- Getting started
- My Account
- Services
- Market data
- News & Information
- Research & Education
- Watchlists
- About us
Fund packages
Fund Packages Investment Service
For those who want a more hands-off approach in an ISA or SIPP Dealing account, but still want to exercise a degree of control over their investments, Selftrade Research has devised an asset allocated Investment service, which allows you to invest monthly into pre-selected fund packages as well as the individual funds that are held within the packages.
The choice of fund packages is shown below.
Selftrade Fund Packages and the Fund Package service may not be suitable for all investors: if you are not sure about the suitability of the service or particular investments we recommend you consult a financial adviser. Do remember that the price and value of investments and the income from them fluctuates, so you may not get back the amount you originally invested. Before making an investment please read our Investment Risk Warning and other Important information.
Balanced growth
Designed to achieve diversified growth over the long-term with some income by investing in a selection of funds which focus on UK equities, international equities, bonds and property respectively.
Income
The Income fund package is designed to achieve diversified income together with some capital growth by investing in a selection of funds which focus on UK equity income, bonds, international equity income and property respectively.
Opportunities
Designed to achieve higher growth by investing in a selection of funds, which seek value and growth opportunities in an international setting.
Global growth
Designed to achieve growth over the long-term by investing in a selection of funds diversified across the globe.
Cautious
The Cautious fund seeks to offer continued growth in changeable market conditions and capital preservation through a diversified mix of asset classes.
How to invest
To sign up for the service, simply download and complete the application form. We will invest your chosen sum into your selected funds or package on the 22nd of each month until you instruct us otherwise. Please read the Terms and Conditions for further details.
Our account selector can help you choose which account might suit you best, but if you're not sure which account is most appropriate we recommend you consult a financial adviser. Before applying for your account please read our Investment Risk Warning and other Important information.
© 2010 Selftrade. All rights reserved. Powered by Boursorama
Selftrade is a trading name and SelftradeŽ a registered trademark of Talos Securities Limited, which is authorised and regulated by the Financial Services Authority (FSA Register number 208271) and is a member of the London Stock Exchange and PLUS Markets. Talos Securities Ltd is incorporated in England and Wales (Registration No. 4196325, Registered Address: Boatman's House, 2 Selsdon Way, London E14 9LA).
Data Sources: AFX, Bondscape, Dow Jones, FIDES, FTSE, LSE, Morningstar (conditions apply)
