Select from the fund links below to view the key features.
- Gartmore China Opportunities Fund (Acc)
- Gartmore Corporate Bond Fund (Inc & Acc)
- Gartmore Emerging Markets Opportunities Fund (Acc)
- Gartmore European Focus Fund (Acc)
- Gartmore European Growth Fund (Acc)
- Gartmore European Selected Opportunities Fund (Acc)
- Gartmore Global Focus Fund (Acc)
- Gartmore High Yield Corporate Bond Fund (Inc & Acc)
- Gartmore Japan Opportunities Fund (Acc)
- Gartmore Pacific Opportunities Fund (Acc)
- Gartmore UK & Irish Smaller Companies Fund (Acc)
- Gartmore UK Equity Income Fund (Inc & Acc)
- Gartmore UK Focus Fund (Acc)
- Gartmore UK Growth Fund (Acc)
- Gartmore US Focus Fund (Acc)
- Gartmore US Growth Fund (Acc)
- Gartmore US Smaller Companies Fund (Acc)
Gartmore China Opportunities Fund (Acc)
Investment Objective
The Fund is designed to achieve capital growth from an actively managed portfolio of Hong Kong and/or Chinese investments.
| Maximum Sales Charge | - | BrokerLine Discount | = | BrokerLine Initial Sales Charge | Annual Management Charge | Charges Levied Against | Effect of Charges on Returns |
|---|---|---|---|---|---|---|---|
| 5.00% | minus | 3.50% | equals | 1.50% | 1.5% | Income | From 6% to 3.8% |
| ISA | PEP | ACD/Manager | Depository/Trustee | ||||
| Yes | Yes | Gartmore Fund Managers Limited | Citicorp Trustee Company Limited | ||||
For performance and portfolio information on this fund Go to Fund Report
Source: Gartmore Fund Managers Limited
Gartmore Corporate Bond Fund (Inc & Acc)
Investment Objective
The Fund aims to provide a high income by investing in bonds, convertible bonds, preference shares and Government securities.
| Maximum Sales Charge | - | BrokerLine Discount | = | BrokerLine Initial Sales Charge | Annual Management Charge | Charges Levied Against | Effect of Charges on Returns |
|---|---|---|---|---|---|---|---|
| 3.50% | minus | 2.00% | equals | 1.50% | 0.75% | Capital | From 6% to 4.7% |
| ISA | PEP | ACD/Manager | Depository/Trustee | ||||
| Yes | Yes | Gartmore Fund Managers Limited | Citicorp Trustee Company Limited | ||||
For performance and portfolio information on this fund Go to Fund Report
Source: Gartmore Fund Managers Limited
Gartmore Emerging Markets Opportunities Fund (Acc)
Investment Objective
This Fund is designed to produce superior long-term capital growth from a diversified portfolio of international investments in the emerging stock markets and economies of the world. The Fund?s gross income yield is unlikely to be above 1%.
| Maximum Sales Charge | - | BrokerLine Discount | = | BrokerLine Initial Sales Charge | Annual Management Charge | Charges Levied Against | Effect of Charges on Returns |
|---|---|---|---|---|---|---|---|
| 5.00% | minus | 3.50% | equals | 1.50% | 1.5% | Income | From 6% to 3.7% |
| ISA | PEP | ACD/Manager | Depository/Trustee | ||||
| Yes | Yes | Gartmore Fund Managers Limited | Citicorp Trustee Company Limited | ||||
For performance and portfolio information on this fund Go to Fund Report
Source: Gartmore Fund Managers Limited
Gartmore European Focus Fund (Acc)
Investment Objective
The Fund aims to provide investors with a return from a concentrated portfolio of companies domiciled, operating or generating revenue in Continental European markets. The Fund will invest in companies of any market capitalisation. The fund will invest in a portfolio of typically 30-40 holdings.
| Maximum Sales Charge | - | BrokerLine Discount | = | BrokerLine Initial Sales Charge | Annual Management Charge | Charges Levied Against | Effect of Charges on Returns |
|---|---|---|---|---|---|---|---|
| 5.00% | minus | 3.50% | equals | 1.50% | 2% | Income | From 6% to 3.3% |
| ISA | PEP | ACD/Manager | Depository/Trustee | ||||
| Yes | Yes | Gartmore Fund Managers Limited | Citicorp Trustee Company Limited | ||||
For performance and portfolio information on this fund Go to Fund Report
Source: Gartmore Fund Managers Limited
Gartmore European Growth Fund (Acc)
Investment Objective
Aims to provide long-term capital growth by investing in Continental European investments.
| Maximum Sales Charge | - | BrokerLine Discount | = | BrokerLine Initial Sales Charge | Annual Management Charge | Charges Levied Against | Effect of Charges on Returns |
|---|---|---|---|---|---|---|---|
| 5.00% | minus | 3.50% | equals | 1.50% | 1.5% | Income | From 6% to 4% |
| ISA | PEP | ACD/Manager | Depository/Trustee | ||||
| Yes | Yes | Gartmore Fund Managers Limited | Citicorp Trustee Company Limited | ||||
For performance and portfolio information on this fund Go to Fund Report
Source: Gartmore Fund Managers Limited
Gartmore European Selected Opportunities Fund (Acc)
Investment Objective
Aims to achieve the highest possible capital growth from an actively managed portfolio of European investments. Income yield is is of secondary importance and is likely to be minimal.
