Funds Dealing Packages
Product Guides
- About Fund Dealing Packages
- Cautious Income
- Cautious Income & Growth
- Cautious Growth
- Confident Income
- Confident Income & Growth
- Confident Growth
- Adventurous Income
- Adventurous Income & Growth
- Adventurous Growth
- Barclays Guaranteed Dynamic Fund
- Barclays Dynamic 80 Tracker Fund
- Barclays Dynamic Tracker Fund
- Morley Global Cautious Income Fund
- Morley Global Balanced Income Fund
Funds Dealing Packages
We've developed 9 Funds Dealing Packages for you to choose from. Each package is carefully selected by our specialist funds analysts from the funds currenty in our Funds Market, and contains 4 funds with a common investment objective. These packages are designed to meet Investment Styles of Cautious, Confident and Adventurous; and there are also single funds which could appeal to investors with these Investment Styles.
You can choose funds based on a combination of your investment objective, and your appetite for risk.
Funds Packages Features
- -Maximum initial charge of 1.5% per fund
- -Accessible - you can buy a Funds Dealing Package through any of our accounts including MarketMaster, SIPP and ISAs
- -Tax-efficient - invest your full ISA allowance into funds and pay no administration charge
- -Track the performance of your funds online using our extensive Funds Research
- -Flexibility - although purchased as a package the funds will show on your account as individual funds, allowing you the flexibility to sell each one separately when you feel the time is right.
- -Funds should be viewed as a mid to long term investment. If you're not prepared to invest in a fund for more than 5 years, then it might not be the right investment for you.