More funds. More flexibility. Less fuss
Our investment solutions are about putting you and your adviser in control of matching your needs with the appropriate funds. Our fund range recognises that you're an individual. It offers choice when you need it and focus when you don't.
Our new investment offering - helping your adviser help you
No two customers are the same, so we've developed fund ranges giving you the option to choose off-the-shelf solutions or quickly build your own portfolios using our sophisticated building blocks.
Because we know your adviser wants to spend more time advising you, we've done the research for them and created our two high quality fund ranges, the Guidance and Select Portfolio ranges.
We also want to help your adviser make the most of the independent choices on offer. So we provide a free planning tool, giving them access to competitors' products and funds - not just our own.
Our fund range
The Guidance Range - hand-picked and highly rated - We've selected a shortlist of what we and Morningstar OBSR believe to be the very best funds from our full fund range, including over 100 independently-rated funds, to make your choice easier. Our Guidance range helps you get to the right funds faster.
The Select Sector Portfolio Range - This is a highly sophisticated range of 10 funds covering every major global sector and offering high-quality building blocks. They consist of funds managed by some of the UK's top investment managers and they're built with the intention of outperforming their benchmarks.
The Select Risk Profile Portfolio Range - Each of our Select Risk Profile Portfolios is a sophisticated, single-fund solution designed to match your risk and reward objectives. We'll adjust your portfolio to maximise performance in changing market conditions, while always staying within your comfort zone. This is all done in partnership with Morningstar OBSR, one of the leading qualitative investment research companies in the UK retail funds market.
Please remember that the value of investments can fall as well as rise and you may get back less than you originally invested.
To find out more about our range of funds speak to your financial adviser.