Unit Trusts

Guide: Fund Investing

How much can you invest

Investment in a Unit Trust or OEIC will involve a minimum lump sum, which is decided by the fund manager (usually at least £500) or, in some cases via regular monthly savings subject to minimums of around £30.

There is rarely a maximum imposed however, if your holding is to be within an Individual Savings Account (ISA) then the annual ISA limits will apply.

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