Investing into OEIC Funds

Lump sums & monthly investments

• 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
• investments in investment funds (OEICs) attract a 3% discount on the initial charge when switching from one Allianz Global Investors Fund to another

Please 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

Please note: our Offshore Funds are available for lump sum investments only. Please call our Investor Services team on 0800 317 573 to invest in these Funds.