Fund information

We believe that trust is the key to a successful business relationship with our investors, and that the way to earn it is by always meeting – if not exceeding- your expectations. In investment terms this means doing our utmost to make sure the funds you invest in perform as you expect them to, and in a way that meets your needs. One of the ways we do this is by putting governance, in other words quality control, at the heart of our investment offering.

We have an investment committee in place to oversee the selection, ongoing monitoring and removal, if necessary, of funds in our range. It employs the services of research consultancies to help it in this key role. One of these, OBSR*, also helped us develop our new Select Portfolio Range and is employed on an ongoing basis to make sure the funds in this range continue to meet their objectives.

Please remember that the value of investments and the income from them can fall as well as rise and is not guaranteed. You may get back less than you originally invested. If you're unsure about the risks associated with funds, you should speak to your financial adviser.

For more information about our funds, visit the funds section of this website.

*About OBSR
Old Broad Street Research (OBSR) is recognised as one of the leading qualitative investment research companies for retail funds in the UK. It specialises in dedicated consultancy, researching and analysing investment funds and product wrappers. Its research is highly respected and OBSR Fund Ratings are widely acknowledged as an independent mark of quality. 

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