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.
Fund of Funds - Let the Experts Select
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?
Each Fund of Funds 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, you pay *0% initial commission on all ISAs and funds purchased online via the SFS Invest Direct Fund Supermarket.
At SFS 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 Funds take a look at our simple fact sheet >>
*Some funds may have an initial charge which you pay directly from your investment. SFS will not receive any of the initial charges. All funds will have an ongoing charge from which SFS will normally receive up to 0.75% of the value of your investment, direct from the fund providers.
Any SFS charges, initial and/or ongoing, will be disclosed to you in writing before you make a final decision.
| ISA Name | Fund Manager's Initial Charge* | SFS Initial Charge | Your Saving on SIC | Saving on a £10,680 ISA** | Fund Managers AMC | Morning Star Rating1 | S&P Rating 2 | More Info | Buy Now |
| Invesco Perpetual Managed Growth Acc | 0% | 0% | 5% | £534 | 1.5% | 
|
A |
|
 |
| Invesco Perpetual Managed Growth Inc | 0% | 0% | 5% | £534 | 1.5% |
|
A |
|
|
| Jupiter Merlin Growth Portfolio Acc | 0.25% | 0% | 5% | £534 | 1.5% |
|
AAA |
|
|
| Jupiter Merlin Growth Portfolio Inc | 0.25% | 0% | 5% | £534 | 1.5% |
|
AAA |
|
|
| M&G Managed Growth Fund A Acc | 0% | 0% | 4% | £427 | 1.5% |
|
AA |
|
|
| M&G Managed Growth Fund A Inc | 0% | 0% | 4% | £427 | 1.5% |
|
AA |
|
|
| ISA Name | Fund Manager's Initial Charge* | SFS Initial Charge | Your Saving on SIC | Saving on a £10,680 ISA** | Fund Managers AMC | Morning Star Rating1 | S&P Rating 2 | More Info | Buy Now |
| Aviva Investors Balanced Fund of Funds | 0% | 0% | 5% | £534 | 1.5% |
|
AA |
|
|
| Invesco Perpetual Managed Income Acc | 0% | 0% | 5% | £534 | 1.5% |
|
A |
|
|
| Invesco Perpetual Managed Income Inc | 0% | 0% | 5% | £534 | 1.5% |
|
A |
|
|
| Jupiter Merlin Balanced Portfolio Acc | 0.25% | 0% | 5% | £534 | 1.5% |
|
AAA |
|
|
| Jupiter Merlin Balanced Portfolio Inc | 0.25% | 0% | 5% | £534 | 1.5% |
|
AAA |
|
|
| ISA Name | Fund Manager's Initial Charge* | SFS Initial Charge | Your Saving on SIC | Saving on a £10,680 ISA ** | Fund Managers AMC | Morning Star Rating1 | S&P Rating 2 | More Info | Buy Now |
| Aviva Investors Cautious Fund of Funds | 0% | 0% | 5% | £534 | 1.5% |
|
AA |
|
|
| HSBC Open Global Distribution Fund Acc | 0% | 0% | 4% | £427 | 1.25% |
|
A |
|
|
| HSBC Open Global Distribution Fund Inc | 0% | 0% | 4% | £427 | 1.25% |
|
A |
|
|
| HSBC Open Global Return Fund Acc | 0% | 0% | 4% | £427 | 1.25% |
|
A |
|
|
| HSBC Open Global Return Fund Inc | 0% | 0% | 4% | £427 | 1.25% |
|
A |
|
|
| Jupiter Merlin Income Portfolio Acc | 0.25% | 0% | 5% | £534 | 1.5% |
|
AAA |
|
|
| Jupiter Merlin Income Portfolio Inc | 0.25% | 0% | 5% | £534 | 1.5% |
|
AAA |
|
|
| Threadneedle Equity & Bond Fund | 0.75% | 0% | 3% | £320 | .25% |
|
AA |
|
|
| ISA Name | Fund Manager's Initial Charge* | SFS Initial Charge | Your Saving on SIC | Saving on a £10,680 ISA** | Fund Managers AMC | Morning Star Rating1 | S&P Rating 2 | More Info | Buy Now |
| Jupiter Merlin Worldwide Portfolio Acc | 0.25% | 0% | 5% | £534 | 1.5% |
|
AAA |
|
|
| Jupiter Merlin Worldwide Portfolio Inc | 0.25% | 0% | 5% | £534 | 1.5% |
|
AAA |
|
|
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 £10,680 ISA investment through SFS Invest Direct. Figures accurate as at 01 May 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
SFS Invest Direct is a trading name of Skipton Financial Services Limited, a subsidiary of Skipton Building Society.
SFS Invest Direct gives you
access to FundsNetwork, a
Fund Supermarket from
Fidelity International.