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Existing customers

Investment Funds

Our Coutts Managed Funds (CMaF)

The CMaF fund range, within the RBS Investment Funds ICVC, is available to new investors through our Wealth Advice business. These are UK domiciled funds launched between 2019 and 2022. The funds offer:

An easy way of investing in a wide range of assets with a mix of global equities and bonds

A choice of nine funds with options for income to be accumulated or distributed in half yearly income payments

Funds cover different customers’ risk appetites from Low Risk to High Risk

6 Funds denominated in GBP with a larger proportion of equity investments in the UK (around 40%) than the UK’s share of global markets

3 Global Funds denominated in USD with equity investments reflecting global markets and share classes available that are hedged to GBP or EUR for non-domiciled customers

All Funds have a multi-asset benchmark but are actively managed relative to this

Who are they for?

Investors with little or no experience of investing in collective investment schemes and basic or no knowledge of the characteristics and risks of investing in equities and bonds (capital markets). The minimum investment horizon is 5 years.

Quick fund facts 

CMaF Cautious, Ambitious & Adventurous were launched on 17 May 2019 after previous mergers of UK Funds

CMaF Defensive, Balanced and Equity were launched on 9 September 2022 for the transition of the Irish CMaF Fund range

These 6 CMaF funds are denominated in GBP

Range of 3 CMaF Global Funds, also launched on 9 September 2022 for the transition of the Irish CMaF Global Fund range, with a USD base currency and ability to hedge to GBP or EUR

Management Company: RBS Collective Investment Funds Limited

Our other funds

The two further funds within the RBS Investment Funds ICVC, Global Bond and UK Equity, are not available to new investors, although existing customers can make additional investments

These funds were launched on 17 May 2019 after previous mergers of UK funds

Both funds offer quarterly income payments and the UK Equity Fund also has the option of having income accumulated

Fund performance
Find out more about each individual fund by selecting below

The Fund aims to provide a regular income over the long term.

The long term asset mix is totally made up of Bonds, mainly investment grade but with some high yield bonds. The fund is actively managed, so the mix can change over time.

Changes in interest rates or the credit rating of companies issuing such bonds can affect the Fund performance and any income paid.

Availability

Closed to new customers, however existing customers are able to make additional investments.

The Fund aims to provide a regular income over the long term.

The long term asset mix is totally made up of Bonds, mainly investment grade but with some high yield bonds. The fund is actively managed, so the mix can change over time.

Changes in interest rates or the credit rating of companies issuing such bonds can affect the Fund performance and any income paid.

Availability

Closed to new customers, however existing customers are able to make additional investments.

The Fund aims to provide an increase in value over the long term. The majority of the return is expected to be from capital appreciation with some potential for income generation.

The long term asset mix is made up of 10% Bonds and 90% Equities. There is a larger proportion of equity investments in the UK (around 40% of the total equities) than the UK’s share of global markets. The fund is actively managed, so this mix can change over time.

Availability

Open to new customers with a high tolerance to risk through the Wealth Advice Business. 

The Fund aims to provide an increase in value over the long term. The majority of the return is expected to be from capital appreciation with some potential for income generation.

The long term asset mix is made up of 10% Bonds and 90% Equities. There is a larger proportion of equity investments in the UK (around 40% of the total equities) than the UK’s share of global markets. The fund is actively managed, so this mix can change over time.

Availability

Open to new customers with a high tolerance to risk through the Wealth Advice Business. 

The Fund aims to provide an increase in value over the long term. The majority of the return is expected to be from capital appreciation with some potential for income generation.

The long term asset mix is made up of 10% Bonds and 90% Equities. There is a larger proportion of equity investments in the UK (around 40% of the total equities) than the UK’s share of global markets. The fund is actively managed, so this mix can change over time.

Availability

Open to new customers with a high tolerance to risk through the Wealth Advice Business. 

The Fund aims to provide an increase in value over the long term. The majority of the return is expected to be from capital appreciation with some potential for income generation.

The long term asset mix is made up of 25% Bonds and 75% Equities.  There is a larger proportion of equity investments in the UK (around 40% of the total equities) than the UK’s share of global markets. The fund is actively managed, so this mix can change over time.

