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

Growth Fund ISAs

Use Your ISA 2012/13 Allowance Before April 6th 2013 

You can use your tax-free ISA allowance to invest in funds which aim to achieve long-term capital growth. You can invest up to £11,280 in a stocks and shares ISA for the 2012/13 tax year. We have highlighted a range of UK, global and emerging market funds for you to choose from depending on your requirements.

Select Growth Funds
Fund ManagerFundFund Manager Initial Charge¹Your SavingSaving On ISA²AMC³Select Fund°Fact SheetApply Now
Aberdeen Emerging Markets 0%4.25%£4531.75% 1.55%yesFactsheetMore 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.
Gold & General0%5.00%£5341.50% 1.30%yesFactsheetMore 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 Emerging Markets Leaders 0%4.00%£4271.50% 1.30%yesFactsheetMore Info >
The Fund aims to achieve long-term capital growth. The Fund invests worldwide in large and mid capitalisation equities in emerging economies, including those of companies listed on developed market exchanges whose activities predominantly take place in emerging market countries. See latest fund factsheet for details.

¹The Initial Charge after 100% of the Fair Investment Company Charge has been rebated as well as any fund manager discounts we can pass on to you if applicable.

²Based on 2011/12 ISA allowance of £10,680.

³AMC is the Annual Management Charge applied by the Fund Manager. By using our Fund Supermarket we can rebate up to 0.20% of the AMC back to you. This rebate is paid into a cash account which is set up for you when you first invest.

°Select Fund - Has a OBSR A Star Rating or more and a 100% initial charge discount.

Select Growth Funds - UK Growth
Fund ManagerFundFund Manager Initial Charge¹Your SavingSaving On ISA²AMC³Select Fund°Fact SheetApply Now
M&G Recovery0%4.00%£4271.50% 1.30%yesFactsheetMore Info >
The Fund’s sole aim is capital growth by investing predominantly in a diversified range of securities issued by companies which are out of favour, in difficulty or whose future prospects are not fully recognised by the market. See latest fund factsheet for details.
Schroders UK Alpha Plus0%5.25%£5601.50% 1.30%yesFactsheetMore Info >
The Fund’s investment objective is to provide capital growth through investment in UK and other companies. In order to achieve the objective the manager will invest in a focussed portfolio of securities. The emphasis of the Fund will be investment in UK companies. The fund may also invest in companies headquartered or quoted outside the UK where those companies have material or critical operations within, or derive significant business from, the UK. See latest fund factsheet for details.
UK Select Opportunities0%5.25%£5601.50% 1.30%yesFactsheetMore Info >
To achieve capital growth by investing in companies, primarily of UK origin, where the Manager believes above average returns can be realised. See latest fund factsheet for details.

¹The Initial Charge after 100% of the Fair Investment Company Charge has been rebated as well as any fund manager discounts we can pass on to you if applicable.

²Based on 2011/12 ISA allowance of £10,680 when you invest through Fair Investment Company Fund Supermarket.

³AMC is the Annual Management Charge applied by the Fund Manager. By using our Fund Supermarket we can rebate up to 0.20% of the AMC back to you. This rebate is paid into a cash account which is set up for you when you first invest.

°Select Fund - Has a OBSR A Star Rating or more and a 100% initial charge discount.

Select Growth Funds - Global Growth
Fund ManagerFundFund Manager Initial Charge¹Your SavingSaving On ISA²AMC³Select Fund°Fact SheetApply Now
M&G Global Basics0%4.00%£4271.50% 1.30%yesFactsheetMore Info >
The Fund’s sole aim is long-term capital growth. The Fund is a global equity fund which invests wholly or mainly in companies operating in basic industries (‘primary’ and ‘secondary’ industries) and also in companies that service these industries. The Fund may also invest in other global equities. See latest fund factsheet for details.
Global Equity Fund 0%5.00%£5341.75% 1.55%yesFactsheetMore Info >
The investment objective of Neptune Global Equity Fund is to generate capital growth from a concentrated portfolio of global securities, selected from across world equity markets, with a view to attaining top quartile performance within the appropriate peer group. This is an international fund but there will be no restriction in terms of regional allocation. See latest fund factsheet for details.
Aberdeen World Equity0%4.25%£4531.50% 1.30%yesFactsheetMore Info >
The investment objective of Aberdeen World Equity Fund is to provide long term total return from an internationally diversified portfolio of equities. See latest fund factsheet for details.

¹The Initial Charge after 100% of the Fair Investment Company Charge has been rebated as well as any fund manager discounts we can pass on to you if applicable.

²Based on 2011/12 ISA allowance of £10,680.

³AMC is the Annual Management Charge applied by the Fund Manager. By using our Fund Supermarket we can rebate up to 0.20% of the AMC back to you. This rebate is paid into a cash account which is set up for you when you first invest.

