
Investment Bonds from Norwich Union
Long-term investments for larger amounts
Investment bonds are a way of putting a lump sum into a fund or funds over the long term. And providing you're happy to accept there may be fluctuations in value, investment bonds have the potential to offer attractive returns.
The bond itself is just a framework. Your money is actually invested in a fund or funds of your choice. Funds invest in a range of assets such as fixed interest stocks and equities. A fund is a pool of money that many individuals invest in and it’s looked after by fund managers. Fund managers are investment experts whose purpose is to make sure that funds perform as well as possible.
The minimum investment in Norwich Union's Portfolio is £5,000. You should view your bond as a long term investment. You can invest for as long as you like but there may be an exit charge if you take money out during the first five years. It’s an investment which could provide growth, income or even a combination of the two. Depending on your individual circumstances, it could be tax-efficient too.
It's important to remember that the value of these kinds of investments and any income from them can go down as well as up and isn't guaranteed. You may not get back the amount you originally invested.
To find out more, telephone Dunfermline Direct on 08457 33 66 88 or contact any branch - click here to find your nearest branch.