Latest Investment Fund News

Jupiter launches new fund

James Caldwell / 03 May 2012

Jupiter have launched a new fund with a focus on capital growth and low volatility. The Jupiter Strategic Reserve Fund is to be managed by the highly regarded investment multi asset team of Mile Gel... Read more

2012 ISA Ideas

David Hughes / 20 February 2012

With the ISA season well and truly upon us, now is the time to consider all of the options available. We therefore give you a detailed round-up of our selection of the best that the market has to of... Read more

Cautious Managed Funds Dominate Fund Supermarket Sales

David Hughes / 06 February 2012

Cautious Managed funds maintained their stronghold on the investment funds market last month, accounting for over 52 per cent of net sales according to the latest sales trends figures from Cofunds, ... Read more

Ethical ISAs for Over 50s

See the latest ethical ISAs...

Ethical ISAs for over 50s allow you to protect your savings and investment from the tax man while also ensuring that your money is not being used for unethical purposes, such as funding companies which damage the environment or violate human rights.

After changes to the ISA allowance in 2009 over 50s had a higher allowance, until the ISA allowance changed for all savers in 2010. See ISA allowance for details about the current annual allowance.

Over 50s may have different concerns when it comes to investing, such as how much risk they wish to take and whether investments should aim to provide a level of income.

Compare leading ethical ISAs below:

You can invest in both a stocks and shares ISA and a cash ISA each tax year as long as the amounts saved are within the annual allowance.

Stocks and shares ISAs often have the potential for higher returns but also carry risks that investment values can fall as well as rise. Cash ISAs can provide a less risky home for some savings while providing tax-free interest.

The Fair Investment Ethical Portfolio is also available for stocks and shares ISA investments. See the table below for more information:

Income Funds - Select Range
 Product NameISA OptionIncome YieldMore Info
Invesco Perpetual Monthly Income Plusyes7.01%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.
Newton Higher Incomeyes7.02%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 Distributionyes6.70%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.
*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. 

There are also a range of cash ISAs available:

Cash ISAs

Emerging Market Funds
Fund ManagerFundSectorFactsheetMore info
Aberdeen Emerging Markets Global Emerging MarketsFactsheetMore Info >
The Fund aims to provide long term capital growth from direct or indirect investment in emerging stock markets worldwide or companies with significant activities in emerging markets. See latest fund factsheet for details.
RCM BRIC Stars SpecialistFactsheetMore Info >
The aim of the fund is to produce long-term capital growth by investing predominantly in the equity markets of Brazil, Russia, India and China. Up to a third of the fund’s assets may be invested in companies based in other countries that are likely to benefit from the BRIC phenomenon. See latest fund factsheet for details.
Russia and Greater RussiaSpecialistFactsheetMore Info >
The investment objective of the Neptune Russia & Greater Russia Fund is to generate capital growth from investment predominantly in Russian and Greater Russian securities or securities issued by companies transacting a significant proportion of their business in Russia and Greater Russia. 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.

Passive Funds
Fund ManagerFundFactsheetMore Info
FTSE 100 IndexFactsheetMore Info
The Fund aims to provide long term capital growth by matching the return of the FTSE 100 Index. The Fund will invest in companies that make up the FTSE 100 Index.
Emerging Markets Stock IndexFactsheetMore Info
Seeks to track the performance of the Morgan Stanley Capital International ("MSCI") Emerging Markets Index, a market-capitalisation-weighted index of companies in emerging markets in Europe, Asia, Africa, Latin America, and Middle East.
All Stocks Gilt IndexFactsheetMore Info
The investment objective of this Trust is to track the total return of UK Government Securities as represented by the investment in a representative sample of stocks.

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. 

Commodity Funds
Fund ManagerFundSectorFactsheetMore info
Gold & GeneralSpecialistFactsheetMore Info >
This is a specialist unit trust which aims to achieve long term capital growth by investing in gold mining and precious metal-related shares. It tends to be volatile and is particularly suitable for diversification in a larger portfolio. See latest fund factsheet for details.
Global Resources Fund SpecialistFactsheetMore Info >
Aims to achieve capital growth by investing in the natural resources and energy sectors globally. Save 100% on initial fund charges.
Natural ResourcesSpecialistFactsheetMore Info >
The Fund aims to invest primarily in the shares of companies throughout the world engaged in the production and marketing of commodities. The fund aims to provide capital growth over the long term.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.

 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.

Selected Fund Providers

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