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January 6, 2014

What is a Stocks & Shares ISA?

Contributor John Galateria
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The tax advantages of Individual Savings Accounts (ISAs) makes them the smart way to save a regular monthly amount, or invest a lump sum. Unlike a Cash ISA, a Stocks and Shares ISA lets you choose how your money is invested - giving you access to a wide range of investment opportunities
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Rising Rates

With interest rates at historic lows, rising rates seem inevitable. The only questions are: how fast? and How high? These equity funds below with their inverse correlations to bonds are worth a look.

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ISA investment limit

Becase of their tax advantages, there is a limit to how much you can invest in an ISA each year. In the 2014/15 tax year the maximum you can invest in an ISA is $15,000

What you can invest in

A Stocks and Shares ISA is designed to help individual savers participate in the performance of stockmarkets. This means that your ISA savings can be in a wide range of investments, including:

  • Managed funds – professionally managed funds that invest in the shares of many companies
  • Investment trusts – similar in aim to investment funds but structured as private limited companies
  • Corporate and government bonds – useful for providing an income from your investments
  • Individual company shares – alternatively, you can invest some of your ISA allowance in the shares of individual companies listed on the main UK stockmarket

Behind the Guide

Leverage Dr. David Kelly"s market views, listen to his commentary, and apply it to your investors" portfolios.
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Global Investment Management

Global Investment Management

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Investors should carefully consider the investment objectives and risks as well as charges and expenses of a mutual fund or ETF before investing. The prospectus contains this and other information about the mutual fund or ETF and should be read carefully before investing. To obtain a prospectus for Mutual Funds: Contact JPMorgan Distribution Services, Inc. at 1-800-480-4111 or download it from this site. Exchange Traded Funds: Call 1-844-4JPM-ETF or download it from this site.

Investing involves risk, including possible loss of principal. Investment returns and principal value of an investment will fluctuate so that an investor"s shares, when redeemed, may be worth more or less than their original cost. Shares are bought and sold at market price which may be higher or lower than the net asset value (NAV). Brokerage commissions will reduce returns.

Opinions and statements of financial market trends that are based on current market conditions constitute our judgment and are subject to change without notice. We believe the information provided here is reliable but should not be assumed to be accurate or complete. The views and strategies described may not be suitable for all investors. J.P. Morgan Funds are distributed by JPMorgan Distribution Services, Inc., which is an affiliate of JPMorgan Chase & Co. Affiliates of JPMorgan Chase & Co. receive fees for providing various services to the funds. JPMorgan Distribution Services, Inc. is a member of FINRA/SIPC.

J.P. Morgan Funds ETF products are distributed by SEI Investments Distribution Co., which is not affiliated with J.P. Morgan Chase & Co. or any of its affiliates. SEI Investments Distribution Co. is a member of FINRA/SIPC. J.P. Morgan Asset Management is the marketing name for the asset management businesses of JPMorgan Chase & Co. Those businesses include, but are not limited to, J.P. Morgan Investment Management Inc., Security Capital Research & Management Incorporated and J.P. Morgan Alternative Asset Management, Inc.

NOT FDIC INSURED | NO BANK GUARANTEE | MAY LOSE VALUE

Diversification does not guarantee investment returns and does not eliminate the risk of loss.