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

Fund Portfolios

Putting you in control of your investments

Choosing funds for your investments can be daunting, which is why the Fair Investment ISA and Investment Account offers ready-made fund portfolios, independently researched and selected to cater for a range of risks and investment criteria.

There are seven portfolios available through the Fair Investment ISA and Investment Account.

Fund Portfolios
Service ProviderPortfolioMore Info
Absolute Return PortfolioMore Info >
The absolute return portfolio consists of funds taking different approaches to absolute return investments, which are not a guaranteed return, or capital, type of investment, but seek to deliver a positive return independent of prevailing market conditions.
Balanced Managed PortfolioMore Info >
Taking a balanced attitude to risk this portfolio seeks above inflation rates of return with exposure to some emerging market equities, developed market equities, bonds and property.
Cautious Managed PortfolioMore Info >
Aims to deliver above inflation growth but with a cautious attitude to risk by investing in funds that hold fixed interest, equity and property assets.
Growth PortfolioMore Info >
Aims to deliver above inflation growth by investing in a range of equities in European, US and emerging markets.
Global Income PortfolioMore Info >
Aims to deliver a consistent level of income through a combination of global equities, fixed interest and property.
Ethical PortfolioMore Info >
This portfolio offers a balanced risk approach, with a global investment profile incorporating fixed interest and equity investments.
UK Income PortfolioMore Info >
Aims to deliver a consistent level of income through a combination of UK equities, fixed interest and property.

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.

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