Our fund range gives access to a wide range of opportunities
We believe that a multi-asset class approach gives our 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.
Direct investments
To invest directly in one of our funds please contact the dealing desk.
0370 606 6402
If you are invested in one of our funds and require a valuation or have a general enquiry, please contact the help desk.
0370 606 6452
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.
Find out moreClose Sustainable Funds
Our sustainable funds generate consistent, long-term returns by screening out unethical practices. For more information, please get in touch.
Find out moreClose Managed Funds
These solutions capture the expertise of fund managers and our institutional-level research team. For more information, please get in touch.
Find out moreClose 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.
Find out moreClose Bond Funds
These are single-asset class funds which invest in fixed income securities. For more information please get in touch.
Find out moreClose 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.
Find out moreFees, charges and prices
Details of our fund fees and charges, as well as our daily unit prices.
Find out moreAssessment 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.
Find out more