What are the minimum and maximum investments?

The standard minimum investment levels for the retail classes are £50 per month or £1,000 lump sum. These minimums are usually waived via platforms to allow for rebalancing and adviser/platform fees.

There is no upper limit for private individuals but, as the fund is a PAIF, no single corporate investor can hold more than 9% of the PAIF’s shares. Corporate investors who wish to invest larger amounts may do so via the feeder fund.