Highly Rated ISA - Specialist - SFS Invest Direct - This is Money

We have grouped together those ISA’s in the Investment Management Association (IMA) sectors not covered by the other categories as they provide access to asset classes and/or geographical areas that are specialised such as Property and Telecommunications. We have grouped together those ISA’s in the Investment Management Association (IMA) sectors not covered by the other categories as they provide access to asset classes and/or geographical areas that are specialised such as Property and Telecommunications.


Global Emerging Markets
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
First State Global Emerging Markets 4% 4 % 0% £0 1.5% starstarstarstarstar A More Info Buy
Specialist
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
First State Global Resources Fund 4% 0 % 0% £288 1.5% starstarstar AA More Info Buy
JPM Natural Resources A Acc 4.25% 0 % 0% £306 1.5% starstarstar AA More Info Buy
Jupiter Financial Opportunities Fund 5.25% 0.25 % 0% £360 1.5% starstarstarstarstar AAA More Info Buy
BlackRock Gold & General Acc 5% 0 % 0% £360 1.75% starstarstarstarstar AAA More Info Buy
BlackRock Gold & General Inc 5% 0 % 0% £360 1.75% starstarstarstarstar AAA More Info Buy
New Star Global Financials 5.25% 0.25 % 0% £360 1.5% starstarstarstarstar More Info Buy
UK Equity Income
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
JPM UK Strategic Equity Income Acc 4.25% 0 % 0% £306 1.5% starstarstar A More Info Buy
Global Growth
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
M&G Global Basics Fund A Acc 4% 0 % 0% £288 1.5% starstarstarstar AA   Buy
M&G Global Basics Fund A Inc 4% 0 % 0% £288 1.5% starstarstarstar AA   Buy
Asia Pacific Excluding Japan
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
First State Asia Pacific 4% 4 % 0% £0 1.75% starstarstarstarstar 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 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).


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