STOCKS & SHARES ISA

You can invest up to £11,280 during the current tax year into our ISA account without paying income tax on your interest, or capital gains tax on any growth*.

Opening an ISA is one thing, but deciding what to invest in it can be daunting. At Alexander Forbes we have done the hard work for you: our investment team has researched the market and selected a range of six funds for you to invest in your ISA. These funds suit varying levels of risk appetite and are focused on income producing assets and global trends, which may help protect your savings against possible inflation during 2012.

Income Producing Assets
Threadneedle UK Equity Income Fund
Kames Strategic Bond Fund

Global Growth
Aberdeen World Equity Fund
Aberdeen Emerging Markets Fund

Multi Asset
Newton Real Return Fund

Corporate Bond
The Royal London Corporate Bond Fund

Please remember that the value of investments can fall as well as rise and you may get back less than you invested. Investing without advice is not for everyone. If you have any doubts about the suitability of investments, you should seek advice. Please ensure you read the Key Features and About our Services documentation before opening the ISA account, these form the client agreement upon which we intend to rely. For your own benefit and protection you should read the terms and conditions within these documents carefully and print or download a copy for future reference. If you do not understand any point or require printed copies please contact us.

To open an ISA with Cofunds online please click here

To open an ISA with Cofunds using a postal application form please click here  

For more information contact our ISA Helpdesk via ISA@aforbes.co.uk or call 0800 917 1582

Please note: If you would like to set up regular ISA payments, you will need to apply using the postal application form which is available for download or via the helpdesk. As well as the six pre-selected funds Alexander Forbes has selected, you will also have access to all the funds available on the Cofunds platform. Should you wish to invest in alternative funds to the six we have provided details about, you should obtain further information about your chosen funds, or seek advice before proceeding.

*The Alexander Forbes Stocks & Shares ISA is operated via our platform provider Cofunds Limited, who are the UK’s largest independent investment platform with over £33bn assets under administration (01/09/2011). Cofunds Limited is authorised and regulated by the Financial Services Authority FSA Registration No 194734.