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Investing with us

Information you need to know to make an informed decision when choosing an investment.

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How to invest

You can invest with us directly or through your financial adviser. Find out more about how to invest in the products we offer.

Unit prices and distributions

Up-to-date figures from our boutique investment portfolios

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Products overviews and documents

Product Disclosure Statements (PDSs), forms and documents

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Financial Services Council identification forms

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Design and Distribution Obligations reporting

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Ad-hoc Communications and Annual Financial Reports

Investors have the right to elect how they receive correspondence relating to Ad-hoc Communications and Annual Financial Reports