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The Stocks and Shares ISA products and funds available from SFS Invest Direct are not like building society / bank deposit accounts, as they can rise and fall in value and your capital is at risk.

 

UK Equity Income
Fund Name Standard Initial Charge Our Initial Charge* Initial Commission Saving on £10,000 investment** Fund Managers AMC Morning Star Rating 1 S&P Rating 2 More Info Buy
Marlborough UK Equity Income Fund Inc 5% 0% 0% £500 1.5% starstar More Info Buy
Martin Currie UK Equity Income Fund Acc 5% 0.5% 0% £450 1.5% star More Info Buy
Martin Currie UK Equity Income Fund Inc 5% 0.5% 0% £450 1.5% starstar More Info Buy
Neptune Income Acc 5% 0.75% 0% £425 1.6% starstarstarstar More Info Buy
Neptune Income Inc 5% 0.75% 0% £425 1.6% starstarstarstar More Info Buy
Neptune Quarterly Income Fund Acc 5% 0.75% 0% £425 1.6% starstarstarstar More Info Buy
Neptune Quarterly Income Fund Inc 5% 0.75% 0% £425 1.6% starstarstar More Info Buy
Henderson Higher Income Fund A Acc 5.25% 0.25% 0% £500 1.5% More Info Buy
Henderson Higher Income Fund A Inc 5.25% 0.25% 0% £500 1.5% star More Info Buy
Henderson UK Strategic Income Unit Trust 5% 0.25% 0% £475 1.5% star More Info Buy
Old Mutual Equity Income OEIC Acc 4% 0.25% 0% £375 1.5% starstarstar More Info Buy
Old Mutual Equity Income OEIC Inc 4% 0.25% 0% £375 1.5% starstarstar More Info Buy
Premier Alpha Income Fund Inc 4.25% 0% 0% £425 1.5% More Info Buy
Premier Income Fund Inc 4.25% 0% 0% £425 1.5% starstarstarstar More Info Buy
Premier Monthly Income Fund Inc 4.25% 0% 0% £425 1.5% starstarstar More Info Buy
PSigma Income Fund Acc 5.25% 0.5% 0% £475 1.5% starstar More Info Buy
PSigma Income Fund Inc 5.25% 0.5% 0% £475 1.5% starstar More Info Buy
Rathbone Income Fund Acc 5.5% 1% 0% £450 1.5% starstarstar More Info Buy
Rathbone Income Fund Inc 5.5% 1% 0% £450 1.5% starstarstar More Info Buy
Rathbone Blue Chip Income & Growth Acc 5.5% 1% 0% £450 1.5% starstarstar More Info Buy
Rathbone Blue Chip Income & Growth Inc 5.5% 1% 0% £450 1.5% starstarstar More Info Buy
Rensburg UK Equity Income 4.5% 0.5% 0% £400 1.5% starstarstar More Info Buy
Royal London Equity Income Trust Inc 4% 1% 0% £300 1.25% starstarstar More Info Buy
Schroder Income Maximiser Acc 5.25% 0% 0% £525 1.5% starstarstarstarstar More Info Buy
Schroder Income Maximiser Inc 5.25% 0% 0% £525 1.5% starstarstarstarstar More Info Buy
Schroder Income Acc 5.25% 0% 0% £525 1.5% More Info Buy
Schroder Income Inc 5.25% 0% 0% £525 1.5% More Info Buy
Scottish Widows UK Equity Income Inc 5% 0% 0% £500 1.25% starstarstar   Buy
SWIP UK Income Fund Acc 5% 0% 0% £500 1.5% starstar More Info Buy
Skandia Equity Income 5% 1.5% 0% £350 1.25% starstarstar More Info Buy
Standard Life Inv UK Equity High Inc Acc 4% 0% 0% £400 1.5% AAA More Info Buy
Standard Life Inv UK Equity High Inc Inc 4% 0% 0% £400 1.5% AAA More Info Buy
T.Bailey Equity Income Acc 5% 0% 0% £500 1.5% starstarstar More Info Buy
T.Bailey Equity Income Inc 5% 0% 0% £500 1.5% starstarstar More Info Buy
Threadneedle UK Equity Alpha Income Fund 3.75% 0.75% 0% £300 1.5% starstarstarstar AA More Info Buy
Threadneedle UK Equity Income Fund 3.75% 0.75% 0% £300 1.5% starstarstarstar AA More Info Buy
Threadneedle UK Monthly Income Fund 3.75% 0.75% 0% £300 1.5% starstarstarstar More Info Buy
UBS UK Equity Income Acc 4% 1% 0% £300 1.5% star AA More Info Buy
UBS UK Equity Income Inc 4% 1% 0% £300 1.5% star AA More Info Buy
Aberdeen UK Equity Income Acc OEIC 4.25% 0.25% 0% £400 1.5% starstarstar More Info Buy
Aberdeen UK Equity Income Inc OEIC 4.25% 0.25% 0% £400 1.5% More Info Buy
