60 new stocks for Standard and Plus customers, including leveraged ETFs - 2 March 2023

Today we’re launching a batch of 60 stocks for customers on our Standard and Plus plans, including exchange-traded funds (ETFs), exchange-traded commodities (ETCs), and investment trusts.

You’ll notice some of these instruments ask you to answer seven multiple-choice questions before you can buy or sell them. This is what’s called an appropriateness test. It assesses your financial experience and knowledge to make sure you understand the risks involved in these specific stocks.

You will need to pass the appropriateness test to be able to trade any stocks that are considered complex. A complex instrument is a financial product that may be difficult to understand due to its structure or features. They often have different risks associated with them compared to equities. As a result, they may not be suitable for all investors and are only intended for those who can demonstrate they have the right level of experience and knowledge.

You can read more about complex instruments and appropriateness tests here.

Any complex instruments will only be available to Standard and Plus customers who pass the appropriateness test. You’ll also need to make sure you’re using the latest version of the app.

If you don’t pass the test, you won’t be able to trade complex instruments, and you will have to wait 24 hours before taking the test again. You should only take the test again if you consider yourself to have the knowledge and experience required to invest in complex instruments and understand the risks involved.

Today’s batch of instruments includes:

  • $CRUD - WisdomTree WTI Crude Oil ETC

  • $AIGA - WisdomTree Agriculture ETC

  • £LUK2 - L&G FTSE 100 Leveraged (Daily 2X)

  • $COFF - WisdomTree Coffee

  • £BERI - Blackrock Energy and Resources Income Trust Plc

See the full list below, and let us know what you’d like to see next.

Full list of 60 new stocks available to Standard and Plus customers:

Ticker Instrument Subscription ISA or SIPP eligible?
AEWU AEW UK Reit plc Standard and Plus ISA eligible
BPCR Biopharma Credit Plc Standard and Plus ISA and SIPP eligible
BERI BlackRock Energy and Resources Income Trust plc Standard and Plus ISA and SIPP eligible
BSIF Bluefield plc Standard and Plus ISA and SIPP eligible
CORD Cordiant Digital Infrastructure Limited Standard and Plus ISA and SIPP eligible
CYN CQS Natural Resources Growth and Income plc Standard and Plus ISA and SIPP eligible
CRS Crystal Amber Fund Ltd Standard and Plus ISA and SIPP eligible
DGI9 Digital 9 Infrastructure plc Standard and Plus ISA and SIPP eligible
FGQD Fidelity Global Quality Income UCITS ETF (Dist.) Standard and Plus ISA and SIPP eligible
IHR Impact Healthcare REIT plc Standard and Plus ISA eligible
AT1S Invesco AT1 Capital Bond ETF GBP Hedged (Dist.) Standard and Plus No
BBM3 JPM BetaBuilders US Treasury Bond 0-3 Months UCITS ETF (Acc.) Standard and Plus ISA and SIPP eligible
LUK2 L&G FTSE 100 Leveraged (Daily 2x) Standard and Plus ISA and SIPP eligible
SUK2 L&G FTSE 100 Super Short Strategy (Daily 2x) UCITS ETF Standard and Plus ISA and SIPP eligible
ENCG L&G Multi-Strategy Enhanced Commodities UCITS ETF (Acc.) Standard and Plus ISA and SIPP eligible
FEDG Lyxor Fed Funds US Dollar Cash UCITS ETF (Acc.) Standard and Plus ISA and SIPP eligible
MIGO MIGO Opportunities Trust plc Standard and Plus ISA and SIPP eligible
NEON Neonode Inc Standard and Plus ISA and SIPP eligible
SCS ScS Group plc Standard and Plus ISA and SIPP eligible
SLFR SLF Realisation Fund Limited Standard and Plus ISA and SIPP eligible
SNWS Smiths News plc Standard and Plus ISA and SIPP eligible
EMDL SPDR Bloomberg Emerging Markets Local Bond UCITS ETF (Dist.) Standard and Plus ISA and SIPP eligible
PRSR The PRS REIT plc Standard and Plus ISA eligible
TFIF TwentyFour Income Fund Ltd Standard and Plus ISA and SIPP eligible
SMIF TwentyFour Select Monthly Income Fund Standard and Plus ISA and SIPP eligible
SHED Urban Logistics REIT plc Standard and Plus ISA eligible
VJPA Vanguard FTSE Japan UCITS ETF (Acc.) Standard and Plus ISA and SIPP eligible
VOF VinaCapital Vietnam Opportunity Fund Ltd Standard and Plus ISA and SIPP eligible
AIGA WisdomTree Agriculture ETC Standard and Plus ISA eligible
ALUM WisdomTree Aluminium ETC Standard and Plus ISA eligible
COGO WisdomTree AT1 CoCo Bond ETF GBP Hedged (Dist.) Standard and Plus ISA and SIPP eligible
3BLR WisdomTree Brent Crude Oil 3x Daily Leveraged Standard and Plus ISA eligible
COCO WisdomTree Cocoa Standard and Plus ISA eligible
COFF WisdomTree Coffee Standard and Plus ISA eligible
COPA WisdomTree Copper ETC Standard and Plus ISA eligible
3LDE WisdomTree DAX 3x Daily Leveraged Standard and Plus ISA and SIPP eligible
3SDE WisdomTree DAX 3x Daily Short Standard and Plus ISA and SIPP eligible
3LES WisdomTree EURO STOXX 50® 3x Daily Short Standard and Plus ISA and SIPP eligible
3BAL WisdomTree EURO STOXX Banks 3x Daily Leveraged Standard and Plus ISA and SIPP eligible
3UKL WisdomTree FTSE 100 3x Daily Leveraged Standard and Plus ISA and SIPP eligible
3UKS WisdomTree FTSE 100 3x Daily Short Standard and Plus ISA and SIPP eligible
1MCS WisdomTree FTSE 250 1x Daily Short Standard and Plus ISA and SIPP eligible
2MCL WisdomTree FTSE 250 2x Daily Leveraged Standard and Plus ISA and SIPP eligible
3GIS WisdomTree Gilts 10Y 3x Daily Short Standard and Plus ISA and SIPP eligible
3GIL WisdomTree Gilts 3x Daily Leveraged 10 yr Standard and Plus ISA and SIPP eligible
GBUS WisdomTree Long USD Short GBP Standard and Plus ISA and SIPP eligible
LQQ3 WisdomTree NASDAQ 100 3x Daily Leveraged Standard and Plus ISA and SIPP eligible
LQQS WisdomTree NASDAQ 100 3x Daily Short Standard and Plus ISA and SIPP eligible
3LNG WisdomTree Natural Gas 3x Daily Leveraged Standard and Plus ISA eligible
3LGS WisdomTree Natural Gas 3x Daily Short Standard and Plus ISA eligible
NGAS WisdomTree Natural Gas ETC Standard and Plus ISA eligible
3LUS WisdomTree S&P 500 3x Daily Leveraged Standard and Plus ISA and SIPP eligible
3ULS WisdomTree S&P 500 3x Daily Short Standard and Plus ISA and SIPP eligible
3LSI WisdomTree Silver 3x Daily Leveraged Standard and Plus ISA eligible
3LOI WisdomTree WTI Crude Oil 3x Daily Leveraged Standard and Plus ISA eligible
CRUD WisdomTree WTI Crude Oil ETC Standard and Plus ISA eligible
XSCS Xtrackers MSCI USA Consumer Staples UCITS ETF (Dist.) Standard and Plus ISA and SIPP eligible
XSHC Xtrackers MSCI USA Health Care UCITS ETF Standard and Plus ISA and SIPP eligible
XMUS Xtrackers MSCI USA Swap UCITS ETF (Acc.) Standard and Plus ISA and SIPP eligible
XDEV Xtrackers MSCI World Value Factor UCITS ETF (Acc.) Standard and Plus ISA and SIPP eligible
XGLD Xtrackers Physical Gold ETC Standard and Plus ISA eligible

