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Funds - Let The Experts Select
Each Fund of Fund is carefully constructed and managed on an ongoing basis - all you need to do is choose your overall investment objective. Everything else is then done for you by experts. The fund management team will carry out all the research and make all the investment decisions on your behalf. This means you don’t have to constantly monitor the world’s stock markets or worry about the performance of your investments. A qualified team of professionals will make sure your fund is working towards your chosen objective.
Remember there is 0% initial commission on all funds.
At SFS Invest Direct Invest Direct we have made this choice even easier by carefully studying the market to bring you high quality alternatives to suit every type of investor. If you want more information on some of the advantages of investing in a Fund of Fund take a look at our simple fact sheet >>
A Fund of Funds is a one-stop investment solution managed by full time investment professionals, it is one of the simplest and most cost effective ways to build and maintain a properly diversified investment portfolio, so why not let the experts select?
| Fund Name | Initial Charge* | Initial Commission | Your Saving on SIC | Saving on a £10,000 investment** | Fund Managers AMC | Morning Star Rating1 | S&P Rating2 | More Info | Buy Now |
| F&C Multi Manager Growth Fund | 0.5% | 0% | 4.5% | £450 | 1.25% |
 |
|
 |
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| Gartmore MultiManager Active | 0% | 0% | 5% | £500 | 1.5% |
|
|
|
|
| Insight Diversified Dynamic Return Fund | 0% | 0% | 4% | £400 | 1.5% |
|
|
|
|
| INVESCO PERPETUAL Managed Growth Acc | 0% | 0% | 5% | £500 | 1.5% |
|
A |
|
|
| INVESCO PERPETUAL Managed Growth Inc | 0% | 0% | 5% | £500 | 1.5% |
|
A |
|
|
| Investec Managed Growth Fund | 1.5% | 0% | 3% | £300 | 1.5% |
|
AA |
|
|
| Jupiter Merlin Growth Portfolio Acc | 0.25% | 0% | 5% | £500 | 1.5% |
|
AAA |
|
|
| Jupiter Merlin Growth Portfolio Inc | 0.25% | 0% | 5% | £500 | 1.5% |
|
AAA |
|
|
| M&G Managed Growth Fund A Acc | 0% | 0% | 4% | £400 | 1.5% |
|
AA |
|
|
| M&G Managed Growth Fund A Inc | 0% | 0% | 4% | £400 | 1.5% |
|
AA |
|
|
| New Star Active Portfolio | 0% | 0% | 5% | £500 | 1.5% |
|
|
|
| Fund Name | Initial Charge* | Initial Commission | Your Saving on SIC | Saving on a £10,000 investment** | Fund Managers AMC | Morning Star Rating1 | S&P Rating 2 | More Info | Buy Now |
| Baillie Gifford Managed Fund A Acc | 0% | 0% | 5% | £500 | 1.5% |
|
AA |
|
|
| Baillie Gifford Managed Fund A Inc | 0% | 0% | 5% | £500 | 1.5% |
|
AA |
|
|
| F&C Multi Manager Balanced Fund Acc | 0.5% | 0% | 4.5% | £450 | 1.25% |
|
|
|
|
| F&C Multi Manager Balanced Fund Inc | 0.5% | 0% | 4.5% | £450 | 1.25% |
|
|
|
|
| Fidelity Portfolio Fund | 0.5% | 0% | 3% | £300 | 1.69% |
|
A |
|
|
| Gartmore MultiManager Balanced Acc | 0% | 0% | 5% | £500 | 1.5% |
|
|
|
|
| Gartmore MultiManager Balanced Inc | 0% | 0% | 5% | £500 | 1.5% |
|
|
|
|
| Insight Wealth Builder Balanced Acc | 0% | 0% | 4% | £400 | 1.5% |
|
|
|
|
| Insight Wealth Builder Balanced Inc | 0% | 0% | 4% | £400 | 1.5% |
|
|
|
|
| INVESCO PERPETUAL Managed Income Acc | 0% | 0% | 5% | £500 | 1.5% |
|
A |
|
|
| INVESCO PERPETUAL Managed Income Inc | 0% | 0% | 5% | £500 | 1.5% |
|
A |
|
|
| Jupiter Merlin Balanced Portfolio Acc | 0.25% | 0% | 5% | £500 | 1.5% |
|
AAA |
|
|
| Jupiter Merlin Balanced Portfolio Inc | 0.25% | 0% | 5% | £500 | 1.5% |
|
AAA |
|
|
| M&G Managed Fund A Acc | 0% | 0% | 4% | £400 | 1.5% |
|
AA |
|
|
| M&G Managed Fund A Inc | 0% | 0% | 4% | £400 | 1.5% |
|
AA |
|
|
| New Star Balanced Portfolio A | 0.25% | 0% | 4.75% | £475 | 1.5% |
|
|
|
|
| New Star Balanced Portfolio B | 5% | 0% | 0% | £0 | 1% |
|
|
|
|
| New Star Managed Portfolio Acc A | 0% | 0% | 5% | £500 | 1.5% |
|
|
|
|
| New Star Managed Portfolio Acc B | 0.25% | 0% | 3% | £300 | 1.5% |
|
|
|
|
| New Star Managed Portfolio Inc A | 0% | 0% | 5% | £500 | 1.5% |
|
|
|
|
| New Star Managed Portfolio Inc B | 3.25% | 0% | 0% | £0 | 1.5% |
|
|
|
| Fund Name | Initial Charge* | Initial Commission | Your Saving on SIC | Saving on a £10,000 investment** | Fund Managers AMC | Morning Star Rating1 | S&P Rating 2 | More Info | Buy Now |
| Baillie Gifford International Fund A Acc | 0% | 0% | 5% | £500 | 1.5% |
|
A |
|
|
| Fid WealthBuilder | 0.5% | 0% | 3% | £300 | 1.39% |
|
A |
|
|
| Jupiter Merlin Worldwide Portfolio Acc | 0.25% | 0% | 5% | £500 | 1.5% |
|
AA |
|
|
| Jupiter Merlin Worldwide Portfolio Inc | 0.25% | 0% | 5% | £500 | 1.5% |
|
AA |
|
|
INC = The profits from this ISA are provided as a regular income
ACC = The profits from this ISA are re-invested to help your investment grow
In providing this data, Skipton Financial Services (SFS) Limited has used the services of Library Information Services Limited and Fidelity FundsNetwork. Consequently, SFS cannot be held responsible for any inaccuracies contained in any information provided by any third party. All returns and illustrations are based on current tax legislation which is subject to unforeseen change. Past performance is not a guide to future returns
* The Initial Charge after 100% of initial commission has been rebated and including any fund manager discounts, if applicable.
** Saving on £10000 ISA investment through SFS Invest Direct
Figures accurate as at 01 February 2010.
1 'Morningstar rates investments from one to five stars based on how well they've performed in comparison to similar investments, after adjusting for risk and accounting for all relevant sales charges.' Source Morningstar
2 'Standard and Poor's Fund Services offers qualitative assessment of over 1,300 funds and the highest quality research on investment management capabilities. A team of 45 experienced analysts investigates and monitors long-only equity funds, fixed income funds, funds-of-hedge-funds and absolute return funds. The Fund Services methodology identifies the process, research skills, team strength and group solidity that lies behind the long-term outperformance of leading funds in each market and sector. Those that come through the process successfully carry a rating of quality recognised throughout the investment world.' - Source Standard & Poors
SFS Invest Direct is a trading name of Skipton Financial Services Limited, a subsidiary of Skipton Building Society.
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