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Virgin Climate Change ISA – The ISA
that saves more than just taxThe
fund looks to grow your money over the long term by investing in specially selected companies who combine the potential for
profit growth with a lighter environmental footprint. You can invest up to £11,280 this year tax-efficiently through a Virgin ISA. You can also invest by transferring ISAs from other providers into
the fund, or switching any Virgin ISA investments you may have into the fund. Invest by phone, online, or by post. You can pay in lump sums from £100 (your first lump sum must be at least £500). Or you can set up regular
monthly payments, from £50 upwards. You can stop, start or change your payments at any time without penalty. 24 hour online service lets you keep track of your investment, make
payments online, and change payments and other details. We write twice a year to let you know how your investment is doing, or you can check your value 24/7 online or by
calling our valuation line. No
notice periods – you can get at your money whenever you want. We charge an annual management fee of 1.75%.There may also be a performance related fee, which will only be applied
if we outperform agreed benchmarks. The Virgin Climate Change Fund is an actively managed fund and carries more risk than, for example, a Tracker Fund.
Please remember stock market investments can go down as well as up, your capital is at risk and you may not get back all you
invest. This is a medium to long term investment and you should be prepared to invest for at least five years. The value of
the tax treatment you receive depends on your personal circumstances which may change in the future.
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