The value of investments can go down as well as up, and the investors could get back less than was paid in.

A range of investments are on Elevate

We understand that quality, choice and cost are important factors when choosing client investments.

That's why the Elevate platform offers a broad range of investment choices including an extensive collection of discounted share classes.

Elevate can help you meet the investments needs of your clients with:

  • Access to over 4,000 funds from over 150 fund managers and over 400 discounted share classes, Sterling denominated stocks and shares, investment trusts, and Exchanged Traded Funds
  • A range of multi-asset fund solutions, some with discounted share classes, including MyFolio
  • Risk assessment tools and model portfolio functionality, supported by independent asset allocations provided by EValue
  • Managed Portfolio Service (MPS) managed on your client’s behalf by investment professionals

View the latest corporate actions that might affect your clients' investments.


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