Availability

Open to new customers with a medium to high tolerance to risk through the Wealth Advice Business. 

The Fund aims to provide an increase in value over the long term. The majority of the return is expected to be from capital appreciation with some potential for income generation.

The long term asset mix is made up of 25% Bonds and 75% Equities.  There is a larger proportion of equity investments in the UK (around 40% of the total equities) than the UK’s share of global markets. The fund is actively managed, so this mix can change over time.

Availability

Open to new customers with a medium to high tolerance to risk through the Wealth Advice Business. 

The Fund aims to provide an increase in value over the long term. The majority of the return is expected to be from capital appreciation with some potential for income generation.

The long term asset mix is made up of 25% Bonds and 75% Equities.  There is a larger proportion of equity investments in the UK (around 40% of the total equities) than the UK’s share of global markets. The fund is actively managed, so this mix can change over time.

Availability

Open to new customers with a medium to high tolerance to risk through the Wealth Advice Business. 

The Fund aims to provide an increase in value over the long term. The return will reflect capital appreciation and income received.

The long term asset mix is made up of 45% Bonds and 55% Equities. There is a larger proportion of equity investments in the UK (around 40% of the total equities) than the UK’s share of global markets.  The fund is actively managed, so this can change over time.

Availability

Open to new customers with a medium tolerance to risk through the Wealth Advice Business. 

The Fund aims to provide an increase in value over the long term. The return will reflect capital appreciation and income received.

The long term asset mix is made up of 45% Bonds and 55% Equities. There is a larger proportion of equity investments in the UK (around 40% of the total equities) than the UK’s share of global markets.  The fund is actively managed, so this can change over time.

Availability

Open to new customers with a medium tolerance to risk through the Wealth Advice Business. 

The Fund aims to provide an increase in value over the long term. The return will reflect capital appreciation and income received.

The long term asset mix is made up of 45% Bonds and 55% Equities. There is a larger proportion of equity investments in the UK (around 40% of the total equities) than the UK’s share of global markets.  The fund is actively managed, so this can change over time.

Availability

Open to new customers with a medium tolerance to risk through the Wealth Advice Business. 

The Fund aims to provide an increase in value over the long term. The return will reflect capital appreciation and income received.

The long term asset mix is made up of 45% Bonds and 55% Equities. There is a larger proportion of equity investments in the UK (around 40% of the total equities) than the UK’s share of global markets.  The fund is actively managed, so this can change over time.

Availability

Open to new customers with a medium tolerance to risk through the Wealth Advice Business. 

The Fund aims to provide an increase in value over the long term. The return will reflect capital appreciation and income received.

The long term asset mix is made up of 45% Bonds and 55% Equities. There is a larger proportion of equity investments in the UK (around 40% of the total equities) than the UK’s share of global markets.  The fund is actively managed, so this can change over time.

Availability

Open to new customers with a medium tolerance to risk through the Wealth Advice Business. 

The Fund aims to provide an increase in value over the long term. The return will reflect income received with some potential for capital appreciation.

The long term asset mix is made up of 60% Bonds and 40% Equities. There is a larger proportion of equity investments in the UK (around 40% of the total equities) than the UK’s share of global markets.  The fund is actively managed, so this can change over time.

Availability

Open to new customers with a low to medium tolerance to risk through the Wealth Advice Business

The Fund aims to provide an increase in value over the long term. The return will reflect income received with some potential for capital appreciation.

The long term asset mix is made up of 60% Bonds and 40% Equities. There is a larger proportion of equity investments in the UK (around 40% of the total equities) than the UK’s share of global markets.  The fund is actively managed, so this can change over time.

Availability

Open to new customers with a low to medium tolerance to risk through the Wealth Advice Business

The Fund aims to provide an increase in value over the long term. The return will reflect income received with some potential for capital appreciation.

The long term asset mix is made up of 60% Bonds and 40% Equities. There is a larger proportion of equity investments in the UK (around 40% of the total equities) than the UK’s share of global markets.  The fund is actively managed, so this can change over time.

