| ISA Name |
Standard Initial Charge (SIC) |
Our Initial Charge* |
Initial Commission |
Saving on £10,200 invested** |
Fund Managers AMC |
Morning Star Rating1 |
S&P Rating2 |
More Info |
Buy |
| M&G UK Growth Fund A Inc |
4% |
0 % |
0% |
£408 |
1.5% |
   |
A |
|
 |
| Marlborough Ethical Fund Acc |
5.25% |
0 % |
0% |
£536 |
1.5% |
  |
|
|
 |
| Marlborough Ethical Fund Inc |
5.25% |
0 % |
0% |
£536 |
1.5% |
  |
|
|
 |
| Marlborough UK Primary Opportunities Acc |
5.25% |
0 % |
0% |
£536 |
1.5% |
  |
|
|
 |
| Marlborough UK Primary Opportunities Inc |
5.25% |
0 % |
0% |
£536 |
1.5% |
  |
|
|
 |
| Neptune UK Special Situations Fund Acc |
5% |
0.75 % |
0% |
£434 |
1.75% |
   |
|
|
 |
| Old Mutual UK Select Mid Cap OEIC Acc |
4% |
0.25 % |
0% |
£383 |
1.5% |
    |
AA |
|
 |
| Old Mutual UK Select Mid Cap OEIC Inc |
4% |
0.25 % |
0% |
£383 |
1.5% |
    |
AA |
|
 |
| Premier UK Mid 250 Fund Inc |
4.25% |
0 % |
0% |
£434 |
1.5% |
   |
|
|
 |
| Premier UK Thematic Fund Inc |
4.25% |
0 % |
0% |
£434 |
1.5% |
  |
|
|
 |
| Rensburg UK Managers Focus Trust |
5.25% |
1.25 % |
0% |
£408 |
1.5% |
  |
|
|
 |
| Rensburg UK Blue Chip Growth |
4.5% |
0.5 % |
0% |
£408 |
1.5% |
  |
|
|
 |
| Rensburg UK Mid-Cap Growth |
4.5% |
0.5 % |
0% |
£408 |
1.5% |
    |
|
|
 |
| Royal London UK Equity Trust Acc |
4% |
1 % |
0% |
£306 |
1.25% |
  |
|
|
 |
| Royal London UK Growth Fund Acc |
4% |
1 % |
0% |
£306 |
1.25% |
    |
|
|
 |
| Royal London UK Mid-Cap Growth Acc |
4% |
1 % |
0% |
£306 |
1.4% |
    |
|
|
 |
| Royal London UK Special Situations Fund |
4% |
1 % |
0% |
£306 |
1.4% |
   |
|
|
 |
| SVM UK Alpha Fund |
5.25% |
0 % |
0% |
£536 |
1.5% |
  |
|
|
 |
| SVM UK Opportunities Fund |
5.25% |
0 % |
0% |
£536 |
1.5% |
  |
|
|
 |
| SVM UK Growth Fund Acc |
5.25% |
0 % |
0% |
£536 |
1.5% |
   |
|
|
 |
| Schroder UK Mid250 Inc |
5.25% |
0 % |
0% |
£536 |
1.5% |
  |
|
|
 |
| Schroder Recovery Fund Acc |
5.25% |
0 % |
0% |
£536 |
1.5% |
   |
|
|
 |
| Schroder Recovery Fund Inc |
5.25% |
0 % |
0% |
£536 |
1.5% |
   |
|
|
 |
| Scottish Widows UK Select Growth Acc |
5% |
0 % |
0% |
£510 |
1.5% |
   |
|
|
 |
| SWIP UK Opportunities Fund |
5% |
0 % |
0% |
£510 |
1.5% |
    |
|
|
 |
| Threadneedle UK Growth & Income Fund |
3.75% |
0.75 % |
0% |
£306 |
1.5% |
   |
|
|
 |
| Threadneedle UK Accelerando Fund |
3.75% |
0.75 % |
0% |
£306 |
1.25% |
   |
|
|
 |
| Threadneedle UK Fund |
3.75% |
0.75 % |
0% |
£306 |
1.5% |
   |
|
|
 |
| Threadneedle UK Select Fund |
3.75% |
0.75 % |
0% |
£306 |
1.5% |
  |
|
|
 |
| Aberdeen Responsible UK Equity Fund Acc |
4.25% |
0.25 % |
0% |
£408 |
1.5% |
  |
|
|
 |