When you invest your capital is at risk, the value of your investments can go down as well as up and you may get back less than what you invest. Make sure you do your own research on what investments are right for you before investing or consider seeking expert advice.

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We’ve been working on this functionality behind the scenes for a couple of months now!
This functionality enables us to add any leveraged ETFs, ETCs, Investment Trust onto the platform.

If you have any questions or suggestions or request for any LSE ETF to be added, please drop them down here :point_down:

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Well done folks. Been waiting for this for a while!

Yes, thanks

Good work guys. Happy with several items of the list.
Now about passing those 7 questions… :man_student: :woman_student:

This is awesome, thanks for your work on this feature.

It’s a well-thought out appropriateness check which actually tests knowledge too.

I was planning to open another Isa account elsewhere to access certain investment trusts in the new year, but I’ll likely be staying put now.

Hopefully, FT can add a few other trusts like MNTN/MTNC, GIF, CGI, OIG and GSF to the platform. :crossed_fingers:

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This is great news. And i agree, ive done loads of appropriateness tests and that was the hardest.

Any chance getting APAX re-enabled and GSF would be great too.

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Yeah, I noticed APAX and NBMI, which were previously on the platform, are not on the list. Any particular reason this for @gswaroop? :thinking:

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@rehpot Unfortunately these 2 didn’t meet our eligibility criteria for unadvised retail customers. But there are others that we’re trying to bring on in the next iteration.

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Great work

Just curious if GSF is more complex than BSIF? If not please include GSF in the next batch.

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Not sure if this is a relevant question here, but will we see after hours trading on Freetrade?

Only real worry is based around ETPs tracking the US market such as the LQQ3/ LQQS and the Nasdaq.

Generally, FED rate meetings are held at 2:30pm local time which tend to see big short term movement in the Nasdaq. If I’m not mistaken, this tends to be around 7:30pm UK time which means either we miss the trade altogether or worse, if we’re in position after close of play and the market heads in the opposite direction then you might 3x your losses.

Being able to trade on Freetrade after market hours will give us the opportunity to enter/ exit short term leveraged trades at critical times - at least for the US-based ETPs.

I know they did trials with certain people

Even closer is GRID. They are both energy storage funds with same strategies. GRID is on, GSF not. Would love to hear FT give a well reasoned justification. Neither are complex in any way.

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Based on what @NeilB said here I thought reason for exclusion was that it is “complex”.
But now that has been addressed it would be interesting to know the reason for exclusion now.

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It is strange. GRID seems more complex as it trades on the LSE’s specialist fund market – which is for more complex products – yet it’s on the platform and GSF’s not. I’m sure there’s a good reason though.

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Thanks for flagging this one. We’re investigating this a bit further. Will keep you posted! :pray:

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