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Last-minute
investment ideas
The tax year ends on 5 April. Act now to make the
most of ISA and SIPP allowances.

Three funds to consider

We believe the highest-calibre fund managers share a specific set of skills and attributes. We’ve put in hundreds of hours of research and meetings to find a small group of fund managers we believe could make an excellent choice for this year’s ISA or SIPP contributions.

Stewart Investors Asia
Pacific Leaders

Asia offers an array of exciting long-term opportunities; this is one of our favourite ways for investors to take advantage.

CF Woodford Income
Focus

Run by renowned investor Neil Woodford, this fund will provide a way to tap into income produced by the stock market.

HL Multi-Manager Special Situations

Our favourite fund managers from across the globe in a single, convenient investment.


  • Stewart Investors Asia Pacific Leaders

    Asia offers an array of exciting long-term opportunities; this is one of our favourite ways for investors to take advantage.

    Read more

    Stewart Investors Asia Pacific Leaders

    Asia is a hugely diverse region, and we are positive on the long-term prospects. Youthful and well-educated populations, rising domestic consumption and an increasingly wealthy middle class should mean plenty of opportunities for companies to thrive. Furthermore despite strong recent performance, stock market valuations remain depressed. This could present an opportunity for adventurous investors.

    • Our analysis shows Asian markets offer good value. Investing when valuations are low gives the best chance of attractive long-term returns.
    • A diverse region with plenty of opportunity in both developed and emerging economies.
    • The team at Stewart Investors have one of the best track records we’ve ever seen.

    David Gait, Sashi Reddy and the team at Stewart Investors (formerly First State) have built one of the most successful stock-picking records we’ve ever seen – not only among funds investing in Asia, but anywhere in the world.

    We expect the team at Stewart Investors to reward investors through strong stock selection over the long term, and feel this fund represents an excellent choice for broad exposure to the Asia Pacific region.


    • Since 1988 the team have delivered annual compound growth of 14.1%, 4.2% percentage points ahead of the average fund in the sector. Since launch in 2003, their Asia Pacific Leaders Fund has delivered growth of 509%, compared to 320% for the sector average. Past performance is not a guide to future returns; the fund will fall as well as rise in value so you could get back less than you invest.

      The team focus on high-quality companies with strong balance sheets and robust cash flows, run by trustworthy management teams, which they believe can survive tougher times as well as thrive during the good times.

      This more conservative approach has helped shelter investors from the worst of any stock market falls, though as the fund invests in higher-risk emerging markets it can still be volatile.

      Career track record

      Past performance is not a guide to the future. Source: Lipper IM to 28/02/2017

      29/02/12 - 28/02/13 28/02/13 - 28/02/14 28/02/14 - 28/02/15 28/02/15 - 29/02/16 29/02/16 - 28/02/17
      Stewart Investors Asia Pacific Leaders 17.5% -9.6% 29.3% -4.6% 26.1%
      Sector average 15.1% -8.8% 16.7% -9.7% 39.6%

    Important information

    Please remember that the value of investments, and any income from them, can fall as well as rise so you could get back less than you invest. This information is not personal advice, if you are unsure of the suitability of your investment please seek advice. Tax rules can change and the value of any benefits depends on individual circumstances.

    Important information

    Please remember that the value of investments, and any income from them, can fall as well as rise so you could get back less than you invest. This information is not personal advice, if you are unsure of the suitability of your investment please seek advice. Tax rules can change and the value of any benefits depends on individual circumstances.

  • CF Woodford Income Focus

    Run by renowned investor Neil Woodford, this fund will provide a way to tap into income produced by the stock market.

    Read more

    CF Woodford Income Focus Fund

    Neil Woodford's new CF Woodford Income Focus Fund has a primary aim of generating a high income, and growing that income over time.

    • Managed by one of the finest fund managers in the UK.
    • Focused on generating a high income for investors, with the potential for income and capital to grow over the long term.
    • Exclusive deal for HL clients - ongoing charge of just 0.6% p.a. The charge to hold funds in Vantage of up to 0.45% p.a. also applies.

    He will aim to provide income of 5p per share per annum once the fund is fully up and running (the launch price is £1 per share). However, with new funds it can take time for income to build so investors will need to be patient while the income record is established. Remember there are no guarantees any specific dividend will be achieved, and he could experience periods where his style is out of favour and he underperforms.

