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Thesis provides a stocks and shares JISA that enables investment into our Optima range of funds* up to the maximum contribution limit of initially £3,600.
Our Optima range of funds have a proven track record of performance and provide access to a choice of funds with differing objectives and risk volatility.
Investment in to a stocks and shares JISA should be considered a medium to long-term investment. With exposure to real assets, a stocks and shares JISA could be an appropriate capital growth vehicle for saving towards a child’s future university fees or perhaps the deposit on their first property. Read our October issue of Product Update to learn more about JISAs and other ways of saving for children.
There will be no additional fees beyond the Optima annual management charge for holding this investment within the JISA structure.
If you feel this investment is suitable for you please download an application form or contact your local Thesis office. Details of the Optima range of funds can be found under the ‘downloads’ section of the website under the heading ‘our performance’.
Investors should be aware that the value of their investments and the income from them can fall as well as rise and investors may not receive back the full amount they invest. Past performance is not necessarily a guide to future performance.
*Optima Cash Fund is not available for the Thesis JISA.
Download the latest Product Update publication regarding the Thesis JISA.