Select ISA or Select Investment Plan
There are funds with varying levels of risk to suit different investors – find out more about our risk ratings.
We have two types of funds:
Full details about all of the funds mentioned, including those managed by external fund managers, are available in the Fund Centre section of our website.
For details of the funds in which you can invest, please call us on 0808 252 8668.
The changes to some of our funds that we offer in our OEIC range which were planned for 30th March 2018 will now become effective on or shortly after the end of April 2018.
These changes were authorised by the Financial Conduct Authority in November 2017 and approved by OEIC members at the Extraordinary General Meeting held on the 5th December 2017.
Since then we have been working on effecting these changes which will ensure a smooth transition for our customers. The changes that will be happening can be summarised as below:-
A summary document of the changes to the investment objective and policies can be found in the Mixed Portfolio Fund Changes [PDF: 62KB] document.
If you would like any further information on these changes then please contact our Customer Services team on 0370 606 6462 between 8:30am and 5:30pm Monday to Friday.