Bath/Head Office & Unquoted Equity Team:
London Office & Quoted Equity Team:
Edinburgh Office & European Quoted Equity Team:

Investor Information

how to invest

Before you invest

Before you invest it is important that you read:

Fee Structure and Codes

For more information on the fee structure for this fund and the minimum investment for each share class, please see the Share Class Details tab. To access the range of codes for each share class, please see the Price Information tab.

PRIVATE INVESTORS

There are a number of ways you can invest in MI Chelverton UK Equity Growth Fund. For Private Investors, we recommend that you seek professional advice from an Independent Financial Adviser before making an investment. You can also invest direct by contacting our dealing line or via a range of platforms. Please see below for more details.

TO INVEST DIRECT

Please contact the dealing line: T: +44 (0)845 280 0188 F: +44 (0)845 280 0188 E: Chelverton@phoenixfundservices.com A: PO Box 11007, Chelmsford, Essex, CM1 9RR Click here to download the application form Click here to download the ISA application form You can buy and sell shares on any business day in London. Recommendation: this Fund may not be appropriate for investors who plan to withdraw their money within 5 years. For full investment objectives and policy details please refer to the prospectus. For more information, please see the Liquidity and Dealing tab

TO INVEST VIA A PLATFORM

MI Chelverton UK Equity Growth Fund is currently available on the following platforms: – CoFunds InstitutionalTransactAscentricNoviaPraemiumStandard Life WrapHargreaves LansdownFNZ

TO INVEST VIA A FINANCIAL ADVISER

If you would like professional financial advice, there is an industry of qualified and experienced financial advisers who will be able to assess your needs and advise whether this is an appropriate investment choice for you. Unbiased.co.uk is an online tool that will help you find an independent financial adviser close to your home or place of work.

PROFESSIONAL AND INSTITUTIONAL INVESTORS

If you have any questions please contact our marketing partners at Spring Capital Partners.

CONTACT SPRING CAPITAL PARTNERS

T: +44 (0)20 3195 0076 E: chelverton@springcapitalpartners.com W: www.springcapitalpartners.com A: Spring Capital Partners, Third Floor, 17-20 Ironmonger Lane, London, EC2V 8EP