Close Discretionary Portfolio Funds
Directly invested funds
These are directly-invested strategies investing in equities, fixed income and alternatives. From time to time the funds may also invest in index-tracking funds (to gain broad exposure to a particular sector or asset) or long-only funds (to capture specialist or niche expertise). Our institutional-level manager research team is key to identifying these external skills and the most appropriate funds.
In this fund range
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.