Latest Factsheet

How to invest

either

Invest directly


Through our UK based fund administrators 


   1.    Download the appropriate application form (regular or ISA) from                     below

   2.   Fill in your basic details in a simple form (no additional documents               are required)

   3.   Make payment using a direct bank transfer (only to the account                     mentioned in the form and no other) 

   4.   Post the form to 

                   Maitland Customer Service Centre,                                                   Hamilton Centre, Rodney Way, Chelmsford, CM13BY


The above steps are required for the first time set up only.

For top up investment, you do not need the form again.

 

Platforms

   As of April 2021, MI Sterling Select Companies Fund is available on the       following investment platforms:

  1.   7IM
  2.   AJ Bell (youinvest)
  3.   Aviva
  4.   Bank of Scotland
  5.   Barclays
  6.   Charles Stanley Direct
  7.   EQI (Self Trade)
  8.   Fundment
  9.   Funds Network
  10.  Halifax
  11.  Hargreaves Lansdown
  12.  ii (interactive investor)
  13.  iweb
  14.  Lloyds
  15.  The Share Centre
  16.  Transact

   If your favourite platform is not mentioned above, please let us know.

For any queries please email:  info@sterlingim.co.uk


Application Form
ISA Application Form
Annual report April 2021
Interim Report October 2020

Please read the following regulatory documents before investing:

Prospectus
Key Investor Information (Income)
Key Investor Information (Accumulation)
Supplementary Information Document – SID

Sterling Investment Management 
Lynwood House 2-4 Crofton Road,
Orpington, England, BR6 8QE
info@sterlingim.co.uk

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