Funds
We offer funds to suit all types of investor - from those willing to pay a premium for fully active investment management, to those who are seeking a more passive investment strategy. If you don't want to take any risks with your capital or income because you are anxious about stock market volatility you can choose one of our guarantees.
Our partnership with Morningstar
We work with Morningstar Associates Europe Limited (Morningstar), a subsidiary of Morningstar Inc., to carefully select and constantly review our range of risk rated portfolios. Morningstar is a leading provider of investment research, with more than 20 years' experience of advising investment managers.
Our range of Index portfolios offer varying equity exposure and track all the major stock markets, as well as investing in fixed interest investments for stability. Our guarantee is available on our Defensive and Conservative Index Portfolios. You can decide to invest all your money in one portfolio or across a number of them.
Our range of carefully built Managed Portfolios have been designed to make it easier for you to create an investment strategy that accommodates your particular goals and risk profile. All the portfolios invest in external funds from leading investment companies and are re-balanced regularly to ensure they continue to meet their objectives and satisfy our criteria.
You can also choose to invest in our Cash Fund.
Please contact your Financial Adviser to find out more about our fund range and to discuss which options are suitable for you.
To ensure you make the right decisions to help you to achieve your financial freedom, you should contact your independent financial adviser (IFA).
Find an IFA via unbiased.co.ukTo get more information relating to our products and expertise, visit the
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Concerned about retirement?
Make sure you read this Special Report by Dr. Ros Altmann for a complete understanding of the issues affecting you in retirement - what's changed, why and what to do next.
