READY MADE FUNDS.

If you’re looking for a simple way to invest online, we have 3 ready made funds to choose from. You can put these funds into our Investment ISA, or our Investment Account.


Investment ISA

You can use a Stocks and Shares ISA to invest tax efficiently in our three managed funds. ISAs are not subject to personal Income Tax or Capital Gains.

Our Investment ISA

Benefits of an Investment ISA

  • Tax efficient – you won’t pay tax on any profit or returns.
  • Professional fund managers – our experts choose where to invest your money, so you don’t have to.
  • Controlled risk levels – choose from our range of funds to suit your needs.

Investment Account

Our Investment Account allows you to invest in our three managed funds but does not benefit from the same tax efficiency as an ISA.

Our Investment Account

Benefits of an Investment Account

  • Flexible investment – choose to invest a lump sum, put some money away each month, or both.
  • Professional fund managers – our experts choose where to invest your money, so you don't have to.
  • Controlled risk levels – choose from our range of funds to suit your needs.

Keep in mind:

  • The value of an investment can fall as well as rise, and you may get back less than you invest. If you are not sure about investing, seek independent advice.
  • Tax treatment depends on your individual circumstances and tax laws may change.
  • There are charges based on the value of your investment each year. An Ongoing Charge of a maximum of 0.37%, a service fee of 0.24% and transaction costs which vary depending on the fund but are not greater than 0.25%.

Looking to invest in something else?

Invest in more stock markets

Halifax Share Dealing allows you to trade on seven of the world's largest stock markets. They’re easy to manage with clear, fair and competitive pricing.