Equities active funds

If you’re happy to build your own portfolio you can by using our full range of funds.  You can invest in as many funds as you like, the choice is yours.

By using our full range of funds you can choose whether to invest for growth by choosing accumulation units or for income using distribution units.

To help you choose your fund, take a read of our guide to understanding risk, but please remember that the decision of whether to invest and where is your decision. We’re unable to provide you with any advice.

If you prefer not to build your own portfolio, take a look at how you can use our ready-made funds or if you’d rather use our index-tracking funds, check out our track the market funds.

Asian Income Trust

Aims to provide income and growth above that of the FTSE Asia Pacific ex-Japan TR Net Index. The fund aims to outperform the Index by 2% per annum over rolling three year periods, before the deduction of any charges.

Asset Class: Equity

Region: Asia Pacific ex Japan

European Trust

Aims to provide capital growth above that of the FTSE World Europe ex UK TR Net Index. The fund aims to outperform the Index by 4% per annum over rolling three year periods, before the deduction of any charges.

Asset Class: Equity

Region: Europe

Growth Trust

Aims to provide capital growth above that of the FTSE All Share TR Net Index. The fund aims to outperform the Index by 4% per annum over rolling three year periods, before the deduction of any charges.

Asset Class: Equity

Region: UK

UK Alpha Trust

Aims to provide growth above that of the FTSE All Share TR Net Index. The fund aims to outperform the Index by 5% per annum over rolling three year periods, before the deduction of any charges.

Asset Class: Equity

Region: UK

UK Equity Income Fund

Aims to provide an income and growth above that of the FTSE All Share TR Net Index. The fund aims to outperform the Index by 2% per annum over rolling three year periods, before the deduction of any charges.

Asset Class: Equity

Region: UK

UK Smaller Companies Trust

Aims to provide capital growth above that of the Numis ex-Investment Trust TR Net Index. The fund aims to outperform the Index by 3% per annum over rolling three year periods, before the deduction of any charges.

Asset Class: Equity

Region: UK

UK Special Situations Trust

Aims to provide growth above that of the FTSE All Share TR Net Index. The fund aims to outperform the Index by 5% per annum over three year rolling periods, before the deduction of any charges.

Asset Class: Equity

Region: UK

Risks:

Please remember the value of your investment and any income from it may fall as well as rise and is not guaranteed. You may get back less than you invest.