ISA’s in this category aim to cover a range of financial objectives by investing in various asset classes predominantly within the European market place.

Europe Excluding UK
ISA Name Standard Initial Charge (SIC) Our Initial Charge* Initial Commission Saving on £7,200 invested** Fund Managers AMC Morning Star Rating1 S&P Rating2 More Info Buy
Baring European Growth Trust 5% 0.25 % 0% £342 1.5% starstarstar A More Info Buy
Cazenove European Fund 5% 0 % 0% £360 1.5% starstarstarstar AA More Info Buy
F&C European Dynamic Fund Acc 5% 0.5 % 0% £324 1.5% starstarstar AA More Info Buy
Fid FIF European Opportunities Fund 3.5% 0.5 % 0% £216 1.5% starstarstarstar A More Info Buy
Fid FIF European Fund 3.5% 0.25 % 0% £234 1.5% starstarstarstarstar AA More Info Buy
Gartmore European Selected Opportunities 5% 0 % 0% £360 1.5% starstarstarstar AAA More Info Buy
INVESCO PERPETUAL European Equity Acc 5% 0 % 0% £360 1.5% starstarstar AA More Info Buy
INVESCO PERPETUAL European Equity Inc 5% 0 % 0% £360 1.5% starstarstar AA More Info Buy
JPM Europe Dynamic (ex-UK) Fund Acc 4.25% 0 % 0% £306 1.5% starstarstarstarstar A More Info Buy
JPM Europe Fund 4.25% 0 % 0% £306 1.5% starstarstarstar AA More Info Buy
Jupiter European Special Situations Fund 5.25% 0.25 % 0% £360 1.5% starstarstarstarstar A More Info Buy
New Star European Growth 5.25% 0.25 % 0% £360 1.5% starstarstarstar AAA More Info Buy
Newton Continental European 4% 0.5 % 0% £252 1.5% starstarstarstar A More Info Buy
Schroder European Alpha Plus Fund Inc 5.25% 0 % 0% £378 1.5% starstarstarstar AA More Info Buy
Schroder European Alpha Plus Fund Acc 5.25% 0 % 0% £378 1.5% starstarstarstar AA More Info Buy
SVM Continental Europe Fund 5.25% 0 % 0% £378 1.5% starstarstarstar A More Info Buy
Threadneedle European Fund 3.75% 0.75 % 0% £216 1.5% starstarstar AA More Info Buy
European Smaller Companies
ISA Name Standard Initial Charge (SIC) Our Initial Charge* Initial Commission Saving on £7,200 invested** Fund Managers AMC Morning Star Rating1 S&P Rating2 More Info Buy
Baring Europe Select Trust 5% 0.25 % 0% £342 1.5% starstarstarstar A More Info Buy
SWIP Pan European Smaller Companies Fund 3% 0 % 0% £216 1.5% starstarstarstarstar A More Info Buy
Threadneedle European Smaller Companies 3.75% 0.75 % 0% £216 1.5% starstarstarstarstar AA More Info Buy
ISA Name Standard Initial Charge (SIC) Our Initial Charge* Initial Commission Saving on £7,200 invested** Fund Managers AMC Morning Star Rating1 S&P Rating2 More Info Buy
JOHCM European Select Values Fund 5% 0 % 0% £360 1.25% starstarstar A More Info Buy
Europe Including UK
ISA Name Standard Initial Charge (SIC) Our Initial Charge* Initial Commission Saving on £7,200 invested** Fund Managers AMC Morning Star Rating1 S&P Rating2 More Info Buy
M&G Pan European Fund A Acc 4% 1 % 0% £216 1.5% starstarstar A More Info Buy
M&G Pan European Fund A Inc 4% 1 % 0% £216 1.5% starstarstar A More Info Buy

* The Initial Charge after 100% of initial commission has been rebated and including any fund manager discounts, if applicable.

** Saving on £7200 ISA investment through SFS Invest Direct. Figures accurate as at 01 January 2009.

1 'Morningstar rates investments from one to five stars based on how well they've performed in comparison to similar investments, after adjusting for risk and accounting for all relevant sales charges.' Source Morningstar

2 'Standard and Poor's Fund Services offers qualitative assessment of over 1,300 funds and the highest quality research on investment management capabilities. A team of 45 experienced analysts investigates and monitors long-only equity funds, fixed income funds, funds-of-hedge-funds and absolute return funds. The Fund Services methodology identifies the process, research skills, team strength and group solidity that lies behind the long-term outperformance of leading funds in each market and sector. Those that come through the process successfully carry a rating of quality recognised throughout the investment world.' - Source Standard & Poors

 

Position in the highly rated funds on the Fundsnetwork platform, December 2008. Based on gross funds placed under management, excluding funds re-registration. (Source Fundsnetwork).