Mutually Managed: investing in a mix of assets and markets for those wanting to leave investment decisions to us
Market Selection: these funds invest in a single type of asset or market - for those wanting to take a more active role in investment decisions. We offer funds run by our own in-house investment team but also some third parties that offer you even greater choice.
Full details about our Mutually Managed and Market Selection funds, and those managed by external fund managers, are available in the Fund Centre section of our website.
Recent Fund Changes
The changes to some of our funds that we offer in our OEIC range which were planned for April 2018 have now been made.
These changes were authorised by the Financial Conduct Authority in November 2017 and approved by OEIC members at the Extraordinary General Meeting held on the 5th December 2017.
These changes have been communicated to OEIC fund investors and are summarised below:
The conversion of our 20-60%, 40-85% and 100% Mixed Portfolio funds in our Portfolio OEIC to an Undertakings for Collective Investment in Transferable Securities (UCITS) scheme from a Non-UCITS scheme
Changes to the investment objectives and policies of the 20-60%, 40-85% and 100% Mixed Portfolio funds.