Aberdeen MM UK Income Acc 4% 0% 0% £400 1.5% More Info Buy
Aberdeen MM UK Income Inc 4% 0% 0% £400 1.5% More Info Buy
AEGON UK Equity Income Fund Acc 5.5% 0% 0% £550 1.5% More Info Buy
AEGON UK Equity Income Fund Inc 5.5% 0% 0% £550 1.5% More Info Buy
Allianz RCM UK Equity Income Fund Inc 4% 1% 0% £300 1.25% starstarstar More Info Buy
Artemis Income Fund Acc 5.25% 0.75% 0% £450 1.5% starstarstarstar More Info Buy
Artemis Income Fund Inc 5.25% 0.75% 0% £450 1.5% starstarstarstarstar More Info Buy
Aviva Investors UK Equity Income A Inc 5% 2% 0% £300 1.5% starstarstarstar A More Info Buy
Aviva Investors UK Income Opps Acc 5% 2% 0% £300 1.5% starstarstar More Info Buy
Aviva Investors UK Income Opps Inc 5% 2% 0% £300 1.5% More Info Buy
AXA Framlington Blue Chip Equity Inc Acc 5.25% 0.25% 0% £500 1.5%   Buy
AXA Framlington Blue Chip Equity Inc Inc 5.25% 0.25% 0% £500 1.5%   Buy
Axa Framlington Equity Income Fund Acc 5.25% 0.25% 0% £500 1.5% starstar More Info Buy
Axa Framlington Equity Income Fund Inc 5.25% 0.25% 0% £500 1.5% starstar More Info Buy
Axa Framlington Monthly Income Fund Acc 5.25% 0.25% 0% £500 1.5% starstar More Info Buy
Axa Framlington Monthly Income Fund Inc 5.25% 0.25% 0% £500 1.5% starstar More Info Buy
Newton Higher Income 4% 0% 0% £400 1.5% starstarstarstar A More Info Buy
BlackRock UK Income Acc 5% 0% 0% £500 1.5% AA More Info Buy
BlackRock UK Income Inc 5% 0% 0% £500 1.5% AA More Info Buy
Cazenove UK Equity Income Fund 5% 0% 0% £500 1.5% starstarstar More Info Buy
F&C UK Growth & Income Fund Inc 5% 0.5% 0% £450 1.5% starstarstar More Info Buy
F&C UK Equity Income Fund Acc 5% 0.5% 0% £450 1.5% starstarstar More Info Buy
F&C Stewardship Income Fund Acc 5% 0.5% 0% £450 1.5% More Info Buy
F&C UK Equity Income Fund Inc 5% 0.5% 0% £450 1.5% starstarstar More Info Buy
Fidelity Enhanced Income Fund Acc 3.5% 0.5% 0% £300 1.5%   Buy
Fidelity Enhanced Income Fund Dist 3.5% 0.5% 0% £300 1.5%   Buy
Fid FIF Income Plus Fund 3.5% 0.5% 0% £300 1% starstarstar   Buy
GLG UK Income Fund Acc 5.25% 0% 0% £525 1.5% starstar   Buy
GLG UK Income Fund Inc 5.25% 0% 0% £525 1.5% starstar   Buy
Gartmore UK Equity Income Fund Inc 5% 0% 0% £500 1.5% starstarstar More Info Buy
Gartmore UK Equity Income Fund Acc 5% 0% 0% £500 1.5% starstarstar More Info Buy
Clerical Med UK High Income Fund Acc 4% 0% 0% £400 1.5% More Info Buy
Clerical Med UK High Income Fund Inc 4% 0% 0% £400 1.5% More Info Buy
HSBC Income Fund Acc 4% 1% 0% £300 1.5% starstarstar More Info Buy
HSBC Income Fund Inc 4% 1% 0% £300 1.5% starstarstar More Info Buy
Henderson UK Equity Income Fund 5% 0% 0% £500 1.5% starstar More Info Buy
Henderson Global Care UK Income Fund 4.5% 0% 0% £450 1.5% starstar A More Info Buy
INVESCO PERPETUAL Income & Growth Acc 5% 0% 0% £500 1.5% A More Info Buy
INVESCO PERPETUAL Income & Growth Inc 5% 0% 0% £500 1.5% starstarstar A More Info Buy
INVESCO PERPETUAL High Income Acc 5% 0% 0% £500 1.5% starstarstarstarstar AAA More Info Buy
INVESCO PERPETUAL High Income Inc 5% 0% 0% £500 1.5% starstarstarstarstar AAA More Info Buy
INVESCO PERPETUAL Income Acc 5% 0% 0% £500 1.5% starstarstarstarstar AAA More Info Buy
INVESCO PERPETUAL Income Inc 5% 0% 0% £500 1.5% starstarstarstarstar AAA More Info Buy
INVESCO PERPETUAL UK Strategic Income Ac 5% 0% 0% £500 1.5% starstarstarstar AA More Info Buy
INVESCO PERPETUAL UK Strategic Income In 5% 0% 0% £500 1.5% starstarstarstar AA More Info Buy
Ignis Higher Yield Fund Acc 5.25% 2.25% 0% £300 1.5% starstarstar More Info Buy
Ignis Higher Yield Fund Inc 5.25% 2.25% 0% £300 1.5% starstarstar More Info Buy
