Pick the funds that work for you

Fund choice

To place or switch an order please refer to the available fund list below.

*Risk Rating

‘1 – Very low risk’ investors: unwilling to accept any significant risks, accepting the prospect of low returns to achieve this.

‘2 – Low risk’ investors: likely to accept limited risks and want to try to avoid large fluctuations in the investment value, accepting the prospect of more modest returns to achieve this.

‘3 – Low to medium risk’ investors: likely to accept some risk in return for the potential of higher investment gains over the long-term. Try to avoid large fluctuations in the investment value, but accept there will be some fluctuation, particularly over the short-term.

‘4 – Medium risk’ investors: likely to accept significant risk in return for the potential of good investment gains over the long-term. Accept significant fluctuations in the investment value, particularly over the short-term, but want to limit the amount of money held in more risky investments.

‘5 – Medium to high risk’ investor: likely to understand that the investment can go down and up sharply with the potential for greater returns over the long-term.

‘6 – High risk’ investor: likely to aim for high possible returns and accept higher levels of risk, recognising that the investment value may fluctuate very sharply, particularly over the short-term

‘7 – Very high risk’ investor: likely to aim for the highest possible returns and accept the highest levels of risk, recognising that the investment value may fluctuate very widely, particularly over the short-term

**OCF

The Ongoing Charges Figure, or OCF, covers the actual day-to-day costs of running a fund. The OCF is made up of the fund manager’s fees for running the portfolio, along with other costs, such as administration, marketing and regulation. It is the cost of investing in a fund, expressed as a percentage of the value of your investment.

***KIID

The KIID (Key Investor Information Document) is a two-page ‘fact-sheet’ style document made available by the fund manager which includes the critical information about a fund. The document aims to help you, the investor, understand the nature and key risks of the fund in order to make a more informed investment decision.