RSMR reviews our Equity Enhanced Index Range
Find out in this independent RSMR video.
For people managing their own savings and investments.
For wealth managers and financial advisers managing savings and/or investments on behalf of someone else.
For DC, DB and LGPS schemes, insurers, charities, universities, family offices and treasurers.
Creating portfolios that focus on the drivers of excess return.
With more than £86bn* of assets under management, our Quantitative Index Solutions team offers a wide range of building blocks that follow a traditional, sustainable, or enhanced- indexation approach. Through a single trade, investors can gain exposure to hundreds of securities in a cost-effective manner.
*as at 31 December 2024
We track customised equity and fixed income indices. These can aim to deliver improved sustainable outcomes, while retaining a similar risk and return profile as their parent indices.
The value of investments, and the income from them, can go down as well as up and an investor may get back less than the amount invested. Past performance is not a guide to future results.
Visit our fund centre to see all the funds we offer, or take a look at our focus funds below. Click on each fund to find out more about its objectives, past performance, and to access key literature.
The information on this website is not an offer to invest or deal in any of the investments, funds or products described. You shouldn’t regard it as tax, legal or investment advice or as a recommendation that any of the investments, funds or products described are right for an investor.
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