| Aberdeen Responsible UK Equity Fund Inc |
4.25% |
0.25 % |
0% |
£408 |
1.5% |
  |
|
|
 |
| Aberdeen UK Equity Fund Acc |
4.25% |
0.25 % |
0% |
£408 |
1.5% |
  |
|
|
 |
| Aberdeen UK Mid Cap Inc OEIC |
4.25% |
0.25 % |
0% |
£408 |
1.5% |
  |
|
|
 |
| AEGON Ethical Equity Fund |
5.5% |
1.5 % |
0% |
£408 |
1.5% |
  |
|
|
 |
| AEGON UK Equity Fund |
5.5% |
0 % |
0% |
£561 |
1.5% |
   |
|
|
 |
| AEGON UK Opportunities Acc |
5.5% |
0 % |
0% |
£561 |
1.5% |
  |
|
|
 |
| Artemis UK Special Situations Fund |
5.25% |
0.75 % |
0% |
£459 |
1.5% |
   |
|
|
 |
| Aviva Investors UK Equity Fund Cl A |
5% |
2 % |
0% |
£306 |
1.5% |
   |
|
|
 |
| Aviva Investors UK Growth Fund Cl A |
5% |
2 % |
0% |
£306 |
1.5% |
   |
|
|
 |
| Aviva Investors UK Special Situations Ac |
5% |
2 % |
0% |
£306 |
1.5% |
  |
|
|
 |
| Axa Framlington UK Select Opps Acc |
5.25% |
0.25 % |
0% |
£510 |
1.5% |
   |
|
|
 |
| Axa Framlington UK Select Opps Inc |
5.25% |
0.25 % |
0% |
£510 |
1.5% |
   |
|
|
 |
| Axa Framlington UK Growth Fund Acc |
5.25% |
0.25 % |
0% |
£510 |
1.5% |
  |
|
|
 |
| Newton Income |
4% |
0.5 % |
0% |
£357 |
1.5% |
    |
AA |
|
 |
| Newton UK Opportunities |
4% |
0.5 % |
0% |
£357 |
1.5% |
    |
AA |
|
 |
| Baillie Gifford UK Equity Alpha A Acc |
5% |
0 % |
0% |
£510 |
1.5% |
  |
|
|
 |
| Baillie Gifford UK Equity Alpha A Inc |
5% |
0 % |
0% |
£510 |
1.5% |
  |
|
|
 |
| BlackRock UK Special Situations Acc |
5% |
0 % |
0% |
£510 |
1.5% |
    |
AA |
|
 |
| BlackRock UK Fund Acc |
5% |
0 % |
0% |
£510 |
1.5% |
  |
AAA |
|
 |
| CIS Sustainable Leaders Trust |
5% |
2 % |
0% |
£306 |
1.5% |
  |
|
|
 |
| CIS UK Growth Trust |
5% |
2 % |
0% |
£306 |
1.5% |
  |
|
|
 |
| Cazenove Multi-Manager UK Growth Acc |
5% |
0 % |
0% |
£510 |
1% |
  |
|
|
 |
| Cazenove Multi-Manager UK Growth Inc |
5% |
0 % |
0% |
£510 |
1% |
  |
|
|
 |
| Cazenove UK Dynamic Fund |
5% |
0 % |
0% |
£510 |
1.5% |
  |
|
|
 |
| Cazenove UK Opportunities Fund |
5% |
0 % |
0% |
£510 |
1.5% |
   |
|
|
 |
| Ecclesiastical UK Equity Growth Fund |
5% |
2 % |
0% |
£306 |
1.5% |
   |
|
|
 |
| F&C UK Opportunities Fund |
5% |
0.5 % |
0% |
£459 |
1.5% |
  |
|
|
 |
| F&C UK Mid-Cap Fund |
5% |
0.5 % |
0% |
£459 |
1.5% |
   |
|
|
 |
| Fid FIF Growth + Income Fund |
3.5% |
0.5 % |
0% |
£306 |
1% |
   |
|
|
 |
| Fid FIF UK Growth Fund |
3.5% |
0.5 % |
0% |
£306 |
1.5% |
  |
A |
|
 |
| Fid FIF UK Aggressive Fund |
3.5% |
0.5 % |
0% |
£306 |
1.5% |
   |
A |
|
 |
| Fid FIF Special Situations Fund |
3.5% |
0.5 % |
0% |
£306 |
1.5% |
    |
AA |
|
 |
| HSBC UK Growth & Income Fund Acc |
4% |
1 % |
0% |
£306 |
1.5% |
  |
|
|
 |
