OEICs

How to apply

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Use our calculators to help you understand how much you need to save.

• Lump sum calculator – an idea of how much money you'd need to consider saving each month for a lump sum in the future.

An OEIC is a collection of ‘sub-funds’ (referred to as "funds" here) each with different investment aims. So one fund could specialise in corporate bonds, say, or in one particular country. Open Ended simply means that the fund can get larger or smaller, depending on the number of investors who wish to buy or sell shares.

When you invest in a Scottish Widows OEIC fund, you will be allocated a number of shares. You choose either to make a single payment or monthly payments. If you invest by single payment, you can choose either Income shares, where available, or Accumulation shares which only aim for growth. If you decide to invest monthly, only Accumulation shares are available.

You can read more about each of the individual funds by downloading the relevant Financial Statements or the Key features including a Simplified Prospectus of the Scottish Widows OEIC and ISA funds. This may help you decide.

Talk to one of our financial advisers. A financial adviser is trained to help you identify your investment goals and to help you achieve them.

To apply for an OEIC you must be 18 years of age or over and resident, or ordinarily resident, in the UK at the date of application. Your financial adviser will be able to give you full details about who can apply.

Although you can read about our OEIC funds here, you’ll need to consult one of our financial advisers if you would like to invest in one.