OEIC Fund Range

The 10 OEIC Funds are operated by Capita Financial Managers Ltd (CFM) who are legally responsible for all servicing and administration of the funds.

You can top up with a lump sum of £250 or higher or you can top up your monthly payment by multiples of £5.

The range of OEIC funds available offers you a wide choice of investments and the flexibility to design your own portfolio for potential long term capital growth, a regular income or a mix of both.

To let your money work even harder for you and your investment goals you might think about topping up OEIC fund payments. This could help, whether you're looking to boost your retirement income or save for a rainy day.

The value of your investments can do down as well as up so you may not get back the amount you put in.

You can top up with a lump sum of £250 or higher or you can top up your monthly payment by multiples of £5.

We've made it easy too. Simply read the key investor information documents then call us on 0344 335 8936 or download the OEIC top-up form to top up.

Benefits

  • Make regular or lump sum payments.
  • Withdraw some or all of your money at any time. Note that taking withdrawals may affect the returns you get back on your investment.
  • Invested across different assets to help spread risk - note the value of your investment may fluctuate and is therefore not guaranteed. You may not get back the full amount of your original investment.
  • Choose from a range of funds to match your attitude to risk, including Prudential's Dynamic Portfolios.
  • Switch funds for no charge.
  • Extra purchasing power by pooling your money with other investors.

For more on the benefits of OEIC fund visit the OEIC product page or read our key investor information documents.

Service your OEIC

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Key investor information documents
Top up form
Withdrawal form
Switching instruction form
Change of personal details form
Regular withdrawal guide 
Adviser charging guide 
Adviser charging form