All our investment bonds allow you to change the funds that you are invested in. There may be some restrictions, for example minimum amounts that can be invested, switched or a limit on the number of switches each month. We may make a charge for switching and, if you’re invested in with profits, we may apply a Market Value Reduction. Please read your Product Guide or Contract Document for further details.
We recommend that you get financial advice before switching funds as the funds that you're currently invested in may have valuable benefits or guarantees that could be lost if you switch out. If you don't have a financial adviser, visit unbiased.co.uk to find one local to you or call 0800 023 6868.
Which funds are available?
Below are the Funds key features for our range of investment bonds. To find out which document is applicable to your bond, please see your Product Guide or Contract Document or contact our Customer Service team on 0370 050 0263. Lines are open 9am to 5pm, Monday to Friday. We may record and monitor calls. Call charges will vary. Please note that our service centre staff are not authorised to give financial advice.
Select Portfolio Bonds Funds key features
Select Portfolio Bond (Wealth Managers) Funds key features - launched 31 December 2012