Fund Supermarket

For those clients looking for a more active approach to investment and wanting access to a wider range of professionally managed funds including unit trusts and open ended investment companies (OEICs), we offer a fund supermarket option.

The fund supermarket provides your clients with access to over 1,000 funds from more than 50 leading investment houses and has a number of attractions, including:

choice
a huge selection of funds, covering all the major markets and sectors.
consolidation
all investments held in one place, making them easier to monitor/analyse.
convenience
a single online valuation for all your client's holdings.

Before your clients can invest in the fund supermarket, we need to set up a designated Pension Portfolio Bank Account for them. This will be used exclusively for investing in funds/assets and receiving any money on their sale.