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

Investment Focus

Investment Focus: Gilliat Income Builder Plus

Oliver Roylance-Smith / 15 May 2012

Of all the investment themes, income is consistently at the forefront of the investor’s mind, whether you are working and need to supplement your earnings, or retired and looking to add to you... Read more

Investment Focus: Gilliat Deposit Kick Out Plan

Oliver Roylance-Smith / 15 November 2011

Finding a product that offers an attractive solution in the current economic climate is certainly a challenge. However, despite some of the most challenging conditions ever seen, we take a look at o... Read more

Investment Focus: Gilliat Deposit Kick Out Plan

Oliver Roylance-Smith / 20 September 2011

Finding a product that offers an attractive solution in the current economic climate is certainly a challenge. However, despite some of the most challenging conditions ever seen, we take a look at o... Read more

Managed Funds

Oliver Roylance-Smith

Managed funds provide investors with set levels of exposure to different asset classes such as equities fixed interest and property as well as different geographical weightings. We also highlight fund of funds which can help you diversify investment risk and provide access to a range of fund managers and a broad underlying portfolio of stocks.

Oliver Roylance-Smith, Head of Savings & Investments
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.
Cautious Managed 0%5.00%£5341.50% 1.30%yesFactsheetMore Info >
The Fund aims to achieve income and capital growth through investment in shares or units of regulated and/or unregulated collective investment schemes and/or closed ended funds. 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 - Balanced Managed
Fund ManagerFundFund Manager Initial Charge¹Your SavingSaving On ISA²AMC³Select Fund°Fact SheetApply Now
Balanced0%5.00%£5341.60% 1.40%yesFactsheetMore Info >
The investment objective of Neptune Balanced Fund is to generate a positive total return from investment predominantly in equities and bonds, with a view to attaining top quartile performance amongst the relevant peer group. See latest fund factsheet for details.
Balanced Managed 0%5.00%£5341.50% 1.30%yesFactsheetMore Info >
The Fund aims to achieve a balance between capital growth and reasonable income through investment in shares or units of regulated and/or unregulated collective investment schemes and/or closed ended funds. 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 - Multi Manager
Fund ManagerFundFund Manager Initial Charge¹Your SavingSaving On ISA²AMC³Select Fund°Fact SheetApply Now
Cautious Managed 0%5.00%£5341.50% 1.30%yesFactsheetMore Info >
The Fund aims to achieve income and capital growth through investment in shares or units of regulated and/or unregulated collective investment schemes and/or closed ended funds. See latest fund factsheet for details.
Balanced Managed 0%5.00%£5341.50% 1.30%yesFactsheetMore Info >
The Fund aims to achieve a balance between capital growth and reasonable income through investment in shares or units of regulated and/or unregulated collective investment schemes and/or closed ended funds. See latest fund factsheet for details.
Global Boutiques0%5.00%£5341.50% 1.30%yesFactsheetMore Info >
The Fund aims to achieve capital growth by investing in shares/units of regulated and/or unregulated collective investment schemes and/or closed ended funds managed by houses judged to be boutique. See latest fund factsheet for details.
Multi Manager IncomeTrust0%5.00%£5341.00% 0.90%yesFactsheetMore Info >
To provide an income with some potential for capital growth by investing in a wide range of funds. It will select and actively manage the allocation of these schemes across all countries, including the UK, currencies and sectors. It will also invest directly in cash and deposits. See latest fund factsheet for details.
Henderson Multi-Manager Income & Growth0%5.00%£5341.50% 1.30%yesFactsheetMore Info >
The fund aims to provide an income in excess of the yield of the FTSE All Share Index, with prospects for capital growth through investment in a spread of authorised unit trusts and/or open ended investment companies selected from those available in the whole market. There are no restrictions on the funds which may be held, but a core UK holding will be maintained. 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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