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

Invests in the Far East in Asian (excluding Japan) and Australasian companies and gives you the potential for a regular income and some growth.

Asset Class: Equity

Region: Asia Pacific ex Japan

European Trust

Invests in companies across Europe (excluding UK) in all economic sectors and aims for long-term growth.

Asset Class: Equity

Region: Europe

Growth Trust

Aims to provide growth by Investing in a concentrated portfolio of UK equities that are selected for long-term potential growth.

Asset Class: Equity

Region: UK

UK Alpha Trust

Aims to provide the potential for long-term growth by investing in a concentrated portfolio of around 35 to 50 companies listed in the UK.

Asset Class: Equity

Region: UK

UK Equity Income Fund

Aims to provide an income in excess of the FTSE All-Share Index yield with potential for long-term capital growth.

Asset Class: Equity

Region: UK

UK Smaller Companies Trust

Invests in smaller companies in the UK, selected from all economic sectors, and aims for long-term growth.

Asset Class: Equity

Region: UK

UK Special Situations Trust

Aims to provide long-term growth by investing in a concentrated portfolio of UK and European equities that are considered to be undervalued.

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.