Regular Savings Plan

Invest a little at a time for potential long term capital growth

Want the potential to grow your capital through our funds without investing an initial lump sum? Our Regular Savings Plan helps you grow your money a little at a time.

How it works:

  • choose from a wide range of our funds
  • invest from just £50 a month or euro/US dollar equivalent
  • any dividends are reinvested to help your money grow
  • stop, alter or suspend your monthly payments at any time with no penalties
  • access your money whenever you like, with no penalties
  • switch between funds at any time if circumstances change and you want to alter your investment approach

Why choose the regular savings plan?

There are 3 main reasons you might choose to save regularly instead of investing a lump sum:

  • you want an easy way to save without investing a lump sum — save from £50 per month into almost any of our funds — we take the monthly amount from your bank account so there's no hassle for you
  • you have spare cash to invest every month — for example, if you want to put aside part of your salary for medium to long term capital growth
  • you want to reduce the risk of investing — by buying shares regularly instead of investing a lump sum, you'll iron out the highs and lows of share prices over time

Regular savings plan statements

At the moment, Regular Savings Plan customers don't have access to our online portfolio service — though this will be available in the future.

In the meantime, you'll receive regular statements so you can keep track of your investment. We also have a dedicated call centre where you can speak directly to a member of our Customer Support team in Jersey.

Which funds offer a regular savings plan?

A regular savings plan is not available for:

Choosing the right fund for you

To find a fund that suits your financial plans and attitude to risk, use our Savings and Investments Finder.

It should be remembered that the value of shares and the income from them can go down as well as up and cannot be guaranteed. An investment in a currency other than the shareholder's own base currency or in a fund that invests in securities denominated in currencies other than its base currency will be subject to the movements of foreign exchange rates, which may cause an additional favourable or unfavourable change in value. Consequently, investors may, on selling their shares, receive an amount greater or less than their original investment.