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What are the minimum investment levels for ICVC funds?

Minimum investment levels are set our below:

Invesco Perpetual funds available only outside of an ICVC ISA

Fund Initial lump sum Additional lump sum Monthly savings
Invesco Perpetual Children's Fund £50 £25 £201
Investment in all other ICVC funds Initial lump sum Additional lump sum Monthly savings
Outside of an ICVC ISA £500 £100 £20
Held in a stocks and shares ICVC ISA £500 £100 £20
Through an ICVC ISA transfer £500 £100 £20

1Annual payments (minimum £50) also accepted

Monthly Direct Debit

Monthly Direct Debit payments will be taken from your bank or building society on the dates shown below or the next business day if a collection date falls on a weekend or bank holiday.

Fund Collection date
Invesco Perpetual Children's Fund 1st of each month
All other ICVC funds outside of an ICVC ISA
(including the Invesco Perpetual Money Fund)
1st or 9th of each month2
All other ICVC funds held in a stocks and shares ISA 28th of each month3


2 The collection date depends on when your application is received. Following the first collection, you can change the date to either the 1st or the 9th of each month.
3 Direct Debits are automatically collected on the 28th of each month. Following the first collection, you can change the date to the 1st, 15th, 20th or 24th of each month if you prefer.

Please ensure you have been provided with the most recent fund and share class specific Key Investor Information Document(s) and the Supplementary Information Document before making any decision to invest.