A fund for investors looking for exposure to the UK Equity market and are comfortable with a higher level of investment risk.

• UK Equity High Alpha Fund

Our Core Plus product allows our fund managers to take aggressive off benchmark allocations, including exposure to US and Euro corporate bonds, emerging markets and high yield bonds. This fund is aimed at investors seeking higher returns from their fixed income investments.

• Core Plus
• Long Core Plus

The Enhanced fixed income fund is benchmarked against the investible universe of sterling investment grade bonds. This fund also has the flexibility to invest in off benchmark allocations of up to 30% of the fund value, therefore providing our fund managers with the potential to deliver returns in excess of our Core fund.

• Enhanced Corporate Bond
• Enhanced Long Corporate Bond

Our Core Funds invest in UK Gilts, UK Credit or Index-Linked Bonds and suitable for investors who wish to adopt a more constrained approach to their fixed income investments.

• Overseas Bond
• UK Corporate Bond
• UK Government Bond
• UK Index-Linked
• UK Long Balanced Bond
• UK Long Corporate Bond
• UK Long Gilt
• UK Fixed Interest Bond

Interest Rate Overlay (IRO) Fund is designed for pension schemes seeking to manage interest rate risk. The fund provides pension schemes with a broad interest rate hedge, removing the majority of interest rate risk simply and cost effectively. This solution allows pension schemes to retain the majority of their investments in return-seeking asset classes, so it has minimal impact on their overall investment strategies.

• Click here to download the IRO Fund brochure
  (PDF 189KB)

• Pooled Fund Range Factsheet
  (PDF 185KB)
• UK Fixed Income Performance
  (PDF 250KB)

We run segregated funds specific to clients' needs. A specialist team is appointed to manage and service each individual mandate.

Please contact us for more information.