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Aberdeen UK OEIC

 

Risk Warning

The value of investments and the income from them may go down as well as up and investors may get back less than the amount invested. The tax benefits relating to ISA investments may not be maintained. Please refer to the Risk factors in the Simplified Prospectus for general and specific investment risks attaching to the individual funds.

Read the detailed Risk Warning
 
 

Literature Request

Call our Literature Request Line on 0800 353 737 (Open Monday to Friday 9am – 5pm)

For our complete range of literature and to request copies by post visit our literature library.

 
 

Investor Helpline

If you have any questions please Contact Us or contact your IFA.

 

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Independent Financial Adviser

This online tool from IFA Promotion will help you find an independent financial adviser close to your home or place of work.

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ISA Transfers

OEIC Investments ISA ISA Top up

In any given investment climate, it is increasingly important that you regularly review your investment portfolio.

Although regulations restrict topping up more than one ISA per tax year, it is still possible to transfer your ISAs held between managers, ensuring that your investments are working hard for you.

You can also now transfer cash ISAs into a stocks and shares ISA.

Please Note: ISA transfers are not available through our online investing system

Questions to consider are:

  • Is your existing ISA performing well?
  • Are you happy with the type of companies or areas of the world that you originally invested in?
  • Are you paying realistic charges to your existing manager or managers?

If the answer is NO to any of the above, it may be time to consider transferring your ISA.

The Aberdeen ISA Transfer offers you choice from a wide range of funds from our OEIC range.

The Aberdeen ISA Transfer enables you to transfer your existing ISAs into your choice of funds offered by Aberdeen. The range of funds we offer is wide.

Before you Transfer

Before you transfer it is important that you read the Aberdeen UK OEIC Simplified Prospectus and application pack which gives more details on all of our funds and includes our Terms and Conditions.

You can also find information about Aberdeen's OEIC funds by product and get help choosing the fund best suited to you in our Aberdeen UK Fund Range Brochure.

Key steps

Direct investments may be made by telephoning our Dealing line on 0800 833 580 between 9am and 5pm Monday to Friday. Payment by debit card such as Maestro, Delta, Solo or Switch is accepted. Please note Credit cards are not accepted. We will only accept cheques drawn on a UK Bank or Building Society, denominated in Sterling.

Depending on the funds chosen, you may choose income or accumulation (growth) shares. Once you have invested, you have the flexibility to move your capital between funds as your investment profile changes.

 
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© Aberdeen Asset Management

Aberdeen Unit Trust Managers Limited and Aberdeen Asset Managers Limited are authorised and regulated by the Financial Services Authority in the United Kingdom. Past performance is not a guide to the future. Market and exchange rate movements may cause the capital value of investments, and the income from them, to go down as well as up and the investor may not get back the amount originally invested. The tax benefits relating to various products, eg, ISAs depends on the individual circumstances of the investor and may change with legislation. Telephone calls may be recorded.

The information contained in this website does not constitute an offer of, or an invitation to apply for securities in any jurisdiction where such an offer or invitation is unlawful, or in which the person making such an offer is not qualified to do so.

We accept no responsibility for the content of any external websites.