Funds Dealing Packages
 

Our funds packages group together a selection of funds that share similar investment objectives. Choose from fund packages designed for the Cautious, Confident or Adventurous investor, whether you are looking for Income, Growth or a combination of both.  
 
Main Features :
  • Simplified Investment Choice - simply select from one of our nine packages, choosing the one that most closely matches your investment objectives
  • Accessibility - you can buy a Funds Dealing Package through any of our accounts including PEPs and ISAs
  • ISA - invest your full ISA allowance into funds
  • Dedicated research and analysis - you can track the performance of each individual fund using our funds research, provided by Financial Express 
  • Flexibility - Although purchased as a package the funds will show on your account as individual funds allowing you flexibility to sell each one separately when you feel the time is right
 

 Investment Suitability and Disclosures:

We are not offering advice on how suitable these investments are for you:

  • These packages all contain investments, the value of which, and the income from which can fall as well as rise. You should appreciate that you can lose money.
  • Fund investments are normally considered as mid to long term investments, normally held for periods of five years or more
  • We recommend that you read our Funds Dealing Package Disclosures before you trade

View Disclosures

 

 Our Funds Dealing Packages:

Cautious Income Societe General Cautious Growth Societe General

Cautious Income & Growth

This package is seeking to provide an income while offering a lower risk profile. You should remember that no return is guaranteed and values can go down as well as up.

This package is designed to offer a diversified investment with growth potential. It invests in a combination of funds focused on fixed income and equity while keeping a cautious approach. No return is guaranteed and values can go down as well as up.

 

 This package seeks to provide both income and growth. The balance between the different asset classes and fund styles make this a cautious investment approach. You should remember that no return is guaranteed and values can go down as well as up.
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Adventurous Income Societe General Adventurous Growth Societe General

Adventurous Income & Growth

This package is designed to generate income by investing in funds focused on income and capital appreciation across various equity markets. Investing in the package could lead to significant losses as well as an opportunity for significant returns.

 This package focuses on capital growth. It has a high risk profile by investing in funds focused on equities and potentially volatile markets. Investing in this package could lead to significant losses as well as an opportunity for significant returns.

This package is designed to focus on capital growth and income provision. Investing in this package could lead to significant losses as well as offering an opportunity for significant returns and is likely to be a volatile investment.
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Confident Income Societe General Confident Growth Societe General

Confident Income & Growth

This package is devised to generate income from a diversified portfolio of funds. This is done by investing in a combination of equity-based funds and smaller weightings in fixed interest funds. No return is guaranteed, values can go down as well as up. This package is designed to focus on long term capital growth, investing in funds targeting UK and overseas markets. The risk profile is lowered by investing a proportion into fixed income funds. No return is guaranteed, values can go down as well as up. This package is designed to focus on capital growth while providing income. By having a balance between equity and fixed income focussed funds, a medium risk profile is maintained. No return is guaranteed and values can go down as well as up.
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 Charges:
  • Maximum Initial Charge of 1.5% per fund.
  • No further charges applied for buying a Funds Dealing Package
  • We do not pass on a charge for Barclays selection expertise
  • Minimum Investment Amount £2,000
 

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