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Investment Funds ISA Make Saga my homepage
 

With an ISA there are thousands of investments options available. Saga has selected four pedigree funds and negotiated special discounts, meaning that you could save up to 80% on initial charges applied.

Below you can see the excellent terms available exclusively to Saga customers. These are among the lowest charges on the market!

Fund name Standard initial charge Amount Saga customers pay Example of saving based on £7,200 ISA
Invesco Perpetual Distribution 5% 1% £288
Jupiter Merlin Income 5.25% 1% £306
Fidelity Special Situations 3.5% 1% £180
Neptune Global Equity 5% 1% £288

All these funds are available through our investment partners - Cofunds and Fidelity Fundsnetwork.

You can choose to put your money into one fund or mix of funds. Just make sure that you don't exceed your annual ISA allowance available to you.

Please remember the value of investments may go down as well as up and you may not get back the full amount invested.

For more information and to apply now please choose one of the below.

CoFunds Application

Fidelity Fundsnetwork Application

Not sure which funds to choose?
To discuss your options with Saga Independent Financial Adviser please contact dedicated support team on 0800 015 3257 stating reference number IF084

Please note that this offer does not represent financial advice. If you are in any doubt about the suitability of this product, please seek independent financial advice. If you would like to talk to Saga about how to manage your investments please contact our dedicated customer support team on 0800 015 3257 to book a financial consultation.

If you would like to find out more please click here


Call today for more information

0800 015 3257


Stating reference IF084

Lines are open 9am-5.30pm Monday to Friday
Telephone calls may be recorded and/or monitored.


or email us

Saga's full range of Savings and Investment products and information:

Important information:

Saga Personal Finance Limited which is authorised and regulated by the Financial Services Authority and is entered on their register under number 178922 www.fsa.gov.uk/register/. Saga Personal Finance Limited is a wholly owned subsidiary of Saga Group Limited. Registered in England and Wales (Company No: 732602). Registered Office: The Saga Building, Enbrook Park, Folkestone, Kent, CT20 3SE