For further details on how we use cookies on our site, just visit our Information on Cookies page.

Grey haired man with moustache throwing and shaping clay pot

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.

Find out more

Flexibond

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

Find out more

Open-ended Investment Company Funds

Offers you a choice of how your money is invested.

Find out more

Select Investment Plan

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

Find out more

Select ISA

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

Find out more

Shrewd Savings Plan ISA

Potential long-term growth in a tax-efficient environment through our With Profits Fund.

Find out more

With-profits Funds

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

Find out more