Funds

We offer over 7,500 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.

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.