Elevate products and funds
Find out more about Elevate and which products and funds you can invest in using the Elevate platform.
The value of your investments can go down as well as up and you may get back less than you paid in. Tax rules can always change in the future. Your own circumstances and where you live in the UK could have an impact on tax treatment.
What is Elevate?
Elevate is an online investment platform from abrdn, used by financial advisers and their customers.
Essentially, a platform is an online service that lets your adviser open an investment product selected by you and carry out investment decisions you make. It’s an all-in-one solution that has a range of features to help your adviser invest your money.
Elevate aims to make the investing process as simple as possible by offering:
- The freedom to pick investment products that suit your needs – including pension plans and Individual Savings Accounts (ISAs).
- Access to a flexible range of investment options to match your investment risk appetite, see fund lists below.
- The option for your adviser to make transactions and investment decisions on your behalf.
What products can I invest in?
With Elevate, you can choose to invest your money in a number of ways. The option you pick might depend on the financial goals you’re trying to achieve, tax implications and the latest Government rules.
Your financial adviser will help you decide which option is best for you.
Elevate General Investment Account (GIA)
Enables you to invest as much as you like, with no upper limit. You can make regular or one-off withdrawals at any time and choose whether to hold investments as a single or joint investor.
Elevate Stocks and Shares Individual Savings Account (ISA)
The Elevate ISA is a tax-efficient way of investing money for the future. The amount you can invest annually is subject to limits.
Elevate Pension Investment Account (PIA)
The PIA is a tax-efficient way to save for later life, by putting money into a pension plan. You can decide how you want to take your benefits when you choose to retire.
What funds can I invest in?
Which funds you can invest in will depend on whether you have a financial adviser who is currently appointed to manage your Elevate investments.
Download our regularly updated lists to view which funds are available.