You can either add a fund to your fund basket ready to apply later or add funds to your ‘saved funds’ to compare later. You can also request your saved funds to be emailed to you. If you prefer you can download a PDF of all funds (including fund codes).
Please note: For any Investment Trusts or Exchange Traded Products additional charges will apply, please click here for more details. If you are not sure whether any of the funds listed on the Fund Research page are affected then please do contact us.
Funds are classified as Income-producing funds (Inc) that pay out a dividend or Accumulation funds (Acc) which reinvest dividends.
The model portfolio will appear here once you have selected your risk category and the portfolio type above
Portfolio Titledetails »
|Standard & Poor rating|
|Annual Management Charge (AMC)|
|Total Expense Ratio (TER)|
|Cavendish ongoing charge|
|Minimal Initial Investment|
|Minimal Monthly Investment|
|Price (or bid price)|
|3-year Mean Return|
|Time Period||Cumulative||Benchmark Delta|
These are the top 10 shares for this fund.
|Dividend Date||Per share amount/reinvestment price|
PLEASE NOTE: The above model portfolio is just a guide. Cavendish Online does not offer advice and we operate an execution-only service. Please see our terms and conditions for more details. The value of your investment and the income from it can go up and down and you may get back less than you invested.