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 factsheets, 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.

Our fund range

Close Portfolio Funds

These are directly-invested strategies investing in equities, fixed income and alternatives. For more information please get in touch.

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Close Sustainable Funds

Our sustainable funds generate consistent, long-term returns by screening out unethical practices. For more information, please get in touch.

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Close Managed Funds

These solutions capture the expertise of fund managers and our institutional-level research team. For more information, please get in touch.

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Close Tactical Select Passive Funds

These seek to add value by actively trading index-tracking investments including exchange-traded products and passive unit trusts. Get in touch today.

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Close Bond Funds

These are single-asset class funds which invest in fixed income securities. For more information please get in touch.

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Close Specialist Funds

We offer some additional funds, which differ from our risk-adjusted multi-asset portfolio funds, in terms of both their management style and strategy.

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Fees, charges and prices

Here you can find details of our fund fees and charges, as well as our daily unit prices. For more information, please get in touch today.

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Assessment of Value report

We welcome the opportunity to share how we have performed against the different assessment criteria. For more information, please get in touch.

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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.

If you are accessing our services and products or website from outside the UK, please note that these are intended for UK investors. For more information, please refer to the Legal centre.

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