Individual Savings Accounts Ltd

The Growth Portfolio

For those investors not in need of an immediate income we recommend a portfolio based on an internationally diversified selection of unit trusts/OEICs. For growth investors the key elements of diversification and patience are as valid today as ever.

Click a fund name for detailed fund information.

Fidelity Global Special Situations W Acc

Discount
N/A
Final Charge
0%
Launch Date
September 2006
Fund Type
Acc

The manager, Jeremy Podger has been managing global funds since 1990. He was previously at Investec and Threadneedle, prior to taking over the high profile Global Special Situations fund at Fidelity in March 2012. He has outperformed what has been a strong market in the last few years and we favour this fund for investors seeking exposure to a truly diversified global portfolio.

Discrete Annual Performance (to 31/12/2019)

2019
22.3%
2018
(-6.5%)
2017
16.9%
2016
27.9%
2015
10.8%

Jupiter Global Emerging Markets I Acc

Discount
-
Final Charge
-
Launch Date
November 2010
Fund Type
-

The Jupiter Global Emerging Markets Fund aims to achieve long-term capital growth by investing primarily in companies listed or exposed to emerging markets worldwide. The fund has been managed by Ross Teverson since January 2015. Ross is Jupiter’s Head of Strategy, emerging markets. Ross and his team focus on companies undergoing positive changes that they believe have not been recognised by the stock market.

Discrete Annual Performance (to 31/12/2019)

2019
15.1%
2018
(-21.9%)
2017
22.4%
2016
36.3%
2015
(-7.3%)

LF Miton Worldwide Opportunities B Acc

Discount
-
Final Charge
-
Launch Date
April 2003
Fund Type
-

Taking advantage of the anomalies available in the Investment Trust market, this fund looks to buy investment trusts on discounts to their net asset value where the manager believes there is a catalyst for a change. The fund can invest anywhere in the world and due to the diversity of the funds available the manager can access areas outside of equities. With over 400 London listed funds covering a multitude of areas we like the fact this fund can offer investors genuine diversification.

Discrete Annual Performance (to 31/12/2019)

2019
8.7%
2018
(-5.7%)
2017
20.3%
2016
21.5%
2015
2.9%

Man GLG Japan Core Alpha C Pro Acc

Discount
-
Final Charge
-
Launch Date
January 2006
Fund Type
-

Stephen Harker is a contrarian investor, investing in out-of-favour companies. He selects sound businesses which he believes are capable of a turn around, aiming to buy them when they are cheap and before a change in sentiment occurs. Over the long term, we believe this approach along with Stephen Harker’s experience and talent should reward patient investors.

Discrete Annual Performance (to 31/12/2019)

2019
7.5%
2018
(-9.5%)
2017
10.8%
2016
32.4%
2015
18.2%

Marlborough Special Situations P Acc

Discount
-
Final Charge
-
Launch Date
July 1995
Fund Type
-

The Marlborough Special Situations fund is based on a very simple premise: smaller companies tend to grow quicker than larger ones. This fund continues it’s success in the UK smaller companies sector with the very knowledgeable Giles Hargreave at it’s helm. The main focus of special situations is emphasised by investing in companies going through a difficult period with good recovery prospects, restructurings or takeovers.

Discrete Annual Performance (to 31/12/2019)

2019
19.7%
2018
(-11.5%)
2017
27.0%
2016
10.5%
2015
20.1%

TB Amati UK Smaller Companies B Acc

Discount
-
Final Charge
-
Launch Date
December 1998
Fund Type
-

The TB Amati UK Smaller Companies Fund has been managed by Dr Paul Jourdan since 2000. There are few UK funds with such a long and stable heritage, utilising the combined experience of an investment team with over 50 years’ knowledge of UK smaller companies. The performance of the Fund has been recognised in a number of awards and ratings, which generally compare the level of returns achieved with the volatility of those returns.The Fund’s current portfolio has significant exposure to companies capitalised at £500m and below - a segment of the UK market populated by poorly researched stocks at attractive valuations, offering the greatest opportunities for active investment management.

Discrete Annual Performance (to 31/12/2019)

2019
30.4%
2018
(-6.3%)
2017
36.2%
2016
15.6%
2015
23.2%

In order to invest online into this portfolio or any of the funds described simply click on “Invest Now” above, or if you wish to invest via an application form these can be downloaded from our Downloads page.

NO INITIAL CHARGES on our recommendations.

A client investing a lump sum in the Growth Portfolio, via ISA Ltd, will pay no initial charge. Information correct as at 31st December 2019.

We can also offer no initial charge on over 1000 funds. Please see our Discounts page for a full list of funds available at no initial charge. Contact us by email or telephone if you need help finding a fund.

All statistics are quoted ‘bid to bid’, or its OEIC equivalent (in both cases with net dividends reinvested) to 30th June 2019. Past performance is not necessarily a guide to future performance and may not be repeated.
The value of an investment, and any income from it, can fall as well as rise as a result of market and currency fluctuations and you may not get back the original amount invested. Some of the funds listed above invest in emerging markets or Pacific Rim economies. These investments are more volatile and as such, they expose the investor to greater risks than mature markets such as the UK. These risks include currency movements and exchange control restrictions, as well as political and economic instability in the countries concerned. In addition, under certain circumstances investors may suffer if the underlying investments become illiquid, or experience other problems due to the underdeveloped nature of the securities markets in some emerging countries.