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Schroder Income Growth Fund plc

How to invest

  • Overview
  • What are the risks
  • Tax efficient investing
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Tax efficient investing

To maximise your returns and shield them from Capital Gains Tax, you can open a Schroder stocks and shares ISA or transfer an existing ISA.

Schroders ISA

  1. Lump sum investments in the ordinary shares of the Company from a minimum of £1,000 to a maximum of £10,680 in the current tax year
  2. Regular investment from a minimum of £50 per month
  3. Competitive charges
  4. The option to reinvest income
  5. Cash ISAs are not offered by Schroders

 

What is an ISA?

An Individual Savings Accounts (ISA) is a tax efficient savings account.

ISAs were introduced by the Government to encourage more people to save for the future. Investments made in ISAs are not liable for income tax or capital gains tax. Current rules allow you to invest up to £10,680 in an ISA.

 

We recommend you read the Key features before completing the
application form. Please also refer to our section on risks associated with this fund.

To discuss the suitability of this investment, you should speak to a registered financial adviser. To find one in your area go to www.unbiased.co.uk

Past performance is not a guide to future performance and may not be repeated. The value of investments and the income from them may go down as well as up and investors may not get back the amount originally invested. Schroders has expressed its own views and these may change. The data contained on this site has been sourced by Schroders and should be independently verified before further publication or use.

Schroder Investments Limited is the ISA manager. Schroder Investments Limited is authorised and regulated by the Financial Services Authority.  Issued by Schroder Investments Limited. Registered in England and Wales 2015527. Registered office: 31 Gresham Street, London, EC2V 7QA

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                            Registered in England and Wales, Company Number: 3008494
                            Registered Office: 31 Gresham Street London EC2V 7QA.

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