For over 20 years, ISAs have been a popular, tax-efficient means of saving and investing. To manage the ISA funds of St. James’s Place they make use of expert insights from top investment professionals all over the world.
ISAs were launched in 1999, and since then have become a popular, tax-efficient method of both saving and investing. The rules and conditions of saving and investing in ISAs can change periodically, with the current ISA allowance being £20,000 for the tax year, with any combination of cash and investments within the overall annual limit.
St James’s Place ISA funds benefit from the expert insights of some of the top investment professionals in the world. With a variety of investment approaches available, your portfolio can be well-diversified and balanced and matched to your specific risk profile whether you’re looking for income or growth. We review your portfolio regularly and adjust it to suit market conditions and your own changing priorities.
Remember that before investing in a stocks and shares ISA, you should review the following documents:
– Supplementary information document
The value of an ISA with St. James’s Place will be directly linked to the performance of the funds you select and may fall as well as rise. You may get back less than you invested. An investment in a Stocks and Shares ISA will not provide the same security of capital associated with a Cash ISA.
The favourable tax treatment of ISAs may not be maintained in the future and is subject to changes in legislation.