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Close Discretionary Portfolio Funds


Close Discretionary Portfolio Funds

These are directly-invested strategies investing in equities, fixed income and alternatives. From time to time the funds may also invest in index-tracking funds (to gain broad exposure to a particular sector or asset) or long-only funds (to capture specialist or niche expertise.) Our institutional-level manager research team is key to identifying these external skills and the most appropriate funds. 

  • Close Bond Income Portfolio Fund

    The investment objective of the Fund is to generate income while maintaining its capital value over the medium term. The Fund will invest primarily in sterling denominated fixed interest securities.
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  • Close Diversified Income Portfolio Fund

    The investment objective of the Fund is to achieve income with capital growth. The fund also aims to have a yield in excess of the FTSE All-Share Index.  The Fund will invest primarily in equities and fixed interest securities. The equity component of the Fund may include shares in smaller companies and companies listed in emerging markets. The fixed interest component of the Fund may include government and corporate bonds (which may include emerging market and high yield bonds).
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  • Close Conservative Portfolio Fund

    The investment objective of the Fund is to achieve income and moderate capital growth. The Fund will invest primarily in equities and fixed interest securities.
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  • Close Balanced Portfolio Fund

    The investment objective of the Fund is to generate capital growth with some income. The Fund will invest primarily in equities and fixed interest securities.
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  • Close Growth Portfolio Fund

    The investment objective of the Fund is to generate capital growth. The Fund will invest primarily in equities and fixed securities.
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  • Close Select Fixed Income Fund

    The investment objective of the Fund is to provide income while maintaining its capital value over the medium term. The fund will invest mainly in sterling denominated bonds (both government and corporate).
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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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