Below you’ll find a wealth of resources, including information on markets, up-to-date fund information, and links to our asset allocation models to help you build and manage your clients' investments.
Keep up-to-date with fund changes, including name changes, mergers and additions to our fund ranges.
Get a 12 month outlook on the different indices from a selection of fund managers.
Fund specific growth rates
View the growth rates we use in our illustrations for the different asset classes.
Fund sectors and categories
Find out how we categorise the funds we offer.
Platform cut-off and dealing times
The deadlines you need for sending us your investment, disinvestment and switch requests.
Interest rates on the cash deposit facility within our ISA/Collective Investment Account.
Risk assessment and discussion
Tools to help you assess and discuss your clients’ attitudes to investment risk.
Strategic asset allocation
Nobody can forecast the future, but by following a strategic approach to asset allocation, you can build portfolios that have a greater probability of matching your clients’ expectations.
Quarterly asset allocations reviews
The latest changes to the model asset allocations we use for our tools and for selected funds/portfolios.
Key Information Documents and Key Investor Information Documents
Discover more about KIDs and KIIDs, what the difference is, and when you need to provide them to your clients.