Scheduled Maintenance

We need to provide an essential update to the website which will take place at 8:30am on Wednesday 15th June 2021. The site will be unavailable for a few minutes.
If you need to contact us in the meantime, please call 0121 236 2380. Apologies for any inconvenience caused.

This information is provided for information only and must not be considered as investment advice. You should seek professional investment advice before making any investment decision.

The Funds

The Risk Rated funds are actively managed and can be used independently or combined with each other to create an actively managed portfolio with a specific risk profile to meet investors' requirements.

The following page provides in-depth information and literature on each of the funds, which can be selected below.  

  1. Overview
  2. Allocation and Holdings
  3. Performance
  4. Management
  5. Objectives and Policy
  6. Costs and Charges
  7. Literature and Prices
  8. Target Market

Please refer to the prospectus for full terms.

If you require this data in another format, please contact us.