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

Green ISA

What a Green ISA could offer...

The UK Sustainable Investment Forum (UKSIF) has called on the government to introduce a Green ISA.

A Green ISA could be offered by the proposed Green Investment Bank (GIB) which the government is planning to set-up to invest in renewable energy and efforts to tackle climate change. An independent commission recommended that the GIB offer Green ISAs as way for retail investors to contribute towards the development of renewable energy.

A Green ISA allowance would be on top of the existing ISA allowance which allows a certain amount to be saved each financial year without paying any tax on the interest earned. A Green ISA could allow tax-free investment up to a greater amount as long as the investment was made in eligible companies, such as renewable energy providers.

It is likely that a Green ISA allowance would only apply to stocks and shares ISA investments.

Although there is currently no specifc ISA allowance for green investment, ethical funds are available that only invest in companies meeting certain criteria. This is known as Socially Responsible Investment (SRI).

Different 'ethical' funds will have different strategies for the assets they hold and further information should be sought about the types of investments particular funds make.
 
Some ethical funds are eligible for ISA investments, while some banks like the Co-operative Bank have ethical and sustainability criteria determining how they do business. 

See the table below for some leading ethical funds currently available through Fair Investment Company:

 

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. 

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.

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