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To find out more about NewcastleNet Funds simply click on the links below:

 
image: bullet point What's on offer at the funds supermarket?
image: bullet point Check out the funds available
image: bullet point What if I hold funds with other providers and want to transfer?
image: bullet point New accounts
image: bullet point Access your existing account/account management

 

What's on offer at the Funds Supermarket?

Buy New Funds

You can purchase ISAs, OEIC's and Unit Trusts all under one roof, on-line.

Choose from over hundreds of funds from leading fund providers, such as Fidelity, Credit Suisse, Newton, Schroders, Invesco Perpetual and HSBC. And that's not all – to help your money work harder for you, we will discount your initial charges by up to 2.5% allowing you to purchase more for your money.

To view a list of the current fund providers, click here

Reregistration Service

Our latest product offering is a fast track reregistration facility allowing you to move funds and shares that you have bought elsewhere and manage them from just one place.

Check out the funds available

Before making your choice you may want to view the Fund Performance Table provided by FundsNetwork™ click here. This will provide information on fund performance over the past 5 years, along withfund size and fund ratings.

2.5% Discount

If you purchase direct, most funds and fund providers have an initial set up charge to cover for account administration and fund management. Typically this is between 3.25% - 5.50%. NewcastleNet Funds typically offer a discount of 2.50% on the standard initial charge of a fund, reducing the overall cost to you.

Switching

Once your money is under the NewcastleNet funds umbrella, you will be given a security pin number which will enable you to manage your account online. Switching from one fund to another can be done quickly and efficiently online for a nominal fee of 0.25% of the fund value.

In addition, NewcastleNet Funds will also feature funds that have no initial charge or load.

(**Our 2.5% discount rate does not apply to no load funds**)

What if I hold funds with other providers and want to transfer?

If you hold funds with other providers and would like to consolidate them into one area for easier management and administration then this can be arranged in one of two ways:

image: bullet point New Service Fast Track Reregistration

Our new fast track reregistration facility allows you to move funds and shares you bought elsewhere and manage them from just one place.

Fast track reregistration removes the need of having to sell and re-buy your investments, so you stay invested at all times in the funds you currently hold. By reregistering you create a single view of your portfolio allowing you to access up-to-date valuations, transaction summaries and with the help of the extensive analysis tools available within account management you can easily evaluate your investment decisions.

To find out if your current fund provider participates in the fast track reregistration service, click here.

image: bullet point Transfer

For those companies who do not yet offer the reregistration facility, it is still possible to transfer an existing ISA or PEP. The transfer can take up to four weeks, after which you will be able to track your investment online 24 hours a day through the account management facility.

Click here to access the transfer process.

New Accounts

Depending on the funds you wish to purchase, simply click on the relevant link below. Before you can purchase funds you will need your National Insurance number to hand.

If you have already purchased funds from Fidelity before and wish to buy further funds simply log on to your account to purchase.

image: bullet point ISA Account
image: bullet point Unit Trusts or OEICs
image: bullet point Joint Unit Trusts and OEICs

Access Your Existing Accounts

image: bullet point Account Management

If you are an existing NewcastleNet Funds customer click above to start managing your investments online - view account details, balances, make transfers, make switches or further purchases and access fund provider information. You will need your customer reference and pin number to hand. If you have forgotten your pin, click here.

Alternatively, if you need help to reset your pin, please call Fidelity on 0800 41 41 25. Lines are open 9 am - 6 p.m., Monday - Sunday.

Please note that once you have purchased funds you will not be able to access your account details until the next day.


View funds available
Image and Link: Click here to view the fund performance table

     
 

 

Important Notice

©Newcastle Building Society. Principal Office, Portland House, New Bridge Street, Newcastle upon Tyne, NE1 8AL. Telephone: 0191 244 2000. E-mail: sales@newcastle.co.uk

Newcastle Building Society will not provide advice or recommend any funds. The service is provided by Newcastle Building Society on an execution-only basis. You choose your investments. If you are unsure about whether the product is suitable, you should contact an independent financial advisor. What you get back from your investment will depend on investment performance, nothing is guaranteed. Past performance is no guarantee of future performance. The value of your investment can go down as well as up.

NewcastleNet Funds is directed at people who are resident or ordinarily resident in the United Kingdom. It is not directed at any person who is not ordinarily resident in the United Kingdom. Fidelity Trademarks, including FundsNetwork™ are trademarks of Fidelity International Limited.

Newcastle Building Society is authorised and regulated by the Financial Services Authority www.fsa.gov.uk/register/ and is entered in the Financial Services Authority Register under Registration No. 156058.


 
     
 
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