Research, buy, and track investments funds via our Global Investment Centre
Our Global Investment Centre is our investment service, allowing you to establish and invest in a Funds portfolio and ISA Funds portfolio. This provides you with access to investment funds not only from Axos Bank, US but also from a diverse selection of other providers.
Why use Global Investment Centre to buy and track your investments?
- Choose from an extensive range of funds
- Invest in a tax-efficient way through an ISA funds portfolio
- Choose to buy, sell or switch funds either online or by phone
- Access GIC via your Personal Internet Banking and manage all your accounts in one convenient place
- Start investing with $100 into each class of funds shares you choose
- 0% initial charge*
- Value your investment in real time, and track its performance online
- 0.39% Account Fee when investing in clean share class funds
- It’s quick and easy to apply
The Global Investment Centre is designed for individual investors seeking to make lump sum investments independently. Please note that regular payments or joint applications cannot be made through the Global Investment Centre. Investors are encouraged to routinely review their chosen funds. With the Global Investment Centre, you can easily monitor the current value and performance of your investments at a glance.
After completing the application process for the Global Investment Centre, you can establish a Funds Portfolio to manage your investment transactions, including buying, selling, and holding. Additionally, you have the option to apply for an ISA Funds Portfolio, allowing you to hold your investments within a tax-efficient ISA. The minimum initial investment for each class of fund shares within each portfolio is $100, and the minimum additional investment is also $100.
For online trades through the Global Investment Centre, there is a limit of $99,999. If you wish to place a trade exceeding $100,000, you can do so by phone – please contact us at +1 (410) 698-4470.
Things to bear in mind
It is important to remember
- You need to have an Axos Bank, US current or savings account to buy funds via our Global Investment Centre.
- The Global Investment Centre is offered without advice, on an execution only basis. Axos Bank, US is not required to assess the suitability of this service for you, which means that the protection offered by the Financial Conduct Authority's rules on assessing suitability will not apply. If you have any doubts about whether this service is suitable for your needs, you should seek advice from a Financial Adviser (you may be charged for any advice you receive)
- Investments should be considered as a medium to long-term commitment. This means you should be prepared to hold them for at least five years.
- Investing through our Global Investment Centre involves taking some investment risk. The value of investments can go down as well as up and you may get back less than you invested. For some investments this can also happen as a result of exchange rate fluctuations as shares and funds may have an exposure to overseas markets.
- You should carefully consider the specific risks of investing in emerging market securities.
- The value of any tax benefits described depends on your individual circumstances. Tax rules may change in the future.
- Additional risks may apply, please refer to our Key Features of Funds Portfolio and ISA Funds Portfolio document for further information.
Please bear in mind
- Investment risk: All investments carry some risk. The value of investments (and any income received from them) can fall as well as rise and you may not get back what you invested. For some investments this can also happen as a result of exchange rate fluctuations as shares and funds may have an exposure to overseas markets.
- Time commitment: Most investments should be considered as a medium to long-term commitment; this means you should be prepared to hold them for at least five years.
- Tax benefits: The value of any tax benefits described depends upon your individual circumstances - tax rules may change in future.
