F&C (2024)

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No initial dealing fees on a great range of F&C funds.

Important information: Please remember that the value of investments, and any income from them, can fall as well as rise so you could get back less than you invest. Our service is designed for people who want to make their own investment decisions without personalised advice. If you are unsure of the suitability of any investment for your circ*mstances, please seek advice. Tax rules can change and benefits depend on circ*mstances. Where the annual saving is paid as a loyalty bonus, it is paid tax-free in an ISA but may be subject to tax in a Fund & Share Account. Within a SIPP you can normally only access the money from age 55 (57 from 2028).

About F&C funds

F&C Investments launched the world's first investment trust in 1868. Since 2014, they have been part of BMO Global Asset Management, a worldwide investment manager founded by the Bank of Montreal in 1817. As part of the BMO Financial Group the company is focused exclusively on managing money across a wide range of asset classes, predominantly global trusts, property and UK and European investment trusts, with a strong track record in delivering tailored investment solutions.

Hargreaves Lansdown – Award-winning fund dealing

Invest in a wide range of F&C funds with Hargreaves Lansdown. You can open an account online in less than 5 minutes and pay no fees to buy and sell funds with a low cost income reinvestment service.

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How to invest in F&C funds

1Choose funds that match your investment goals

2Select an account you want to invest in

3Open an account with as little as £25 a month or a lump sum of £100

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Why invest with Hargreaves Lansdown

  • Free to buy and sell funds with a low cost reinvestment service
  • Exclusive expert analysis and research updates
  • We’re a financially secure FTSE-listed company
  • Market beating savings and low annual charge of just 0.45%, more on charges

Open an account and start investing in minutes

With HL, you can bring all your ISAs, pensions, SIPPs, funds and shares into one easy to manage place, putting you in control. To begin investing with us you will need to open an account. Choose from the following options in order to get started.

Stocks & Shares ISA

  • Tax free growth on your investments
  • Invest up to £20,000 this tax year
  • Access your money at any time

Open an ISA

More on ISAs

Fund & Share Account

  • Free to hold shares and low fund charges
  • Access your money at any time
  • Start investing from as little as £25 per month

Open an account

More on dealing accounts

Personal Pension(SIPP)

  • Up to 45% income tax relief
  • Access money from age 55: 25% tax free
  • Voted best SIPP provider 9 years running

Open a SIPP

More on pensions

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New to buying funds?

Whether you are a first-time investor, or a more experienced investor looking to find out more about investing in funds, this guide shows you how to choose funds, cut costs and build your own portfolio.

Download your free guide to investing in funds

Full list of F&C funds

Net initial chargeAnnual chargeGo to
Ongoing charge (OCF/TER)Ongoing savingNet ongoing charge

Key F&C (5) Wealth Shortlist fund

F&C (2024)
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