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Indices

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FTSE 100 Best Performers

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HBOS 72.00 +11.98%
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ALLIANCE TRUST 246.21 +4.44%
NEXT 970.00 +4.30%

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Fund focus

More than 40 providers. More than 1000 choices.
Choose from actively and passively-managed funds.

Depending on the fund provider, you'll find growth, income, regional, sector-focused, ethical and multi-manager funds, whilst benefiting from discounts on initial charges.

Unit trusts, like shares, are subject to a spread between the bid and offer prices, whereas OEICs are single-priced. Funds are dealt on a forward pricing basis, so the prices at which orders will be executed cannot be known in advance. They are also subject to initial and annual management charges and in certain circumstances may be subject to a dilution levy. You should always read a fund's Simplified Prospectus before investing. These are available through fund selector below.

Why buy funds through Selftrade?

  • Flat transaction charges
    Pay no dealing fee on purchases of unit trusts/OEICs and our flat £12.50 per transaction for sales.
  • Discounts
    We've negotiated discounts on the standard initial charge on most funds. We pass the discount on to you in the form of additional units.
  • Mix and match
    Hold funds from different providers together with equities and bonds in a Selftrade Shares ISA, SIPP Dealing account and self-select Shares CTF.

What's available

Our Funds platform gives you access to more than 40 different Fund Managers - from household names like Fidelity, Invesco Perpetual, Jupiter and New Star to specialist providers offering niche funds for a different approach. All funds are available to buy free of our usual dealing fee - and the majority have specially negotiated discounts to bring you savings on the Manager's Initial fee.

To find the funds available from any of these Funds Managers, simply click on the name.

Selftrade discounts on unit trust / OEIC initial charges

We receive discounts on fund initial charges thereby lowering the initial charge payable. We pass the discount to you in the form of additional units.

Fund management group Typical initial charge through Selftrade*
Invesco Perpetual, Legal & General, Rathbone, Rensburg, Société Générale, SVM, SWIP 0%
Allianz Global, F&C, Gartmore, Jupiter, Martin Currie, T. Bailey, Threadneedle 0.25%
Aegon, Artemis, AXA Framlington, Barings, BlackRock, Credit Suisse Asset Management, Fidelity, First State, Investec, JPMorgan, M&G, New Star, Newton, Odey 0.50%
Neptune 0.75%
Henderson, Majedie, Marlborough, Old Mutual, PSigma, Resolution, Ruffer, Schroders, Standard Life 1%
Scottish Widows 2%
McHattie 2.5%

* Discounts with certain fund management groups can vary between funds so the intial charges might be higher or lower on a specific fund. In addition, some providers run special offers that lower the initial charge for a specific period. Check the list of tradeable funds for details of initial charges. Find out more >

Fund Dealing Times

Fund orders must be received by 11am to be dealt on the same business day with the following exceptions:

  • McHattie - Orders must be received by 10am on the day of dealing to be executed at the 11am valuation point.
  • Merrill Lynch Absolute Alpha - Dealing in this fund takes place twice a month: the 15th of the month (or the previous business day if the 15th falls on a weekend or a public holiday) and the last business day of the month. The cut off point is therefore 11am the previous business day.
  • Ruffer - Dealing takes place on Wednesdays and the last business day of the month. Orders must be received by 9am on the designated dealing day to be executed at the 10am valuation point.
  • Scottish Widows and Scottish Widows Investment Partnership - Valuation points of 8am, 12pm and 2pm are applied and are specific to each fund. Fund orders must be received by 11am. Funds with 12pm and 2pm valuation points will be dealt on the same business day if the order is received by the 11am cut off point. However, to deal in a fund with an 8am valuation point, you must always place your order by 11am on the previous business day; if your order is placed after 11am then it will be dealt two business days later.

Please remember: The value of investments may fall as well as rise and you may get back less than you originally invested. Limited liability instruments mean that you cannot lose more than you have invested. The risks associated with different instruments will vary: you should choose investments appropriate to your needs and consider your overall mix of different investment types.

View full risk warning >

Top rated Funds

Name Rating
Artemis European Growth MorningStar rating stars image
Fidelity South East Asia MorningStar rating stars image
Jupiter Global Managed MorningStar rating stars image
New Star Hidden Value MorningStar rating stars image
Schroder UK Alpha Plus MorningStar rating stars image

More 5 star Funds >

Fund packages

Selftrade Research has put together four distinct groups of Funds, each allied to different investment objectives, to make it easier for you to plan and manage your investments. Investment into each of these Funds is on a regular, monthly basis and starts from just £50 per month.

Find out more >

0% initial charge

  • Over 200 funds with no initial charge
  • No dealing commission on fund purchases
  • Pay just £12.50 for fund sales

Plus:

  • Choose from over 1,000 funds from top fund managers and specialist boutiques.
  • Over 800 with an initial charge of 0.50% or less.

Find funds with 0% initial charge>

New Fund Launches

The following funds are now available through Selftrade whether you wish to invest via an ISA, dealing account, Child Trust Fund or Child SIPP:

Investec Africa & Middle East Fund
The fund invests in African and Middle East equities. The fund will be available on Selftrade's platform at 0.50%.

Schroder Diversified Target Return Fund
The fund aims to deliver positive returns over a market cycle based on long-term capital growth and income primarily through investment in collective investment schemes as well as directly held transferable.

The fund will be available on Selftrade's platform at 0.50%.