• Co-branded reports

    To help you keep your clients informed about their investment, we provide detailed reports on each fund on a quarterly basis. The reports cover rolling six-month periods, to fit in with your client reporting schedule.

    You can choose to receive a pdf file by email, and/or hard copies in multiples of 25 and can co-brand them with your logo. Once you have completed your order, you will receive the pdf and/or printed updates every quarter until you advise us that you no longer require them.

    There is no charge for this service.

    Order updates  


    Adviser-hub is a free online marketing support tool exclusively for financial advisers, which is designed to help you enhance your reputation for client servicing and maximise client loyalty.

    It contains a vast library of independent, client-friendly content in many different formats – from articles and guides to sales letters, presentation slides and pre-written emails – covering subjects from across the whole financial services market. ‘Newsletter Builder’ allows you to ‘build your own’ client updates.

    Adviser-hub also offers technical and ‘better-business’ guidance from industry experts to help you build your business, service clients and generate a sustainable income stream.

    Visit adviser-hub. Please note you will be leaving our website.

  • Our Lifestyle Funds range

    View our Lifestyle funds range

    View funds range

  • Email sign up

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