Whatever stage of life you’re at, and whatever you’re saving towards, we’ve designed a mix of investment products to help you realise your medium to long-term investment goals.

Select a fund class:

Actively Managed Funds

With our actively managed funds, a fund manager buys and sells investments aiming to outperform the market or a particular benchmark.

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.

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European Trust.

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

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Fixed Interest Trust.

Aims to provide an income by investing in a range of corporate and government bonds in the UK and overseas.

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Growth Trust.

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

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High Income Trust.

Aims for high income by investing in a mix of fixed and variable rate bonds, issued by companies around the world.

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Managed Monthly Income Trust.

Aims for a high income by investing in a managed portfolio of fixed and variable rate bonds issued by companies, governments and other public entities mainly in the UK.

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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.

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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.

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UK Property Fund.

Invests in a range of commercial properties in the UK and gives you the potential for long-term capital growth.

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UK Smaller Companies Trust.

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

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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.

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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.

view fund

European Trust.

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

view fund

Fixed Interest Trust.

Aims to provide an income by investing in a range of corporate and government bonds in the UK and overseas.

view fund

Growth Trust.

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

view fund

High Income Trust.

Aims for high income by investing in a mix of fixed and variable rate bonds, issued by companies around the world.

view fund

Managed Monthly Income Trust.

Aims for a high income by investing in a managed portfolio of fixed and variable rate bonds issued by companies, governments and other public entities mainly in the UK.

view fund

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.

view fund

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.

view fund

UK Property Fund.

Invests in a range of commercial properties in the UK and gives you the potential for long-term capital growth.

view fund

UK Smaller Companies Trust.

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

view fund

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.

view fund