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Allianz Global Investors offer three fund types; Investment Funds (OEICs), Investment Trusts and Offshore Funds(1), for those clients that wish to make a lump sum investment, monthly investments, or even a lump sum followed by monthly top-ups.
Investment Advantages:
- clients can access all or part of their money at any time without financial penalty
- lump sums can be topped-up at any time
- clients can start investing monthly from as little as £50 per month
- monthly investments can be altered at any time and topped up with lump sums at any time
- investments in Investment Funds attract a 3% discount on the initial charge when switching from one Allianz Global Investors fund to another
Be aware:
- a minimum balance must be maintained
- monthly investments smooth out the troughs as well as the peaks of the market
- lump sum investments may be invested at the peak of the market
- investments in equities can go down as well as up
(1) Our Offshore Funds are available as a lump sum investment only. Please call our Investor Services Team on 0800 317 573 for investment in these funds.
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