Contains ISA’s that mainly invest in UK equities (shares) and aim to provide growth have been included in this category
| 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 |
| Allianz RCM UK Mid-Cap Fund Acc |
3% |
0 % |
0% |
£216 |
1.5% |
  |
A |
|
 |
| Cazenove UK Growth and Income Fund Inc |
5% |
0 % |
0% |
£360 |
1.5% |
  |
AA |
|
 |
| INVESCO PERPETUAL UK Aggressive Fund Acc |
5% |
0 % |
0% |
£360 |
1.5% |
   |
|
|
 |
| INVESCO PERPETUAL UK Aggressive Fund Inc |
5% |
0 % |
0% |
£360 |
1.5% |
   |
|
|
 |
| INVESCO PERPETUAL UK Growth Inc |
5% |
0 % |
0% |
£360 |
1.5% |
  |
AA |
|
 |
| Investec UK Alpha Fund |
4.5% |
1.5 % |
0% |
£216 |
1.5% |
  |
A |
|
 |
| Investec UK Special Situations Fund Acc |
4.5% |
0 % |
0% |
£324 |
1.5% |
   |
A |
|
 |
| Jupiter UK Growth Fund |
5% |
0.25 % |
0% |
£342 |
1.5% |
  |
AA |
|
 |
| Legal & General Growth Trust R Acc |
5% |
2 % |
0% |
£216 |
1.5% |
    |
A |
|
 |
| Legal & General Growth Trust R Inc |
5% |
2 % |
0% |
£216 |
1.5% |
    |
A |
|
 |
| M&G Recovery Fund A Acc |
4% |
0 % |
0% |
£288 |
1.5% |
    |
AAA |
|
 |
| M&G Recovery Fund A Inc |
4% |
0 % |
0% |
£288 |
1.5% |
    |
AAA |
|
 |
| M&G UK Growth Fund A Acc |
4% |
0 % |
0% |
£288 |
1.5% |
    |
|
|
 |
| M&G UK Growth Fund A Inc |
4% |
0 % |
0% |
£288 |
1.5% |
    |
|
|
 |
| M&G UK Select A Acc |
4% |
0 % |
0% |
£288 |
1.5% |
  |
|
|
 |
| M&G UK Select A Inc |
4% |
0 % |
0% |
£288 |
1.5% |
  |
|
|
 |
| BlackRock UK Fund Inc |
5% |
0 % |
0% |
£360 |
1.5% |
  |
AAA |
|
 |
| BlackRock UK Dynamic Fund Acc |
5% |
0 % |
0% |
£360 |
1.5% |
  |
AAA |
|
 |
| BlackRock UK Dynamic Fund Inc |
5% |
0 % |
0% |
£360 |
1.5% |
  |
AAA |
|
 |
| BlackRock UK Special Situations Acc |
5% |
0 % |
0% |
£360 |
1.5% |
   |
AA |
|
 |
| BlackRock UK Special Situations Inc |
5% |
0 % |
0% |
£360 |
1.5% |
   |
AA |
|
 |
| New Star UK Alpha Fund |
5.25% |
0.25 % |
0% |
£360 |
1.5% |
  |
|
|
 |
| Newton Growth |
4% |
0.5 % |
0% |
£252 |
1.5% |
   |
AA |
|
 |
| Newton UK Opportunities |
4% |
0.5 % |
0% |
£252 |
1.5% |
    |
AA |
|
 |
| Rathbone Blue Chip Income & Growth Inc |
5.5% |
1 % |
0% |
£324 |
1.5% |
  |
AA |
|
 |
| Rensburg UK Select Growth Trust |
5.25% |
1.25 % |
0% |
£288 |
1.5% |
  |
AAA |
|
 |
| Standard Life Inv UK Equity Growth |
4% |
0 % |
0% |
£288 |
1.5% |
  |
AAA |
|
 |
| Standard Life UK Opportunities Fund Acc |
4% |
0 % |
0% |
£288 |
1.5% |
   |
A |
|
 |
| Standard Life UK Opportunities Fund Inc |
4% |
0 % |
0% |
£288 |
1.5% |
   |
A |
|
 |
| SWIP UK Advantage Fund |
3% |
0 % |
0% |
£216 |
1.5% |
  |
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 |
| Baillie Gifford British Small Cos A Acc |
5% |
0 % |
0% |
£360 |
1.5% |
    |
|
|
 |
| INVESCO PERPETUAL UK Smller Cos Eqty Acc |
5% |
0 % |
0% |
£360 |
1.5% |
   |
A |
|
 |
| INVESCO PERPETUAL UK Smller Cos Eqty Inc |
5% |
0 % |
0% |
£360 |
1.5% |
   |
A |
|
 |
| Investec UK Smaller Companies Acc |
4.5% |
1.5 % |
0% |
£216 |
1.5% |
   |
A |
|
 |
| Investec UK Smaller Companies Inc |
4.5% |
1.5 % |
0% |
£216 |
1.5% |
   |
A |
|
 |
| M&G Smaller Companies Fund A Acc |
4% |
0 % |
0% |
£288 |
1.5% |
  |
AA |
|
 |
| M&G Smaller Companies Fund A Inc |
4% |
0 % |
0% |
£288 |
1.5% |
  |
AA |
|
 |
| BlackRock UK Smaller Companies Acc |
5% |
0 % |
0% |
£360 |
1.5% |
    |
AA |
|
 |
| BlackRock UK Smaller Companies Inc |
5% |
0 % |
0% |
£360 |
1.5% |
    |
AA |
|
 |
| Rathbone Recovery Fund Acc |
5.5% |
1 % |
0% |
£324 |
1.5% |
  |
A |
|
 |
| Rathbone Recovery Fund Inc |
5.5% |
1 % |
0% |
£324 |
1.5% |
  |
A |
|
 |
| Standard Life Inv UK Smaller Companies |
4% |
0 % |
0% |
£288 |
1.5% |
    |
AA |
|
 |
| Threadneedle UK Smaller Companies Fund |
3.75% |
0.75 % |
0% |
£216 |
1.5% |
  |
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).