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  • Expert guidance, your choice with the Researched Fund Range

  • Researched Fund Range - also known as Tailored Selection

    You want to build a portfolio that suits your clients' investment objectives. So we've researched the market to bring you a range of funds that meet our stringent criteria and offer choice across a broad range of sectors and investment styles.

    Active, Passive, Showcase and Extended funds (part of the Researched Fund Range) are available through the Retirement Wealth Account, Investment Bond and Family Suntrust.

  • Why choose our Researched Fund Range?

    • A wide choice - whatever your clients' investment goals, we have the funds that could help them achieve them.
    • Help with your due diligence - use the experts' research as part of your clients' due diligence.
    • Focused fund selection - save time with a concise range of funds.
    • Control when you want it - select from the funds we offer and allocate the assets.
  • Woman-DIY

    You can choose from:

    Active funds - funds aiming to outperform the benchmark with an active investment strategy.

    Passive funds - funds aiming to track the benchmark with a longer-term approach to investing.

    Showcase funds - innovative or unique funds offering good diversification.

    Extended funds - a slightly wider range of funds for Retirement Wealth Account or Investment Bond clients.

  • Get factsheets, compare fund performance and check fund prices.
    Explore

  • Want to know more? Call us on 0345 129 9993.

     Lines are open between 8.30am and 5.30pm, Monday to Friday.

    We sometimes record telephone calls to help with training, service and security.

  • Please bear in mind

    The value of your client's investments can fall as well as rise. So your clients could get back less than they originally put in.