Our complete range of funds

Award winning fund range that includes Funds of direct investments, Funds of funds and Funds of passive instruments. Available for clients who have £1,000 or more to invest.

Close Discretionary Portfolio Funds

These funds invest directly in equities, bonds and alternative assets, based on our asset allocation views and in-depth securities research. They may also invest in passive funds for broad exposure to a particular investment sector or asset class, and funds from other managers who have specialist expertise in certain areas. Intensive research is key to identifying the most appropriate funds and securities.

Close Discretionary Managed Funds

Multi-manager solutions, based on our strategic investment views, that seek to add value by harnessing the skills of external fund managers with outstanding track records, including some not normally available to private investors. Selecting the right managers is a complex process and our institutional-level research capabilities are essential here.

Close Tactical Select Passive Funds

Passive investments offer low-cost exposure to a variety of financial markets and stock market indices, with relatively low volatility. Our funds combine the benefits of active asset allocation expressed through passive instruments. Even with a passive strategy, we take care to understand what drives the markets, assess the risks and effectively combine individual investments to meet investors’ objectives.

Specialist Funds

Niche portfolios that complement our multi-asset fund range, offering distinctly different management styles, strategies and risk profiles. Managed by our investment management team, these funds offer additional opportunities for long-term growth and income.

Can we help?

Call our team with any queries about your holdings, to discuss any changes in your circumstances or for more information on how we could structure and manage your portfolio.

0800 588 4064

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

Or alternatively use our online contact form and one of our team will be in touch. 

Arrange a call back

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. Calls to any number may be recorded for training and monitoring purposes. This site uses Cookies.