Fixed Interest Investments
Find out more about fixed interest investments...
Fixed interest investments relatively low risk investment products that can offer good returns.
You can access fixed interest investments through collective investment options such as funds and unit trusts.
See the table below to compare a number of investment funds that could provide you with access to fixed interest investments:
| Monthly Income Plus Fund |  | 7.73%* | |
Popular monthly 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. 100% discount on initial charges.
|
| Income Maximiser | | 7%* | |
| Seeks to achieve a target yield of 7% to generate a quarterly income, whilst offering the potential for some long-term capital growth. Save 100% on Initial Charges. |
| Strategic Bond | | 6.50%* | |
| Investing in higher yielding assets which will include most types of fixed interest securities, this fund aims to deliver a quarterly income to investors. Save up to 97% on Initial Charges. |
| Corporate Bond Fund | | 5.46%* | |
| Invests mainly in fixed interest securities to achieve a high level of income will relative capital security. Save 100% on Initial Charges. |
| High Income Fund | | 4.04%** | |
| Popular with investors, this fund aims to deliver a high level of income combined with capital growth by investing primarily in UK based companies. Save 100% on Initial Charges. |
| Income Fund | | 3.36%** | |
| Aims to deliver a growing income that is paid biannually, by investing primarily in UK equities. Save 100% on Initial Charges. |
| Distribution Fund | | 7.00%* | |
| Offers balance between both income and capital growth through investment in UK based equities and fixed interest securities. Save 100% on Initial Charges. |
*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 as at 30th June 2010.
*** Annual target yield is adjusted quarterly and will change as capital values rise or fall. Yield is variable and not guaranteed. Target yield quoted is net of basic rate tax. Information correct as of 7th July 2010.
Disclaimer (Please Read)
General risk warnings
- The list of funds/investments provided above should not be seen in any way as being a recommendation. No advice has been given and you should be aware that any investment which takes place will be transacted on a “non-advised sale” basis.
- Full details of the investments will be provided in the documentation/brochure sent to you and it is up to you to ensure that you fully understand the nature of the investment before proceeding. If you are at all unsure of the suitability of the type of investment, both in respect of its objectives and its risk profile, you should seek independent financial advice.
Collective investments
- Collective investments such as unit trusts are designed as medium to long term investments, for example at least five years.
- The value of your investment and the level of any income received from it can fall as well as rise and is not guaranteed and you may not get back the amount of your original investment.
- Any income yield quoted is correct at the time of going to press. Income yields vary and are only estimates. The actual dividend income that you receive will depend upon the income payable by the underlying assets of the fund and could change, either up or down, at any time. Dividend income from an ISA will, under current legislation, be free of UK income tax. Dividend income paid from a fund not held within an ISA will be subject to income tax, which may or may not be reclaimable depending upon your circumstances and the type of investment. In some cases, there may be additional income tax to pay.
- If you choose a fund which invests overseas, there is the addition of “exchange rate” risk which could reduce any gains or increase losses if the currency moves against you.
- Dividend income paid from a fund not held within an ISA will be subject to income tax, which may or may not be reclaimable depending upon your circumstances and the type of investment. In some cases, there may be additional income tax to pay.
Specific ISA warnings
- 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.
- Dividend income from a stocks and shares ISA will, under current legislation, be free of further liability to UK income tax whether this is paid out or automatically reinvested.
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| Neptune European Opportunities Fund | | From £50 Per Month | |
Fund seeks to provide you with capital growth by investing primarily in a portfolio of European securities, excluding the UK. 100% discount on initial charge!
Click here to view latest Fund Facts » |
| Threadneedle American Select Fund | | From £50 Per Month | |
Aims to provide capital growth by investing primarily in the stock of medium to large companies which are based in North America. 100% discount on initial charge!
Click here to view latest Fund Facts » |
| Blackrock UK Absolute Alpha Fund | | From £50 Per Month | |
Seeks to achieve a positive absolute return for investors by investing primarily in equities - income paid twice yearly. 100% discount on initial charge!
Click here to view latest Fund Facts » |
| Aegon UK Equity Fund | | From £50 Per Month | |
Fund aims to maximise total return for investors from capital and net income combined primarily through investing in UK based equities. 100% discount on initial charge!
Click here to view latest Fund Facts » |
| Old Mutual UK Select Mid Cap Fund | | From £50 Per Month | |
Fund seeks to provide capital growth from investing primarily in a portfolio of medium sized UK companies. 100% discount on initial charge!
Click here to view latest Fund Facts » |
| M&G Recovery Fund | | From £50 Per Month | |
| The principle behind the fund is simple, but has proved highly effective – it focuses on corporate rather than economic recovery by scrutinising companies and identifying those that can recover regardless of economic conditions. Save 100% on Initial Charge. |
| Fidelity South East Asia Fund | | From £50 Per Month | |
| This fund aims achieve long-term capital growth by investing in a portfolio of shares from companies located in the Pacific Basin, excluding Japan. Save up to 93% on Initital Charge! |
Disclaimer (Please Read)
General risk warnings
- The list of funds/investments provided above should not be seen in any way as being a recommendation. No advice has been given and you should be aware that any investment which takes place will be transacted on a “non-advised sale” basis.
