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Investment options
Minimum investment terms
There are no fixed investment terms and investors are free to move in and out of our multi-asset funds. However as these are stock market-based investments, we recommend a minimum investment period of five years with the aim of overcoming any short-term volatility and recovering initial charges.
Minimum Investments
Investment is subject to the following minimum amounts:
| UK OEIC multi-asset funds - A Shares |
Minimum Investments |
| Lump sum |
£3,000 |
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£1,500 |
| Monthly savings |
£250 per month |
| Global Diversified Return Fund - A Shares |
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(Irish domiciled fund)
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Minimum Investments |
| Lump sum |
£5,000 |
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£1,000 |
| Monthly savings |
n/a |
Charges
Each of our UK OEIC multi-asset funds has an initial charge of 4% and an annual management charge of 1.5%. Our Global Diversified Return Fund has an initial charge of 5.25% and an annual management charge of 1.0%, there is also a performance fee payable.
For details about alternative share classes or for more information please consult the Simplified Prospectus and appropriate Fund Information Supplements, or contact us on 0845 777 2233
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