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Our Charges - Maxi ISAs

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This table shows how much it will cost to invest in an Allianz Global Investors Maxi ISA, and the minimum and maximum investments you can make each year.

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space     Investment Funds  
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space Lump sums      
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space Minimum Investment   £1,000  
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space Minimum per fund/trust   £1,000  
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space Maximum Investment per tax year   £7,000  
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space Minimum top-up   £1,000  
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space Maximum no. of funds/trusts   7  
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space Monthly Savings      
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space Minimum Investment   £200  
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space Maximum Investment   £583.33  
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space Direct debit collection date   28th of each month
(or next business day)
 
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space Investment date   28th of each month
(or next business day)
 
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space Withdrawals      
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space Minimum remaining balance   £500  
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space Charges      
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  Initial charge   3%(1)  
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space Annual   0.5 - 1.75% varies
from fund to fund
 
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space Buying charge   -  
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space Selling charge   -  
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space Switching discount   2% ie pay 1%(1)  
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space Dividend Reinvestment   1%  
 
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space (1) 0% for UK Index Fund and European Index Fund.
 
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 © Allianz Global Investors (UK) Ltd. and RCM (UK) Ltd. 2005 Jump to the top