How to Invest through a Bond Wrapper

It is easy to invest through a bond wrapper into the Endowment Growth Fund: 

  • Simply decide, with your client, how much to invest and in which share class. 

Class A - available in GBP

Class B - available in GBP, USD and EUR

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  • Please refer to our Prospectus before investing
  • Complete your chosen bond wrapper application form and send it with your investment funds to the relevant product provider.
  • Please ensure that “PolicyPlus Endowment Growth Fund” is entered in the funds selection box to avoid confusion. Don’t forget to state your preferred share class and currency.
  • Bond wrapper providers through which EGF is available include: Axa Isle of Man, Canada Life International, Friends Provident International, Generali, Hansard and Skandia.

 

These guarantees relate to the underlying policies and not to the share price. Shares in the Endowment Growth Fund (EGF) are single priced with no bid/offer spread. Class A shares are offered in GBP and class B shares are offered in GBP, USD or EUR. Returns may be affected by fluctuations in currency exchange rates. The valuation date is the 15th of each month. Class A share prices appear under InvestmentPlus plc in the FT Managed Funds Service. The value of shares may fall or rise each month, this means that your capital is at risk when investing in EGF. This investment should be regarded as medium to long term in nature. If you withdraw from this investment in the first 5 years, exit penalties may be applied. It is only suitable for professional investors who understand the risks involved and investment should not be made prior to reading the prospectus. If in doubt seek expert advice. Nothing contained within this document constitutes investment advice or an offer to subscribe.

 

The Endowment Growth Fund (EGF) is the first sub-fund of InvestmentPlus plc, which is regulated by the Irish Financial Services Regulatory Authority. Registered in Ireland No. 289965. Registered office 39/40 Upper Mount Street, Dublin 2, Ireland. EGF is distributed by PolicyPlus International plc which is authorised and regulated by the Financial Services Authority and is a member of the Association of Policy Market Makers. Registered in England No. 2392989. Registered office King’s Court, Bath, BA1 1ER, England.