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Our investment approach

Our Investment Proposition is designed around simplicity. Once you've decided your objectives and on a risk category that best matches you, all you need to do is to choose the level of involvement you want in your investment.

Our Mutually Managed funds are for people who like to leave the decisions to the experts, whereas our Market Selection funds are for those who prefer a more hands on approach.

Whichever approach you choose, all our funds are managed in line with our core values - we always take a prudent approach towards investment, aiming to build quality portfolios for the longer term, with an emphasis on delivering value for money.

Capital Access Bond

If you want to invest for the short term, our Capital Access Bond may suit your needs.

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Invest in a range of funds over a long-term period. Put in a lump sum, make regular contributions or combine the two.

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Open-ended Investment Company Funds

Offers you a choice of how your money is invested.

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Select Investment Plan

Invest in a range of funds with a lump sum or regular contributions every month.

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Select ISA

Our Select ISA offers long-term growth potential in a range of funds.

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With-Profits Funds

Pool your investments with other customers and invest in a fund that offers access to different asset classes.

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