Availability

Open to new customers with a low to medium tolerance to risk through the Wealth Advice Business

The Fund aims to provide an increase in value over the long term. The return will reflect income received with some potential for capital appreciation.

The long term asset mix is made up of 75% Bonds and 25% Equities.  There is a larger proportion of equity investments in the UK (around 40% of the total equities) than the UK’s share of global markets. The fund is actively managed, so this mix can change over time.

Availability

Open to new customers with a low tolerance to risk through the Wealth Advice Business. 

The Fund aims to provide an increase in value over the long term. The return will reflect income received with some potential for capital appreciation.

The long term asset mix is made up of 75% Bonds and 25% Equities.  There is a larger proportion of equity investments in the UK (around 40% of the total equities) than the UK’s share of global markets. The fund is actively managed, so this mix can change over time.

Availability

Open to new customers with a low tolerance to risk through the Wealth Advice Business. 

The Fund aims to provide an increase in value over the long term. The return will reflect income received with some potential for capital appreciation.

The long term asset mix is made up of 75% Bonds and 25% Equities.  There is a larger proportion of equity investments in the UK (around 40% of the total equities) than the UK’s share of global markets. The fund is actively managed, so this mix can change over time.

Availability

Open to new customers with a low tolerance to risk through the Wealth Advice Business. 

The Fund aims to provide an increase in value over the long term. The return will reflect income received with some potential for capital appreciation.

The long term asset mix is made up of 75% Bonds and 25% Equities.  There is a larger proportion of equity investments in the UK (around 40% of the total equities) than the UK’s share of global markets. The fund is actively managed, so this mix can change over time.

Availability

Open to new customers with a low tolerance to risk through the Wealth Advice Business. 

The Fund aims to provide an increase in value over the long term. The return will reflect income received with some potential for capital appreciation.

The long term asset mix is made up of 75% Bonds and 25% Equities.  There is a larger proportion of equity investments in the UK (around 40% of the total equities) than the UK’s share of global markets. The fund is actively managed, so this mix can change over time.

Availability

Open to new customers with a low tolerance to risk through the Wealth Advice Business. 

The Fund aims to provide an increase in value over the long term. The return will reflect income received with some potential for capital appreciation.

The long term asset mix is made up of 60% Bonds and 40% Equities. There is a larger proportion of equity investments in the UK (around 40% of the total equities) than the UK’s share of global markets.  The fund is actively managed, so this can change over time.

Availability

Open to new customers with a low to medium tolerance to risk through the Wealth Advice Business

The Fund aims to provide an increase in value over the long term. The return will reflect income received with some potential for capital appreciation.

The long term asset mix is made up of 60% Bonds and 40% Equities. There is a larger proportion of equity investments in the UK (around 40% of the total equities) than the UK’s share of global markets.  The fund is actively managed, so this can change over time.

Availability

Open to new customers with a low to medium tolerance to risk through the Wealth Advice Business

The Fund aims to provide an increase in value over the long term. The return will reflect income received with some potential for capital appreciation.

The long term asset mix is made up of 60% Bonds and 40% Equities. There is a larger proportion of equity investments in the UK (around 40% of the total equities) than the UK’s share of global markets.  The fund is actively managed, so this can change over time.

Availability

Open to new customers with a low to medium tolerance to risk through the Wealth Advice Business

The Fund aims to provide an increase in value over the long term. The majority of the return is expected to be from capital appreciation with some potential for income generation.

The long term asset mix is made up totally of Global Equities but with a larger proportion of equity investments in the UK (around 40%) than the UK’s share of global markets. The fund is actively managed, so this mix can change over time.

Availability

Open to new customers with a high tolerance to risk through the Wealth Advice Business. 

The Fund aims to provide an increase in value over the long term. The majority of the return is expected to be from capital appreciation with some potential for income generation.

The long term asset mix is made up totally of Global Equities but with a larger proportion of equity investments in the UK (around 40%) than the UK’s share of global markets. The fund is actively managed, so this mix can change over time.

Availability

Open to new customers with a high tolerance to risk through the Wealth Advice Business. 

