Transfers

Henderson Transfers

If you hold an ISA and wish to transfer your investment to Henderson Global Investors, the following choices are available:

ISA Transfer

Description

Investment

Key Features

ISA Transfer Forms

Henderson OEIC ISA A choice of 24 Henderson OEIC sub funds. Minimum transfer value of £1,000.

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Investment Trust or Company ISA

A choice of 12 investment trusts and companies. No minimum transfer value.

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Henderson Multi-Manager Funds ISA

A choice of three Multi-Manager Funds. Minimum transfer value of £1,000.

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Next steps:

  • Read the Simplified Prospectus, Key Features and Terms & Conditions for the above products.
  • Complete an ISA transfer form.
  • Return it to us with details of your current ISA Manager.