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Funds designed to support your clients’ 
long-term wealth creation

Our investment team have created multi-manager, risk profiled funds which enable you to reassure your client that their investment matches their attitude to risk.

Our investment managers choose underlying funds using our thorough selection process alongside their own experience and skill, and combine them into diversified portfolios that helps spread your clients risk across different investments. The team regularly monitors and adjusts the funds to ensure they are performing as expected. 

 



Prices and factsheets

For all funds, share classes
and price information

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PORTFOLIO

The pie charts below highlight the investment diversification within the Flexible Bond Fund. Please note these charts have been provided for illustrative purposes and they will change over time. For the latest breakdowns, please see the factsheet.

Flexible Bond Fund

Synthetic Risk and Reward Indicator score (SRRI) 3

This Fund aims: 
To achieve a return for investors over the medium to long term based on a combination of capital growth and income, and with a low to medium volatility level.

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PORTFOLIO

The pie charts below highlight the investment diversification within the MA Balanced Fund. Please note these charts have been provided for illustrative purposes and they will change over time. For the latest breakdowns, please see the factsheet.

Multi-Asset (MA) Balanced Fund

Synthetic Risk and Reward Indicator score (SRRI) 4

This Fund aims: 
To achieve a return for investors over the medium to long term based on a combination of capital growth and income, and with a medium to high volatility level through exposure to a diversified range of asset classes.

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PORTFOLIO

The pie charts below highlight the investment diversification within the Flexible Equity Fund. Please note these charts have been provided for illustrative purposes and they will change over time. For the latest breakdowns, please see the factsheet.

Flexible Equity Fund

Synthetic Risk and Reward Indicator score (SRRI) 5

This Fund aims: 
to achieve a return for investors over the medium to long term based on a combination of capital growth and income, and with a medium to high volatility level.

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