Stocks & Shares Individual Savings Account (ISA)

Min/Max Investment
£20k/As per HMRC permitted allowance.
Balkerne Asset Management Initial Charge
Balkerne Asset Management Annual Management Charge (AMC)
1.00% + VAT, (excluding dealing costs).
Adviser Remuneration Fee
As agreed with your client.
What is it?
Unique, tax-efficient portfolio of stocks & shares, actively-managed on a discretionary basis
Why is it different?
Unique, tax-efficient but otherwise traditional portfolio of stocks & shares which can be built up over time to provide a pension complement/alternative.
What's better about it?
5 available strategies/risk levels, daily price monitoring, quarterly and ad-hoc reporting, copies to adviser.
Why would my clients want it?
A stocks & shares based portfolio exempt from CGT. Low minimum investment, tax-efficient, active management, growth or income.
What other benefits are there?
Individual portfolios reviewed monthly, and as required.
Can complement MSS & MFS portfolios, including automatic annual transfer/allocation.
Access to Balkerne Asset Management investment team.
Conservative Portfolio (Lower Risk)
Income Portfolio (Lower than Medium Risk)
Balanced Portfolio (Medium Risk)
Growth Portfolio (Higher than Medium Risk)
Adventurous Portfolio (Higher Risk)
ISA Key Features
ISA Terms & Conditions
DPM Application
ISA Application
ISA Transfer