Close Discretionary Managed Funds

Close Discretionary Multi-manager funds

These are manager-of-manager solutions, seeking to add value through our active asset allocation decisions and by capturing the expertise of fund managers where we identify particular strengths.

Close Managed Income Fund

The investment objective of the Fund is to achieve income with capital growth. The Fund aims to have a yield in excess of the FTSE All Share Index. The Fund will invest primarily in third party managed collective investment schemes and exchange traded funds in order to gain exposure to a mixture of equities and fixed interest securities.

Key Investor Information Documents (KIIDs)

Factsheet(s) & Prospectus

Latest Report & Accounts

Application Form

Terms and Conditions

Contact us

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

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Financial planner

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