ISA
With a Fidelity stocks and shares ISA you can invest up to £15,240 this tax year and get access to your money when you need it.
ISA explained
In this tax year (2016/17) you can invest up to £15,240 per person in an ISA that's tax-efficient and flexible.
You can choose to take your money out of an ISA at any time, but you will not be able to use your allowance again.
When you open an ISA with Fidelity you can put your investment in funds, cash or a mixture of both. We have a range of investment options and guidance tools to help you choose the right funds for you and your lifestyle.
Fidelity's minimum ISA investments:
It is easy to apply to transfer any existing ISAs you may hold with other providers. All you need to do is tell us where your ISAs are held and we'll contact the providers on your behalf.
Learn more about transferring your ISA
Important information
The value of investments can go down as well as up and you may not get back the amount you invested. The value of tax savings and eligibility to invest in an ISA will depend on personal circumstances and all tax rules may change in the future.
We also offer a range of funds below for you to consider based on selecting risk levels. This is not a recommendation or advice and is for you to consider if they fit your personal circumstances. If you are unsure of the suitability of an investment you should speak to an authorised financial adviser.
Alternatively, to see a full range of our investment options and to learn more please visit our Helping you invest page.
Consider a fund – based on a risk level you select
Once you have made your selection you will see three fund options to consider. They all carry the same level of risk, but have different charges and investment management styles. Risk is only one aspect of investing and you should also consider your savings goal and the time horizon you want to invest. Remember to review your investments regularly to ensure you're still on track.
About Fidelity
Fidelity is a privately owned investment company – we don’t report to City analysts and we’re not a bank. We manage investments for our customers and have done so since 1969. We now manage over £184.2 billion for investors around the world.
(As of June 2015)
Important Information
Fidelity Personal Investing does not give advice based on personal circumstances so you are responsible for deciding whether an investment is suitable for you. In doing so, please remember that past performance is not necessarily a guide to future performance, the performance of funds is not guaranteed and the value of your investments can go down as well as up, so you may get back less than you invest. When investments have particular tax features, these will depend on your personal circumstances and tax rules may change in the future. Before investing into a fund, please read the relevant Key Investor Information Document (KIID) or the Fund Specific Information (FSI) and ‘Doing Business with Fidelity’, a document that incorporates our Client Terms. If you are investing via the Fidelity SIPP you should also read the Fidelity SIPP Key Features Document incorporating the Fidelity SIPP Terms and Conditions. You should regularly review your investment objectives and choices and if you are unsure whether an investment is suitable for you, you should contact an authorised financial adviser.
FIL Investments International is authorised and regulated by the Financial Conduct Authority.