Our fund range offers the highest quality service at an accessible entry level, with investments starting at £1,000.
Different risk levels
- Three different risk-graded funds, depending on your client’s circumstances and the level of risk they find acceptable.
- Our Climate Assets fund, which gives your client the opportunity to invest in a medium-risk fund with a real focus on sustainability.
- Independent risk profiling by Distribution Technology, helping you to determine which of our funds is the most suitable for your client.
- Access to investment expertise from a fund management team.
- We publish monthly updated factsheets and investment information for the various funds available via our Multi-Assets Fund Service. The funds are available via a number of leading third party investment platforms. To invest in our funds please contact the appropriate platform provider.
- Simplified dealing and administration for advisers with all four funds available on the following providers’ platforms:
- Aegon | Ascentric | Aviva | AXA Wealth | Co-Funds | Novia | Nucleus | Old Mutual Wealth | PlatformOne | SevenIM | Standard Life | Transact
If you would like more information
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Award-winning Investment Director
Winner, Wealth Manager of the Year– City of London Wealth Management Awards 2017
Gold Rating, Diary of a Fund Manager – Portfolio Adviser Wealth Manager Awards 2017
Winner, Outstanding Achievement – City of London Wealth Management Awards 2016