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Fund solutions

We offer a range of multi-asset investment solutions (the ‘Compass Portfolios’), whereby experienced portfolio managers take care of the day to day management of the portfolio, i.e. asset allocation, on your behalf. This enables you and your adviser to spend more time on your financial planning needs.

Alternatively, we provide you with access to a range of funds, the Researched Range, carefully hand picked and continuously monitored by us, which you and your financial adviser can use to build your own portfolio. This allows you and your adviser to manage the asset allocation while outsourcing manager research to us.

For investors who would prefer a broader choice of investments, our SelfSelect range gives you access to hundreds of funds from leading fund groups.