Royal London Investment ISA
Information for an existing customer with a Royal London Investment ISA - closed to new customers from 1 August 2020.
The Royal London Investment ISA is operated and administered by Investment Funds Direct Limited, and branded, marketed and distributed by Royal London.
Investment ISA
Our stocks and shares Investment ISA gives you the option to make further single or regular payments (minimum of £100) up to the annual ISA subscription limits.
You can choose one of the the following funds to invest in:
- Royal London Sustainable Managed Growth (D Acc)
- Royal London Sustainable Diversified Trust (D Acc)
- Royal London Sustainable World Trust (D Acc)
Before making any top-up payments, you should consider the impact costs and charges might have on your investment growth. We have some examples to see how charges might impact investment growth for different top-up scenarios.
Whilst your money is invested in the above funds, should you be entitled to compensation from the Financial Services Compensation Scheme (FSCS) this may be up to 100% of the first £85,000 of the investment.
Find out more about the protection provided by the FSCS (opens in a new window).
Information about the Royal London Investment ISA
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Withdrawals allowed
You can withdraw from your Investment ISA at any time, subject to a maximum of one withdrawal per month.
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Know the risks
The value of your fund can go down as well as up and you may not get back the full amount you originally invested.
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Close or transfer easily
Contact us to close your ISA by withdrawing all your money or by transferring it to another ISA manager.
Top-up documents
Take a look at these examples to see how charges might impact investment growth for different top-up scenarios. Examples open in a new window.
Fund name and example projection
- Sustainable Diversified Trust Class D Acc example projection £10,000 single payment
- Sustainable Diversified Trust Class D Acc example projection £100 per month
- Sustainable Managed Growth Trust Class D Acc example projection £10,000 single payment
- Sustainable Managed Growth Trust Class D Acc example projection £100 per month
- Sustainable World Trust Class D Acc example projection £10,000 single payment
- Sustainable World Trust Class D Acc example projection £100 per month
Please contact us if you wish to change your existing fund selection or make any top up payments.
Need to know more
Although we will be happy to answer your questions, we can't give you financial advice. If you want further information about the Investment ISA and the funds please contact our Customer Service Team on the following details:
0345 600 7788
Lines open 8am to 6pm Monday to Friday