The Fund aims to provide an increase in value over the long term. The majority of the return is expected to be from capital appreciation with some potential for income generation.

The long term asset mix is made up totally of Global Equities but with a larger proportion of equity investments in the UK (around 40%) than the UK’s share of global markets. The fund is actively managed, so this mix can change over time.

Availability

Open to new customers with a high tolerance to risk through the Wealth Advice Business. 

The Fund aims to provide an increase in value over the long term. The majority of the return is expected to be from capital appreciation with some potential for income generation.

The long term asset mix is made up totally of Global Equities but with a larger proportion of equity investments in the UK (around 40%) than the UK’s share of global markets. The fund is actively managed, so this mix can change over time.

Availability

Open to new customers with a high tolerance to risk through the Wealth Advice Business. 

The Fund aims to provide an increase in value over the long term. The majority of the return is expected to be from capital appreciation with some potential for income generation.

The long term asset mix is made up totally of Global Equities but with a larger proportion of equity investments in the UK (around 40%) than the UK’s share of global markets. The fund is actively managed, so this mix can change over time.

Availability

Open to new customers with a high tolerance to risk through the Wealth Advice Business. 

The Fund aims to provide an increase in value over the long term. The majority of the return is expected to be from capital appreciation with some potential for income generation.

The long term asset mix is made up of 10% Bonds and 90% Equities. There is a larger proportion of equity investments in the UK (around 40% of the total equities) than the UK’s share of global markets. The fund is actively managed, so this mix can change over time.

Availability

Open to new customers with a high tolerance to risk through the Wealth Advice Business. 

The Fund aims to provide an increase in value over the long term. The majority of the return is expected to be from capital appreciation with some potential for income generation.

The long term asset mix is made up of 10% Bonds and 90% Equities. There is a larger proportion of equity investments in the UK (around 40% of the total equities) than the UK’s share of global markets. The fund is actively managed, so this mix can change over time.

Availability

Open to new customers with a high tolerance to risk through the Wealth Advice Business. 

The Fund aims to provide an increase in value over the long term. The majority of the return is expected to be from capital appreciation with some potential for income generation.

The long term asset mix is made up of 25% Bonds and 75% Equities. The fund is actively managed, so this mix can change over time.

The base currency of the fund is USD and hedging to GBP & EUR is available.

Availability

Open to new customers with a medium to high tolerance to risk through the Wealth Advice Business. 

The Fund aims to provide an increase in value over the long term. The majority of the return is expected to be from capital appreciation with some potential for income generation.

The long term asset mix is made up of 25% Bonds and 75% Equities. The fund is actively managed, so this mix can change over time.

The base currency of the fund is USD and hedging to GBP & EUR is available.

Availability

Open to new customers with a medium to high tolerance to risk through the Wealth Advice Business. 

The Fund aims to provide an increase in value over the long term. The majority of the return is expected to be from capital appreciation with some potential for income generation.

The long term asset mix is made up of 25% Bonds and 75% Equities. The fund is actively managed, so this mix can change over time.

The base currency of the fund is USD and hedging to GBP & EUR is available.

Availability

Open to new customers with a medium to high tolerance to risk through the Wealth Advice Business. 

The Fund aims to provide an increase in value over the long term. The majority of the return is expected to be from capital appreciation with some potential for income generation.

The long term asset mix is made up of 25% Bonds and 75% Equities. The fund is actively managed, so this mix can change over time.

The base currency of the fund is USD and hedging to GBP & EUR is available.

Availability

Open to new customers with a medium to high tolerance to risk through the Wealth Advice Business. 

The Fund aims to provide an increase in value over the long term. The majority of the return is expected to be from capital appreciation with some potential for income generation.

The long term asset mix is made up of 25% Bonds and 75% Equities. The fund is actively managed, so this mix can change over time.

The base currency of the fund is USD and hedging to GBP & EUR is available.

Availability

Open to new customers with a medium to high tolerance to risk through the Wealth Advice Business. 

The Fund aims to provide an increase in value over the long term. The majority of the return is expected to be from capital appreciation with some potential for income generation.

