Individual Investor in the UK

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Fund documents

A comprehensive selection of our latest fund documents and literature

News and views

Discover our range of investment insights on markets and more

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Explore current investment topics and ideas

Learn more about areas where we can guide clients with our capabilities and expertise.

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2025 Assessment of Value

Assessing the value of our UK OEIC Fund Range as at 30 September 2025.

Investment Trusts

Leading investment trusts management since 1889

Investment trusts enable you to make a single investment that gives you a share in a much larger portfolio of different companies, managed by an expert fund management team.

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House View

House View Q2 2026: Holding the line

Global markets enter the second quarter navigating a more complex backdrop than many expected at the start of the year. Growth slows yet stays resilient; sticky inflation could delay rate cuts and keep policy tight. We prioritise selective duration, quality carry, AI linked equities and remain cautious on the US dollar.

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Market updates and commentaries

Timely investment insights on the markets, the global economy, politics and more.

Emerging market short duration bonds – an attractive diversifier?

Emerging market debt has shown resilience despite repeat geopolitical shocks and a changing world order. In this environment, we think short duration bonds could be a useful way to diversify portfolios.

Navigating Rates

The value of active strategies in old-age provision

The end of artificially low interest rates, and a greater focus on “value for money”, support the case for active over passive strategies in unit-linked and pension products.