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Most popular funds in an ISA

An Individual Savings Account (ISA) protects the returns on your investments from income tax and capital gains tax. Remember, though, tax rules can change. The effects of tax rules on you will depend on your individual circumstances.

Remember, the value of investments can fall as well as rise and you could get back less than you invest. If you’re not sure about investing, seek independent advice.

The details of our most popular funds are updated monthly, using the number of purchase deals placed by our Smart Investor customers during the calendar month.

You may be interested to see what other customers have done, however this may have limited value in making a decision on the investments that are most suitable for you. This is not a personal recommendation and should not be seen as independent advice.

An Individual Savings Account (ISA) protects the returns on your investments from income tax and capital gains tax. Remember, though, tax rules can change. While you can hold a wide range of asset classes in an ISA, funds help diversify your portfolio as your money is spread across different investments.

You should remember the investment goals you have set, and consider if an investment helps you build a diversified and balanced portfolio.

To find out more about any of these investments, please click on the name of the fund you are interested in below, and it will take you directly the fund factsheet.

The product factsheet contains important information you should understand, including the risks relevant to the investment, and gives you access to all the key documents related to the investment.

Top fund purchases in ISAs: Febuary 2020
Rank Name Sector Sedol
1 Fundsmith Equity I Acc Global B41YBW7
2 Barclays Wealth Gbl Mkts 3 R A Mixed Investment 20-60% Shares B4Z0MR3
3 Barclays Wealth Gbl Mkts 4 R Acc Mixed Investment 40-85% Shares B4ZFH28
4 Barclays Wealth Gbl Mkts 5 R Acc Flexible Investment B4YPY06
5 Polar Capital Gbl Tech I GBP Technology & Telecommunications B42W4J8
6 Fidelity Gbl Tech W GBP Technology & Telecommunications BJVDZ16
8 Lindsell Train Global Equity B GBP Global B3NS4D2
7 L&G Gbl Technology Idx Trst I Acc Technology & Telecommunications B0CNH16
9 AXA Framlington Gbl Tech Z Acc Technology & Telecommunications B4W52V5
10 Barclays Wealth Gbl Mkts 2 R A £ Mixed Investment 20-60% Shares B510V99

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The value of investments can fall as well as rise; you may not get back what you invest. If you’re not sure about investing, seek independent advice. Tax rules can change and their effects on you will depend on your individual circumstances.

Investment ISA

An easy way to start investing

Also known as a stocks and shares ISA, an Investment ISA is a tax-efficient1, simple way to invest for your future. Invest up to £20,000 per year and the returns you make from your investments are tax-free.

Investment Account

A fully flexible way to invest

A flexible, straightforward account with no limits on the amount you can invest.

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