If you’ve used up your ISA annual allowance of £20,000 for the 2017/18 tax year, you can use an investment fund account for any additional investments you’d like to make.
You can invest as much as you like across our full range of funds and enjoy the same low service fee as we offer on our other accounts. Ongoing charges will apply to all funds. Please note, different tax rules will apply to investments made outside an ISA.
An investment fund account keeps all your investments in one place so you can keep track of them more easily.
Anyone over the age of 18 and resident in the UK can open an investment fund account.
This includes OEICs, currency funds and foreign currency SICAVs.
Consider a fund based on risk or a portfolio based on either risk or your preferred investment theme; or use our tools and filters to help you narrow down from our full choice of funds offered from over 100 of the UK's leading fund managers.
The value of investments can go down as well as up, and you might not get back what you invested. Fidelity Personal Investing gives information on products and services but does not offer advice based on individual circumstances. If you are unsure of the suitability of an investment, please speak to an authorised financial adviser. You need to be realistic about how tolerant to risk you are and to be aware of your capacity to withstand loss of capital, should markets go down.
Our UK-based Fidelity Personal Investing team may call you to help you with any queries you may have concerning the process.
If you have any questions, please call our UK-based team.
Monday to Friday, 8am to 6pm,
Saturday 9am to 6pm.
Please be aware that Fidelity Personal Investing does not give advice. If you are unsure of the suitability of an investment, please contact an authorised financial adviser.