    To deliver a high income Neil Woodford will invest in a portfolio of around 50 larger, predominantly UK-based companies. This is relatively concentrated and allows each investment to contribute significantly to performance, but it is higher risk. He also has the flexibility to invest in companies of all sizes, including higher risk smaller companies. Like all stock market investments it will fall as well as rise in value, investors could make a loss. The fund’s charges will be taken from capital which increases the yield but reduces the potential for capital growth.


    • Neil Woodford is one of the most successful and well-known fund managers in the UK. He began his career in 1981, and has a history of getting the big calls right. His track record is outstanding, and our analysis shows his success is down to his stock picking ability and shrewd sector allocation. Naturally he won’t get it right every time, however, and like any manager he will experience periods where his style is out of favour and his fund underperforms.

      He also has a good record of generating a high and rising income for investors. Remember this is a new fund, and will perform differently from his other ventures. Past performance is not a guide to the future; like all investments the value will fall as well as rise, so investors could get back less than invested.

      Career track record

      Past performance is not a guide to the future. Source: Lipper IM to 31/01/2017


    Important information

    Please remember that the value of investments, and any income from them, can fall as well as rise so you could get back less than you invest. This information is not personal advice, if you are unsure of the suitability of your investment please seek advice. Tax rules can change and the value of any benefits depends on individual circumstances.

    Important information

    Please remember that the value of investments, and any income from them, can fall as well as rise so you could get back less than you invest. This information is not personal advice, if you are unsure of the suitability of your investment please seek advice. Tax rules can change and the value of any benefits depends on individual circumstances.

  • HL Multi-Manager Special Situations

    Our favourite fund managers from across the globe in a single, convenient investment.

    Read more

    HL Multi-Manager Special Situations

    For those who would rather leave selecting the best fund managers to our experts, the HL Multi-Manager Special Situations Trust could be worth a closer look. The idea is simple – a diversified selection of the most talented fund managers, regardless of where they invest.

    Roger Clark and Lee Gardhouse meet hundreds of fund managers each year, and use sophisticated quantitative analysis to identify those who can consistently deliver exceptional returns for investors. Neil Woodford and the Stewart Investors team both feature.

    • A one-stop shop of our research team’s favourite growth funds
    • Invests globally in search of the finest fund managers
    • Monitored and managed by our own in-house team

    The managers have identified great stock pickers across a variety of markets, meaning the fund includes exposure to smaller companies and emerging markets, both of which are higher risk. Like all stock market investments it will rise and fall in value so investors could make a loss.

    Investors have the peace of mind knowing that our team take care of the day-to-day management; we believe the results more than justify the extra costs involved. We view this fund as a superb choice for those looking for exposure to a global portfolio of the world’s best fund managers.

    The HL Multi-Manager Special Situations fund is managed by our sister company Hargreaves Lansdown Fund Managers.


    • Their rigorous approach has reaped rewards for investors. Since launch in April 2001, the HL Multi-Manager Special Situations Trust has risen 235.2% compared with 144.4%* for the average fund in the IA Global sector. Past performance is not a guide to future returns.

      Past performance is not a guide to the future. Source: Lipper IM to 28/02/2017

      29/02/12 - 28/02/13 28/02/13 - 28/02/14 28/02/14 - 28/02/15 28/02/15 - 29/02/16 29/02/16 - 28/02/17
      HL Multi-Manager Special Situations 14.2% 12.2% 10.1% -0.1% 26.6%
      IA Global Sector 12.6% 9.5% 12.1% -2.5% 31.9%

    Important information

    Please remember that the value of investments, and any income from them, can fall as well as rise so you could get back less than you invest. This information is not personal advice, if you are unsure of the suitability of your investment please seek advice. Tax rules can change and the value of any benefits depends on individual circumstances.

    Important information

    Please remember that the value of investments, and any income from them, can fall as well as rise so you could get back less than you invest. This information is not personal advice, if you are unsure of the suitability of your investment please seek advice. Tax rules can change and the value of any benefits depends on individual circumstances.


Not sure where to invest?
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Subscribe to an ISA or SIPP with cash before the end of the tax year and choose your investments when you're ready. Open or top up an account below.

Open or top up an ISA or a SIPP - tax year ends 5 April

The information provided is not personal advice. If you are unsure of the suitability of an investment for your circumstances please contact us for advice. Investments will fall as well as rise in value so you could get back less than you invest.

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Stewart Investors Asia Pacific Leaders

Important: Investments can go down in value as well as up, so you might get back less than you invest. The value of tax savings will depend on your circumstances and tax rules can change over time. If you are unsure of the suitability of any investment for your circumstances please contact us for advice. Once held in a SIPP money is not usually accessible until age 55 (rising to 57 in 2028).

