Individual

For people managing their own savings and investments.

Intermediary

For wealth managers and financial advisers managing savings and/or investments on behalf of someone else.

Institutional

For DC, DB and LGPS schemes, insurers, charities, universities, family offices and treasurers.

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For shareholders, careers and company information.

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HomeElevateInvestment solutionsElevate Funds

Elevate fund list

Elevate offers access to thousands of funds. View the selection here.

Risk warning

The value of investments can go down as well as up, and the investor could get back less than was paid in. Laws and tax rules may change in the future. Personal circumstances and where the investor lives in the UK will also have an impact on tax treatment.

Explore Elevate fund options

There are over 4,000 funds from over 150 fund managers and over 400 discounted shares available on our Elevate platform.

Download our regularly updated lists to view what funds are available.

To view our discounted funds list, please set the 'Discounted Share Class' filter to 'Yes'.

Mutual funds list (XLS)
List of suspended funds (XLS)
You should always confirm the latest position on pricing direct with the fund manager as adjustments may vary. There may also be funds that are currently non-tradable on the platform which may have fund adjustments.

Order execution policy

We regularly monitor the execution of dealing instructions by our execution-only stockbrokers to make sure you get the best possible outcome.
Elevate platform order execution policy (PDF)

More about Elevate

Investments

Give clients access to extensive investment choice.

Investment solutions
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Managed Portfolio Service

Offer your clients a hands-on investment experience with a wide range of assets.

Elevate MPS

Elevate help centre

Navigate your way around our help articles and support information.

Elevate help centre