| Maximum Sales Charge | - | BrokerLine Discount | = | BrokerLine Initial Sales Charge | Annual Management Charge | Charges Levied Against | Effect of Charges on Returns |
|---|---|---|---|---|---|---|---|
| 5.00% | minus | 3.50% | equals | 1.50% | 1.5% | Income | From 6% to 4% |
| ISA | PEP | ACD/Manager | Depository/Trustee | ||||
| Yes | Yes | Gartmore Fund Managers Limited | Citicorp Trustee Company Limited | ||||
For performance and portfolio information on this fund Go to Fund Report
Source: Gartmore Fund Managers Limited
Gartmore Global Focus Fund (Acc)
Investment Objective
The Fund aims to provide investors with the highest possible capital return from a concentrated portfolio of investments from global markets. The yield is not a consideration.
| Maximum Sales Charge | - | BrokerLine Discount | = | BrokerLine Initial Sales Charge | Annual Management Charge | Charges Levied Against | Effect of Charges on Returns |
|---|---|---|---|---|---|---|---|
| 5.00% | minus | 3.50% | equals | 1.50% | 2% | Income | From 6% to 3.1% |
| ISA | PEP | ACD/Manager | Depository/Trustee | ||||
| Yes | Yes | Gartmore Fund Managers Limited | Citicorp Trustee Company Limited | ||||
For performance and portfolio information on this fund Go to Fund Report
Source: Gartmore Fund Managers Limited
Gartmore High Yield Corporate Bond Fund (Inc & Acc)
Investment Objective
The Fund aims to provide a high level of income by investing in bonds with various credit ratings and other securities.
| Maximum Sales Charge | - | BrokerLine Discount | = | BrokerLine Initial Sales Charge | Annual Management Charge | Charges Levied Against | Effect of Charges on Returns |
|---|---|---|---|---|---|---|---|
| 3.50% | minus | 2.00% | equals | 1.50% | 0.75% | Capital | From 6% to 4.7% |
| ISA | PEP | ACD/Manager | Depository/Trustee | ||||
| Yes | Yes | Gartmore Fund Managers Limited | Citicorp Trustee Company Limited | ||||
For performance and portfolio information on this fund Go to Fund Report
Source: Gartmore Fund Managers Limited
Gartmore Japan Opportunities Fund (Acc)
Investment Objective
The investment objective and policy of this Fund is to invest in a spread of Japanese securities. The Fund Manager will invest in securities with the best long-term prospects rather than trying to achieve short-term performance.
| Maximum Sales Charge | - | BrokerLine Discount | = | BrokerLine Initial Sales Charge | Annual Management Charge | Charges Levied Against | Effect of Charges on Returns |
|---|---|---|---|---|---|---|---|
| 5.00% | minus | 3.50% | equals | 1.50% | 1.5% | Income | From 6% to 3.7% |
| ISA | PEP | ACD/Manager | Depository/Trustee | ||||
| Yes | Yes | Gartmore Fund Managers Limited | Citicorp Trustee Company Limited | ||||
For performance and portfolio information on this fund Go to Fund Report
Source: Gartmore Fund Managers Limited
Gartmore Pacific Opportunities Fund (Acc)
Investment Objective
This Fund is designed to achieve long-term capital growth from an actively managed portfolio of equities and related investments of companies participating in the economies of the Pacific Basin and Far East (excluding Japan). The income yield is considered to be of secondary importance and is likely to be minimal.
| Maximum Sales Charge | - | BrokerLine Discount | = | BrokerLine Initial Sales Charge | Annual Management Charge | Charges Levied Against | Effect of Charges on Returns |
|---|---|---|---|---|---|---|---|
| 5.00% | minus | 3.50% | equals | 1.50% | 1.5% | Income | From 6% to 3.6% |
| ISA | PEP | ACD/Manager | Depository/Trustee | ||||
| Yes | Yes | Gartmore Fund Managers Limited | Citicorp Trustee Company Limited | ||||
For performance and portfolio information on this fund Go to Fund Report
Source: Gartmore Fund Managers Limited
Gartmore UK & Irish Smaller Companies Fund (Acc)
Investment Objective
Aims to provide capital growth, with scope for income growth, by investing mainly in a selection of United Kingdom securities.
| Maximum Sales Charge | - | BrokerLine Discount | = | BrokerLine Initial Sales Charge | Annual Management Charge | Charges Levied Against | Effect of Charges on Returns |
|---|---|---|---|---|---|---|---|
| 5.00% | minus | 3.50% | equals | 1.50% | 1.5% | Income | From 6% 3.5% |
| ISA | PEP | ACD/Manager | Depository/Trustee | ||||
| Yes | Yes | Gartmore Fund Managers Limited | Citicorp Trustee Company Limited | ||||
For performance and portfolio information on this fund Go to Fund Report
Source: Gartmore Fund Managers Limited
Gartmore UK Equity Income Fund (Inc & Acc)
Investment Objective
This Fund is designed to provide investors with a reasonable level of income, together with the prospect of growth in both income and capital, by investing in a broad spread of UK ordinary shares and related investments.
