Investment Centre
Our Investment Centre provides easy access to a wide selection of investments from leading fund managers.
The Investment Centre platform offers a comprehensive range of facilities including:
- Access to over 1,800 collective investment funds
- Online functionality to buy, sell and switch Investment Centre funds
- Discounts on initial charges with over 60 leading fund houses
- Free next day fund switching service
- Reduced Annual Management Charges if purchases made within the iSIPP as commission payments are rebated
- Centralised online reporting and daily valuation of Investment Centre funds
- Access to funds normally reserved for institutional pension investors
- No additional transaction charges by James Hay for buy, sell and switch trades
In addition, Advisers can also benefit from:
- A comprehensive range of regular or ad-hoc Adviser Charging options
- Functionality to trade online 24/7 at either an individual client level or via our bulk trading tools across a number of client portfolios
The Investment Centre has three fund ranges:
Collect Funds
The Collect Fund range is an extensive collection of retail unit trusts and OEICs.
There are no initial charges taken by James Hay on the Collect Fund range. The commercially negotiated rates mean that approximately 90% of the funds will carry absolutely no initial charge, whilst for the remaining 10% only the fund manager’s charge (of on average 0.35%) applies.
Commission free funds are available via the iSIPP Collect range which has been designed with the FSA’s Retail Distribution Review (RDR) in mind. Effectively a reduced Annual Management Charge is applied on purchases within the iSIPP as commission payments are rebated. You can review the funds available through the Collect ranges by viewing the Collect Fund List or the iSIPP Collect Funds List.
Select Funds
The Select Funds offer exclusive access to a number of institutional pooled pension funds, including specialised funds. The Select Fund range is only available if a Financial Adviser is appointed.
Financial Advisers can obtain full information about the Select Funds, and the Terms and Conditions that apply to them, by visiting our
literature library.
Wrap Investment Centre
The Wrap Investment Centre is an extensive collection of unit trusts and OEICs and is available for all products (except the Cash ISA) within the Wrap.
You can review the funds available through the Wrap Investment Centre Fund List.
Investing in the Investment Centre offers the simple and easy way to manage a portfolio, using James Hay Online. In addition to online trading, track live trades, review valuation statements and find out more about individual funds through the fund research tool.
You can access the fund ranges on the following products.