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Invesco Perpetual and Schroder among best ISA funds Go compare with our comparison table

Invesco Perpetual and Schroder among best ISA funds

10 March 2010 / by Rebecca Sargent

Invesco Perpetual and Schroder funds are among the six best ISA funds to invest in, Torquil Clark has claimed.

Nigel Walker, head of research at the Independent Financial Adviser firm named Artemis Income, Invesco Perpetual High Income and Schroder UK Alpha Plus among his 'six of the best' funds worth considering for your ISA.

Of the Artemis Income fund, he said: "This is one of very few funds which has two co-managers. This indicates the importance Artemis attaches to the substantial fund of practically £3billion.

"The fund has the attraction of the flexibility of being able to invest up to 20 per cent in overseas markets, many of its peers do not and Artemis is starting to put this wider scope available to them to good use."

Meanwhile, the Invesco Perpetual High Income fund, managed by Neil Woodford, has an outstanding track record. Mr Walker said: "The resolutely defensive approach he favours means that there will be spells when he will underperform against his peers, however it does mean that currently the fund is well placed to perform in an uncertain economic environment."

Of the Schroder UK Alpha Plus Fund, he adds: "This takes a much more concentrated approach than many of its peers, its rigorous research approach means that generally around 35 shares are held, all of a broadly similar size."

Other investment funds to make it into his top six include the Newton Global Higher Income, M&G Strategic Corporate Bond, and Jupiter Absolute Return fund.

Nigel Walker adds: "When taken as a whole these funds should work well together because Artemis and Invesco Perpetual generally invest in companies with a defensive bias, so potentially could be resilient funds to hold during a time when the economic recovery remains fragile.

"Newton provides overseas exposure, but does so in a framework which still provides a high income. The Schroder fund with its very focussed growth bias compliments the three income funds.

"For diversification the M&G fund invests in corporate bonds, whereas the Jupiter fund with its very flexible approach aims to deliver positive returns irrespective of market conditions."

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 Product NameISA OptionIncome YieldMore Info
Henderson Strategic Bondyes5.7%More Info >
Income Paid Quarterly. Investing in higher yielding assets which will include most types of fixed interest securities, this fund aims to deliver a quarterly income to investors. See latest fund factsheet for details.
Newton Asian Incomeyes5.43%More Info >
Income Paid Quarterly.The objective of the Sub-Fund is to achieve income together with long-term capital growth predominantly through investments in securities in Asia Pacific ex Japan (including Australia & New Zealand) region. The Sub-Fund may also invest in collective investment schemes. See latest fund factsheet for details.
Newton Higher Incomeyes5.4%More Info >
Income Paid Quarterly. The objective of the Fund is to achieve increasing distributions on a calendar year basis with long term capital growth. The Fund may also invest in collective investment schemes. See latest fund factsheet for details.
Invesco Perpetual Distributionyes4.7%More Info >
Income Paid Monthly. Invesco Perpetual Distribution offers a balance between both income and capital growth through investment in UK based equities and fixed interest securities. See latest fund factsheet for details.
Invesco Perpetual Monthly Income Plusyes4.46%More Info >
Income Paid Monthly. Popular income fund that aims to achieve a high level of income whilst seeking to maximise total return through investing in high yielding corporate and Government bonds, together with UK equities. See latest fund factsheet for details.
Woodford Equity Income Fundyes3.50%More Info >
Our selected partner for investing in Neil Woodford's Equity Income fund is Barclays Stockbrokers, via their INVESTMENT ISA for new ISAs and ISA transfers, or their MARKETMASTER® ACCOUNT for non-ISA investments. Income Paid Quarterly.The fund’s investment objective is to provide investors with long-term appreciation through investing in stocks primarily listed on the UK stock exchanges. Up to 20% may be invested in international companies. The income objective is 10% higher than the FTSE All Share Index yield with an anticipated annual yield of 4.0%.
Newton Global Higher Income yes4.7%More Info >
Income Paid Quarterly. The objective of the Sub-Fund is to achieve increasing annual distributions together with long-term capital growth from investing predominantly in global securities. The Sub-Fund may also invest in collective investment schemes. See latest fund factsheet for details.
Jupiter Merlin Income Portfolioyes3.10%More Info >
Income Paid Quarterly. To achieve a high and rising income with some potential for capital growth by investing predominantly in unit trusts, OEICs, Exchange Traded Funds and other collective investment schemes across several management groups. The underlying funds invest in equities, fixed interest stocks, commodities and property, principally in the UK. See latest fund factsheet for details.
M&G Global Dividendyes3.27%More Info >
Income Paid Quarterly. The Fund aims to deliver a dividend yield above the market average, by investing mainly in a range of global equities. The Fund aims to grow distributions over the long-term whilst also maximising total return (the combination of income and growth of capital). See latest fund factsheet for details.
Kames Strategic Bond yes2.95%More Info >
The primary investment objective is to maximise total return (income plus capital ) by investing in global debt instruments,denominated in any currency, ranging from AAA Government Bonds through to high yield and emerging market corporate bonds. At least 50% of the fund will be invested in sterling and other currency denominated bonds hedged back to sterling. See latest fund factsheet for details.
M&G Optimal Incomeyes2.44%More Info >
Income Paid Twice Yearly.The fund aims to provide a total return to investors based on exposure to optimal income streams in investment markets. The fund invests across a broad range of fixed income assets according to where the fund manager identifies value. See latest fund factsheet for details.
*Current Income Yields are Gross, Variable and Not Guaranteed
**Historic Yield reflects distributions declared over the past 12 months as a percentage of the mid-market price of the fund.
*** This is the target yield the fund aims to achieve per year, it is not guaranteed and could change according to prevailing market conditions. The target yield is net of basic rate tax.
Information correct as at 08/02/2012.

The value of investments and any return from them can fall as well as rise and you may not get back the full amount invested. Please ensure that you read the Important Risk Information below.