Our fund range gives access to a wide range of opportunities

We believe that a multi-asset class approach gives your clients access to the greatest set of opportunities and acknowledges that different asset classes will perform significantly differently throughout an economic cycle.

This section contains the latest fund facts, reports, accounts and price information for our range of onshore unit trusts and OEICs.

Report and accounts are available for all funds and can be downloaded from each fund information page.

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If you would like to speak to someone directly, please give us a call on:

01606 810325

Or alternatively, use our online contact form and one of our team will be in touch.

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In this section

Close Tactical Select Passive Funds

Active asset allocation - Passive instruments.

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Close Specialist Funds

Those outside of our risk adjusted ranges.

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Fees, charges and prices

Details of our fund fees and charges, as well as our daily unit prices.

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Please be aware, the value of investments can fall as well as rise and that past performance is not a reliable indicator of future returns and you could get back less than invested. Click here to understand the risks associated with investing. Calls to any number may be recorded for training and monitoring purposes. This site uses Cookies.