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Unit Trusts and ISAs

3.5% Reduced initial charge online for new lump sum investors

Take advantage of our limited online discount when investing a lump sum in a
Stocks and Shares ISA (Individual Savings Account) or Unit Trust.

Browse our funds

For a stocks and shares ISA, select a fund below to read about the investment and the risks involved or use our fund finder to help make your decision. Find out more about ISA limits.



  • Sustainable World Trust

    This fund looks to increase the value of your money over the long term by investing primarily in a mix of high quality companies and also invests in some high quality corporate bonds, government bonds and cash.

    The fund manager is able to invest anywhere around the world where he believes the best opportunities exist.

    Risk Profile: Balanced

  • Sustainable Diversified Trust

    This fund looks to increase the value of your money over the long term by investing in a mix of investments such as high quality companies, corporate bonds, government bonds, property and cash.

    This mix is actively managed in order to achieve a balance between growth and risk.

    Risk Profile: Cautious

  • Sustainable Leaders Trust

    This fund looks to increase the value of your money over the long term by investing primarily in a range of high quality small, medium and large companies mainly in the UK.

    Your money will also benefit from our sustainable approach to investing, which focuses on key themes such as Urban Regeneration and Global Power Shortage.

    Risk Profile: Balanced

  • UK Growth Trust

    This fund looks to increase the value of your money over the long term by investing primarily in the UK’s largest well-known companies such as Tesco and Vodafone.

    These companies have been chosen due to their excellent long term growth prospects across the UK and global markets.

    Risk Profile: Balanced

  • UK Income with Growth Trust

    This fund looks to increase the value of your money over the long term and provide a regular level of income.

    The fund invests primarily in high quality UK companies and also invests in some high quality UK corporate bonds, government bonds and cash, which help to reduce the overall risk to your money.

    Risk Profile: Cautious

  • Corporate Bond Income Trust

    This fund looks to provide a monthly income by investing in high quality UK corporate and government bonds.

    Typically this fund provides a higher rate of return than cash savings over the long term and is less risky than a fund that invests solely in shares.

    Risk Profile: Defensive

  • US Growth Trust

    This fund looks to increase the value of your money over the long term by investing in US markets, giving you access to the world’s largest economy.

    The fund invests in some of the world’s largest and best known companies like Disney and Microsoft, which have excellent long term growth prospects.

    Risk Profile: Adventurous

  • European Growth Trust

    This fund looks to increase the value of your money over the long term by investing in European markets, giving you access to some of Europe’s best known companies.

    The fund invests in companies like Nestle and E.On which have excellent long term growth prospects.

    Risk Profile: Adventurous

Our sustainable funds (Sustainable World Trust, Sustainable Diversified Trust and Sustainable Leaders Trust), delivering rewards from a changing world. Find out more about our sustainable funds.

Compare our funds at a glance

  Corporate Bond Income Trust Sustainable Diversifed Trust UK Income with Growth Trust Sustainable World Trust UK Growth Trust Sustainable Leaders Trust US Growth Trust European Growth Trust
Risk rating Defensive Cautious Cautious Balanced Balanced Balanced Adventurous Adventurous
Regions UK UK & Overseas UK UK & Overseas UK UK & Overseas Overseas Overseas
Main asset classes Bonds Equities, Bonds, Property, Alternatives and Cash Equities, Bonds and Cash Equities, Bonds, Property, Alternatives and Cash Equities Equities Equities Equities
Income
/growth		 Income Growth Income & Growth Growth Growth Growth Growth Growth