The long term asset mix is made up of 25% Bonds and 75% Equities. The fund is actively managed, so this mix can change over time.

The base currency of the fund is USD and hedging to GBP & EUR is available.

Availability

Open to new customers with a medium to high tolerance to risk through the Wealth Advice Business. 

The Fund aims to provide an increase in value over the long term. The majority of the return is expected to be from capital appreciation with some potential for income generation.

The long term asset mix is made up of 25% Bonds and 75% Equities. The fund is actively managed, so this mix can change over time.

The base currency of the fund is USD and hedging to GBP & EUR is available.

Availability

Open to new customers with a medium to high tolerance to risk through the Wealth Advice Business. 

The Fund aims to provide an increase in value over the long term. The majority of the return is expected to be from capital appreciation with some potential for income generation.

The long term asset mix is made up of 25% Bonds and 75% Equities. The fund is actively managed, so this mix can change over time.

The base currency of the fund is USD and hedging to GBP & EUR is available.

Availability

Open to new customers with a medium to high tolerance to risk through the Wealth Advice Business. 

The Fund aims to provide an increase in value over the long term. The majority of the return is expected to be from capital appreciation with some potential for income generation.

The long term asset mix is made up of 25% Bonds and 75% Equities. The fund is actively managed, so this mix can change over time.

The base currency of the fund is USD and hedging to GBP & EUR is available.

Availability

Open to new customers with a medium to high tolerance to risk through the Wealth Advice Business. 

The Fund aims to provide an increase in value over the long term. The majority of the return is expected to be from capital appreciation with some potential for income generation.

The long term asset mix is made up of 25% Bonds and 75% Equities. The fund is actively managed, so this mix can change over time.

The base currency of the fund is USD and hedging to GBP & EUR is available.

Availability

Open to new customers with a medium to high tolerance to risk through the Wealth Advice Business. 

The Fund aims to provide an increase in value over the long term. The majority of the return is expected to be from capital appreciation with some potential for income generation.

The long term asset mix is made up of 25% Bonds and 75% Equities. The fund is actively managed, so this mix can change over time.

The base currency of the fund is USD and hedging to GBP & EUR is available.

Availability

Open to new customers with a medium to high tolerance to risk through the Wealth Advice Business. 

The Fund aims to provide an increase in value over the long term. The majority of the return is expected to be from capital appreciation with some potential for income generation.

The long term asset mix is made up of 25% Bonds and 75% Equities. The fund is actively managed, so this mix can change over time.

The base currency of the fund is USD and hedging to GBP & EUR is available.

Availability

Open to new customers with a medium to high tolerance to risk through the Wealth Advice Business. 

The Fund aims to provide an increase in value over the long term. The majority of the return is expected to be from capital appreciation with some potential for income generation.

The long term asset mix is made up of 45% Bonds, 55% Equities. The fund is actively managed, so this can change over time.

The base currency of the fund is USD and hedging to GBP & EUR is available.

Availability

Open to new customers with a medium tolerance to risk through the Wealth Advice Business. 

The Fund aims to provide an increase in value over the long term. The majority of the return is expected to be from capital appreciation with some potential for income generation.

The long term asset mix is made up of 45% Bonds, 55% Equities. The fund is actively managed, so this can change over time.

The base currency of the fund is USD and hedging to GBP & EUR is available.

Availability

Open to new customers with a medium tolerance to risk through the Wealth Advice Business. 

The Fund aims to provide an increase in value over the long term. The majority of the return is expected to be from capital appreciation with some potential for income generation.

The long term asset mix is made up of 45% Bonds, 55% Equities. The fund is actively managed, so this can change over time.

The base currency of the fund is USD and hedging to GBP & EUR is available.

Availability

Open to new customers with a medium tolerance to risk through the Wealth Advice Business. 

The Fund aims to provide an increase in value over the long term. The majority of the return is expected to be from capital appreciation with some potential for income generation.

The long term asset mix is made up of 45% Bonds, 55% Equities. The fund is actively managed, so this can change over time.

The base currency of the fund is USD and hedging to GBP & EUR is available.

