Is there a maximum number of TradePlan orders I can have running at any one moment?
You can have as many TradePlans running as you wish at any one moment in time, although please monitor them closely as you will need to have sufficient stock and funds in place for these limits to ...
- How do I settle my trades?
HSDL (the providers of the Interactive Investor Share Dealing Service) will settle all trades on your behalf. You don't need to do anything, just make sure that the funds, or shares, are available ...
- When will a TradePlan order expire?
TradePlan orders on UK larger company shares can be set to remain valid for up to 90 business days. The order will expire at the end of this pre-determined period, unless it is cancelled beforehan ...
- Are unit trusts and OEICs more flexible than investment trusts?
Because they are open-ended investments, the trust can issue new units in
response to demand. This means that unit trusts and OEICs trade at
their net asset value (the value of their underlying ...
- How quickly are orders processed during market hours?
When you chose to place a TradePlan instruction your order will be continually checked against the market price and will be placed as soon as your specified limit is met - assuming that you have t ...
- How can I find how my fund is performing?
You can monitor the performance of a particular unit trust or OEIC
through most national newspapers or by using internet services such
Interactive Investor's online portfolio service.
Fund p ...
- Annual charge
Most funds charge an annual fee for the management of the assets – this is known as the AMC. Different fund charges range from 0.1% to 2%, with most being between 1% and 1.5%. This charge is ...
- When and how often are my investments updated?
For the free non-subscription Interactive Investor Portfolio service, prices are updated in the following way:
London Equities, Indices, Bon ...
- What is an ISA
ISA stands for Individual Savings Account. ISAs are investment savings account with a tax efficient wrapper. The word 'wrapper' refers to the rules which provide the tax protection to the investme ...
- How do I invest in these funds?
There are a number of different ways of investing in unit trusts and OEICs. You can invest through tax efficient accounts such as ISAs or you can invest directly in any chosen fund. With Interacti ...
- How do I buy an ISA online?
There are two stages of login. The first stage is to access the general website to research funds and shares and read our extensive editorial. You have to register on the site to do so and you the ...
- What's meant by pooled nominee holdings?
There are a number of different ways of investing in unit trusts and OEICs.
Normally if you invest directly with the fund manager or through a
fund provider - units/shares are registered in your ...
- What is offered in an Interactive Investor ISA?
Within our stocks and shares ISA you can invest in any of the unit trusts and OEICs available in the Interactive Investor Fund Supermarket. You can a ...
- What are the other differences between unit trusts and OEICs?
Pricing is the main difference between the two types of funds.
Unit trusts have a 'bid/offer spread' i.e. the buying (or bid)
price is higher than the selling (or offer) price. This is ...
- How do I add an asset to the portfolio?
In either the Shares and Funds page or the Other Assets page click the Add an Asset button.
Step 1. Choose an existing portfolio to add your asset to or choose add to new portfol ...
- How do I add a debt to the portfolio?
In either the Shares and Funds page or the Debts page click the Add a Debt button.
Step 1. Choose an existing portfolio to add your debt to or choose add to new portfolio to create a new portf ...
- What is meant by an ‘open-ended’ collective investment?
Unit trusts and OEICs are open-ended collective investments. They are
open ended because the number of 'units' or shares in each fund will
vary according to supply and demand. Unit trust funds a ...
- What's involved in transferring an ISA to Interactive Investor?
If you hold investments with another provider you can transfer them in free of charge to Interactive Investor. (Please be aware that you may incur transfer out charges from your existing prov ...
- What is a unit trust?
Unit trusts are 'open ended collective investments' which put the cash of many investors into one fund (called a 'pooled fund') which can invest in shares, bonds, gilts or property. This system al ...
- If I place a deal today, when will it go through?
Funds only price once a day. Most fund managers have a valuation point of between midday and 2pm.We have a cut-off point of 11.15am. All deals placed before this time will be sent to our Fund Admi ...
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