What are the minimum investment levels for ICVC funds?
Minimum investment levels vary between £20 and £250,000 dependant on the ICVC fund in question.
Minimum investment levels are set out 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|
|Invesco Perpetual Global Balanced Index Fund||£250,000||£250,000||n/a|
|Invesco Perpetual Global ex UK Core Equity Index Fund||£250,000||£250,000||n/a|
|Invesco Perpetual Global ex UK Enhanced Index Fund||£250,000||£250,000||n/a|
|Invesco Perpetual UK Enhanced Index Fund||£250,000||£250,000||n/a|
|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|
|Held in a cash ICVC ISA||£500||£100||n/a|
|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.
|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.