| HSBC UK Growth & Income Fund Inc |
4% |
1 % |
0% |
£306 |
1.5% |
  |
|
|
 |
| INVESCO PERPETUAL UK Aggressive Fund Acc |
5% |
0 % |
0% |
£510 |
1.5% |
   |
A |
|
 |
| INVESCO PERPETUAL UK Aggressive Fund Inc |
5% |
0 % |
0% |
£510 |
1.5% |
   |
A |
|
 |
| Ignis UK Focus Fund |
5.25% |
2.25 % |
0% |
£306 |
1.5% |
   |
|
|
 |
| Investec UK Special Situations Fund Acc |
4.5% |
0 % |
0% |
£459 |
1.5% |
   |
|
|
 |
| Investec UK Special Situations Fund Inc |
4.5% |
0 % |
0% |
£459 |
1.5% |
   |
|
|
 |
| JOHCM UK Opportunities Fund Acc |
5% |
0 % |
0% |
£510 |
1.25% |
    |
AA |
|
 |
| JOHCM UK Growth Fund |
5% |
0 % |
0% |
£510 |
1.25% |
  |
|
|
 |
| JPM UK Dynamic Fund Acc |
4.25% |
0 % |
0% |
£434 |
1.5% |
  |
|
|
 |
| JPM UK Dynamic Fund Inc |
4.25% |
0 % |
0% |
£434 |
1.5% |
  |
|
|
 |
| Jupiter Environmental Income Fund Inc |
5.25% |
0.25 % |
0% |
£510 |
1.5% |
  |
|
|
 |
| Jupiter Growth & Income Fund |
5.25% |
0.25 % |
0% |
£510 |
1.5% |
   |
|
|
 |
| Jupiter UK Growth Fund |
5% |
0.25 % |
0% |
£485 |
1.5% |
  |
AA |
|
 |
| Jupiter UK Special Situations Fund |
5.25% |
0.25 % |
0% |
£510 |
1.5% |
  |
|
|
 |
| Lazard UK Alpha Fund |
3.75% |
0.5 % |
0% |
£332 |
1.5% |
  |
|
|
 |
| Lazard UK Omega Fund |
3.75% |
0.5 % |
0% |
£332 |
1.5% |
  |
|
|
 |
| L&G (Barclays) MM UK Lower Cap Fd B Inc |
2.5% |
0 % |
0% |
£255 |
1.25% |
  |
|
|
 |
| L&G (Barclays) MM UK Lower Cap Fd A Inc |
4.5% |
4.5 % |
0% |
£0 |
1.5% |
  |
|
|
 |
| Legal & General Growth Trust R Acc |
5% |
2 % |
0% |
£306 |
1.5% |
   |
AA |
|
 |
| Legal & General Growth Trust R Inc |
5% |
2 % |
0% |
£306 |
1.5% |
   |
AA |
|
 |
| Legal & General UK Alpha Trust R Acc |
5% |
2 % |
0% |
£306 |
1.5% |
    |
AA |
|
 |
| Legal & General UK Active Opps Tst R Inc |
5% |
2 % |
0% |
£306 |
1.5% |
  |
AA |
|
 |
| Liontrust First Growth Fund |
5% |
0 % |
0% |
£510 |
1.5% |
  |
|
|
 |
| Liontrust First Opportunities Fund |
5% |
0 % |
0% |
£510 |
1.75% |
    |
|
|
 |
| M&G Recovery Fund A Acc |
4% |
0 % |
0% |
£408 |
1.5% |
    |
AAA |
|
 |
| M&G UK Growth Fund A Acc |
4% |
0 % |
0% |
£408 |
1.5% |
   |
A |
|
 |
| ISA Name |
Standard Initial Charge (SIC) |
Our Initial Charge* |
Initial Commission |
Saving on £10,200 invested** |
Fund Managers AMC |
Morning Star Rating1 |
S&P Rating2 |
More Info |
Buy |
| Marlborough UK Micro-Cap Growth Fund Acc |
5% |
0 % |
0% |
£510 |
1.5% |
   |
|
|
 |
| Marlborough Special Situations Fund Acc |
5% |
0 % |
0% |
£510 |
1.5% |
    |
|
|
 |
| CF Octopus UK Micro Cap Growth A Acc |
5% |
0 % |
0% |
£510 |
1.5% |
  |
AA |
|
 |
| Old Mutual UK Select Smaller Co OEIC Acc |
4% |
0.25 % |
