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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 4,200 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.

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.

Q2 2021
Q1 2021
Q4 2020