Highly Rated ISA - UK Growth - SFS Invest Direct - This is Money

Contains ISA’s that mainly invest in UK equities (shares) and aim to provide growth have been included in this category

UK All 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
Allianz RCM UK Mid-Cap Fund Acc 3% 0 % 0% £216 1.5% starstarstar A More Info Buy
Cazenove UK Growth and Income Fund Inc 5% 0 % 0% £360 1.5% starstarstar AA More Info Buy
INVESCO PERPETUAL UK Aggressive Fund Acc 5% 0 % 0% £360 1.5% starstarstarstar More Info Buy
INVESCO PERPETUAL UK Aggressive Fund Inc 5% 0 % 0% £360 1.5% starstarstarstar More Info Buy
INVESCO PERPETUAL UK Growth Inc 5% 0 % 0% £360 1.5% starstarstar AA More Info Buy
Investec UK Alpha Fund 4.5% 1.5 % 0% £216 1.5% starstarstar A More Info Buy
Investec UK Special Situations Fund Acc 4.5% 0 % 0% £324 1.5% starstarstarstar A More Info Buy
Jupiter UK Growth Fund 5% 0.25 % 0% £342 1.5% starstarstar AA More Info Buy
Legal & General Growth Trust R Acc 5% 2 % 0% £216 1.5% starstarstarstarstar A More Info Buy
Legal & General Growth Trust R Inc 5% 2 % 0% £216 1.5% starstarstarstarstar A More Info Buy
M&G Recovery Fund A Acc 4% 0 % 0% £288 1.5% starstarstarstarstar AAA   Buy
M&G Recovery Fund A Inc 4% 0 % 0% £288 1.5% starstarstarstarstar AAA   Buy
M&G UK Growth Fund A Acc 4% 0 % 0% £288 1.5% starstarstarstarstar   Buy
M&G UK Growth Fund A Inc 4% 0 % 0% £288 1.5% starstarstarstarstar   Buy
M&G UK Select A Acc 4% 0 % 0% £288 1.5% starstarstar   Buy
M&G UK Select A Inc 4% 0 % 0% £288 1.5% starstarstar   Buy
BlackRock UK Fund Inc 5% 0 % 0% £360 1.5% starstarstar AAA More Info Buy
BlackRock UK Dynamic Fund Acc 5% 0 % 0% £360 1.5% starstarstar AAA More Info Buy
BlackRock UK Dynamic Fund Inc 5% 0 % 0% £360 1.5% starstarstar AAA More Info Buy
BlackRock UK Special Situations Acc 5% 0 % 0% £360 1.5% starstarstarstar AA More Info Buy
BlackRock UK Special Situations Inc 5% 0 % 0% £360 1.5% starstarstarstar AA More Info Buy
New Star UK Alpha Fund 5.25% 0.25 % 0% £360 1.5% starstarstar More Info Buy
Newton Growth 4% 0.5 % 0% £252 1.5% starstarstarstar AA More Info Buy
Newton UK Opportunities 4% 0.5 % 0% £252 1.5% starstarstarstarstar AA More Info Buy
Rathbone Blue Chip Income & Growth Inc 5.5% 1 % 0% £324 1.5% starstarstar AA More Info Buy
Rensburg UK Select Growth Trust 5.25% 1.25 % 0% £288 1.5% starstarstar AAA More Info Buy
Standard Life Inv UK Equity Growth 4% 0 % 0% £288 1.5% starstarstar AAA More Info Buy
Standard Life UK Opportunities Fund Acc 4% 0 % 0% £288 1.5% starstarstarstar A More Info Buy
Standard Life UK Opportunities Fund Inc 4% 0 % 0% £288 1.5% starstarstarstar A More Info Buy
SWIP UK Advantage Fund 3% 0 % 0% £216 1.5% starstarstar A More Info Buy
UK 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
Baillie Gifford British Small Cos A Acc 5% 0 % 0% £360 1.5% starstarstarstarstar More Info Buy
INVESCO PERPETUAL UK Smller Cos Eqty Acc 5% 0 % 0% £360 1.5% starstarstarstar A More Info Buy
INVESCO PERPETUAL UK Smller Cos Eqty Inc 5% 0 % 0% £360 1.5% starstarstarstar A More Info Buy
Investec UK Smaller Companies Acc 4.5% 1.5 % 0% £216 1.5% starstarstarstar A More Info Buy
Investec UK Smaller Companies Inc 4.5% 1.5 % 0% £216 1.5% starstarstarstar A More Info Buy
M&G Smaller Companies Fund A Acc 4% 0 % 0% £288 1.5% starstarstar AA   Buy
M&G Smaller Companies Fund A Inc 4% 0 % 0% £288 1.5% starstarstar AA   Buy
BlackRock UK Smaller Companies Acc 5% 0 % 0% £360 1.5% starstarstarstarstar AA More Info Buy
BlackRock UK Smaller Companies Inc 5% 0 % 0% £360 1.5% starstarstarstarstar AA More Info Buy
Rathbone Recovery Fund Acc 5.5% 1 % 0% £324 1.5% starstarstar A   Buy
Rathbone Recovery Fund Inc 5.5% 1 % 0% £324 1.5% starstarstar A   Buy
Standard Life Inv UK Smaller Companies 4% 0 % 0% £288 1.5% starstarstarstarstar AA More Info Buy
Threadneedle UK Smaller Companies Fund 3.75% 0.75 % 0% £216 1.5% starstarstar 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 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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