Last Minute Fund ISAs - 2013

Popular Funds

Last minute fund ideas for your 2012-13 ISA allowance

Make the most of your 2012/13 ISA allowance before it's too late - you can apply for our funds up until 11pm on April 5th. We offer a wide range of choice, so if you're not sure what to choose then read our article about last minute fund ISAs for some ideas, or see the tables below for our top 10 selling income and growth funds.

Selected Growth Funds
Fund ManagerFundFund Manager Initial Charge¹AMC³Select Fund°Fact SheetHow to Invest
Aberdeen Asia Pacific 0%1.00%yesFactsheetApply Now >
Aims for capital growth by investing in countries of the Asia Pacific region, excluding Japan. See latest fund factsheet for details.
Asia Pacific Leaders Fund0%0.85%yesFactsheetApply Now >
A capital growth fund that invests in large and medium sized companies based Asia Pacific region, excluding Japan. See latest fund factsheet for details.
BlackRock Continental European 0%0.75%yesFactsheetApply Now >
To achieve long-term capital growth for investors. The Fund invests primarily in the shares of larger companies incorporated or listed in Europe excluding the UK. The Fund may also invest in collective investment schemes. See latest fund factsheet for details.
Baring Europe Select Trust 0%0.75%yesFactsheetApply Now >
The investment objective of the fund is to achieve long term capital growth by investing directly and indirectly in securities of European companies. The Manager’s policy is to seek growth predominantly through investment in securities of carefully selected companies quoted on the principal European Stock Markets whilst retaining the flexibility to invest in small growth or “niche” opportunities should the opportunity arise. See latest fund factsheet for details.
Jupiter Merlin Growth Portfolio0%0.75%yesFactsheetApply Now >
To achieve long-term capital growth by investing predominantly in unit trusts, OEICs, Exchange Traded Funds and other collective investment schemes across several management groups. The underlying funds invest in international equities, fixed interest stocks, commodities and property, with a core in the UK. See latest fund factsheet for details.
Jupiter Merlin Worldwide Portfolio0%0.75%yesFactsheetApply Now >
To achieve long-term capital growth by investing predominantly in unit trusts, OEICs, Exchange Traded Funds and other collective investment schemes across several management groups. The underlying funds invest in international equities, fixed interest stocks, commodities and property. See latest fund factsheet for details.
M&G Global Basics0%0.75%yesFactsheetApply Now >
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.
Schroders Tokyo 0%0.75%yesFactsheetApply Now >
The Fund’s investment objective is to achieve capital appreciation through participation in the growth of the Japanese economy. Investment will be based primarily on Japan’s economic strengths, such as its manufacturing industry (in particular on those parts of it that are demonstrating an ability to exploit newly emerging technology) and on sectors benefiting from structural change in the economy. Investment will be in directly held transferable securities. The fund may also invest in collective investment schemes, warrants and money market instruments. See latest fund factsheet for details.
Invesco Perpetual Distribution0%0.69%yesFactsheetApply Now >
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.
Jupiter Merlin Income Portfolio0%0.75%yesFactsheetApply Now >
To achieve a high and rising income with some potential for capital growth by investing predominantly in unit trusts, OEICs, Exchange Traded Funds and other collective investment schemes across several management groups. The underlying funds invest in equities, fixed interest stocks, commodities and property, principally in the UK. See latest fund factsheet for details.
Jupiter Merlin Balanced Portfolio0%0.75%yesFactsheetApply Now >
To achieve long-term capital growth with income by investing predominantly in unit trusts, OEICs, Exchange Traded Funds and other collective investment schemes across several management groups. The underlying funds invest in international equities, fixed interest stocks, commodities and property. See latest fund factsheet for details.
AXA Framlington Managed Balanced0%0.63%yesFactsheetApply Now >
Capital growth through investment in a broad range of securities in all or any economic sectors in all or any parts of the world which, in the Manager's opinion, show above average profitability, management quality and growth, balancing risk and return. See latest fund factsheet for details.
Schroders US Mid Cap Fund0%0.75%yesFactsheetApply Now >
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.
JP Morgan US 0%0.75%yesFactsheetApply Now >
To provide capital growth over the long term by investing primarily through a portfolio invested in the shares of US companies. See latest fund factsheet for details.
BlackRock Gold & General0%1.00%yesFactsheetApply Now >
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.
M&G Strategic Corporate Bond0%0.50%yesFactsheetApply Now >
The Fund aims to maximise total return (the combination of income and growth of capital). See latest fund factsheet for details.
Invesco Perpetual Corporate Bond0%0.50%yesFactsheetApply Now >
Income Paid Twice Yearly. The Invesco Perpetual Corporate Bond Fund aims achieve a high level of overall return, with relative security of capital. It intends to invest primarily in fixed interest securities. See latest fund factsheet for details.
Kames High Yield Bond0%0.75%yesFactsheetApply Now >
The primary investment objective is to maximise total return(income plus capital) by investing in a portfolio of predominately high yield bonds, selected investment grade bonds and cash. The fund may hold sterling and other currency denominated bonds hedged back to sterling. The fund may also invest in deposits, money market instruments, derivative instruments and forward transactions. See latest fund factsheet for details.
Invesco Perpetual Monthly Income Plus0%0.63%yesFactsheetApply Now >
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.
Legal & General Dynamic Bond Trust0%0.60%yesFactsheetApply Now >
The fund aims to generate an attractive return from fixed income markets investing in investment grade bonds, high yield, gilts and cash and uses derivatives extensively to manage the fund's position and risk profile. See latest fund factsheet for details.