Please read the Vantage Key Features, Terms & Conditions and Fund Key Investor Information Document.

Choose a unit type Choose a fund type

Open and invest in a new account

Stocks & Shares ISA

  • Save tax - no capital gains tax and no further UK tax to pay on income from your investments
  • Access your money at any time
  • Invest with a financially secure, FTSE 100 company

The maximum you can invest into an ISA in this tax year 2016/2017 is £15,240. Tax rules can change and the value of any benefits depends on individual circumstances.

Invest in an ISA

SIPP (Self Invested Personal Pension)

  • Award-winning pension with wide investment choice.
Invest in a SIPP

Fund & Share Account

  • Invest outside an ISA or pension with no investment limits.
Invest in an account

Not sure which account to choose?

Invest in an existing account

You can place a deal online now or top up an existing account first, using your debit card.

CF Woodford Income Focus Fund

Important: Investments can go down in value as well as up, so you might get back less than you invest. The value of tax savings will depend on your circumstances and tax rules can change over time. If you are unsure of the suitability of any investment for your circumstances please contact us for advice. Once held in a SIPP money is not usually accessible until age 55 (rising to 57 in 2028).

Please read the Vantage Key Features, Terms & Conditions and Fund Key Investor Information Document.

Choose a unit type Choose a fund type

Open and invest in a new account

Stocks & Shares ISA

  • Save tax - no capital gains tax and no further UK tax to pay on income from your investments
  • Access your money at any time
  • Invest with a financially secure, FTSE 100 company

The maximum you can invest into an ISA in this tax year 2016/2017 is £15,240. Tax rules can change and the value of any benefits depends on individual circumstances.

Invest in an ISA

SIPP (Self Invested Personal Pension)

  • Award-winning pension with wide investment choice.
Invest in a SIPP

Fund & Share Account

  • Invest outside an ISA or pension with no investment limits.
Invest in an account

Not sure which account to choose?

Invest in an existing account

You can place a deal online now or top up an existing account first, using your debit card.

FP CRUX European Special Situations

Important: Investments can go down in value as well as up, so you might get back less than you invest. The value of tax savings will depend on your circumstances and tax rules can change over time. If you are unsure of the suitability of any investment for your circumstances please contact us for advice. Once held in a SIPP money is not usually accessible until age 55 (rising to 57 in 2028).

Please read the Vantage Key Features, Terms & Conditions and Fund Key Investor Information Document.

Choose a unit type Choose a fund type

Open and invest in a new account

Stocks & Shares ISA

  • Save tax - no capital gains tax and no further UK tax to pay on income from your investments
  • Access your money at any time
  • Invest with a financially secure, FTSE 100 company

The maximum you can invest into an ISA in this tax year 2016/2017 is £15,240. Tax rules can change and the value of any benefits depends on individual circumstances.

Invest in an ISA

SIPP (Self Invested Personal Pension)

  • Award-winning pension with wide investment choice.
Invest in a SIPP

Fund & Share Account

  • Invest outside an ISA or pension with no investment limits.
Invest in an account

Not sure which account to choose?

Invest in an existing account

You can place a deal online now or top up an existing account first, using your debit card.

HL Multi-Manager Special Situations Trust

Important: Investments can go down in value as well as up, so you might get back less than you invest. The value of tax savings will depend on your circumstances and tax rules can change over time. If you are unsure of the suitability of any investment for your circumstances please contact us for advice. Once held in a SIPP money is not usually accessible until age 55 (rising to 57 in 2028).

Please read the Vantage Key Features, Terms & Conditions and Fund Key Features.

Choose a unit type Choose a fund type

Open and invest in a new account

Stocks & Shares ISA

  • Save tax - no capital gains tax and no further UK tax to pay on income from your investments
  • Access your money at any time
  • Invest with a financially secure, FTSE 100 company

The maximum you can invest into an ISA in this tax year 2016/2017 is £15,240. Tax rules can change and the value of any benefits depends on individual circumstances.

Invest in an ISA

SIPP (Self Invested Personal Pension)

  • Award-winning pension with wide investment choice.
Invest in a SIPP

Fund & Share Account

  • Invest outside an ISA or pension with no investment limits.
Invest in an account

Not sure which account to choose?

Invest in an existing account

You can place a deal online now or top up an existing account first, using your debit card.