Investment fundamentals

We provide investments based on a fundamental set of beliefs. These beliefs help us define our investment offering, making sure you have all the essential elements you need to create a flexible, scalable investment proposition that meets, and evolves with, the needs of your clients.

Our beliefs

Advisers know their business, and their clients, best. Our investment proposition aims to complement advisers’ business models by catering for a wide variety of client needs. This means providing a broad choice of investments and the tools needed to build appropriate client portfolios.

While some investors want a more bespoke approach, we believe others prefer the simplicity of ready-made multi-asset solutions, run and governed by experts. We’re committed to providing high quality, value for money solutions for advised, workplace and individual savers and will only add complexity where we believe it benefits investors.

We aim to provide a lifetime of financial security for customers, so we have a long-term horizon when it comes to investing. This means we aim to offer growth and income solutions that meet the long-term needs and aspirations of our customers.

We believe the consideration of environmental, social and governance (ESG) factors is necessary to protect and grow customers’ assets. We also believe stewardship, through active engagement and voting, is key to driving change. Find out more about our approach to responsible investing.

The value of an investment can fall as well as rise and isn't guaranteed. Your client could get back less than they invest.


Fund governance

This important function seeks to ensure our funds meet their objectives.

Learn more