THE iPlan INVESTMENT OPTIONS

The iPlan offers a standard range of investments from the leading independent fund managers, these have been selected to offer members of smaller plans the ability to access institutional class funds.

We have a transparent approach to business and we are completely neutral on the investments our clients choose to utilise in their retirement plans. We don’t have a “tie-in” with any fund managers and don’t accept any form of remuneration from fund promoters, as such our clients can be assured we never have any bias between one fund and another.

The investment options available in the iPlan include both “passive” and “active” funds from the leading fund houses, shown below.

INVESTMENT FUNDS

• Baillie Gifford
• BlackRock
• BNY Mellon
• Capital International
• Cazenove Capital
• Eaton Vance
• Franklin Templeton
• Fundsmith
• Goldman Sachs
• Harding Loevner
• HSBC Investment Funds
• Invesco
• Janus Henderson
• JP Morgan
• Legg Mason
• MFS Meridian
• Pimco Global
• Rathbones
• Schroders
• T Rowe Price
• Vanguard
• Vontobel

If you would like to find out more about the iPlan, please contact us, fill out our enquiry form or call on +44 (0)1624 697240

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