How to open a Lifetime ISA with us
Your first step is to choose between our two climate-friendly funds. The details of both are below. If you change your mind later on, you can switch at any time, free of charge.
Once you've decided, click on the apply button at the bottom of the page and you'll be taken to a short application form. This should take no more than 10 minutes to complete and you'll then be a step closer to buying your first home.
Our Lifetime ISA invests in stocks and shares. Investments can go down as well as up in value so you could get back less than you put in.
Don't forget, the government will top up everything you save by 25%, but if you withdraw money for anything other than your first home or after you turn 60 then you will have to pay HMRC 25% of everything you withdraw.
Global Equity
Invest into global companies who focus on operating in a more sustainable way
Invest for your future in a way that's aligned with your values. Global Equity invests your money into companies who are actively working towards a more sustainable business model and reducing their carbon footprint. Find out more about our climate investments
- Avg. yearly
growth*
- Fund
size
- Global
investments
Risk rating
Lower HigherFund performance:
*Performance includes all charges payable. Please remember that past performance should not be seen as an indication of future performance.
You can find out more about Global Equity in our Key Information Document and Fund Factsheet
Global Mixed
A balanced mix of climate-friendly options and fixed interest investments to reduce risk
Invests up to 35% of your money into climate-friendly shares and at least 65% into fixed interest assets and bonds to help reduce risk. Choose this fund if you want to lower your risk of losing money while still investing in some climate-friendly options. Find out more about our climate investments
- Avg. yearly
growth*
- Fund
size
- Global
investments
Risk rating
Lower HigherFund performance:
*Performance includes all charges payable. Please remember that past performance should not be seen as an indication of future performance.
You can find out more about Global Mixed in our Key Information Document and Fund Factsheet