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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

Q2 2024
Q1 2024

2023

Q4 2023
Q3 2023
Q2 2023
Q1 2023

2022

Q4 2022
Q3 2022
Q2 2022
Q1 2022

2021

Q4 2021
Q3 2021
Q2 2021
Q1 2021

2020

Q4 2020