Managed investments
Let the experts look after your money
Pick an investment that fits your goals, and then let expert fund managers look after your money.
How to pay less tax on investments
Did you know you can use your ISA allowance to make tax-efficient investments in stocks and shares? We've explained how this works in our ISAs made easy guide.
Our ready-made funds
| Fund |  Risk – Risk is your attitude towards the value of your investment going up and down. We've classified your options from 'Cautious' (low-risk) to 'Adventurous' (high-risk). Risk | ISA Ready – These funds may be used as part of a tax- efficient investment in a stocks and shares ISA. ISA Ready | Minimum investment – You can invest an initial amount or you can commit to monthly payments. Minimum Investment |
|---|---|---|---|
| Cautious Growth Fund | Cautious |  | £1,000 initial or £50 per month |
| With-Profit Fund | Cautious | £5,000 | |
| With-Profit Income Fund | Cautious | £5,000 | |
| Income Fund | Balanced | | £1,000 initial or £50 per month |
| Balanced Growth Fund | Balanced | | £1,000 initial or £50 per month |
| Adventurous Growth Fund | Adventurous | | £1,000 initial or £50 per month |
Choose your own fund
We also have a range of managed funds for investors who would like to make their own choices. Visit our fund supermarket to access over 1,000 discounted funds from £500 initial or £50 per month.
Talk to an expert
Our fully qualified Financial Planning Managers are here to help.
Call us on
0800 051 1868
Minicom
0800 917 0526
Lines are open: Mon to Thurs 8am-8pm, Fri 8am-6pm,
Sat 9am-5pm (excl. public holidays).
Calls may be recorded