How to invest

If you have any queries about investing, please speak to your financial adviser or contact us.

Read through the relevant Simplified Prospectus, which can be found in our Literature section.  Our Simplified Prospectuses give you key information about our funds.  They also contain details of how to apply, either by post or by telephone, as well as application forms.

Please make sure you are comfortable with the contents before deciding to invest.

We would also recommend that you read the full Prospectus (which gives finer detail and more technical information) and the annual and interim reports (which are regular progress and accounting reports for the Funds). You can also get this information free of charge through your financial adviser or by contacting us.

Decide which fund (or funds) best suits your needs. You may wish to use the services of a financial adviser.

Complete the relevant application form which you can find in the Simplified Prospectus for your chosen fund.

You have the choice of investing either in an OEIC or an ISA.  You may also wish to transfer an existing ISA to us. If you are in any doubt as to which one to choose please seek the advice of a financial adviser.

Send your completed application form to the address stated on the form.  If you have any queries then you can also contact us.