Open ended investment company (OEIC)

What’s an OEIC?

Introduced into the UK in 1997, an OEIC is a form of collective investment. This means that your money is pooled together with that of other investors who have similar investment objectives. An experienced fund manager manages this money, making decisions on your behalf in a range that includes equities, government and corporate bonds. The fund manager’s job is to ensure that your OEIC investment is performing in line with the objectives of the individual fund.

Ecclesiastical Investment Funds OEIC is made up of six sub-funds, including our range of four socially responsible ethically screened Amity Funds. You can choose to invest in one of the six sub-funds or spread your investment to match your risk profile.

How much can I invest in an OEIC?

You can invest by monthly direct debit, from as little as £25 or you can invest a lump sum - from £200.

You can invest in the Ecclesiastical Investment Funds OEIC in the following ways:

contact your usual financial adviser
call us on 0870 870 8056 for more information
email us at investments@ecclesiastical.com
download information and complete our EIF application form and prevention of money laundering and send them to us with your cheque and/or debit form along with your forms of identification.

Can I invest through an ISA?

Yes, you can. For more information on transferring your ISA, please contact your usual financial adviser or call us on 0870 870 8056.

Next steps

To find out more, please contact your usual financial adviser or call us on 0870 870 8056 from 9am to 5pm, Monday to Friday (excluding bank holidays). Alternatively email us at investments@ecclesiastical.com.
Please note that past performance should not be seen as an indication of future performance, and that the value of investments can fall as well as rise.

Investments

Technical documents

EIF Application Form
Download
EIM prospectus
Download

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Full privacy policy

Ecclesiastical Insurance Office plc (EIO) Reg. No. 24869. Ecclesiastical Insurance Group plc (EIG) Reg. No. 1718196. Ecclesiastical Life Ltd (ELL) Reg. No. 243111. Ecclesiastical Investment Management Ltd (EIM) Reg. No. 2519319. Ecclesiastical Financial Advisory Services Ltd (EFAS) Reg. No. 2046087. Ecclesiastical Services Ltd (ESL) Reg. No. 1811698. E.I.O. Trustees Ltd Reg. No. 941199. All companies are registered in England at Beaufort House, Brunswick Road, Gloucester, GL1 1JZ, UK. EIO and ELL are authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. EFAS is authorised and regulated by the Financial Conduct Authority. ESL is an appointed representative of EIO who is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority.