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0845 0700 720
Mon-Fri 7.45am-7pm; Sun 2pm-6pm
Calls to this line, and other Selftrade telephone numbers, may be recorded.


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Please ensure you read and understand the Investment Risk Warnings and other important information

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FTSE 100 4,613.73 +0.74%
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Fund packages

Fund Packages Investment Service

For those who want a more hands-off approach, but still want control over their investments, Selftrade Research has devised an asset allocated Investment service, which allows you to invest monthly into pre-selected fund packages as well as the individual funds that are held within the packages.

The choice of fund packages is shown below.

Selftrade Fund Packages and the Fund Package service may not be suitable for all investors: if you are not sure about the suitability of the service or particular investments we recommend you consult a financial adviser. Do remember that the price and value of investments and the income from them fluctuates, so you may not get back the amount you originally invested. Before making an investment please read our Investment Risk Warning and other Important information.

Balanced growth

Designed to achieve diversified growth over the long-term with some income by investing in a selection of funds which focus on UK equities, international equities, bonds and property respectively.

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Income

The Income fund package is designed to achieve diversified income together with some capital growth by investing in a selection of funds which focus on UK equity income, bonds, international equity income and property respectively.

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Opportunities

Designed to achieve higher growth by investing in a selection of funds, which seek value and growth opportunities in an international setting.

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Global growth

Designed to achieve growth over the long-term by investing in a selection of funds diversified across the globe.

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Cautious

The Cautious fund seeks to offer continued growth in changeable market conditions and capital preservation through a diversified mix of asset classes.

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How to invest

To sign up for the service, simply download and complete the application form. We will invest your chosen sum into your selected funds or package on the fourth Thursday of each month until you instruct us otherwise. Please read the Terms and Conditions for further details.

Application form >

Terms & Conditions >

Open an ISA account >

Open an SIPP account >

Our account selector can help you choose which account might suit you best, but if you're not sure which account is most appropriate we recommend you consult a financial adviser. Before applying for your account please read our Investment Risk Warning and other Important information.