³AMC is the Annual Management Charge applied by the Fund Manager.

°Select Fund - See how our funds are selected

Top Selling Income Funds for ISAs
Fund ManagerFundFund Manager Initial Charge¹AMC³Income Yield*Select Fund°Fact SheetHow to Invest
Henderson Preference and Bond 0%0.60%5.00%yesFactsheetApply Now >
Income Paid Quarterly To provide a return by investing primarily in sterling denominated preference shares, Government securities, corporate bonds, Eurobonds and other bonds. See latest fund factsheet for details.
Invesco Perpetual Monthly Income Plus0%0.63%4.46%yesFactsheetApply Now >
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.
Kames High Yield Bond0%0.75%4.99%yesFactsheetApply Now >
Income Paid Monthly. The primary investment objective is to maximise total return(income plus capital) by investing in a portfolio of predominately high yield bonds, selected investment grade bonds and cash. The fund may hold sterling and other currency denominated bonds hedged back to sterling. The fund may also invest in deposits, money market instruments, derivative instruments and forward transactions. See latest fund factsheet for details.
Newton Asian Income0%0.75%5.43%yesFactsheetApply Now >
Income Paid Quarterly.The objective of the Sub-Fund is to achieve income together with long-term capital growth predominantly through investments in securities in Asia Pacific ex Japan (including Australia & New Zealand) region. The Sub-Fund may also invest in collective investment schemes. See latest fund factsheet for details.
Woodford Equity Income Fund0%0.75%3.50%yesFactsheetApply Now >
Our selected partner for investing in Neil Woodford's Equity Income fund is Barclays Stockbrokers, via their INVESTMENT ISA for new ISAs and ISA transfers, or their MARKETMASTER® ACCOUNT for non-ISA investments. Income Paid Quarterly.The fund’s investment objective is to provide investors with long-term appreciation through investing in stocks primarily listed on the UK stock exchanges. Up to 20% may be invested in international companies. The income objective is 10% higher than the FTSE All Share Index yield with an anticipated annual yield of 4.0%.
Artemis Income0%0.75%3.7%yesFactsheetApply Now >
Income Paid Twice Yearly. This fund aims to provide an increasing income and capital growth from investing mainly in ordinary shares, preference shares, convertible bonds and fixed-interest securities in the UK. We will not be restricted in our choice of investments, either by the size of the company, the industry it trades in, or the geographical split of the portfolio. See latest fund factsheet for details.
Jupiter Merlin Income Portfolio0%0.75%3.10%yesFactsheetApply Now >
Income Paid Quarterly. To achieve a high and rising income with some potential for capital growth by investing predominantly in unit trusts, OEICs, Exchange Traded Funds and other collective investment schemes across several management groups. The underlying funds invest in equities, fixed interest stocks, commodities and property, principally in the UK. See latest fund factsheet for details.
M&G Global Dividend0%0.75%3.27%yesFactsheetApply Now >
Income Paid Quarterly. The Fund aims to deliver a dividend yield above the market average, by investing mainly in a range of global equities. The Fund aims to grow distributions over the long-term whilst also maximising total return (the combination of income and growth of capital). See latest fund factsheet for details.

*Current Income Yields are Gross, Variable and Not Guaranteed as at 28/2/14 - See latest Fund Factsheet for details.

³AMC is the Annual Management Charge applied by the Fund Manager. 

°Select Fund - See how our funds are selected

 

Bonds: To provide the potential for overall returns these funds invest in bonds, also known as fixed interest securities. This is achieved by receiving regular interest on loans to companies or governments. There is a chance the bond issuer could fall into financial difficulty and will not be able to pay the interest or the loan back, which could result in a fall in your investment returns. Bonds can also be sensitive to trends in interest rate movements and if interest rates go up, the returns on your investment are likely to fall as bonds can become less attractive. On the other hand, if interest rates fall, bonds are likely to become more attractive and your investment returns increase.

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 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.