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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.

Please note: the tax treatment of any investments depends on your individual circumstances and may be subject to change in the future.

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Highly Rated Funds - UK Income

 

UK Equity Income
Fund Name Standard Initial Charge Fund Manager's Initial Charge* SFS Initial Charge Saving on £10,000 investment** Fund Managers AMC Morning Star Rating 1 S&P Rating 2 More Info Buy
INVESCO PERPETUAL Income Inc 5% 0% 0% £500 1.5% starstarstarstar AAA More Info Buy
Threadneedle UK Equity Alpha Income Fund 3.75% 0.75% 0% £300 1.5% starstarstarstar AA More Info Buy
Aviva Investors UK Equity Income A Inc 5% 0% 0% £500 1.5% starstarstarstar AA 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% starstarstarstar AAA More Info 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 SFS Initial Charge has been rebated and including any fund manager discounts, if applicable.

** Saving on £10000 investment through SFS Invest Direct. Figures accurate as at 01 February 2012.

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, January 2012. Based on gross funds placed under management, excluding funds re-registration. (Source Fundsnetwork).