| Maximum Sales Charge | - | BrokerLine Discount | = | BrokerLine Initial Sales Charge | Annual Management Charge | Charges Levied Against | Effect of Charges on Returns |
|---|---|---|---|---|---|---|---|
| 5.00% | minus | 3.50% | equals | 1.50% | 1.5% | Capital | From 6% 3.7% |
| ISA | PEP | ACD/Manager | Depository/Trustee | ||||
| Yes | Yes | Gartmore Fund Managers Limited | Citicorp Trustee Company Limited | ||||
For performance and portfolio information on this fund Go to Fund Report
Source: Gartmore Fund Managers Limited
Gartmore UK Focus Fund (Acc)
Investment Objective
The Fund aims to provide investors with the highest possible capital return from a concentrated portfolio of companies domiciled, operating or generating revenue in the United Kingdom. The yield is not a consideration.
| Maximum Sales Charge | - | BrokerLine Discount | = | BrokerLine Initial Sales Charge | Annual Management Charge | Charges Levied Against | Effect of Charges on Returns |
|---|---|---|---|---|---|---|---|
| 5.00% | minus | 3.50% | equals | 1.50% | 2% | Income | From 6% to 3% |
| ISA | PEP | ACD/Manager | Depository/Trustee | ||||
| Yes | Yes | Gartmore Fund Managers Limited | Citicorp Trustee Company Limited | ||||
For performance and portfolio information on this fund Go to Fund Report
Source: Gartmore Fund Managers Limited
Gartmore UK Growth Fund (Acc)
Investment Objective
Aims to provide capital growth by investing in the UK market in any economic sector.
| Maximum Sales Charge | - | BrokerLine Discount | = | BrokerLine Initial Sales Charge | Annual Management Charge | Charges Levied Against | Effect of Charges on Returns |
|---|---|---|---|---|---|---|---|
| 5.00% | minus | 3.50% | equals | 1.50% | 1.5% | Income | From 6% to 3.5% |
| ISA | PEP | ACD/Manager | Depository/Trustee | ||||
| Yes | Yes | Gartmore Fund Managers Limited | Citicorp Trustee Company Limited | ||||
For performance and portfolio information on this fund Go to Fund Report
Source: Gartmore Fund Managers Limited
Gartmore US Focus Fund (Acc)
Investment Objective
The Fund aims to provide investors with the highest possible capital return from a concentrated portfolio of companies domiciled, operating or generating revenue in North America. The yield is not a consideration.
| Maximum Sales Charge | - | BrokerLine Discount | = | BrokerLine Initial Sales Charge | Annual Management Charge | Charges Levied Against | Effect of Charges on Returns |
|---|---|---|---|---|---|---|---|
| 5.00% | minus | 3.50% | equals | 1.50% | 1.5% | Income | From 6% to 3.3% |
| ISA | PEP | ACD/Manager | Depository/Trustee | ||||
| Yes | Yes | Gartmore Fund Managers Limited | Citicorp Trustee Company Limited | ||||
For performance and portfolio information on this fund Go to Fund Report
Source: Gartmore Fund Managers Limited
Gartmore US Growth Fund (Acc)
Investment Objective
The Fund is designed to provide investors with long-term capital growth by investing in a portfolio of North American equities. These equities will consist mainly of high quality blue chip stocks. The income yield is considered to be of secondary importance and is likely to be minimal.
| Maximum Sales Charge | - | BrokerLine Discount | = | BrokerLine Initial Sales Charge | Annual Management Charge | Charges Levied Against | Effect of Charges on Returns |
|---|---|---|---|---|---|---|---|
| 5.00% | minus | 4.00% | equals | 1.00% | 1.5% | Income | From 6% to 3.9% |
| ISA | PEP | ACD/Manager | Depository/Trustee | ||||
| Yes | Yes | Gartmore Fund Managers Limited | Citicorp Trustee Company Limited | ||||
For performance and portfolio information on this fund Go to Fund Report
Source: Gartmore Fund Managers Limited
Gartmore US Smaller Companies Fund (Acc)
Investment Objective
The Fund is designed to achieve long-term above average capital growth from investments in emerging US companies. These companies are expected to produce superior investment returns over those of established US companies. The income yield is considered to be of secondary importance and is likely to be minimal.
| Maximum Sales Charge | - | BrokerLine Discount | = | BrokerLine Initial Sales Charge | Annual Management Charge | Charges Levied Against | Effect of Charges on Returns |
|---|---|---|---|---|---|---|---|
| 5.00% | minus | 3.50% | equals | 1.50% | 1.5% | Income | From 6% to 3.6% |
| ISA | PEP | ACD/Manager | Depository/Trustee | ||||
| Yes | Yes | Gartmore Fund Managers Limited | Citicorp Trustee Company Limited | ||||
For performance and portfolio information on this fund Go to Fund Report
Source: Gartmore Fund Managers Limited