How To Invest

There are a variety of ways to invest in the Nevis Funds:

  • Directly into the fund
  • Through an Individual Savings Account
  • By transferring a PEP
  • Through a Capital Investment Bond
  • Through a Personal Pension Plan or SIPP
  • As part of our Planned Portfolio Solution for clients with at least £50,000 to invest

Please click on “Downloads” for application forms and documentation for direct investments and ISAs.

For assistance with your requirements, please use the Enquire form and we will respond directly to you.

You should remember that past performance is not a guide to future returns and the price of shares and the income from them may go down as well as up and you may get back less than you invested. Investment in these funds should be viewed as a long term investment.

Exchange rates will also cause the value of underlying investments to fall as well as rise. Tax concessions are not guaranteed and may be changed at any time, their value will depend on your individual circumstances.