Aberdeen Investment Funds
Our products are offered through an extensive network of over 500 financial professionals and brokerage firms. Talk to your financial advisor about how an Aberdeen Fund may fit into your portfolio based on your needs.
To invest directly into Aberdeen Funds:
- Obtain the Funds' prospectuses and read them carefully
- Download an Aberdeen Funds Account Application and follow all the instructions. Other forms many need to be filled out as well; please consult the application
- Return a completed application and all necessary forms along with payment or payment instructions to one of the following addresses
Aberdeen Investment Funds
PO Box 55930
Boston MA 02205-5930
Aberdeen Investment Funds
30 Dan Road
Canton MA 02021
For any questions regarding this process, please call 1-866-667-9231 for more information.
Aberdeen Investment Funds Mutual Fund Application for Institutional Investors
Aberdeen Investment Funds Coverdell Application
Aberdeen Investment Funds IRA Application
Aberdeen Investment Funds IRA Transfer of Assets Form
Aberdeen Investment Funds Direct Rollover Form
Aberdeen Investment Funds Custodial Account Agreement
Aberdeen Education Account Custodial Agreement
Certain forms require either a notary public signature or a signature guarantee. These are not the same or interchangeable. Please refer to the individual document to determine which is required. Should you have any questions, please contact one of our representatives at 1-866-667-9231.
Completed forms should be mailed to:
Aberdeen Investment Funds
P.O. Box 219534
Kansas City, MO 64121-9534
Aberdeen Investment Funds
430 W. 7th Street, Suite 219534
Kansas City, MO 64105-1407
Please remember that the mutual funds described in this site are sold only to persons residing in the United States and are offered by prospectus only.
IRA Beneficiary Distribution Form
IRA Distribution Form
Required Minimum Distribution Form - Retirement Account
Coverdell Savings Account Distribution Form
Letter of Instruction (LOI)
Transfer on Death Form (TOD)
Name Change Request Form
Account Maintenance Form
Cost Basis Election Form
Withdrawal Form
Certain forms require either a notary public signature or a signature guarantee. These are not the same or interchangeable. Please refer to the individual document to determine which is required. Should you have any questions, please contact one of our representatives at 1-866-667-9231.
Completed forms should be mailed to:
Aberdeen Investment Funds
P.O. Box 219534
Kansas City, MO 64121-9534
Aberdeen Investment Funds
430 W. 7th Street, Suite 219534
Kansas City, MO 64105-1407
Please remember that the mutual funds described in this site are sold only to persons residing in the United States and are offered by prospectus only.
Sales information
| Type of Investment | Class A | Class I | |
|---|---|---|---|
| Initial Investment | Additional Investment | Initial Investment | |
| Regular account | $1,000 | $50 | $1,000,000 |
| Individual Retirement Account (IRA) | $1,000 | $50 | $1,000,000 |
| Tax-deferred Retirement plan other than an IRA | $1,000 | $50 | $1,000,000 |
| Sales charge1 | None | None | None |
1. While the Funds are no-load, management and distribution fees and other expenses still apply. Please refer to the prospectus for further details.
2. The Fund permits complex-wide aggregation of Class I shares so that a shareholder can meet the minimum initial investment in any one Fund if they have $1 million combined investment in the Fund complex. For additional information, please refer to the prospectus. There is no minimum additional investment for Class I shares.
Notice
Please note: the directions to invest in our funds on this page apply only to the following Aberdeen Investment Funds:
- Aberdeen Global Equity Impact Fund
- Aberdeen Global High Income Fund
- Aberdeen Total Return Bond Fund
- Aberdeen Select International Equity Fund