Investment Funds

Our Approach

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Too Much Choice

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We've Made It Easier

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Quality Over Quantity

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we've made it easier for you

The Funds

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  • Sterling
  • US Dollar
  • Euro
Fund Type Style Strategy SRRI Risk Rating ISIN/Fact Sheet
Artemis Monthly Distribution R
Income
Balanced
Active
4
Artemis Monthly Distribution I
Accumulation
Balanced
Active
4
AXA Framlington Managed Income Z
Accumulation
Cautious
Active
3
Ballie Gifford Managed B
Accumulation
Aggressive
Active
5
Invesco Perpetual Managed Growth Z
Accumulation
Flexible
Active
5
Jupiter Merlin Conservative Portfolio I
Conservative Portfolio I
Cautious
Active
3
Jupiter Monthly Income I
Accumulation
Aggressive
Active
4
LF Miton Worldwide Opportunities B
Accumulation
Flexible
Active
4
M&G Managed Growth I
Accumulation
Aggressive
Active
5
Marlborough Balanced P
Accumulation
Aggressive
Active
4
Hawksmoor F M Vanbrugh Fund B
Accumulation
Balanced
Active
3
BNY Mellon Newton Multi-Asset Growth
Accumulation
Flexible
Active
5
Premier Asset Management Diversified
Income
Aggressive
Active
4
Vanguard LifeStrategy 20% Equity A
Accumulation
Cautious
Passive
3
Vanguard LifeStrategy 40% Equity A
Accumulation
Balanced
Passive
4
Vanguard LifeStrategy 60% Equity A
Accumulation
Aggressive
Passive
4
Vanguard LifeStrategy 80% Equity A
Accumulation
Aggressive
Passive
4
Fund Type Style Strategy SRRI Risk Rating ISIN/Fact Sheet
Alliance Bernstein Select Absolute Alpha Portfolio
Accumulation
Absolute Return
Active
5
Banque de Luxembourg Global Flexible
Accumulation
Flexible
Active
4
BlackRock GF Global Allocation A2
Accumulation
Balanced
Active
4
BlackRock GF Global Multi-Asset Income D2
Accumulation
Cautious
Active
3
Fidelity Funds Growth & Income B
Income
Balanced
Active
4
Franklin Templeton Income Fund
Income
Balanced
Active
4
Investec Global Strategic Managed Fund A
Income
Aggressive
Active
4
Janus Henderson Balanced A
Accumulation
Balanced
Active
4
Sanlam Managed Risk I
Accumulation
Aggressive
Passive
5
UBS Balanced P 4% Monthly Distribution
Income
Balanced
Active
4
UBS Growth P
Accumulation
Aggressive
Active
4
Fund Type Style Strategy SRRI Risk Rating ISIN/Fact Sheet
Alliance Bernstein Select Absolute Alpha Portfolio
Accumulation
Absolute Return
Active
5
AXA World Funds Optimal Income A
Accumulation
Balanced
Active
5
Fidelity Target 2020
Income
Target Maturity
Active
4
Fidelity Target 2025
Income
Target Maturity
Active
5
Fidelity Target 2030
Income
Target Maturity
Active
5
Fidelity Target 2035
Income
Target Maturity
Active
5
Fidelity Target 2040
Income
Target Maturity
Active
5
Fidelity Target 2045
Income
Target Maturity
Active
5
J Safra Sarasin Growth P
Accumulation
Aggressive
Active
4
J Safra Sarasin Balanced P
Income
Balanced
Active
4
UBS Growth P
Accumulation
Aggressive
Active
4

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