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) 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
Standard Life Inv UK Eq Unconstrned Acc 4% 0 % 0% £427 1.8% starstarstarstar A More Info Buy
INVESCO PERPETUAL UK Aggressive Fund Inc 5% 0 % 0% £534 1.5% starstarstarstar A More Info Buy
INVESCO PERPETUAL UK Aggressive Fund Acc 5% 0 % 0% £534 1.5% starstarstarstar A More Info Buy
Newton UK Opportunities 4% 0.5 % 0% £374 1.5% starstarstarstar AA More Info Buy
BlackRock UK Special Situations Acc 5% 0 % 0% £534 1.5% starstarstarstarstar AA More Info Buy
Aviva Investors UK Equity Fund Cl A 5% 2 % 0% £320 1.5% starstarstarstarstar AA More Info Buy
Old Mutual UK Select Mid Cap OEIC Inc 4% 0.25 % 0% £401 1.5% starstarstarstar AA More Info Buy
Old Mutual UK Select Mid Cap OEIC Acc 4% 0.25 % 0% £401 1.5% starstarstarstar AA More Info Buy
M&G Recovery Fund A Inc 4% 0 % 0% £427 1.5% starstarstarstarstar AAA More Info Buy
Legal & General UK Alpha Trust R Acc 5% 0 % 0% £534 1.5% starstarstarstarstar AA More Info Buy
M&G Recovery Fund A Acc 4% 0 % 0% £427 1.5% starstarstarstarstar AAA More Info Buy
UK Smaller Companies
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
Standard Life Inv UK Smaller Companies 4% 4 % 0% £0 1.5% starstarstarstar AAA More Info Buy
Old Mutual UK Select Smaller Co OEIC Inc 4% 0.25 % 0% £401 1.75% starstarstarstar AAA More Info Buy
M&G Smaller Companies Fund A Inc 4% 0 % 0% £427 1.5% starstarstarstar A More Info Buy
INVESCO PERPETUAL UK Smller Cos Eqty Inc 5% 0 % 0% £534 1.5% starstarstarstar A More Info Buy
M&G Smaller Companies Fund A Acc 4% 0 % 0% £427 1.5% starstarstarstar A More Info Buy
Old Mutual UK Select Smaller Co OEIC Acc 4% 0.25 % 0% £401 1.75% starstarstarstar AAA 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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Stocks and Shares ISA products and funds available from This is Money are not like building society / bank deposit accounts, as they can rise and fall in value and your capital is at risk.

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