Our research and insights
Take advantage of our expertise and view our in-house research, analysis and insights which are easy-to-understand whether you are an experienced investor or just getting started. Our investment team are constantly trading in the markets and managing the portfolios of thousands of investors across the UK.
When choosing your investments, our fund factsheets can help by giving you detailed information about investment styles, objectives and track records.
Please note that the information does not provide advice or a recommendation. Any investment decisions you make are your own responsibility.
The Close 50
Want to shortlist third-party funds, quickly? The Close 50 is a list of external funds that our Investment Team view as interesting long-term investment opportunities.
Our team analyse hundreds of funds and meet with hundreds of fund managers each year, making sure we fully understand their objectives, processes and strategy. Our experts then provide regular analysis, with monthly commentaries by email.
To access our Close 50 shortlist, log in to your account and visit ‘Search Investments’ or your online document library.
Please remember that past performance is not a reliable indicator of future returns.