Our guides aim to provide you with further information to assist you with your fund purchase

We have put together a range of guides to help you gain a better understanding of the types of investments available via our Fund supermarket.

Please click the guides below to give you further information:

SFS Invest Direct
Guide To ISAs

SFS Invest Direct Guide to ISAS

ISA stands for Individual Savings Account. ISAs are the government’s way of encouraging you to invest in stocks and shares - The government has made changes to ISAs that are applicable from April 6th 2008. Find out more>>

SFS Invest Direct
Guide To OEICs

SFS Invest Direct Guide To OEICs

An OEIC is a savings vehicle which provides investors with a route to investing in amongst other things, stocks and shares. Find out more>>

 


SFS Invest Direct
Guide To PEPs

SFS Invest Direct Guide To PEPs

PEP stands for Personal Equity Plan. PEPs were a government incentive scheme to encourage investment in stocks and shares. Find out more>>

SFS Invest Direct
Guide To Unit Trusts

SFS Invest Direct Guide To Unit Trusts


A Unit Trust is a savings vehicle which provides investors with a route to investing in stocks and shares. When you invest in a Unit Trust your money will be pooled with the money of other investors and used to buy units in that fund. Find out more>>

 


SFS Invest Direct
Charges and Commissions

SFS Invest Direct Charges and Commissions


Often a fund manager will apply an initial charge when you buy a Unit Trust, OEIC (Open Ended Investment Company) or ISA investment. If there is an initial charge, it will normally be deducted from the amount you intend investing in a fund. Find out more>>

SFS Invest Direct
Guide to Regular Saving

Guide to Regular Saving


By investing online through SFS Invest Direct, not only do you benefit from the 0% initial commission and the
1,000’s of Funds available in the fund supermarket, you can also choose to invest monthly - as little as £50 each
month into your chosen fund. Find out more>>

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