• Continuing to offer clients the same wide investment choice

  • Funds and investments

    Whether you prefer to use risk rated, ready-made portfolios, or like to pick your own funds, you have plenty to choose from our well-governed investments range.

     

  • Explore our fund ranges

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    Leave it to us, with the Managed solutions option

    Select a ready-made solution from our range of multi-manager and risk rated portfolios.

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    Pick your own funds - Researched range (Tailored selection)

    Build your clients' portfolios with funds researched by our investment experts.

  • Fund Information Centre

    Quick access to fund information – without logging in

    Fund info centre charting tool

    Instantly access all the information you need on our entire fund range all in one place:

    • Get fund factsheets and KIIDs
    • Access fund prices and risk ratings. 

     

    Login to build portfolios and run more in-depth reports

    Fund info centre report

    Register and login for more in-depth information on our fund range:

    • Create and save your own basket of funds to track over time.
    • Build reports, analyse portfolios and compare prices.

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    Latest fund lists

    Search the literature library to get our latest fund lists.

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    Elevate is now part of Standard Life

    For more information visit their website.

  • Please bear in mind

    The value of your client’s investments can go down as well as up. It’s not guaranteed, which means your client could get back less than they originally paid in.