Managed ISAs

Through managed ISAs you can invest in a managed fund with tax-free returns from your investment. Funds invested in a managed ISA are actively managed, relying on the asset selection of the manager and team in charge of a fund. Absolute return, global equity, UK equity, income and growth funds can be accessed from leading fund managers.

Through the Fair Investment ISA and Investment Account there are a diverse number of managed funds to choose from. See the table below for a selection of the funds available:

Fund Portfolios
Service ProviderPortfolioMore Info
Absolute Return PortfolioMore Info >
The absolute return portfolio consists of funds taking different approaches to absolute return investments, which are not a guaranteed return, or capital, type of investment, but seek to deliver a positive return independent of prevailing market conditions.
Balanced Managed PortfolioMore Info >
Taking a balanced attitude to risk this portfolio seeks above inflation rates of return with exposure to some emerging market equities, developed market equities, bonds and property.
Cautious Managed PortfolioMore Info >
Aims to deliver above inflation growth but with a cautious attitude to risk by investing in funds that hold fixed interest, equity and property assets.
Growth PortfolioMore Info >
Aims to deliver above inflation growth by investing in a range of equities in European, US and emerging markets.
Global Income PortfolioMore Info >
Aims to deliver a consistent level of income through a combination of global equities, fixed interest and property.
Ethical PortfolioMore Info >
This portfolio offers a balanced risk approach, with a global investment profile incorporating fixed interest and equity investments.
UK Income PortfolioMore Info >
Aims to deliver a consistent level of income through a combination of UK equities, fixed interest and property.

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. 

A larger selection of the funds available for managed ISA investments is in the Investment Funds section.

 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.

Investments in Stocks & Shares ISAs do not contain the same degree of capital security as investments in deposits. Stocks and shares ISAs are designed as medium to long term investments of, for example, five years or more. 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.