- Full details of the investments will be provided in the documentation/brochure sent to you and it is up to you to ensure that you fully understand the nature of the investment before proceeding. If you are at all unsure of the suitability of the type of investment, both in respect of its objectives and its risk profile, you should seek independent financial advice.
Collective investments
- Collective investments such as unit trusts are designed as medium to long term investments, for example at least five years.
- The value of your investment and the level of any income received from it can fall as well as rise and is not guaranteed and you may not get back the amount of your original investment.
- Any income yield quoted is correct at the time of going to press. Income yields vary and are only estimates. The actual dividend income that you receive will depend upon the income payable by the underlying assets of the fund and could change, either up or down, at any time. Dividend income from an ISA will, under current legislation, be free of UK income tax. Dividend income paid from a fund not held within an ISA will be subject to income tax, which may or may not be reclaimable depending upon your circumstances and the type of investment. In some cases, there may be additional income tax to pay.
- If you choose a fund which invests overseas, there is the addition of “exchange rate” risk which could reduce any gains or increase losses if the currency moves against you.
- Dividend income paid from a fund not held within an ISA will be subject to income tax, which may or may not be reclaimable depending upon your circumstances and the type of investment. In some cases, there may be additional income tax to pay.
Specific ISA warnings
- 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.
- Dividend income from a stocks and shares ISA will, under current legislation, be free of further liability to UK income tax whether this is paid out or automatically reinvested.
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| Aberdeen Emerging Markets Fund | | From £50 per month | |
Aims to provide long-term capital growth through investing in global emerging stock markets. Save 100% on Initial Charges.
Click here to view latest Fund Facts » |
| First State Asia Pacific Leaders Fund | | From £50 per month | |
A capital growth fund that invests in large and medium sized companies based Asia Pacific region, excluding Japan. Save up to 94% on Initial Charges.
Click here to view latest Fund Facts » |
| Black Rock Gold and General Fund | | From £50 Per Month | |
The BlackRock Gold & General Fund aims to achieve long term capital growth by investing in gold, mining and precious metal related shares. 100% Discount on Initial Charge.
Click here to view latest Fund Facts » |
| JP Morgan Natural Resources Fund | | From £50 Per Month | |
Aims to supply you with long term capital growth by investing in a portfolio of shares in worldwide companies engaged in the production and marketing of commodities.
Click here to view latest Fund Facts » |
| Allianz Bric All Stars Fund | | From £50 Per Month | |
Aims to achieve capital growth in the long term by investing mainly in the equity markets of Brazil, Russia, India and China.
Click here to view latest Fund Facts » |
| First State Greater China Growth Fund | | From £50 Per Month | |
Aims to provide you with long term capital growth by investing in the shares of companies that were either established or have a predominant part of their economic activities in China, Hong Kong and Taiwan.
Click here to view latest Fund Facts » |
| Jupiter Ecology Fund | | From £50 Per Month | |
Aims to achieve long-term capital appreciation together with a growing income consistent with a policy of promoting environmental and social change. Save up to 90% off initial charges.
Click here to view latest Fund Facts » |
| Threadneedle UK Property Trust | | From £50 Per Month | |
Aims to provide you with a total return based on income and capital appreciation primarily through investment in certain kinds of UK real estate, property related securities, government and public securities and units in collective investment schemes.. Save up to 100% off initial charges.
Click here to view latest Fund Facts » |
Disclaimer (Please Read)
General risk warnings
- The list of funds/investments provided above should not be seen in any way as being a recommendation. No advice has been given and you should be aware that any investment which takes place will be transacted on a “non-advised sale” basis.
- Full details of the investments will be provided in the documentation/brochure sent to you and it is up to you to ensure that you fully understand the nature of the investment before proceeding. If you are at all unsure of the suitability of the type of investment, both in respect of its objectives and its risk profile, you should seek independent financial advice.
Collective investments
- Collective investments such as unit trusts are designed as medium to long term investments, for example at least five years.
- The value of your investment and the level of any income received from it can fall as well as rise and is not guaranteed and you may not get back the amount of your original investment.
- Any income yield quoted is correct at the time of going to press. Income yields vary and are only estimates. The actual dividend income that you receive will depend upon the income payable by the underlying assets of the fund and could change, either up or down, at any time. Dividend income from an ISA will, under current legislation, be free of UK income tax. Dividend income paid from a fund not held within an ISA will be subject to income tax, which may or may not be reclaimable depending upon your circumstances and the type of investment. In some cases, there may be additional income tax to pay.
- If you choose a fund which invests overseas, there is the addition of “exchange rate” risk which could reduce any gains or increase losses if the currency moves against you.
- Dividend income paid from a fund not held within an ISA will be subject to income tax, which may or may not be reclaimable depending upon your circumstances and the type of investment. In some cases, there may be additional income tax to pay.
Specific ISA warnings
- 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.
- Dividend income from a stocks and shares ISA will, under current legislation, be free of further liability to UK income tax whether this is paid out or automatically reinvested.
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Fixed interest investments are often referred to as loan stock, because they usually involve a loan to either the Government or a company, for example:
- Gilts – Loans to the UK Government
- Corporate Bonds – Loans to a UK company
If you want to compare other investment options, click on the link below to use our investment comparison service:
If you need to speak to an expert if you are unable to decide which investment route to take, fill in the enquiry form below and talk to an independent financial adviser today.
