How much to Invest
Deciding how much to invest, and how to split your investments, will depend very much on your personal circumstances and your attitude to risk. But for certain types of investment, mainly those for which there are ‘tax breaks’, there are limits to how much you can invest.
To help fundsnet maintain our very low charges, we ask you to invest a minimum amount, either £50 per month or £1000 as a lump sum. Full details of the minimums and maximums you may invest are on this table:
|
Product |
Maximum total investments in one tax year |
Minimum monthly savings per fund |
Minimum lump sum savings per fund |
Ready-made Portfolio minimum monthly (5 funds) |
Ready-made Portfolio minimum lump sum (5 funds) |
|
Investment Funds |
Unlimited |
£100 |
£1000 |
£500
(£200 for
Balanced
Budget) |
£5000 (£2000 for
Balanced
Budget) |
|
Investment ISA
|
£10,680*
|
£50 |
£500 |
£250
(£100 for
Balanced
Budget) |
£2500 (£1000 for
Balanced
Budget) |
*This amount is reduced by any amount paid into a Cash ISA in the current tax year, with a maximum of £5,340 into a cash ISA.
Just click Invest now to get started, or Free Registration if you would like exclusive access to our FREE online resources. |
©2008 fundsnet |