Stocks & Shares ISA

We have a choice of two funds you can invest in, the Direct Line FT-SE 100 Tracker Fund or the Direct Line FT-SE4Good Tracker Fund. Unless you choose otherwise the Direct Line FTSE 100 Tracker Fund will be the default Fund.

The objective of the Direct Line FT-SE 100 Tracker Fund is to achieve long term capital growth by tracking as closely as possible the performance of the FT-SE 100 Index. The FT-SE 100 Index is made up of the largest 100 UK listed companies by market capitalisation.

The objective of the Direct Line FTSE4Good Tracker Fund is also to achieve long term capital growth by tracking as closely as possible the performance of the FTSE4Good Index. The FTSE4Good Index is an index for socially responsible investment, the selection criteria for the index cover 3 areas:

  • Working towards environmental sustainability
  • Developing positive relationships with stakeholders
  • Upholding and supporting universal human rights
More information on the selection criteria and the constituents of the FTSE4Good Index is available on the internet at www.ftse4good.com

Click here to apply Click here to apply You can apply by phone 0845 3000 933 Lines Open

The Choice of Mini and Maxi Stocks and Shares ISA
  • Like all Stocks and Shares Mini ISAs, ours has an upper limit of £3,000 and leaves you the freedom to choose a different provider for your cash and life insurance Mini ISA.
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  • To invest more than £3,000 in a Direct Line Stocks & Shares ISA you must opt for our Maxi ISA. This allows you to invest all of your annual ISA allowance in the funds (up to £7,000 each tax year until 2005/06 and £5,000 each year thereafter). But you will not then be able to invest in cash or life insurance ISAs during the same tax year.

Total Flexibility
Both Direct Line Stocks & Shares ISAs will give you all the flexibility you should demand from any long-term investment. You can invest with a lump sum, regular payments or with a combination of the two if you would prefer.

If you want to invest a lump sum, your first investment must be at least £500. But after that you can top it up with amounts of only £200.

On the other hand you can make regular payments with as little as £30 a month. And you can increase your payments or supplement them with lump sums any time you like.

Low Changes - So more of your money is invested
We like to be completely up front with all our charges, so here it is. 1% annual management charge - that’s it.

And that’s just one of the ways in which we comply with the Government’s set of CAT Standards to keep savings products simple, clear and fair.

It takes 10 minutes to invest
There are no forms to fill in - we’ll do that for you over the phone. Just tell us which ISA you’ve chosen, which fund you wish to invest in and how much you want to invest. We’ll then send the forms for you to check, sign and return to us.

What are the current share prices of the two funds?

Please send me an information pack so I can find out more about the Direct Line Tracker ISAs 

"The FT-SE 100 Share Index and the FTSE4Good Index are calculated by FTSE International Limited. FTSE International Limited does not sponsor, endorse or promote this product."

"All copyright in the index values and constituent list vests in FTSE International Limited. Direct Line Unit Trusts Limited has obtained full licence from FTSE International Limited to use such copyright in the creation of this product ".

""FTSE™", "FT-SE®" and "Footsie®" are trade marks jointly owned by the London Stock Exchange Plc and The Financial Times Limited and are used by FTSE International Limited under licence. "FTSE4Good™" is a trade mark of FTSE International Limited or its licensors."

Stocks and Shares ISA provided by Direct Line Unit Trusts Limited, 14-18 Cadogan, Glasgow G2 6QN Tel 0845 3000 433 is regulated by The Financial Services Authority. Registered in England No 3088325, Registered Office: 3 Edridge Road, Croydon CR9 1AG. Direct Line Unit Trusts Limited markets only its own products and does not offer advice nor make recommendations about investments. Past performance is not necessarily a guide to the future. The price of shares and the income from them may go down as well as up and you may not get back all that you invest. Full terms and conditions are available on request. For your added security, all telephone calls are recorded and the recording kept secure. We may also monitor calls with the aim of improving our service to you. Direct Line and the telephone are the trademarks of Direct Line Insurance plc and used with its permission.