The minimum investment is £1,000. The following funds have a minimum investment of £500: Fidelity MoneyBuilder Range, Standard Life Global Advantage, Virgin Income Trust and Virgin UK Index Tracking Trust. The majority of Fidelity's SICAV funds have a minimum of £1,500. and the Fidelity Portfolio Selector (FPS) funds have a higher minimum of £4,000 for the initial lump sum. Additional lump sum investments can be made from £250 per fund, unless a SICAV fund is selected, where the minimum is £500.
Number of Investment Funds
1,448 funds
Shares
no
Shares are not available within this product.
ISA Initial Charge
0%
There is no product initial charge.
ISA Annual Fee
0%
There is no product annual management charge.
ISA Transfer In Fee
no
No additional fee applies for transfers in, however, normal initial charges as previously outlined will apply.
ISA Transfer Out Fee
no
There is no transfer out fee.
Minimum Initial Investment
£50
50
Application Criteria
Permanent UK Resident
yes
This product is only available to individuals who are permanent UK residents.
Minimum Monthly Investment
£50
The minimum monthly premium is £50.
Minimum Lump Sum Stocks & Shares ISA Investment
£500
The minimum investment is £1,000. The following funds have a minimum investment of £500: Fidelity MoneyBuilder Range, Standard Life Global Advantage, Virgin Income Trust and Virgin UK Index Tracking Trust. The majority of Fidelity's SICAV funds have a minimum of £1,500. and the Fidelity Portfolio Selector (FPS) funds have a higher minimum of £4,000 for the initial lump sum.
Additional lump sum investments can be made from £250 per fund, unless a SICAV fund is selected, where the minimum is £500.
Minimum Initial Investment
£50
50
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