Investing a lump sum means that all of your money could benefit from potential market growth straight away. There is no ceiling to the amount that you can invest as a lump sum (outside of an ISA) and you can switch all or part of your lump-sum investment from one fund to another, or to another product provider, should you wish.
Lump sum benefits:
- good for those with a cash balance to invest
- choose from income-generating or growth funds, or a combination of the two, according to your investment objective
- access all or part of your money at any time
- all of your money could benefit from potential market growth straight away
- invest a lump sum and top-up with monthly savings
- telephone dealing(1)
If you have any questions please contact our Investor Services Team: 0800 317 573.
(1) Telephone dealing applies to lump sums in Investment Funds (OEICs) and Offshore Funds only. An initial deal of up to £5,000 can be placed on the telephone. Once settled lump sum deals of any amount can be placed. PEP an ISA deals must be placed in writing.
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