Regular investment service
Our regular investment service is a great way to build your portfolio by saving from just £25 a month. You have the peace of mind of knowing that the investments will be automatically bought at the same time each month.
You can choose to invest monthly in any FTSE 350 share and a huge range of funds, tracker funds and investment trusts. Dealing costs are just £1.50 per regular investment purchase and standard dealing charges apply for sales. The service is available in our SIPP, ISA, Junior ISA or Dealing Account – the choice is yours.
By investing a regular amount, you can smooth out the ups and downs of the market. So when prices are high you will buy fewer shares or fund units but when prices are low your regular investment buys more shares or fund units. This process is known as 'pound cost averaging' and you avoid having to worry about anticipating the timing of your investments.
Our regular investment service is popular with investors who are looking to save monthly but please remember the value of investments can go down as well as up and you may not get back your original investment.
At a glance
- Wide investment range
- Investments are made monthly
- Dealing charge just £1.50 per investment
- Minimum investment is £25
- Instructions set up online
- Useful for reinvesting dividends
- Deals carried out on 10th of the month (or next working day)
- Instructions can be amended until midnight before the dealing date
What can I regularly invest in?
Our regular investment service allows you to invest in a wide range of options, including the FTSE 350 and a selected range of funds, tracker funds and investment trusts.
How do I set up a regular investment?
If you already have an account with us, log in and select 'Regular Investment' from the dealing menu. You can also set up a regular payment into your account by going to 'Manage my account' and 'Make regular payments'.
Is there anything I should consider when setting up a regular investment?
If you are in any doubt about the benefits of regular investing, we recommend you take advice from a suitably qualified financial adviser. You must make sure you have enough cash in your account to pay for all your regular investments. If there is not enough cash then we will not place the deals and will try again the following month. If we are still unable to place the deals we will contact you by secure message.