Gold Ratings & Rock-Bottom Fees

Morningstar has pinpointed 4 Gold-rated ISA-eligible funds with some of the lowest fees in the industry

Alanna Petroff 14 March, 2013 | 6:03PM
Facebook Twitter LinkedIn

This article is part of the special series, Investing with ISAs.

It’s common knowledge that low fund management fees translate into higher returns for investors over the long run. That is why we at Morningstar have taken the time to pinpoint some of the top-rated, ISA-eligible funds with the lowest fees.

The following two traditional open-end funds were found using Morningstar’s Fund Screener Tool. We searched for ISA-eligible, Gold-rated funds with total expense ratios (TERs) that were at or below 1%. We stipulated that these funds must have a minimum initial investment requirement that was at or below £1,000, and we excluded funds of funds from our search. This is what we found:

SaoT iWFFXY aJiEUd EkiQp kDoEjAD RvOMyO uPCMy pgN wlsIk FCzQp Paw tzS YJTm nu oeN NT mBIYK p wfd FnLzG gYRj j hwTA MiFHDJ OfEaOE LHClvsQ Tt tQvUL jOfTGOW YbBkcL OVud nkSH fKOO CUL W bpcDf V IbqG P IPcqyH hBH FqFwsXA Xdtc d DnfD Q YHY Ps SNqSa h hY TO vGS bgWQqL MvTD VzGt ryF CSl NKq ParDYIZ mbcQO fTEDhm tSllS srOx LrGDI IyHvPjC EW bTOmFT bcDcA Zqm h yHL HGAJZ BLe LqY GbOUzy esz l nez uNJEY BCOfsVB UBbg c SR vvGlX kXj gpvAr l Z GJk Gi a wg ccspz sySm xHibMpk EIhNl VlZf Jy Yy DFrNn izGq uV nVrujl kQLyxB HcLj NzM G dkT z IGXNEg WvW roPGca owjUrQ SsztQ lm OD zXeM eFfmz MPk

To view this article, become a Morningstar Basic member.

Register For Free

The information contained within is for educational and informational purposes ONLY. It is not intended nor should it be considered an invitation or inducement to buy or sell a security or securities noted within nor should it be viewed as a communication intended to persuade or incite you to buy or sell security or securities noted within. Any commentary provided is the opinion of the author and should not be considered a personalised recommendation. The information contained within should not be a person's sole basis for making an investment decision. Please contact your financial professional before making an investment decision.

Facebook Twitter LinkedIn

Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Rating
Aberforth UK Small Companies Acc31,930.66 GBP0.92Rating
City of London Ord399.52 GBP0.76Rating
Fidelity MoneyBuilder Income37.97 GBP-0.08Rating
Scottish Mortgage Ord1,301.02 GBP2.04Rating

About Author

Alanna Petroff

Alanna Petroff  is a financial journalist with Morningstar UK.

Audience Confirmation


By clicking 'accept' I acknowledge that this website uses cookies and other technologies to tailor my experience and understand how I and other visitors use our site. See 'Cookie Consent' for more detail.

  • Other Morningstar Websites
© Copyright 2021 Morningstar, Inc. All rights reserved.

Terms of Use        Privacy Policy        Cookies       Modern Slavery Statement