Availability

Open to new customers with a medium tolerance to risk through the Wealth Advice Business. 

The Fund aims to provide an increase in value over the long term. The majority of the return is expected to be from capital appreciation with some potential for income generation.

The long term asset mix is made up of 45% Bonds, 55% Equities. The fund is actively managed, so this can change over time.

The base currency of the fund is USD and hedging to GBP & EUR is available.

Availability

Open to new customers with a medium tolerance to risk through the Wealth Advice Business. 

The Fund aims to provide an increase in value over the long term. The majority of the return is expected to be from capital appreciation with some potential for income generation.

The long term asset mix is made up of 45% Bonds, 55% Equities. The fund is actively managed, so this can change over time.

The base currency of the fund is USD and hedging to GBP & EUR is available.

Availability

Open to new customers with a medium tolerance to risk through the Wealth Advice Business. 

The Fund aims to provide an increase in value over the long term. The majority of the return is expected to be from capital appreciation with some potential for income generation.

The long term asset mix is made up of 45% Bonds, 55% Equities. The fund is actively managed, so this can change over time.

The base currency of the fund is USD and hedging to GBP & EUR is available.

Availability

Open to new customers with a medium tolerance to risk through the Wealth Advice Business. 

The Fund aims to provide an increase in value over the long term. The majority of the return is expected to be from capital appreciation with some potential for income generation.

The long term asset mix is made up of 45% Bonds, 55% Equities. The fund is actively managed, so this can change over time.

The base currency of the fund is USD and hedging to GBP & EUR is available.

Availability

Open to new customers with a medium tolerance to risk through the Wealth Advice Business. 

The Fund aims to provide an increase in value over the long term. The majority of the return is expected to be from capital appreciation with some potential for income generation.

The long term asset mix is made up of 45% Bonds, 55% Equities. The fund is actively managed, so this can change over time.

The base currency of the fund is USD and hedging to GBP & EUR is available.

Availability

Open to new customers with a medium tolerance to risk through the Wealth Advice Business. 

The Fund aims to provide an increase in value over the long term. The majority of the return is expected to be from capital appreciation with some potential for income generation.

The long term asset mix is made up of 45% Bonds, 55% Equities. The fund is actively managed, so this can change over time.

The base currency of the fund is USD and hedging to GBP & EUR is available.

Availability

Open to new customers with a medium tolerance to risk through the Wealth Advice Business. 

The Fund aims to provide an increase in value over the long term. The majority of the return is expected to be from capital appreciation with some potential for income generation.

The long term asset mix is made up of 45% Bonds, 55% Equities. The fund is actively managed, so this can change over time.

The base currency of the fund is USD and hedging to GBP & EUR is available.

Availability

Open to new customers with a medium tolerance to risk through the Wealth Advice Business. 

The Fund aims to provide an increase in value over the long term. The majority of the return is expected to be from capital appreciation with some potential for income generation.

The long term asset mix is made up of 45% Bonds, 55% Equities. The fund is actively managed, so this can change over time.

The base currency of the fund is USD and hedging to GBP & EUR is available.

Availability

Open to new customers with a medium tolerance to risk through the Wealth Advice Business. 

The Fund aims to provide an increase in value over the long term. The majority of the return is expected to be from capital appreciation with some potential for income generation.

The long term asset mix is made up of 45% Bonds, 55% Equities. The fund is actively managed, so this can change over time.

The base currency of the fund is USD and hedging to GBP & EUR is available.

Availability

Open to new customers with a medium tolerance to risk through the Wealth Advice Business. 

The Fund aims to provide an increase in value over the long term. The majority of the return is expected to be from capital appreciation with some potential for income generation.

The long term asset mix is made up of 45% Bonds, 55% Equities. The fund is actively managed, so this can change over time.

The base currency of the fund is USD and hedging to GBP & EUR is available.

Availability

Open to new customers with a medium tolerance to risk through the Wealth Advice Business. 

The Fund aims to provide an increase in value over the long term. The return will reflect income received with some potential for capital appreciation.

