• Fund options - choosing the right funds for your scheme

    Whatever your scheme's objectives, we can help you find the investment solutions to fit.

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    Our portfolio of funds

    Achieving your investment objectives starts with choosing the right funds. Our portfolio includes:

    • Funds from over 80 different fund managers
    • Funds covering all major asset classes, in the UK and world markets
    • Alternative asset classes
    • Funds accessed through our broker, including Exchange Traded Funds
    • Target Dated Funds

    Or you can create blended or white-labelled funds to suit your investment objectives.

  • Fund Options

    A bespoke option - Blended funds

    Blended funds bring together the possible benefits of combining different asset classes or particular fund sectors, investing into one investment. 

    This means you can invest in a range of different fund managers and markets, and you can specify which assets you'd like to include. This offers you the kind of diversity that you may not get with a single fund or manager. 

    If you want to diversify your investment even further, you can create a 'blend of blends': a combination of several different blended funds.

    Our clients have been blending funds with us for over a decade, and we currently run over 190 blended funds.

    Staying on track - Rebalancing your funds

    Over time, some of the underlying funds in your blended fund may drift from the allocations you set. To give your investment the best chance of staying on target to meet its objectives, we can automatically rebalance as it grows. 

    Whatever your needs we can find an automated rebalancing strategy to suit you:

    • We can adjust your fund allocations, either at regular intervals or if they change by a certain percentage or,
    • We can set up cashflow rebalancing - using new contributions to boost funds that have fallen below target, saving potential costs for members.
    • We can even use a combination of these approaches.

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    Meet our team

    Our team can explain how they can help you to invest in the right way for your scheme.

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    Our fund range

    Search under Corporate Investment Services to view more detailed fund information.

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    Read our guide

    See our guide to help you understand the Corporate Investment Services fund factsheet. 

  • Please bear in mind

    Please remember that the value of your investment can fall as well as rise, which means you could get back less than you invest.