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.

Asset Class: Equity

Region: Asia Pacific ex Japan

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European Trust.

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

Asset Class: Equity

Region: Europe

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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.

Asset Class: Fixed Income

Region: Worldwide

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Growth Trust.

Invests in a concentrated portfolio of UK equities that are selected for long-term potential growth.

Asset Class: Equity

Region: UK

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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.

Asset Class: Fixed Income

Region: Worldwide

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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.

Asset Class: Fixed Income

Region: 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.

Asset Class: Equity

Region: 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.

Asset Class: Equity

Region: UK

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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.

Asset Class: Commercial Property

Region: UK

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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.

Asset Class: Equity

Region: UK

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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.

Asset Class: Equity

Region: UK

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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.

Asset Class: Equity

Region: Asia Pacific ex Japan

view fund

European Trust.

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

Asset Class: Equity

Region: Europe

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.

Asset Class: Fixed Income

Region: Worldwide

view fund

Growth Trust.

Invests in a concentrated portfolio of UK equities that are selected for long-term potential growth.

Asset Class: Equity

Region: UK

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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.

Asset Class: Fixed Income

Region: Worldwide

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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.

Asset Class: Fixed Income

Region: 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.

Asset Class: Equity

Region: 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.

Asset Class: Equity

Region: UK

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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.

Asset Class: Commercial Property

Region: UK

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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.

Asset Class: Equity

Region: UK

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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.

Asset Class: Equity

Region: UK

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