A choice of funds
Whether you’re looking to invest in a tax-free ISA, save for your child’s future, or invest as much as you want in a Unit Trust Investment Account, we have a product for you.
Cautious
Low risk/ Reward Growth Fund
This fund invests in a balanced portfolio of mainly UK shares, government and corporate bonds. The portion of the fund allocated to shares within the portfolio will not exceed 40% (typically between 30 and 35%).
Growth
Moderate risk/ Reward Growth Fund
This fund aims to provide capital growth through the active management of a mixed portfolio of shares, corporate bonds and government bonds. Shares will generally account for more than 50% of the portfolio.
Adventurous
UK Growth Fund
This fund invests in companies listed on the UK stock market, giving access to a mix of nationally focused businesses with global revenue streams. It focuses on long-term growth, typically keeping its main investments for years, rather than making regular changes to the portfolio.
Adventurous
International Growth Fund
The International Growth Fund invests in global companies. It can invest directly in most major countries across the world, giving it access to a wide variety of sectors and markets, including emerging markets.