Investment limits

For most funds there’s a minimum, initial lump sum of £1,000 in each fund.

Additional lump sum investments can normally be made from £250 per fund. If you’re making regular monthly savings, the minimum investment is £25 per fund.

The minimum investment amount for each fund can be found on the fund factsheets.

There’s no maximum investment amount unless you invest in an ISA, Personal Pension (SIPP), Junior ISA or Junior SIPP, in which case the annual allowance limits apply.


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