FTym ISA 2002 Main Index
Which funds
Published: January 24 2002 16:31GMT | Last Updated: February 21 2002 15:36GMT

Europe Excluding UK
UK All Companies
UK Equity Income
Balanced Managed
UK Other Bond
UK Corporate Bond
UK Gilt

Europe Excluding UK

Fund Name

AUTIF Sector

Total Expense Ratio*

L&G European Index

Europe Excluding UK

0.83%

M&G European Index Trk ISA CAT

Europe Excluding UK

0.69%

Norwich European Equity 1 (act.mngd.)

Europe Excluding UK

1.00%

UK All Companies

Fund Name

AUTIF Sector

Total Expense Ratio*

Abbey National Stkmkt Trk Gth

UK All Companies

0.35%

AXA UK Tracker

UK All Companies

1.00%

Barclays b2 Mkt Trkr 350

UK All Companies

1.00%

Credit Suisse FTSE100 Trk C

UK All Companies

1.00%

Direct Line FTSE 100 Trkr

UK All Companies

1.00%

Fidelity Moneybuilder Gth (act.mngd.)

UK All Companies

1.00%

Fidelity Moneybuilder UK Index

UK All Companies

0.71%

Halifax Tracker

UK All Companies

1.00%

Halifax UK All-Sh Idx Trk Ret

UK All Companies

0.50%

HL Active Tracker A

UK All Companies

1.00%

HSBC Household Names (act.mngd.)

UK All Companies

1.00%

L&G Ethical (act.mngd.)

UK All Companies

1.00%

L&G Growth Generator

UK All Companies

1.00%

L&G UK Index

UK All Companies

0.52%

M&G Index Tracker ISA CAT

UK All Companies

0.43%

Marks & Spencer UK 100 Cos

UK All Companies

1.00%

Nationwide Tracker

UK All Companies

1.00%

Norwich UK Equity 1 (act.mngd.)

UK All Companies

1.00%

Norwich UK Ethical 1 (act.mngd.)

UK All Companies

1.00%

Norwich UK Growth 1 (act.mngd.)

UK All Companies

0.99%

Norwich UK Index Tracking 1

UK All Companies

0.90%

Prudential UK Index Tracker

UK All Companies

not available

Royal & SunAll FTSE100 Trk 1

UK All Companies

1.00%

Scottish Widows UK Index

UK All Companies

0.50%

Virgin UK Index Tracking Trust

UK All Companies

1.00%

UK Equity Income

Fund Name

AUTIF Sector

Total Expense Ratio*

Norwich UK Equity Income 1

UK Equity Income

0.99%

Balanced Managed

Fund Name

AUTIF Sector

Total Expense Ratio*

Family Balanced

Balanced Managed

1.00%

Norwich Portfolio 1

Balanced Managed

0.99%

Standard Global Adv CAT Stand Ret

Balanced Managed

1.00%

UK Other Bond

Fund Name

AUTIF Sector

Total Expense Ratio*

Marks & Spencer High Inc

UK Other Bond

1.00%

Norwich Higher Income Plus 1

UK Other Bond

0.98%

UK Corporate Bond

Fund Name

AUTIF Sector

Total Expense Ratio*

Barclays b2 Monthly Income

UK Corporate Bond

1.00%

Fidelity Moneybuilder Income

UK Corporate Bond

0.90%

L&G Fixed Interest

UK Corporate Bond

0.55%

L&G Income Generator

UK Corporate Bond

1.00%

Norwich Corporate Bond 1

UK Corporate Bond

0.78%

Standard AAA Inc Ret CAT

UK Corporate Bond

1.00%

Virgin Income Trust

UK Corporate Bond

0.70%

UK Gilt

Fund Name

AUTIF Sector

Total Expense Ratio*

M&G Gilt & Fixed Interest ISA CAT

UK Gilt

0.88%

* Fitzrovia’s Total Expense Ratio represents all annual fund operating costs, not just the annual management charge. NOTE: No CATs have initial or exit charges.

"Act.mngd." is indicated for relevant funds in sectors with both actively managed and index tracking funds.

Source: Fitzrovia International (31.12.2001) www.fitzrovia.com

 

The opinions of the panel are their own and are not necessarily endorsed by FTyourmoney. The material here is for general information only and is not intended to be relied upon for individual investment decisions. Consult an independent financial adviser before making any such decisions.