Stocks & Shares ISA

It’s a cinch to start tax-efficient investing with us.

Why Choose Us?

  1. Get an investment approach tested over 25 years. You only need to choose between two global funds, not 100s.

Our funds
  1. Say goodbye to entry, exit and platform fees. Our fee is based on performance.

Our fees
  1. Invest monthly or via lump sums, both from £1. And if you want, transfer in your ISA hassle-free.

Invest now

How To Invest With Us

Create an account online

ISA, Junior ISA or standard accounts

ISAs provide tax-efficient investing for adults, with a £15,240 annual allowance for the 2016/17 tax year.

Our Junior Stocks & Shares ISA provides tax-efficient investing for children and features a special offer. Money invested in the first 12 months is invested free of fund management fees for the entire life of the account. The annual allowance is £4,080 for the 2016/17 tax year.

We also offer standard accounts, with no annual limit on contributions. However, any income and capital gains you make in these accounts may be taxed.

Choose your fund

Select the Global Equity Fund or lower-risk Global Balanced Fund

Two actively managed funds pool the experience of our team of analysts. They have used our tried and tested approach to investing for over two decades.

The risk level attached to our two funds is different, but they both use the same investment approach.

Both seek out the best investments, wherever we find them. This means we are not afraid to think independently from the rest of the market and look for opportunities in any region or industry sector.

Start investing

Lump sums or monthly, both from just £1

No more annoying investment minimums. You can invest a lump sum whenever you wish, or set up automatic monthly contributions to help you stay on track.

It’s easy to transfer to us from other providers – from Cash and Stocks & Shares ISAs to Junior ISAs and Child Trust Funds (CTFs). Just open an account and head to our transfers section.

You're in control

We might be the ones managing the funds, but you have full control of your investment. Access your account at any time online, where we’re dedicated to providing a clear view of what’s happening.

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The value of investments in your Stocks & Shares ISA may go down as well as up, so you may not get back the amount you originally invested. Past performance is not a reliable indicator of future results. Also be aware that the level of tax savings in an ISA will depend on your personal circumstances and tax rules can change over time.

Questions?

Live Chat with our friendly support team from 9am to 9pm, Monday to Friday

If you think our ISA suits your needs

ISA basics

  • ISAs are tax-efficient accounts for adults into which investments are placed. They are not investments in themselves.
  • There are two types. Orbis Access only offers a Stocks & Shares ISA, not a Cash ISA. In each tax year (from 6 April to 5 April) you can open one Cash ISA and one Stocks & Shares ISA.
  • The ISA limit for the 2016/17 tax year is £15,240, split however you like between cash and stocks & shares.

Learn more about ISAs

The value of investments in your Stocks & Shares ISA may go down as well as up, so you may not get back the amount you originally invested. Past performance is not a reliable indicator of future results. Also be aware that the level of tax savings in an ISA will depend on your personal circumstances and tax rules can change over time.

Questions?

Live Chat with our friendly support team from 9am to 9pm, Monday to Friday

If you think our ISA suits your needs

Cash ISA or Stocks & Shares ISA?

Orbis Access provides long-term investment solutions through our Stocks & Shares ISA. We don’t offer Cash ISAs, but they are available from other providers.

Cash ISA Stocks & Shares ISA

Known rate of interest, but may be less than the rate of inflation

Investment returns vary and you may get out less money than you put in

Savings remain in cash

Money invested in stocks & shares, often via funds

Limit: £15,240 this tax year (minus any contributions already made to a Stocks & Shares ISA this year)

Limit: £15,240 this tax year (minus any contributions already made to a Cash ISA this year)

Typically no fees

Fees apply and can vary
Find out about our fees

Not available through Orbis Access

Available through Orbis Access

In the 15 tax years since ISAs were introduced in 1999, Stocks & Shares ISAs have beaten Cash ISAs 9 times.[1] Remember, the value of investments in your Stocks & Shares ISAs may go down as well as up and past performance is not a reliable indicator of future results. Orbis Access ISAs did not exist during this period.

View Sources [1]

The Telegraph 30 Apr 2014

Questions?

Live Chat with our friendly support team from 9am to 9pm, Monday to Friday

If you think our ISA suits your needs

ISA transfers in

We are always delighted to get your vote of confidence. We welcome any Cash ISAs or Stocks & Shares ISAs that you may wish to transfer.

Start by opening an Orbis Access Stocks & Shares ISA. Once it’s open, all you need to do is fill in a short online form, print it off, sign it and post it to us. We do the rest – you don’t even need to contact your current provider.

Handy hint: if you are looking to switch to another ISA provider be sure to do this through a transfer rather than closing your ISA and opening a new one. Once your ISA is closed, the money that was within it loses its tax benefits.

Questions?

Live Chat with our friendly support team from 9am to 9pm, Monday to Friday

If you think our ISA suits your needs

Questions?

Live Chat with our friendly support team from 9am to 9pm, Monday to Friday

If you think our ISA suits your needs