TFS World Friendly Stocks and Shares ISA

Investing in a better future and environment

What is the TFS ISA?

Investing for your future is important, no matter what your goal may be. However, we understand that making a decision on what to do with your money can be difficult. Our Stocks and Shares ISA lets you invest in a way that is easy to understand, flexible and tax-efficient. Your tax-free payments can be made on a regular or one-off basis and you will have the flexibility to make changes as and when you need to.

Our Stocks and Shares ISA is a medium to long-term investment. We want your money to be invested in the way that suits you best, so we allow you to decide for yourself which funds you wish to invest in. All funds have the added value of showing commitment towards being ethically responsible, aiming to influence positive change to the environment and society.

Who can benefit from the TFS ISA?

You can apply to open a TFS World Friendly Stocks & Shares ISA for yourself, to invest money for the long-term.

You can also open a Junior TFS ISA for your children, which they will be able to withdraw once they turn 18, and help them fund some of their future expenses such as, their further education, driving lessons or job training.

Please note: When you invest, your Capital is at risk.

Key Features of the World Friendly Stocks and Shares ISA:

Stocks and Shares ISA and Junior Stocks and Shares ISA available
Tax-efficient saving
Invest in environmentally friendly funds
Start investing from £30 a month or a lump sum of £500 or more
Easy access to your money with withdrawals at any time (For Adult ISA only)

Transfer your existing ISA to TFS or apply to open a new ISA with TFS

Download Application

Apply Online

Download Transfer Form

Top Up Your Existing TFS ISA

Withdraw from or Close your ISA

Download Brochure

How we manage your money

Responsible Investment

The funds are designed to respond to environment, social and governance (ESG) risks such as climate change. They aim to increase exposure to companies with a favourable ESG profile, while decreasing investments in companies with a lower ESG score. By doing so, the funds aim to influence positive change – ensuring companies are actively combatting the issues of climate change, while managing risk and generating sustainable long-term returns.

Unit-linked funds

Our funds are unit-linked, which means that with every contribution you make, you are allocated units. The number of units would depend on the unit price applicable on the date of allocation.

The value of your account is the total number of units held by you multiplied by the unit price applicable on the date of calculation.

Unit funds performance can be viewed here

Switching funds

You can switch between funds at no cost.

Based on future pricing

When you contribute to, withdraw from your account or switch between funds, the value is calculated based on the next declared unit price. This is a practice that aims to protect the funds.

The unit price is calculated weekly, but this may vary.

Our funds

We offer two funds, both of which aim to provide a combination of growth and income. However, they provide a different level of risk(/return) and approach to investment.

TFS Future World ESG Developed Markets Fund

Click here for the fund’s portfolio

Invests in:

Shares in companies that demonstrate good environmental, social and governance (ESG) efforts in developed countries. (Asset Class: Equity)

Approach:

Tracking the performance of the ESG Index-focuses investments in companies with a favourable ESG profile compared with others.

Level of risk:

Higher risk / return

Appeals to:

Individuals looking to invest responsibly, by tilting to responsible and sustainable companies.

TFS Future World ESG Multi-Index Fund

Click here for the fund’s portfolio

Invests in:

Bonds, shares, money market instruments, deposits, cash and indirectly to alternative asset classes and property. (Asset Class: Multi Asset)

Approach:

Invests at least 50% in investments that incorporate environmental, social and governance (ESG) criteria, while staying within its pre-determined risk profile.

Level of risk:

Medium risk / smoother returns

Appeals to:

Individuals with a more cautious approach to investment, who are also looking to incorporate a responsible investment method.

It is important to remember that the value of your investments can go down as well as up, so you may get back less than what you pay in.

Want to know even more?

Visit our TFS World Friendly Stocks and Shares ISA Frequently Asked Questions (FAQ) >>