Developed Markets ISAs

Developed markets ISAs allow tax efficient investment in equities and bonds, with investment options including actively managed funds, passive funds and ETFs. Investments in developed markets ISAs may be designed to provide a level of income or to provide a long term capital growth.

See the table below for a selection of the options for investment in developed markets ISAs available through the Fair Investment ISA and Investment Account:

Developed Market Funds
Fund ManagerFundSectorFactsheetMore info
Continental European Europe Excluding UKFactsheetMore Info >
To achieve long-term capital growth for investors. The Fund invests primarily in the shares of larger companies incorporated or listed in Europe excluding the UK. The Fund may also invest in collective investment schemes. See latest fund factsheet for details.
American Index Fund North AmericaFactsheetMore Info >
The fund aims to track the performance of the S&P500 index, with holdings in US companies listed on that index. No initial charges.
Argonaut European Alpha FundEurope Ex UKFactsheetMore Info >
Seeks to produce above average, consistent and stable high returns by investing in equities from European markets. Save 100% on initial charges.
Invesco Perpetual IncomeUK Equity Income & GrowthFactsheetMore Info >
Income Paid Twice Yearly. The Invesco Perpetual Income Fund aims to achieve a reasonable level of income, together with capital growth. The fund intends to invest primarily in companies listed in the UK, with the balance invested internationally. See latest fund factsheet for details.
Schroders Tokyo JapanFactsheetMore Info >
The Fund’s investment objective is to achieve capital appreciation through participation in the growth of the Japanese economy. Investment will be based primarily on Japan’s economic strengths, such as its manufacturing industry (in particular on those parts of it that are demonstrating an ability to exploit newly emerging technology) and on sectors benefiting from structural change in the economy. Investment will be in directly held transferable securities. The fund may also invest in collective investment schemes, warrants and money market instruments. See latest fund factsheet for details.

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.

Developed markets ISAs refers to investing an ISA allowance in developed markets – those countries that have established financial markets, and are generally perceived as carrying less risk than emerging markets.

The FTSE financial information company lists 25 countries as developed, including the UK, USA, Australia, Italy, Japan, Norway, and Spain.

 Important Risk Information:

This website contains information only and does not constitute advice or a personal recommendation in any way whatsoever. The value of investments and income from them can fall as well as rise and you may not get back the full amount invested. The tax efficiency of ISAs is based on current tax law and there is no guarantee that tax rules will stay the same in the future.

Different types of investment carry different levels of risk and may not be suitable for all investors. Please ensure that you read the Important Risk Information for further details. Prior to making any decision to invest, you should ensure that you are familiar with the risks associated with a particular investment and should read the product literature. If you are in any doubt as to the suitability of a particular investment, both in respect of its objectives and its risk profile, you should seek independent financial advice.