Funds Service Transfers

Putting you in control of your investments

With the Fair Investment ISA and Investment Account you can transfer all of your existing funds and ISAs into one easy to manage area. Funds and fund ISAs you may want to transfer into could include:

Popular funds Our Select 100 funds

There are many reasons why you may wish to transfer existing funds – some of the key considerations may include:

  • Consolidation – if you have a number of funds or ISAs spread across different fund managers, you might want to bring them altogether in one place 
  • Investment performance – if  investment performance is poor and options for switching with the fund manager is limited, and you may be looking for greater flexibility
  • Charges – to switch investments with your current fund manager may incur initial charges up to 5.5%

Why transfer onto the Fair Investment ISA and Investment Account?

  • Savings of up to 100% on standard initial charges – Up to 5.50% of the value of your initial investment
  • Access to more than 2000 funds, from over 90 fund managers
  • Consolidated view of all your investments in one place
  • One consolidated investment statement each year
  • Ability to manage your investments online

What can I transfer?

  • Stocks and shares fund ISAs and funds (outside an ISA)
  • Cash ISAs
Emerging Market Funds
Fund ManagerFundSectorFactsheetMore info
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.
Neptune 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.
Fidelity South East AsiaAsia PacificFactsheetMore Info >
Capital growth fund which invests in companies located in the Pacific Basin, excluding Japan. 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.

Commodity Funds
Fund ManagerFundSectorFactsheetMore info
BlackRock 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.
First State 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.
JP Morgan 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.