The long term asset mix is made up of 75% Bonds and 25% Equities. The fund is actively managed, so this mix can change over time.

The base currency of the fund is USD and hedging to GBP & EUR is available.

Availability

Open to new customers with a low tolerance to risk through the Wealth Advice Business. 

The Fund aims to provide an increase in value over the long term. The return will reflect income received with some potential for capital appreciation.

The long term asset mix is made up of 75% Bonds and 25% Equities. The fund is actively managed, so this mix can change over time.

The base currency of the fund is USD and hedging to GBP & EUR is available.

Availability

Open to new customers with a low tolerance to risk through the Wealth Advice Business. 

The Fund aims to provide an increase in value over the long term. The return will reflect income received with some potential for capital appreciation.

The long term asset mix is made up of 75% Bonds and 25% Equities. The fund is actively managed, so this mix can change over time.

The base currency of the fund is USD and hedging to GBP & EUR is available.

Availability

Open to new customers with a low tolerance to risk through the Wealth Advice Business. 

The Fund aims to provide an increase in value over the long term. The return will reflect income received with some potential for capital appreciation.

The long term asset mix is made up of 75% Bonds and 25% Equities. The fund is actively managed, so this mix can change over time.

The base currency of the fund is USD and hedging to GBP & EUR is available.

Availability

Open to new customers with a low tolerance to risk through the Wealth Advice Business. 

The Fund aims to provide an increase in value over the long term. The return will reflect income received with some potential for capital appreciation.

The long term asset mix is made up of 75% Bonds and 25% Equities. The fund is actively managed, so this mix can change over time.

The base currency of the fund is USD and hedging to GBP & EUR is available.

Availability

Open to new customers with a low tolerance to risk through the Wealth Advice Business. 

The Fund aims to provide an increase in value over the long term. The return will reflect income received with some potential for capital appreciation.

The long term asset mix is made up of 75% Bonds and 25% Equities. The fund is actively managed, so this mix can change over time.

The base currency of the fund is USD and hedging to GBP & EUR is available.

Availability

Open to new customers with a low tolerance to risk through the Wealth Advice Business. 

The Fund aims to provide an increase in value over the long term. The return will reflect income received with some potential for capital appreciation.

The long term asset mix is made up of 75% Bonds and 25% Equities. The fund is actively managed, so this mix can change over time.

The base currency of the fund is USD and hedging to GBP & EUR is available.

Availability

Open to new customers with a low tolerance to risk through the Wealth Advice Business. 

The Fund aims to provide an increase in value over the long term. The return will reflect income received with some potential for capital appreciation.

The long term asset mix is made up of 75% Bonds and 25% Equities. The fund is actively managed, so this mix can change over time.

The base currency of the fund is USD and hedging to GBP & EUR is available.

Availability

Open to new customers with a low tolerance to risk through the Wealth Advice Business. 

The Fund aims to provide an increase in value over the long term. The return will reflect income received with some potential for capital appreciation.

The long term asset mix is made up of 75% Bonds and 25% Equities. The fund is actively managed, so this mix can change over time.

The base currency of the fund is USD and hedging to GBP & EUR is available.

Availability

Open to new customers with a low tolerance to risk through the Wealth Advice Business. 

The Fund aims to provide an increase in value over the long term. The return will reflect income received with some potential for capital appreciation.

The long term asset mix is made up of 75% Bonds and 25% Equities. The fund is actively managed, so this mix can change over time.

The base currency of the fund is USD and hedging to GBP & EUR is available.

Availability

Open to new customers with a low tolerance to risk through the Wealth Advice Business. 

The Fund aims to provide an increase in value over the long term. The return will reflect income received with some potential for capital appreciation.

The long term asset mix is made up of 75% Bonds and 25% Equities. The fund is actively managed, so this mix can change over time.

The base currency of the fund is USD and hedging to GBP & EUR is available.

Availability

Open to new customers with a low tolerance to risk through the Wealth Advice Business. 

The Fund aims to provide an increase in value over the long term. The return will reflect income received with some potential for capital appreciation.

The long term asset mix is made up of 75% Bonds and 25% Equities. The fund is actively managed, so this mix can change over time.

