Management companies provide a range of ISA’s that are actively managed between asset classes such as equities and fixed interest securities as well as managing the geographical split.

Balanced Managed
ISA Name Standard Initial Charge (SIC) Fund Manager's Initial Charge* SFS Initial Charge Saving on £10,680 invested** Fund Managers AMC Morning Star Rating1 S&P Rating2 More Info Buy
INVESCO PERPETUAL Managed Income Inc 5% 0 % 0% £534 1.5% starstarstarstar A More Info Buy
Legal & General MM Balanced Trust R Inc 5% 0 % 0% £534 1% starstarstarstarstar A More Info Buy
Legal & General MM Balanced Trust R Acc 5% 0 % 0% £534 1% starstarstarstarstar A More Info Buy
Jupiter Merlin Balanced Portfolio Inc 5.25% 0.25 % 0% £534 1.5% starstarstarstarstar AAA More Info Buy
Jupiter Merlin Balanced Portfolio Acc 5.25% 0.25 % 0% £534 1.5% starstarstarstarstar AAA More Info Buy
INVESCO PERPETUAL Managed Income Acc 5% 0 % 0% £534 1.5% starstarstarstar A More Info Buy
Cautious Managed
ISA Name Standard Initial Charge (SIC) Fund Manager's Initial Charge* SFS Initial Charge Saving on £10,680 invested** Fund Managers AMC Morning Star Rating1 S&P Rating2 More Info Buy
INVESCO PERPETUAL Europe High Income Inc 5% 0 % 0% £534 1.25% starstarstarstarstar A More Info Buy
INVESCO PERPETUAL Distribution Acc 5% 0 % 0% £534 1.375% starstarstarstar AA More Info Buy
Thames River Distribution Fund Inc 5% 0 % 0% £534 1.5% starstarstarstar AA More Info Buy
Thames River Distribution Fund Acc 5% 0 % 0% £534 1.5% starstarstarstar AA More Info Buy
Prudential Cautious Managed Growth Acc 5% 0 % 0% £534 1.35% starstarstarstar A More Info Buy
Legal & General MM Income Trust R Acc 5% 0 % 0% £534 1% starstarstarstarstar A More Info Buy
Jupiter Merlin Income Portfolio Acc 5.25% 0.25 % 0% £534 1.5% starstarstarstar AAA More Info Buy
INVESCO PERPETUAL Europe High Income Acc 5% 0 % 0% £534 1.25% starstarstarstarstar A More Info Buy
INVESCO PERPETUAL Distribution Inc 5% 0 % 0% £534 1.375% starstarstarstar AA More Info Buy
Legal & General MM Income Trust R Inc 5% 0 % 0% £534 1% starstarstarstarstar A More Info Buy
Prudential Cautious Managed Growth Inc 5% 0 % 0% £534 1.35% starstarstarstar A More Info Buy
Henderson Cautious Managed Fund Acc 5% 0 % 0% £534 1.25% starstarstarstar AA More Info Buy
Henderson Cautious Managed Fund Inc 5% 0 % 0% £534 1.25% starstarstarstar AA More Info Buy
Active Managed
ISA Name Standard Initial Charge (SIC) Fund Manager's Initial Charge* SFS Initial Charge Saving on £10,680 invested** Fund Managers AMC Morning Star Rating1 S&P Rating2 More Info Buy
Legal & General MM Growth Trust R Acc 5% 0 % 0% £534 1% starstarstarstarstar A More Info Buy
INVESCO PERPETUAL Managed Growth Inc 5% 0 % 0% £534 1.5% starstarstarstar A More Info Buy
M&G Managed Growth Fund A Acc 4% 0 % 0% £427 1.5% starstarstarstar AA More Info Buy
M&G Managed Growth Fund A Inc 4% 0 % 0% £427 1.5% starstarstarstar AA More Info Buy
Jupiter Merlin Growth Portfolio Acc 5.25% 0.25 % 0% £534 1.5% starstarstarstarstar AAA More Info Buy
Legal & General MM Growth Trust R Inc 5% 0 % 0% £534 1% starstarstarstarstar A More Info Buy
INVESCO PERPETUAL Managed Growth Acc 5% 0 % 0% £534 1.5% starstarstarstar A 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 SFS Initial Charge has been rebated and including any fund manager discounts, if applicable.

** Saving on £10,680 ISA investment through SFS Invest Direct. Figures accurate as at 01 February 2012.

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, January 2012. Based on gross funds placed under management, excluding funds re-registration. (Source Fundsnetwork).


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