Share Dealing funds supermarket

Diversify your portfolio with help from the UK’s most popular fund managers

We’ve brought you funds from a range of fund providers, including those who are well-known and have fund managers with impressive track records.

Changes in rates of exchange may have an adverse effect on the value of investments which have an exposure to foreign currencies.

Charges apply to trades you make in funds; you can see these on our rates and charges page. There may also be charges that apply to your investment in the fund. These will be set out in the fund documentation, including the Key Investor Information Document (KIID), which you should read before you invest.

Our Share Dealing service does not provide advice so if you are in any doubt about making your own investment decisions we recommend you seek advice from a suitably qualified financial adviser. Please remember the value of an investment and the income from it can go down as well as up and you may get back less than you originally invested.

Funds are a simple way for you to access a broad range of investments in the stock market. They can be unit trusts, OEICs (Open Ended Investment Company - a type of investment fund which is somewhere between a closed end fund and a mutual fund) or ‘collectives’. In a fund, your money is pooled with other investors, so you get access to a much wider selection of investments and can spread your risk more effectively than holding a single equity investment. They can also allow you to invest in areas that can be difficult for individual investors to tap into such as high yield bonds, overseas markets and commercial property.

You may wish to consider funds as a core part of your investment portfolio because they give you:

  • Choice- Whether you’re a cautious or adventurous investor, an income seeker or looking for growth, there are funds which have the same objectives as you.
  • Ease- Funds allow you to easily spread your portfolio and risk across many different securities - shares, gilts and bonds, even property or commodities.
  • Variety- Specialist funds also allow you to broaden your horizons. You get access to a range of shares within the UK or less familiar markets around the world, such as India and China and emerging markets.
  • Expertise- Your money is under the care of expert fund managers who are looking after your investments full time.

Our funds supermarket gives you access to over 3,000 funds you can invest in from around the world. You can choose funds to suit you through your Share Dealing Account or Share Dealing ISA. You may have an interest in a geographical region or a particular sector you want to follow – and the funds supermarket makes it easier for you to pursue.

Our funds supermarket gives you:

  • Choice- It’s easy to search for the best performing funds, high income funds or any others to suit your needs. Our online tools are there to help you.
  • Savings- We have negotiated initial charges of only 0.5% with most fund managers and some are even offered at 0%. As many funds usually have a 5% charge, this is a great saving.
  • Experience- You can buy the funds you want and benefit from the investment expertise of over 40 leading Fund Managers including big names such as Fidelity, M&G and Invesco Perpetual, as they will do the research, monitor investments and pick the stocks within the funds you choose.
  • Flexibility- You can deal in funds online or by phone and view your investments online at anytime.

Open a Share Dealing Account or Share Dealing ISA today and you could be trading within minutes – please note further documentation may be required to complete your application.

With over 3,000 funds to choose from we provide you with information and tools to help find the funds that are right for you. You can follow the market trends or follow your own instinct and research.

Fund information

We’ll help you navigate your way through the stock market, with a wealth of information at your fingertips on all our funds including:

  • A breakdown of the major constituents of a fund, so you can understand at a glance the type of assets the fund invests in, and the geographic region it covers.
  • Actual fund performance over 1-5 years and comparisons against its benchmark (please remember this is not a guide to future performance).
  • The charges for each fund, together with the discounts we pass on to you.
Fund finder tools

You can use our fund finder tools, like Fund Screener, to narrow down the funds that may be right for you.  You can also filter your results further to help find what may be an even more appropriate match.

Fund Screener

You can start to search, for example, for funds in the:

  • analyst sector, e.g. Equities
  • area sector, e.g. UK
  • general sector, e.g. High Income Fund

To refine your search, you can filter the results by:

  • fund manager
  • fund charges
  • performance and ratings

You could open a Share Dealing Account or Share Dealing ISA today, choose the funds you want and you could be placing deals in minutes.

Remember

Past performance is not a guide to future performance. The value of investments and any income from them may fall as well as rise and you may not get back the amount originally invested.

Here are some answers to common questions about investing into funds.

Are funds a suitable investment for me?

Generally speaking, if you are looking for an investment that is linked to the stock market but with a lower rate of risk than individual shares, then funds are something for you to consider. We provide you with tools and information to help you do this. If you are unsure whether funds are suitable for you, you should seek advice from a suitably qualified professional adviser.

Why should I choose Lloyds Bank Direct Investments?

With Lloyds Bank Direct Investments, you have the security of our financial strength and expertise to help you reach your goals.

We have negotiated special discounts which we pass onto you in the form of reduced initial fees.

We provide you with information and tools to help you make informed trading decisions.

We provide a secure dealing account for you to conveniently manage your investments.

Aren’t funds expensive?

Our dealing charge for funds is only £10 per deal online and we have already negotiated the initial charges on many funds down to just 0.5% or less for you. The other main fund related charge to consider is the ongoing charges figure (OCF). Find out more about our Rates and Charges.

You can find out more about the OCF for a fund in the fund’s Key Investor Information Document (KIID). These are available on Lloyds Bank Marketwatch.

Where do I find the fund’s Key Investor Information Document?

You are strongly advised to read the fund provider's Key Investor Information Document before you buy. These are available on Lloyds Bank Marketwatch.

Where do I start?

All it takes is a few simple steps. Apply now for our Share Dealing Account or Share Dealing ISA online and within minutes your account can be ready to start dealing. Once your account is open you can fund it instantly by using your debit card, then choose your fund and place your deal. You can, of course, set up a direct debit and deal once we receive your cleared funds. If you have existing share certificates or accounts elsewhere you can transfer these into your account and switch them into your account too.

Open a new account online and you could be dealing in minutes.

Existing customer?

Get help with investments.

See all customer queries