Insight Investment Equity High Inc Acc 4% 0% 0% £400 1.5% starstarstar More Info Buy
Insight Investment Equity High Inc Inc 4% 0% 0% £400 1.5% starstarstar More Info Buy
Insight Investment UK Eq Inc Booster Acc 4% 0% 0% £400 1.5%   Buy
Insight Investment UK Eq Inc Booster Inc 4% 0% 0% £400 1.5%   Buy
JOHCM UK Equity Income Fund Acc 5% 0% 0% £500 1.25% starstarstarstar AA More Info Buy
JOHCM UK Equity Income Fund Inc 5% 0% 0% £500 1.25% starstarstarstar AA More Info Buy
JPM Premier Equity Income - Acc 4.25% 0% 0% £425 1.5% More Info Buy
JPM Premier Equity Income - Inc 4.25% 0% 0% £425 1.5% starstar More Info Buy
JPM UK Strategic Equity Income Acc 4.25% 0% 0% £425 1.5% starstarstar More Info Buy
JPM UK Strategic Equity Income Inc 4.25% 0% 0% £425 1.5% starstarstar More Info Buy
Jupiter Income Trust 5% 0.25% 0% £475 1.5% starstarstar AAA More Info Buy
Lazard UK Income Fund Acc 3.75% 0.5% 0% £325 1.25% starstar More Info Buy
Lazard UK Income Fund Inc 3.75% 0.5% 0% £325 1.25% starstar More Info Buy
LeggMason UK Income 4.25% 0.25% 0% £400 1.5% starstarstar More Info Buy
Liontrust First Income Fund 5% 0% 0% £500 1.5% starstarstar More Info Buy
M&G Income Fund A Acc 4% 0% 0% £400 1.5%   Buy
M&G Income Fund A Inc 4% 0% 0% £400 1.5%   Buy
M&G Dividend Fund A Acc 4% 0% 0% £400 1.5%   Buy
M&G Dividend Fund A Inc 4% 0% 0% £400 1.5% starstarstar   Buy
UK Equity & Bond Income
Fund Name Standard Initial Charge Our Initial Charge* Initial Commission Saving on £10,000 investment** Fund Managers AMC Morning Star Rating 1 S&P Rating 2 More Info Buy
Old Mutual Extra Income OEIC Acc 4% 0.25% 0% £375 1.5% starstarstarstar More Info Buy
Old Mutual Extra Income OEIC Inc 4% 0.25% 0% £375 1.5% starstarstarstar More Info Buy
Scottish Widows High Reserve Fund Inc 5% 0% 0% £500 1.25%   Buy
Threadneedle Managed Income Fund 3.75% 0.75% 0% £300 .25% starstarstarstar More Info Buy
Threadneedle Monthly Extra Income Fund 3.75% 0.75% 0% £300 1.25% More Info Buy
Architas Multi-Manager Income B Acc 5% 0.25% 0% £475 1.85% starstarstarstar More Info Buy
Architas Multi-Manager Income B Inc 5% 0.25% 0% £475 1.85% starstarstarstar More Info Buy
CIS UK Income with Growth Trust 5% 2% 0% £300 1.5% starstarstarstar More Info Buy
Ecclesiastical Higher Income Fund 5% 2% 0% £300 1.25% starstarstarstarstar More Info Buy
F&C High Income 5% 0.5% 0% £450 1.5% starstarstar More Info Buy
HSBC Monthly Income Acc 4% 1% 0% £300 1.25% starstarstar More Info Buy
HSBC Monthly Income Inc 4% 1% 0% £300 1.25% starstarstar More Info Buy
Insight Investment Monthly Income Acc 4% 0% 0% £400 1.5% starstarstarstar AA More Info Buy
Insight Investment Monthly Income Inc 4% 0% 0% £400 1.5% starstarstarstar AA More Info Buy
JPM UK Equity & Bond Income Fund Acc 3.5% 0% 0% £350 1.5% More Info Buy
JPM UK Equity & Bond Income Fund Inc 3.5% 0% 0% £350 1.5% More Info Buy
Jupiter High Income Fund 5.25% 0.25% 0% £500 1.5% starstarstarstar AAA More Info Buy
Jupiter Monthly Income Acc 5.25% 0.25% 0% £500 1.5% starstar More Info Buy
Jupiter Monthly Income Inc 5.25% 0.25% 0% £500 1.5% starstar More Info Buy
M&G Extra Income Fund A Acc 4% 0% 0% £400 1.25% starstarstarstar AA   Buy
M&G Extra Income Fund A Inc 4% 0% 0% £400 1.25% AA   Buy

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 investment through SFS Invest Direct. Figures accurate as at 01 September 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

Position in the highly rated funds on the Fundsnetwork platform, August 2010. Based on gross funds placed under management, excluding funds re-registration. (Source Fundsnetwork).