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Highly Rated ISA - Global

These ISA’s mainly invest in equities (shares) from across the globe and aim to provide either growth, income or a combination of the two.

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 Mkts Leaders	4%	0 %	0%	£288	1.5%		A
Gartmore Emerging Markets Opportunities	5%	0 %	0%	£360	1.5%		A
JPM Emerging Markets Fund A Acc	4.25%	0 %	0%	£306	1.5%		AA
BlackRock Emerging Markets Acc	5%	0 %	0%	£360	1.5%		A
BlackRock Emerging Markets Inc	5%	0 %	0%	£360	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
Newton Income	4%	0.5 %	0%	£252	1.5%		AA

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
Jupiter Emerging European Opportunities	5.5%	0.25 %	0%	£378	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 International Fund A Acc	5%	0 %	0%	£360	1.5%		A
Fid WealthBuilder	3.5%	0 %	0%	£252	1.39%		A
First State Global Opportunities	4%	0 %	0%	£288	1.5%		A
Gartmore Global Focus Fund	5%	0 %	0%	£360	2%		AAA
INVESCO PERPETUAL Global Smaller Cos Acc	5%	0 %	0%	£360	1.5%		A
INVESCO PERPETUAL Global Smaller Cos Inc	5%	0 %	0%	£360	1.5%		A
INVESCO PERPETUAL International Eqty Acc	5%	0 %	0%	£360	1.5%		A
Investec Global Equity Fund	4.5%	1.5 %	0%	£216	1.5%		AA
Jupiter Global Managed Fund Inc	5.25%	0.25 %	0%	£360	1.5%		AA
Jupiter Merlin Worldwide Portfolio Acc	5.25%	0.25 %	0%	£360	1.5%		AA
Jupiter Merlin Worldwide Portfolio Inc	5.25%	0.25 %	0%	£360	1.5%		AA
M&G Global Leaders Fund A Acc	4%	0 %	0%	£288	1.5%		AA
M&G Global Leaders Fund A Inc	4%	0 %	0%	£288	1.5%		AA
Newton International Growth	4%	0.5 %	0%	£252	1.5%		AA
Rathbone Global Opportunities	5.5%	1 %	0%	£324	1.5%		A
Templeton Growth Fund Inc	4%	0 %	0%	£288	1.5%		AA
Threadneedle Global Select Fund	3.75%	0.75 %	0%	£216	1.5%		AA

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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