How to know who to trust when investing
19 March 2020
Trust is hard to build and easy to break, especially when it comes to your...
If your investments fall in value, you could lose money. Tax allowances and the benefits of tax-efficient accounts could change.
Multi Manager Funds
A hassle-free, cost-effective and flexible way to invest
with three levels of risk to suit your investment goals.
What are Multi Manager funds?
Much like how an ordinary fund invests in a broad range of companies, a Multi Manager Fund invests in a range of funds. They give an investor access to multiple funds in a simple, cost effective wrapping.
In a nutshell, each of our Multi Manager Funds (also known as funds of funds) is a collection of funds, all thoroughly researched and selected by our team of experts to achieve a certain goal.
This way you get a diversified portfolio with a risk profile you're comfortable with. Plus, all the hard work is done by the managers so you can sit back and reap the benefits.
Our Multi Manager Funds
Our Multi Manager Funds are a great and simple way for new and experienced investors to get exposure to a diverse range of funds, all in one place. With experienced and dedicated managers doing the hard work, all you have to do is choose your risk level.
We offer three different Multi Manager Funds for your portfolio, with three levels of risk to choose from. Each of the different funds works towards a different investment goal.
All of our Multi Manager Funds are available to purchase in our dedicated Ready-made ISAs as well as in our other investment accounts.
Click on the funds below to explore your options.
Income
Our Income Fund is a lower-risk option that aims to provide a half yearly dividend payment to investors (paid on 1 March and 1 September).
This fund would be suitable for you if:
- You want to receive a regular income.
- Your appetite to risk is lower.
Growth & Income
Our Growth & Income Fund is a medium-risk option that has a balanced approach, providing a half-yearly dividend payment as well as growth of your investments (paid on 1 March and 1 September).
This fund would be suitable for you if:
- You want to receive a regular income as well as experience some growth.
- Your appetite to risk is balanced.
Growth
Our Growth Fund is a higher-risk option that aims to provide growth on your investments.
This fund would be suitable for you if:
- You want to experience growth on investments.
- Your appetite to risk is generally higher.
Our Fund Managers
Andy Parsons & Sheridan Admans
Andy & Sheridan have been the managers of our Multi Manager Fund range since their inception in 2008. They are passionate about managing highly diversified portfolios for investors, approaching the management of the strategies in a considered and methodical way.
How do I invest?
You can buy our Multi Manager Funds in most of our investment accounts. If you have an existing account with us, you can invest in the funds quickly and easily.
We also have a dedicated Ready-made ISA available in three different varieties, one for each of our Multi Manager Funds. These are a great choice if you've not already got an ISA and is a cost-effective way of investing in the funds.
Opening a Ready Made ISA
Step 1) Open a Ready Made ISA by following our easy online account opening process.
Step 2) Choose whether you want to invest in our Income, Growth & Income or Growth fund.
Step 3) Pay in a lump sum or set up a direct debit. Our investment experts will do the rest.
Investing in your existing account
Step 1) Choose whether you want to invest in our Income, Growth & Income or Growth fund.
Step 2) Click on "buy" on your chosen investment (click here).
Why invest in Multi Manager Funds?
Hassle-free
Our fund managers actively manage our Multi Manager fund range, so you can relax while we make the tough decisions.
Cost effective
The charges for our Multi Manager Funds are calculated in the unit price, meaning the value you see is the value you own.
Diversify your portfolio
Multi Manager funds contain a collection of underlying funds, meaning high diversification.
Useful articles for new investors
Still have questions?
If you're unsure which account is most suitable for your needs, you can read brief descriptions of each account below.
- An Individual Savings Accounts (ISA) is a tax efficient way to save money. They have an annual limit on how much you can pay in, but you don't pay UK income tax or capital gains tax on any profits you make in the account. Our Ready-made ISA's take care of the investment decisions for you, but if you want to invest in specific stocks and shares, our Self-Select Stocks & Shares ISA may be more suitable.
- If you're saving to buy a house or for retirement, and you're between 18 and 39, you could look at a Lifetime ISA. You also get a 25% bonus from the government on all eligible contributions.
- If you want a straight forward investing account with no limits on the amounts that can be invested, our Share Account may be better for you.
If you're still unsure, you can check out all the features for each account.
Each of the three funds have a different investment goal, so you should consider the reasons why you are investing. Each fund also has a different level of risk attached to it so knowing your attitude to risk is also important.
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Income Fund – Low risk and aims to provide a regular income payment to your account.
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Growth & Income Fund – Medium-risk and aims to provide a regular income payment along with growth.
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Growth Fund – Higher-risk and aims to provide growth on your investment.
You can find out more about each fund by clicking through above.
If you're still unsure about which fund to invest in, we have an article about investment strategies that may help.
Much like most other investments, we'd recommend investing for the long-term, typically 5 years or more. It's all dependent on your personal investment goals and objectives, and different assets will be more suitable for different time lengths.
We've got a number of useful tools for new investors. To get started, you can check out some of our guides:
After you've bought one of our Multi Manager Funds, you can sign into your account at any time to view your investments. You can also download our Mobile App and view your investments on the go.
Why not consider setting up a regular investment into the account? That way, you can build up your pot a little at a time and watch your investment grow.
If you decide to invest in other assets, our website has a wealth of tools available, such as:
- Recommendations and lists
- Investment articles from the experts
- Regular shares tips, including Fund of the Month and Share of the Week.