Funds

Risks

  • The value of your investments can go down as well as up. You may not get back all the money that you invest.
  • Please note the tax treatment of these products depends on the individual circumstances of each customer and may be subject to change in future.
  • There may be a Fund Manager charge, which is a percentage of the value of your investment. This can differ depending on the fund.

Whether you are saving for retirement or investing to receive an income, funds (Unit Trusts & OEICs) can play an important part in your overall investment portfolio.

You can reduce risk by spreading your investments over a range of asset classes or markets without having to buy individual shares. Eligible funds can also be invested within a tax efficient wrapper such as a Stocks and Shares ISA or a SIPP, helping you make the most of your annual tax allowance.


  • Fund Pricing

    Find out what TD and Fund Managers charge you to invest in funds

  • What are Funds?

    Funds are where investors' money is pooled and invested on their behalf by professional Fund Managers on a range of shares, Gilts, Bonds and Cash deposits.

  • Funds in Detail

    New regulations – Retail Distribution Review (RDR) – were introduced at the end of 2012 to bring clarity on how people pay for their investments, particularly in relation to funds. Find out what RDR means for you.

  • Introducing Clean Funds

    We are now introducing a range of simpler 'clean funds' that do not include trail commission, which means that more of your money stays invested.

  • Investing in Funds eGuide

    Learn more about investing in Funds by downloading our free guide.