Skandia Investment Management Limited ISA

If you prefer to hand over responsibility of your ISA manager selection to dedicated experts, we offer a range of funds run by world-class fund managers, including a number of ‘manager of manager‘ funds.

Actively managed funds
Single strategy funds
Asset allocator funds
Property funds
Best ideas funds

Benefits

• The aim is to deliver consistent, above average performance by selecting what we regard as the best fund managers in their specialist fields and offering them either on their own (as with our Single Strategy, Property and Global Property Securities funds) or in a carefully blended combination (as with our Actively Managed and Asset Allocator funds). We monitor the chosen managers closely and replace them where necessary.

Risks

• Our ISA is intended as a long-term investment. If you withdraw from it, you may not get back the full amount you invested, particularly in the early years.

• Tax rules can change at any time, which may affect your investment.

• The value of shares and units can go down as well as up, and investment growth cannot be guaranteed.

• While you are transferring your existing ISA investments, you could incur a loss of income or growth, depending on market conditions.

Who is eligible?

• UK residents, aged 18 and over.

Minimum and maximum investments

	Maximum investment per tax year	Minimum first payment	Minimum top-up
Lump sum	£7,200	£1,000 per fund	£500 per fund
Transfer	Unlimited	£1,000 per fund	£500 per fund
Monthly Direct Debits	£7,200	£50 pm	£25 pm

Skandia Investment Management Limited does not offer a cash ISA.

Term

• There is no term limit. Your ISA can stay invested for as long as you like.

This web page is only intended as a general introduction to Skandia Investment Management Limited’s ISA. Full details can be found in our Simplified Prospectus or Key Features documents, as applicable, available from your financial adviser.

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Information on this website is not intended for Hong Kong residents. Information on this website about Skandia Group Companies is intended for UK residents only, unless it relates to Royal Skandia, Skandia Life Norge or Suomen Sivuliike. Skandia Group companies do not offer investment advice and no information on this website should be construed as such.

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