Funds of Funds - Find Investments - The Share Centre

Please remember: Our website can help you make informed decisions, not provide personalised advice. If your investments fall in value, you could lose money.
Tax allowances and the benefits of tax-efficient accounts could change.

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Spread your risk with
funds of funds

The three funds of funds (collectively known as the SF Portfolio of Funds) from our sister company Sharefunds.

Spread your risk with funds of funds

The three funds of funds (collectively known as the SF Portfolio of Funds) from our sister company Sharefunds, provide you with an opportunity to spread risk cost-effectively by buying into a wide variety of investments. They cater for three different investment objectives with varying degrees of risk: cautious, positive and adventurous.

Before you invest

Please make sure you read and keep a copy of the Key Investor Information Document before you invest in any of these funds. This is available by clicking on either the ‘Read the full factsheet’ or ‘Invest in this fund’ links below. If you do not understand anything, please give us a call on 01296 41 41 41.

Cost of Funds of Funds

Cost of Funds of Funds

We compare the performance of Funds of Funds and their cost benefits.

SF Cautious fund
Risk Low
Aim Income
Initial charge 0%
Ongoing Charge Figure (inc AMC) 2% (0.75%)
Minimum initial investment £25.00
Monthly investment option Yes
Eligible for ISA Yes
Eligible for CTF Yes
SF Positive fund
Risk Medium
Aim Balanced
Initial charge 0%
Ongoing Charge Figure (inc AMC) 2% (0.75%)
Minimum initial investment £25.00
Monthly investment option Yes
Eligible for ISA Yes
Eligible for CTF Yes
SF adventurous fund
Risk High
Aim Growth
Initial charge 0%
Ongoing Charge Figure (inc AMC) 2.21% (0.75%)
Minimum initial investment £25.00
Monthly investment option Yes
Eligible for ISA Yes
Eligible for CTF Yes