%	About	Buy
First State Asia Property Securities	4.0%	0.25%	About	Buy
Franklin Templeton Global Emerging Markets	5.0%	0.0%	About	Buy
Gartmore China Opportunities	5.0%	0.25%	About	Buy
Henderson Strategic Bond	4.0%	0.85%	About	Buy
Invesco Perpetual Hong Kong & China	5.0%	0.0%	About	Buy
Invesco Perpetual Income	5.0%	0.0%	About	Buy
Invesco Perpetual Monthly Income Plus	5.0%	0.0%	About	Buy
Investec Global Energy	4.5%	0.25%	About	Buy
JP Morgan Cautious Total Return	4.25%	0.0%	About	Buy
JP Morgan Natural Resources	4.25%	0.0%	About	Buy
Jupiter European Special Situations	5.25%	0.5%	About	Buy
Jupiter Income	5.0%	0.5%	About	Buy
Jupiter Emerging Euro Opps	5.5%	0.48%	About	Buy
M&G American	4.0%	0.0%	About	Buy
M&G Global Basics	4.0%	0.0%	About	Buy
M&G Recovery	4.0%	0.0%	About	Buy
M&G Smaller Companies	4.0%	0.0%	About	Buy
Neptune Income	5.0%	0.5%	About	Buy
Neptune European Opportunities	5.0%	0.5%	About	Buy
New Star Fixed Interest	4.25%	0.4%	About	Buy
New Star International Property	5.0%	0.48%	About	Buy
New Star Sterling Bond	4.25%	0.36%	About	Buy
New Star UK Property	5.0%	0.48%	About	Buy
Newton Higher Income	4.0%	0.0%	About	Buy
Newton International Bond	4.0%	0.5%	About	Buy
Newton UK Opportunities	4.0%	0.5%	About	Buy
Schroder Income Maximiser	5.25%	0.24%	About	Buy
Schroder Tokyo	5.25%	0.25%	About	Buy
Standard Life Select Property	5.0%	0.5%	About	Buy
Standard Life UK Equity High Income	4.0%	0.5%	About	Buy

These discounts are based on ISA investments. They may vary slightly if the investment is outside an ISA or within a pension/SIPP.

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