Release your ISAs potential with F&C

Don’t rely on interest rates to deliver a real return.

With interest rates still at their lowest level ever, most investments reliant on them for income and growth are going nowhere in real terms. So now could be the time to consider potentially higher yielding alternatives such as F&C’s range of investment trusts.

You can invest in any of our six income generating investment trust using our F&C Investment Trust ISA, and if you don't need the income right now, you can reinvest the dividends to boost your capital growth potential, then take the income later – there are no penalties or tie-ins.

So make the most of your annual £7,200 ISA allowance (£10,200 for those 50 or over).

Generate income or tax-free capital growth potential over the medium to long-term

You can transfer existing stocks and share ISAs with other plan managers to the F&C stocks and shares ISA

You can transfer your existing cash ISAs to our stocks and shares ISA (although you will not be able to make transfers from a stocks and shares ISA to a cash ISA)

Change your monthly savings and switch between trusts to match changes in your personal circumstances or market movements

Income Trusts

British Assets Trust	F&C Managed Portfolio Trust
F&C Commercial Property Trust	Investors Capital Trust
F&C Capital & Income Investment Trust	IRP Property Investments

The benefits of an F&C Investment Trust ISA

Professionally managed – your investment is managed by a specialist fund manager, who actively researches global investment opportunities, monitors stock performance and adjusts the portfolio as necessary.

Collective investments – by pooling your money with other investors, you have access to a spread of investment opportunities that may not be available to you as an individual.

Spreading the risk – because investment trusts own shares in a variety of different companies, buying shares in a trust will effectively give you a diverse investment portfolio.

Flexibility – you can invest in a combination of trusts with differing aims and switch your money between trusts at any time, thereby ensuring your investments continue to meet your evolving objectives.

Value for money – we charge just 0.2% on the sale or purchase of shares, and only one annual fee of £60+VAT to cover the administration costs on all the ISAs you hold with us. It doesn’t matter how many new ISAs you open with us in future years, you still only pay this amount. This means we can invest more of your money, because less is being eaten up by charges.

The value of any tax benefits will depend on your personal circumstances. All tax rules may change in the future.

Past performance is not a guide to future performance and the value of all stock market investments can go down as well as up and you may not get back the amount invested. Savings in a bank or building society are readily accessible and capital and interest once earned, is guaranteed. Please note we cannot give you any advice about the suitability of investing in our plans. If you are in any doubt, please talk to your financial adviser.

Your guide to investing for income

Investment trust ISA brochure

ISA application form for you

ISA application form for your partner

ISA key features and terms & conditions

Request an ISA pack

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