°Select Fund - Has a OBSR A Star Rating or more and a 100% initial charge discount.

Select Growth Funds - Global Emerging Markets
Fund ManagerFundFund Manager Initial Charge¹Your SavingSaving On ISA²AMC³Select Fund°Fact SheetApply Now
Aberdeen Emerging Markets 0%4.25%£4531.75% 1.55%yesFactsheetMore 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.
First State Global Emerging Markets Leaders 0%4.00%£4271.50% 1.30%yesFactsheetMore Info >
The Fund aims to achieve long-term capital growth. The Fund invests worldwide in large and mid capitalisation equities in emerging economies, including those of companies listed on developed market exchanges whose activities predominantly take place in emerging market countries. See latest fund factsheet for details.
M&G Global Emerging Markets0%4.00%£4271.50% 1.30%yesFactsheetMore Info >
Aims to achieve a total return, a combination of capital growth and income, through investments in emerging market countries. See latest fund factsheet for details.

¹The Initial Charge after 100% of the Fair Investment Company Charge has been rebated as well as any fund manager discounts we can pass on to you if applicable.

²Based on 2011/12 ISA allowance of £10,680.

³AMC is the Annual Management Charge applied by the Fund Manager. By using our Fund Supermarket we can rebate up to 0.20% of the AMC back to you. This rebate is paid into a cash account which is set up for you when you first invest.

°Select Fund - Has a OBSR A Star Rating or more and a 100% initial charge discount.

 

Important Information: Investment in emerging market funds involves risk factors and special considerations which may not be typically associated with investing in more developed markets. Political or economic change and instability may be more likely to occur and have a greater effect on the economies and markets of emerging countries. Adverse government policies, taxation, restrictions on foreign investment and on currency convertibility and repatriation, currency fluctuations and other developments in the laws and regulations of emerging countries in which investment may be made, including expropriation, nationalisation or other confiscation could result in loss to the fund.

Growth Select Funds - North America
Fund ManagerFundFund Manager Initial Charge¹Your SavingSaving On ISA²AMC³Select Fund°Fact SheetApply Now
Schroders US Mid Cap Fund0%5.25%£5601.50% 1.30%yesFactsheetMore Info >
The Fund's investment objective is to provide capital growth and income primarily through investment in equity securities of medium-sized US companies. See latest fund factsheet for details.
American Select 0%3.75%£4001.50% 1.30%yesFactsheetMore Info >
The Fund aims to achieve above average capital growth. The Fund invests in companies domiciled in North America or which have significant North American operations. These include smaller and emerging growth companies, those with potential for merger or takeover, those with new management recovery situations and exploration companies. There will be no particular specialisation. The select investment approach means that the Fund has the flexibility to take significant stock and sector positions which may lead to increased levels of volatility. See latest fund factsheet for details.

¹The Initial Charge after 100% of the Fair Investment Company Charge has been rebated as well as any fund manager discounts we can pass on to you if applicable.

²Based on 2011/12 ISA allowance of £10,680.

³AMC is the Annual Management Charge applied by the Fund Manager. By using our Fund Supermarket we can rebate up to 0.20% of the AMC back to you. This rebate is paid into a cash account which is set up for you when you first invest.

°Select Fund - Has a OBSR A Star Rating or more and a 100% initial charge discount.

Growth Select Funds - Cautious Managed
Fund ManagerFundFund Manager Initial Charge¹Your SavingSaving On ISA²AMC³Select Fund°Fact SheetApply Now
Invesco Perpetual Distribution0%5%£5341.38% 1.18%yesFactsheetMore 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.
Investec Cautious Managed0%4.50%£4801.50% 1.30%yesFactsheetMore Info >
The Fund aims to provide a combination of income and long term capital growth by investing conservatively in a diversified portfolio of equities, bonds and other fixed interest securities of high quality and marketability. At all times the Fund’s equity exposure will be limited to a maximum of 60% of the portfolio value. See latest fund factsheet for details.
Henderson Cautious Managed 0%5.00%£5341.50% 1.30%yesFactsheetMore Info >
The Fund aims to provide income and long-term capital growth by investing in a combination of company shares and a range of bonds in any country. The fund will invest no more than 60% of its value in company shares. See latest fund factsheet for details.

¹The Initial Charge after 100% of the Fair Investment Company Charge has been rebated as well as any fund manager discounts we can pass on to you if applicable.

²Based on 2011/12 ISA allowance of £10,680.

³AMC is the Annual Management Charge applied by the Fund Manager. By using our Fund Supermarket we can rebate up to 0.20% of the AMC back to you. This rebate is paid into a cash account which is set up for you when you first invest.

°Select Fund - Has a OBSR A Star Rating or more and a 100% initial charge discount.

 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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