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Close Discretionary Managed Funds

Close Discretionary Multi-manager funds

These are manager-of-manager solutions, seeking to add value through our active asset allocation decisions and by capturing the expertise of fund managers where we identify particular strengths.

  • Close Managed Income Fund

    The investment objective of the Fund is to achieve income with capital growth. The Fund aims to have a yield in excess of the FTSE All Share Index. The Fund will invest primarily in third party managed collective investment schemes and exchange traded funds in order to gain exposure to a mixture of equities and fixed interest securities.
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  • Close Managed Conservative Fund

    The investment objective of the Fund is to achieve income and moderate capital growth. The Fund will invest primarily in third party managed collective investment schemes and exchange traded funds in order to gain exposure to equities and fixed interest securities.
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  • Close Managed Balanced Fund

    The investment objective of the Fund is to generate capital growth with some income. The Fund will invest primarily in third party managed collective investment schemes and exchange traded funds in order to gain exposure to equities and fixed interest securities.
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  • Close Managed Growth Fund

    The investment objective of the Fund is to generate capital growth. The Fund will invest primarily in third party managed collective investment schemes and exchange traded funds in order to gain exposure to equities and fixed interest securities.
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Direct Investments

To invest directly in one of our funds please contact the dealing desk

0370 606 6402
If you are invested in one of our funds and require a valuation or have a general enquiry, please contact the help desk.

0370 606 6452

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