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Funds

Whatever your investment strategy may be, our diverse range of mutual funds caters to your specific clients' requirements.

Investing with us

We offer over 5,300 funds to invest in from more than 140 of the UK's leading providers and fund managers, including BlackRock, Fidelity, Invesco Perpetual, M&G, Rathbone and many more. You can choose from onshore and offshore funds and build your portfolio with an option to focus on growth or income. For pension clients, we also offer a smoothed return pension fund.

We've also made managing funds easier than ever before through our new platform administration system. You get up-to-date valuations alongside your clients' other investment portfolios and instant access to our expert opinions with regular fund updates so you can monitor and keep track of your investments regularly.

Please note that the value of investments and the income from them can go down as well as up so the client may get back less than they invest.

Register with us

To access our technical support and investing tools, you need to be registered for our online services.

Find a fund

Login and use our Investment Finder to search for funds and exchange-traded investments for your clients.

Compare funds

Login and use Chart and Compare to quickly and easily compare the performance of any of our funds.

Providing access to a broader range of fund providers.

We are always adding new fund groups to the platform to ensure that you have access to the latest funds. To keep you up-to-date, the latest additions are listed below and we also send notifications via email.

2024

  • AXA Offshore
  • AVI (Asset Value Investors)
  • Herald
  • WS Lancaster
  • Troy AM Ltd Offshore
  • Credo Capital Limited
  • Fidante
  • Nedgroup 
  • Natixis Loomis Sayles IE
  • Granahan
  • MacQuarie - Offshore
  • Findlay Park
  • SVS Saltus
  • Natixis Mirova Offshore Lux
  • Manulife
  • TOBAM S.A.S
  • Candriam
  • Zennor
  • GMO
  • Collidr
  • Fisher Investments
  • Prusik
  • Aberforth
  • Goldman Sachs Ireland
  • Goldman Sachs Lux
  • Algebris
  • L&G Offshore
  • Titan
  • First Eagle Investment Management
  • Virtus

2023

  • James Hambro
  • Bluebay
  • Carne Global - Vulcan
  • Fidelity Ireland
  • Yealand (Carvetian)
  • Pzena
  • Harrington Cooper Asset Management
  • MacQuarie Onshore
  • Atlas
  • AVI
  • Northern Trust
  • Pareto Asset Management
  • Wellington Offshore
  • Univest
  • Lombard Odier
  • Fountaincap
  • Capital Group
  • Mirova Onshore
  • Storebrand
  • Sparinvest
  • T Rowe Offshore
  • UTI International (Singapore) Pvt. Ltd
  • CCLA

2022

  • JPM Lux
  • Kayne Anderson
  • TB Whitman
  • TM P1
  • River & Mercantile Offshore (Ireland)
  • Loomis Sayles (Natixis)
  • MAN Numeric
  • IFSL Signia
  • Aikya
  • Berenberg Aktien
  • Spyglass
  • Crux Offshore
  • IFSL Rockhold
  • TM Brown Advisory
  • Oaktree
  • HSBC
  • Arabesque
  • Protea
  • Aubrey (offshore)
  • Stonehage Fleming
  • MI Quilter Cheviot
  • S&W Aubrey
  • Ruffer
  • Cohen and Steers
  • Wells Fargo

2021

  • TM Tellworth App
  • Artemis (lux)
  • Lord Abbett
  • Liontrust Ireland
  • Marlborough
  • TB Heriot
  • EF Tellsons
  • Ashmore
  • Wellington Management Company Ltd
  • FP Carmignac
  • GQG
  • Trium Capital
  • Brewin Dolphin
  • RWC
  • Portfolio Metrix
  • Blackfinch
  • Alliance Bernstein
  • Jupiter offshore
  • Robeco
  • Morningstar Carne Global FM
  • BMO Ireland
  • Skerritts Esprit Funds
  • Causeway Capital
  • RWC
  • Maitland Sterling
  • Vermeer
  • Mirabaud
  • Charles Stanley

2020

  • Morgan Stanley offshore
  • McInroy and Wood 
  • Nomura
  • Sanlam
  • Hearthstone
  • Montanaro 
  • Alliance Bernstein 
  • Heptagon Yacktman 
  • Brewin Dolphin
  • Allianz offshore
  • Montlake Thornbridge Nutshell
  • Montlake Kingswood fund 
  • Montlake Crable Gemini, 
  • HSBC Ireland