The base currency of the fund is USD and hedging to GBP & EUR is available.

Availability

Open to new customers with a low tolerance to risk through the Wealth Advice Business. 

The Fund aims to provide an increase in value over the long term. The return will reflect income received with some potential for capital appreciation.

The long term asset mix is made up of 75% Bonds and 25% Equities. The fund is actively managed, so this mix can change over time.

The base currency of the fund is USD and hedging to GBP & EUR is available.

Availability

Open to new customers with a low tolerance to risk through the Wealth Advice Business. 

The Fund aims to provide an increase in value over the long term. The return will reflect income received with some potential for capital appreciation.

The long term asset mix is made up of 75% Bonds and 25% Equities. The fund is actively managed, so this mix can change over time.

The base currency of the fund is USD and hedging to GBP & EUR is available.

Availability

Open to new customers with a low tolerance to risk through the Wealth Advice Business. 

The Fund aims to provide an increase in value over the long term. The majority of the return is expected to be from capital appreciation with some potential for income generation.

The long term asset mix is made up of 25% Bonds and 75% Equities.  There is a larger proportion of equity investments in the UK (around 40% of the total equities) than the UK’s share of global markets. The fund is actively managed, so this mix can change over time.

Availability

Open to new customers with a medium to high tolerance to risk through the Wealth Advice Business. 

The Fund aims to provide an increase in value over the long term. The majority of the return is expected to be from capital appreciation with some potential for income generation.

The long term asset mix is made up of 25% Bonds and 75% Equities.  There is a larger proportion of equity investments in the UK (around 40% of the total equities) than the UK’s share of global markets. The fund is actively managed, so this mix can change over time.

Availability

Open to new customers with a medium to high tolerance to risk through the Wealth Advice Business. 

The Fund aims to provide an increase in value over the long term. The majority of the return is expected to be from capital appreciation with some potential for income generation.

The long term asset mix is made up of 25% Bonds and 75% Equities.  There is a larger proportion of equity investments in the UK (around 40% of the total equities) than the UK’s share of global markets. The fund is actively managed, so this mix can change over time.

Availability

Open to new customers with a medium to high tolerance to risk through the Wealth Advice Business. 

The Fund aims to provide an increase in value over the long term. The majority of the return is expected to be from capital appreciation with some potential for income generation.

The long term asset mix is made up of 25% Bonds and 75% Equities.  There is a larger proportion of equity investments in the UK (around 40% of the total equities) than the UK’s share of global markets. The fund is actively managed, so this mix can change over time.

Availability

Open to new customers with a medium to high tolerance to risk through the Wealth Advice Business. 

The Fund aims to provide a regular income, with some potential for growth over the long term.

The long term asset mix is made up of 65% Bonds, 35% Equities. The fund is actively managed, so this can change over time.

Changes in interest rates or the credit rating of companies issuing such bonds can affect the Fund performance and any income paid.

Availability

Closed to new customers however existing customers are able to make additional investments.

The Fund aims to provide an increase in value over the long term. The majority of the return is expected to be from capital appreciation with potential for income generation.

The long term asset mix is totally made up of UK Equities. The fund is actively managed, so the mix can change over time.

Availability

Closed to new customers however existing customers are able to make additional investments.

The Fund aims to provide an increase in value over the long term. The majority of the return is expected to be from capital appreciation with potential for income generation.

The long term asset mix is totally made up of UK Equities. The fund is actively managed, so the mix can change over time.

Availability

Closed to new customers however existing customers are able to make additional investments.

 

The Fund aims to provide an increase in value over the long term. The majority of the return is expected to be from capital appreciation with potential for income generation.

The long term asset mix is totally made up of UK Equities. The fund is actively managed, so the mix can change over time.

Availability

Closed to new customers however existing customers are able to make additional investments.

The Fund aims to provide an increase in value over the long term. The majority of the return is expected to be from capital appreciation with potential for income generation.

The long term asset mix is totally made up of UK Equities. The fund is actively managed, so the mix can change over time.

Availability

Closed to new customers however existing customers are able to make additional investments.

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