When you contact us about your RLUM ISA or Unit Trust you have several options.
Top up your investment
You can add money to any of the RLUM funds you already hold.
Increase or decrease a monthly Direct Debit
You can change the amount you pay into your RLUM ISA or Unit Trust each month by direct debit.
Switch your funds
You can switch the funds you have invested in.
Transfer in from another ISA provider
You can transfer an existing Cash or Stocks and Shares ISA to an RLUM ISA.
Switching your Unit Trust to an ISA
You can move money from your Unit Trust into your RLUM ISA.
The value of your investment can go down as well as up and you could get back less than you paid in.
To top up or change your Direct Debit details, you'll need to review, understand and agree to the Key Investor Information (KIID), Supplementary Information (SID) and Costs and Charges Disclosure (CCDD) documents for the funds you'd like to invest in.
These documents contain all the information you need to know about the fund's investment objectives, past performance, charges, risk/reward profile, terms and conditions and more.
It's also important you keep a copy for your records. Please read these together with the Supplementary Information Document [PDF, 1.4MB].
Once you've read the documents, let us know that you have read, understood and agreed to them to continue.
If there is anything that you don't understand, please call us on 0345 605 7777 and we'll be happy to answer any questions you may have.
- Sustainable Leaders Trust:
- Sustainable World Trust:
- Sustainable Diversified Trust:
- US Growth Trust:
- Key Investor Information Document: US Growth Trust [PDF, 0.07MB]
- Costs and Charges Disclosure Document: US Growth Trust [PDF, 0.2MB]
- European Growth Trust:
- UK Growth Trust:
- Key Investor Information Document: UK Growth Trust [PDF, 0.07MB]
- Costs and Charges Disclosure Document: UK Growth Trust [PDF, 0.2MB]
- UK Income With Growth Trust:
- Corporate Bond Monthly Income Trust:
Select an option to manage your fund
By selecting an option in the following dropdown you confirm you have read, understood and agree to the documentation for the funds you want to invest in.
I want to
Frequently asked questions
Where can I get help with my investments?
We're always here to help you manage your investment with us. If you need any help you can call us on 0345 605 7777.
If you need financial advice, you will need to speak to a financial adviser. You can find more information about financial advice by visiting our The Value of Financial Advice page.
Is my money safe?
Yes it is. We're covered by the Financial Services Compensation Scheme. This scheme will protect its investors if a financial services company becomes insolvent and can't meet its obligations to you. The scheme covers up to £85,000 per person, per organisation for unit trust investments.
You can find more information on the FSCS website.
How can I find out how my investment is performing?
You can find out how your investment is doing by taking a look at the latest fund performance factsheets.
Remember that this is an illustration only and for an accurate value you'll need to call us on 0345 605 7777.
You can also check the daily unit price in our price information on our RLUM Funds page.
You can also call us for a valuation on 0345 605 7777.
Who should I make my cheque payable to?
You should make your cheque payable to RLUM Ltd. Remember to sign your cheque. Unfortunately, we cannot accept post-dated cheques.
Can I change my mind after I invest?
Yes. When you invest in one of our funds, there is a 30 day 'cooling off' period. This gives you more time to think about the investment you have made with us.
But if you invest a lump sum and the unit price of your chosen fund(s) falls between this time, you won't get back the full amount of your investment. This is because we'll adjust the investment for that fall in value.
How many fund managers are there per fund?
There is a lead fund manager for each fund, with the exception of the European Growth Trust where there are co-managers.
These managers are supported by a wider team of fund managers, analysts and responsible investing team.
How often are distributions paid for each of the funds?
The funds pay distributions at the following frequencies:
- Sustainable Diversified Trust – quarterly
Sustainable World Trust – half-yearly
Sustainable Leaders Trust – half-yearly
Corporate Bond Monthly Income Trust – monthly
UK Growth Trust – half-yearly
UK Income with Growth Trust – quarterly
European Growth Trust – half-yearly
US Growth Trust – distributions not normally paid
You can phone us for help with any queries you have about your RLUM ISA or Unit Trust.
0345 605 7777
Lines are open 8am to 6pm Monday to Friday, excluding bank holidays.
If you phone to make a change, we'll ask you a few security questions to verify your identity before continuing.