Funds ISA

We understand that investing in shares can be risky.

That's why we've created our Funds ISA, an account which helps spread the risk of investing whilst sheltering any profits from the tax man.*

Funds are grouped investments which are 'pooled' together to create one single holding. This means the level of risk can be reduced as you aren't exposed if any one investment within the fund doesn't perform. Funds are great for those looking for a longer term investment - who want to have their money invested but don't want the same level of risk which are associated with shares.
 
With over 1700 different funds available, each with their own unique objectives, rates and levels of risk, there's a good chance you will find the right fund for you.

With our Funds ISA , you pay no commission or administration fees and any profit which you make is sheltered from Capital Gains Tax!

We'll help you lower the risk of your investing.

*Tax laws are liable to change.

1. Deal online or over the phone - our call centre is UK based, lines
    open Monday - Friday 8am - 9.15pm & Saturday 9am - 1pm
 
 2. Trade commission FREE
 
 3. Pay no administration fees
 
 4. Invest in over 1,700 funds from over 60 fund managers - pick and 
    choose the right fund for you!
 
 5. Over 400 funds with no initial purchase charge!
 

Are you looking to invest in a fund that has similar ethical or environmental principles as yourself?
Check out our range of Green/Ethical Funds here

Do you want to find out how Funds work in principle and how to devise an investment strategy?
Read our 'Guide to Investing in Funds' document (requires Adobe Acrobat)

Want to find out which Funds are available for 0% initial charge?
Check out our list of 400+ funds which are available for no inital purchase charge!   

You should read and understand the following documents before opening a Halifax Funds ISA.

Halifax Share Dealing Terms & Conditions (inc Self Select ISAs)

Order Handling Policy

Summary of Conflicts of Interest Policy

A Halifax Funds ISA is available both online and over the phone. In order to complete the application process, you will need;

• Your address details for the last three years
• Your National Insurance number
• Your bank account details
  

Please remember - trading on the stock market carries its own risks. It's important to understand that the unpredictability of the markets can mean you may not get back all the money you invest.

   if you are already a Halifax online registered customer
or
   if you are not a registered Halifax online customer

If you are a new customer and you are registering for a Halifax Funds ISA account, a Halifax Online account will also be setup for you. This provides you with the quickest way to fund and withdraw from your account so that you get the most efficient service we can provide.