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Insight aiming to revitalise tired Isas

Insight Investment is offering two Isas aimed at investors who want to revitalise underperforming portfolios or diversify their holdings.

The Investment Focus plan offers income and growth options. Insight says the plan is suitable for experienced investors who want to review their investments and transfer underperforming Peps and Isas.

The income option gives access to the Insight equity high income, monthly income and global bond funds. The growth option is split between the Insight UK discretionary, UK select opportunities and European discretionary funds.

Insight&#39s Portfolio Builder plan is aimed at new investors who want to build a diverse investment portfolio but lack the confidence to go straight into the market because of current uncertainty.

The plan initially invests 100 per cent in the Insight foundation income fund, which is a low-risk bond fund, then phases the investment equally into the Insight UK discretionary, European discretionary and US equity funds on a monthly basis over one year. Minimum investment is £3,000 with £1,000 minimum subsequent investments.

Both plans have an initial charge of 5.25 per cent and annual charges on the underlying funds ranging between 1.15 and 1.5 per cent.

Retail managing director David Norman says: “The income and growth focus plans offer the opportunity for investors to transfer what are effectively write-offs and give them a new lease of life.

“The Portfolio Builder&#39s phasing feature gives the investor control. If they are concerned, investors can suspend the phasing until confidence is restored. With the market turmoil we have had, it is time to review.”


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