With our actively managed funds, a fund manager buys and sells investments aiming to outperform the market or a particular benchmark.

Why invest in actively managed funds?

  • Gain exposure to a range of sectors or regions selected by the fund manager.
  • Invest up to £15,240 in an Adult ISA or £4,080 in a Junior ISA tax efficiently.
  • Invest an unlimited amount in a unit trust.
  • Minimum investment: £500 as a lump sum.
  • Regular investments: from £30 a month for a Junior ISA or from £50 a month for unit trusts and an Adult ISA.
  • Initial fee discounted to 0% and no withdrawal fee. Other charges apply.
  • You can top-up your investment at any time.
  • Potential for long-term growth.

Equity

With our actively managed funds, a fund manager buys and sells investments aiming to outperform the market or a particular benchmark.

Equity for Actively managed funds.  

Income

Invest in funds lending money to a government or company, in return for an agreed level of interest over a set period. They're also known as corporate bonds, fixed interest securities or income investment funds.

Income for Actively managed funds.  

Property

Invest in commercial property.

Property for Actively managed funds.  

Important information

  • The tax efficiency of ISAs is based on current rules. The current tax situation may not be maintained. The benefit of the tax treatment depends on individual circumstances.

Stocks and shares ISA

  • Please remember the value of your investment and any income from it may fall as well as rise and is not guaranteed.
  • You may get back less than you invest.
  • Although there is no fixed term you should consider stocks and shares ISA investments to be medium to long-term, ideally five years or more.

Junior ISA

  • Please remember the value of your child’s investment may fall as well as rise and is not guaranteed. 
  • Your child may get back less than the amount invested.
  • The money invested in a stocks and shares Junior ISA is locked away until your child becomes 18 and then rolls up into an adult ISA. You should consider it to be a medium to long-term investment, ideally of five years or more.