Management companies provide a range of ISA’s that are actively managed between asset classes such as equities and fixed interest securities as well as managing the geographical split.
| ISA Name |
Standard Initial Charge (SIC) |
Our Initial Charge* |
Initial Commission |
Saving on £7,200 invested** |
Fund Managers AMC |
Morning Star Rating1 |
S&P Rating2 |
More Info |
Buy |
| F&C Multi Manager Balanced Fund Acc |
5% |
0.5 % |
0% |
£324 |
1.25% |
  |
|
|
 |
| Fidelity Portfolio Fund |
3.5% |
0 % |
0% |
£252 |
1.69% |
  |
A |
|
 |
| Insight Wealth Builder Balanced Acc |
4% |
0 % |
0% |
£288 |
1.5% |
  |
|
|
 |
| Insight Wealth Builder Balanced Inc |
4% |
0 % |
0% |
£288 |
1.5% |
   |
|
|
 |
| INVESCO PERPETUAL Managed Income Acc |
5% |
0 % |
0% |
£360 |
1.5% |
   |
A |
|
 |
| INVESCO PERPETUAL Managed Income Inc |
5% |
0 % |
0% |
£360 |
1.5% |
   |
A |
|
 |
| Jupiter Merlin Balanced Portfolio Acc |
5.25% |
0.25 % |
0% |
£360 |
1.5% |
    |
AAA |
|
 |
| Jupiter Merlin Balanced Portfolio Inc |
5.25% |
0.25 % |
0% |
£360 |
1.5% |
   |
AAA |
|
 |
| M&G Managed Fund A Acc |
4% |
0 % |
0% |
£288 |
1.5% |
   |
AA |
|
 |
| M&G Managed Fund A Inc |
4% |
0 % |
0% |
£288 |
1.5% |
   |
AA |
|
 |
| New Star Balanced Portfolio A |
5% |
0.25 % |
0% |
£342 |
1.5% |
  |
|
|
 |
| New Star Managed Portfolio Acc A |
5% |
0 % |
0% |
£360 |
1.5% |
  |
|
|
 |
| New Star Managed Portfolio Inc A |
5% |
0 % |
0% |
£360 |
1.5% |
  |
|
|
 |
| Newton Balanced |
4% |
0.5 % |
0% |
£252 |
1.5% |
    |
AA |
|
 |
| Standard Life Global Advantage Inc R |
4% |
0 % |
0% |
£288 |
1.25% |
  |
A |
|
 |
| ISA Name |
Standard Initial Charge (SIC) |
Our Initial Charge* |
Initial Commission |
Saving on £7,200 invested** |
Fund Managers AMC |
Morning Star Rating1 |
S&P Rating2 |
More Info |
Buy |
| Investec Cautious Managed Acc |
4.5% |
0 % |
0% |
£324 |
1.25% |
   |
AA |
|
 |
| Investec Cautious Managed Inc |
4.5% |
0 % |
0% |
£324 |
1.25% |
   |
AA |
|
 |
| Jupiter Merlin Income Portfolio Acc |
5.25% |
0.25 % |
0% |
£360 |
1.5% |
    |
AAA |
|
 |
| Jupiter Merlin Income Portfolio Inc |
5.25% |
0.25 % |
0% |
£360 |
1.5% |
    |
AAA |
|
 |
| ISA Name |
Standard Initial Charge (SIC) |
Our Initial Charge* |
Initial Commission |
Saving on £7,200 invested** |
Fund Managers AMC |
Morning Star Rating1 |
S&P Rating2 |
More Info |
Buy |
| F&C Multi Manager Growth Fund |
5% |
0.5 % |
0% |
£324 |
1.25% |
  |
|
|
 |
| Insight Diversified Dynamic Return Fund |
4% |
0 % |
0% |
£288 |
1.5% |
   |
|
|
 |
| INVESCO PERPETUAL Managed Growth Acc |
5% |
0 % |
0% |
£360 |
1.5% |
   |
A |
|
 |
| INVESCO PERPETUAL Managed Growth Inc |
5% |
0 % |
0% |
£360 |
1.5% |
   |
A |
|
 |
| Investec Managed Growth Fund |
4.5% |
1.5 % |
0% |
£216 |
1.5% |
  |
AA |
|
 |
| Jupiter Merlin Growth Portfolio Acc |
5.25% |
0.25 % |
0% |
£360 |
1.5% |
    |
AAA |
|
 |
| Jupiter Merlin Growth Portfolio Inc |
5.25% |
0.25 % |
0% |
£360 |
1.5% |
    |
AAA |
|
 |
| M&G Managed Growth Fund A Acc |
4% |
0 % |
0% |
£288 |
1.5% |
   |
AA |
|
 |
| M&G Managed Growth Fund A Inc |
4% |
0 % |
0% |
£288 |
1.5% |
   |
AA |
|
 |
| New Star Active Portfolio |
5% |
0 % |
0% |
£360 |
1.5% |
  |
|
|
 |
| Newton Managed |
4% |
0.5 % |
0% |
£252 |
1.5% |
   |
AA |
|
 |
| Standard Life Inv Managed |
5.5% |
0 % |
0% |
£396 |
.95% |
  |
A |
|
 |
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 £7200 ISA investment through SFS Invest Direct. Figures accurate as at 01 March 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, February 2010. Based on gross funds placed under management, excluding funds re-registration. (Source Fundsnetwork).