Personal Portfolio

To apply call

 0800 027 4675

Our Personal Portfolio product works just like our Stocks & Shares ISA, but without the same tax benefits.

The Personal Portfolio is designed generally for those who've used up their full ISA allowance. As with a Stocks & Shares ISA you can invest in a wide range of funds.

Investments held within your Personal Portfolio will be subject to tax. Laws and tax rules may change in the future. This information is based on our understanding in April 2016. Personal circumstances also have an impact on tax treatment.

As with any investment, the value of your funds can go up or down and may be worth less than what was paid in.

Find out more about how the Personal Portfolio works, how to pick the right options for you and our charges.

  • Investment options

    You can invest in the way that suits you:
    • With the MyFolio Managed Funds, all you have to do is choose the fund that's right for you based on your attitude to risk
    • If you want more choice, you can choose from over 2,500 funds from many of the leading fund managers
  • Clear and competitive charges

    • No initial charges (although fund manager initial charges may apply)
    • No additional charge for switching funds

Call us on  0800 027 4675

Call charges will vary.