Investing a lump sum means that your whole initial investment could benefit from potential market growth straight away. There is no ceiling to the amount that you can invest as a lump sum (unless you are investing in an ISA) and you can switch all or part of your lump sum investment from one fund to another, or to another product provider.
Lump sum benefits:
- ideal for those with a cash balance to invest
- all or part of your money is accessible at any time
- choose from income-generating or growth funds, or a combination of the two, according to your investment objective
- all of your initial investment could benefit from potential market growth straight away
- if you'd like to carry on investing regularly, you can invest an initial lump sum and top it up with monthly investments
- telephone dealing is available*
If you have any questions please contact our Investor Services team on 0800 317 573.
* Telephone dealing applies to lump sums only. An initial deal of up to £5,000 can be placed by telephone. Once settled, lump sum deals of any amount above £500 can be placed. ISA deals must be placed in writing using the appropriate Application Form from the Literature Library.
