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You are in: Investments → ISAs - Investment Funds → Tools and guides → Try before you buy
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      • Try before you buy
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Try before you buy

You can use the interactive investment tools below to:

  • Help you work out your attitude to risk. Select 'Find out your attitude to risk'
  • What other factors you need to know when you're considering investing. Select 'Understanding investing'
  • Choose funds from our current range to create a portfolio, and try before you buy. Select 'Fantasy portfolio'
  • Filter the fund range and choose the funds you want to invest in. Select 'Build and buy a Portfolio'

Understanding the figures:

All performance figures relate to the longest running asset classes and are on a bid to bid, net income reinvested basis, and exclude contract specific charges, where these charges apply this will reduce the performance from that shown. Where a fund has been running for less than a year no performance is shown. Source: Financial Express as at the latest price point.

Fantasy portfolio:

How your portfolio is stored

The fantasy portfolios and your user name and password are stored in a cookie. This will only be available on the computer on which you create the cookie, and will not be used for any other purpose. The cookie will store your user name, password and details of your portfolio(s), in order to track the performance of your individual funds. If you delete your cookie, your portfolio will also be deleted. You won't be able to access your portfolio from a different computer.

Performance

Performance figures are based on accumulation only; where funds are only available as income, any growth has been added back in.

If you choose to buy your fantasy portfolio, your investment will start from the day your payment is accepted. Any performance movement in your fantasy portfolio will not be carried forward to your investment purchase.

Past performance is not a guide to future performance. The value of investments and any income from them can fall as well as rise as a result of market and currency fluctuations and the effects of inflation, which could mean that you may not get back the amount originally invested.

Some of these funds may use derivatives, please refer to the Funds Key Features for more information.

If you're not sure, you might be interested in:

Financial advice

If you're ready to invest but need advice first, our professional Senior Financial Consultants are here to help.

Find out more

Protected equity bond

Invest with minimal risk to your capital and with the potential for further growth.

Find out more

Fixed term savings

If you can lock away a lump sum for a fixed length of time then fixed term accounts can potentially reward you with a higher savings rate.

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