ISA Investment Choices

The Killik & Co ISA offers you a wide range of ISA investments, giving you control of your investments.

Within the Killik & Co ISA investments can be switched at any time, even to the point of holding some of your portfolio in cash, when market circumstances demand.

Discounts of up to 7.5% are available on initial charges from a wide variety of Fund Managers on ISA qualifying investments.

Permitted ISA Investments

UK and Foreign Equities
UK Funds
Open Ended Investment Companies (OEICS)
Unit Trusts
Exchange Traded Funds (ETFs)
Gilts and other fixed income instruments (Bonds)
Hedge Funds
Real Estate Investment Trusts
Funds investing in Emerging Markets

Investments not available within ISAs

Equities listed on AIM or certain other stock exchanges
Unauthorised Investment Funds

The regulations governing which investments may or may not be held within an ISA are set by Her Majesty's Revenue and Customs (HMRC). For clarification on whether a specific investment is ISA qualifying, please consult your Broker.

The Killik & Co ISA is not a risk free product and the value of your ISA investment may be at risk due to the investments held within the wrapper.

What to do next

Read about the benefits and risks associated with an Individual Savings Account (ISA).

ISA Review Service: If you would like one of our qualified Brokers to review all your current ISA investments, without charge, please call us on 020 7337 0520.

Request our ISA Brochure: Read more about the Killik & Co ISA by requesting our free ISA brochure, electronically or by post.

ISAs explained: For further information about ISAs and tax free investments, please request your free copy of ISAs explained.