0% |
£383 |
1.75% |
    |
AAA |
|
 |
| Old Mutual UK Select Smaller Co OEIC Inc |
4% |
0.25 % |
0% |
£383 |
1.75% |
    |
AAA |
|
 |
| Premier Smaller Companies Fund Inc |
4.25% |
0 % |
0% |
£434 |
1.5% |
   |
|
|
 |
| Premier Castlefield UK Small Cos Inc |
3.5% |
0 % |
0% |
£357 |
1.6% |
  |
|
|
 |
| Prudential Small Companies Trust |
4.75% |
1.75 % |
0% |
£306 |
1.5% |
  |
|
|
 |
| Royal London UK Smaller Companies Trust |
4% |
1 % |
0% |
£306 |
1.4% |
  |
|
|
 |
| Schroder UK Smaller Companies Acc |
5.25% |
0 % |
0% |
£536 |
1.5% |
  |
|
|
 |
| Schroder UK Smaller Companies Inc |
5.25% |
0 % |
0% |
£536 |
1.5% |
  |
|
|
 |
| Threadneedle UK Smaller Companies Fund |
3.75% |
0.75 % |
0% |
£306 |
1.5% |
  |
A |
|
 |
| Aberdeen UK Smaller Companies Acc |
4.25% |
0.25 % |
0% |
£408 |
1.5% |
  |
|
|
 |
| AEGON UK Smaller Companies |
5.5% |
0 % |
0% |
£561 |
1.5% |
    |
|
|
 |
| Aviva Investors UK Smaller Companies Acc |
4% |
1 % |
0% |
£306 |
1.25% |
  |
|
|
 |
| Baring UK Smaller Companies Trust |
5% |
0.25 % |
0% |
£485 |
1.5% |
  |
|
|
 |
| BlackRock UK Smaller Companies Acc |
5% |
0 % |
0% |
£510 |
1.5% |
   |
AA |
|
 |
| BlackRock UK Smaller Companies Inc |
5% |
0 % |
0% |
£510 |
1.5% |
   |
AA |
|
 |
| Amati UK Smaller Companies Fund A Acc |
4% |
1 % |
0% |
£306 |
1.5% |
   |
|
|
 |
| Cazenove UK Smaller Companies Fund |
5% |
0 % |
0% |
£510 |
1.5% |
  |
|
|
 |
| F&C UK Smaller Cos Fund |
5% |
0.5 % |
0% |
£459 |
1.5% |
  |
|
|
 |
| INVESCO PERPETUAL UK Smller Cos Eqty Acc |
5% |
0 % |
0% |
£510 |
1.5% |
   |
A |
|
 |
| INVESCO PERPETUAL UK Smller Cos Eqty Inc |
5% |
0 % |
0% |
£510 |
1.5% |
   |
A |
|
 |
| Ignis Smaller Companies Acc |
5.25% |
2.25 % |
0% |
£306 |
1.5% |
  |
|
|
 |
| Ignis Smaller Companies Inc |
5.25% |
2.25 % |
0% |
£306 |
1.5% |
  |
|
|
 |
| Insight Investment UK Small Cap Acc |
4% |
4 % |
0% |
£0 |
1.5% |
  |
|
|
 |
| Insight Investment UK Small Cap Inc |
4% |
4 % |
0% |
£0 |
1.5% |
  |
|
|
 |
| Investec UK Smaller Companies Acc |
4.5% |
0 % |
0% |
£459 |
1.5% |
    |
|
|
 |
| Investec UK Smaller Companies Inc |
4.5% |
0 % |
0% |
£459 |
1.5% |
   |
|
|
 |
| Lazard UK Smaller Companies Fund |
3.75% |
0.5 % |
0% |
£332 |
1.5% |
   |
|
|
 |
| Legal & General UK Smaller Cos Tst R Acc |
5% |
2 % |
0% |
£306 |
1.5% |
  |
|
|
 |
| Legal & General UK Smaller Cos Tst R Inc |
5% |
2 % |
0% |
£306 |
1.5% |
  |
|
|
 |
| M&G Smaller Companies Fund A Acc |
4% |
0 % |
0% |
£408 |
1.5% |
  |
AA |
|
 |
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 £10,200 ISA investment through SFS Invest Direct. Figures accurate as at 01 September 2010.