Virgin Climate Change ISA
The Virgin Climate Change ISA is an environmental fund with a difference, investing
in specially selected businesses (predominantly in the UK and Europe) that have
the potential for outstanding profit growth who are environmental leaders in their
industry.
We believe these companies will outperform heavier polluters who are facing increasing
pollution taxes and penalties, imposed by Governments and regulators.
Features of the Virgin Climate Change ISA:
- Invest up to £7,200 a year tax efficiently
- Pay in lump sums of £100 or more (there is a £500 minimum opening investment), OR
you can start by making regular monthly payments of £50 or more
- You can stop, start or change your payments at any time without penalty
- You can transfer existing ISAs (or old PEPs) into this account
- Keep track of your savings 24 hours a day with a great online service. You can also
make additional payments online or even change your payment details
- Access to your money whenever you need to – you can make withdrawals whenever you
like as there are no notice periods
Important Things to Remember:
- You won’t pay any tax on the growth in value of your investment
- There’s an annual management fee of 1.75%
- There may also be a performance related fee if the fund outperforms the benchmarks
set. This will be reflected in the unit price.
- Please remember, past performance isn’t a guide to the future, and with all stock
market investments the value of your savings and the income you get from them can
fall as well as rise, so you may not get back the amount you invested. To maximise
your chances of a good return you should be looking to invest for at least five
years.
