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

ISA’s in this category aim to cover a range of financial objectives by investing in various asset classes predominantly within the European market place.

Europe Excluding UK
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
Cazenove European Fund 5% 0 % 0% £360 1.5% starstarstarstar AAA More Info Buy
Fid FIF European Opportunities Fund 3.5% 0 % 0% £252 1.5% starstarstar A   Buy
Fid FIF European Fund 3.5% 0 % 0% £252 1.5% starstarstarstar AA   Buy
Gartmore European Selected Opportunities 5% 0 % 0% £360 1.5% starstarstarstarstar AAA More Info Buy
INVESCO PERPETUAL European Equity Acc 5% 0 % 0% £360 1.5% starstarstarstar AA More Info Buy
INVESCO PERPETUAL European Equity Inc 5% 0 % 0% £360 1.5% starstarstarstar AA More Info Buy
JPM Europe Dynamic (ex-UK) Fund Acc 4.25% 0 % 0% £306 1.5% starstarstarstar AA More Info Buy
JPM Europe Fund A Acc 4.25% 0 % 0% £306 1.5% starstarstarstar AA More Info Buy
Jupiter European Special Situations Fund 5.25% 0.25 % 0% £360 1.5% starstarstarstarstar A More Info Buy
New Star European Growth 5.25% 0.25 % 0% £360 1.5% starstarstar More Info Buy
Newton Continental European 4% 0.5 % 0% £252 1.5% starstarstarstar A More Info Buy
SVM Continental Europe Fund 5.25% 0 % 0% £378 1.5% starstarstar AA More Info Buy
Threadneedle European Fund 3.75% 0.75 % 0% £216 1.5% starstarstarstar AA More Info Buy
European Smaller Companies
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
Baring Europe Select Trust 5% 0.25 % 0% £342 1.5% starstarstarstar AA   Buy
SWIP Pan European Smaller Companies Fund 3% 0 % 0% £216 1.5% starstarstarstar A More Info Buy
Threadneedle European Smaller Companies 3.75% 0.75 % 0% £216 1.5% starstarstarstarstar AA More Info Buy
Europe Including UK
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 Pan European Fund A Acc 4% 0 % 0% £288 1.5% starstarstar AA   Buy
M&G Pan European Fund A Inc 4% 0 % 0% £288 1.5% starstarstar AA   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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