Compare 2020-2021 Investment ISA Options.
If you are looking to invest from £500 per month into an ISA we have selected some investment funds worth considering.
Stocks & Shares ISA
- Protection Scheme: FSCS
- Fund Choice: Choose from over 4,000 investment options, including one of the widest fund ranges in the UK, plus shares, investment trusts and exchange-traded funds. There’s also expert guidance to help with your investment decisions, which includes a selection of tools and insights from Fidelity’s experts. Capital at risk. Tax and ISA rules apply.
- Invest From: £25 through regular savings or £1,000 lump sum
Why we like it: Fidelity has lots of investment options, plus an extensive range of guidance tools to help you decide what to invest in. Their award-winning ISA is easy to start and offers great value, their a typical service fee of just 0.35%. Other ongoing charges apply. On top of that, everything is backed by Fidelity’s 50 years of investment experience.
Important: The value of investments can go down as well as up so you may get back less than you invest. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser.
Tax treatment depends on individual circumstances and all tax rules may change in the future.
FTSE 100 UCITS ETF Tracker Fund
- Fund Choice: Tracks FTSE 100 Index
- Invest From: £25 pm
- Investment Options: Provides exposure to the FTSE 100 index of the largest companies listed on the London Stock Exchange at a highly competitive price.
Low cost tracker with a 0.09% pa annual charge.
The Fund employs a passive management – or indexing – investment approach, through physical acquisition of securities, and seeks to track the performance of the Index (the “Index”).
Important: The value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser.
Why we like it: A fund with a conservative approach to bond investing. The focus is on quality companies that are in good financial health and generate enough cash to keep paying bondholders. Aims to provide a relatively steady income and a small amount of growth, without taking excessive risks. It could help diversify a portfolio focused on shares, or be used as a way to limit volatility during tougher times for stock and bond markets.
This fund is available via: Fidelity investment platform »
*Distribution Yield as at 30/11/2020
Important information: 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.