Unit Trusts and ISA (Individual Savings Account)
Trust us with your stocks and shares ISA
You can invest up to £7200^ per tax year in an ISA and we are 100% here for you so you can invest your money tax-efficiently. And now, you can take advantage of our LIMITED DISCOUNT OFFER on the initial charge for new lump sum investors in a stocks and shares ISA or Unit Trust when you apply online.
Select a fund from the list below and click on 'Find out more' to read about the investment and the risks involved or use our fund finder to help make your decision. .
This fund seeks to provide a blend of shares and bonds from the best sustainable companies around the world. It’s aimed at investors who understand the long-term benefits of stock market investing but don’t want to expose all of their investment to the risk.
The Sustainable Diversified Trust is designed especially for smart investors who want to grow their money while reducing the risk to their investment.
This fund aims to provide capital growth from a diverse range of asset classes, for example equities, fixed income, property related investments and cash, mainly in the United Kingdom.
This fund helps you invest your money in a responsible way without sacrificing the returns you can expect to achieve.
The fund invests in about 50 small, medium and large companies, mainly based in the UK, that contribute to the environment, human welfare and sustainability.
The fund is suitable for investors who are prepared to accept some risk to their capital, with the aim of achieving a better return than a bank or building society account.
This fund invests in around 60 of the UK’s largest companies (those worth over £1billion), chosen for their potential to provide solid growth over the medium-long term, ie over 5 years. It is suited to medium-long term investors who prefer the comfort of investing in the UK’s leading big companies, many of which are household names.
Suited to investors who have share funds and want a spread of assets to diversify their portfolio. The fund also suits those nearing retirement or already retired, to supplement their income.
Suited to long-term investors wanting a spread of investments in the United States, this unit trust invests in a diverse portfolio of securities, the majority of which are represented within the Standard & Poor’s Composite 500 index. This is an index of the largest US quoted companies.
This unit trust invests in some of Europe's major corporations operating in sectors such as luxury goods, automotive and technology and is suited to long-term investors who want a spread of investments in Europe.
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^ If you were born on or before 5th April 1960, increased ISA limits apply from 6th October 2009. You can invest up to £5,100 each tax year in a Cash ISA and your overall annual ISA investment allowance is £10,200. These higher limits will apply to all eligible ISA investors with effect from 6th April 2010.
