Fund news
Check out this page for the latest fund news. We monitor funds closely and will keep you up to date on everything you need to know for trading purposes.
Cash panel
We offer a range of investment options including access to cash funds, gilts, and lower risk rated model portfolios managed by discretionary fund managers. We also offer access to competitive fixed term deposits through Bondsmith, an FCA regulated provider of cash solutions.
New with profit fund added to expand investment choice
We now offer access to the Wesleyan With Profit fund on our Nucleus Wrap platform. It aims to be a long-term investment solution, investing in a range of asset classes to diversify risk. Talk to your adviser to see if it’s right for you.
Suitability Disclosure Requirements (SDR)
The Financial Conduct Authority have found that consumers experience difficulty in understanding the sustainability goals of investment funds.
To combat this, the FCA have introduced additional requirements on asset managers, requiring them to make it clear when a product is making a claim that it includes sustainability goals. You can find more information on their website.
You’ll start seeing labels on investment fund literature (Fund Factsheets and Key Investor Information Documents) for funds that have a specific environmental or social goal.
The label means you’ll have access to clear and simple information on what that goal is and the approach to achieving it (full definition of the labels on the FCA webpage above).
From 31 July 2024 Asset managers can commence utilising the investment labels and customer facing disclosures to make clear to consumers how their product seeks to achieve positive sustainability outcomes.
From 2 December 2024 Asset managers who are using sustainability related terms in the naming or marketing of their products without a label must provide sustainability information explaining how it’s invested and why it doesn’t have a label.
Source: FCA
There are a couple of things to consider:
- Some funds will not have a label but may still make sustainability claims, such as including ‘green’ or ‘low carbon’ in the name of the fund. This could be because the Asset manager has either decided not to have a label or does not meet the full FCA criteria to have a label.
- Any overseas funds are not currently included in the regulations and will not require any labels or disclosures regarding sustainability.
If you have any questions regarding investment labels, please contact your adviser, or visit the FCA’s website.
We’re unable to provide advice on which investments to choose for your pension, and the above information doesn’t serve as a substitute for advice.
If you’re uncertain about investing, you should seek advice from a regulated adviser. If you’d like to choose an adviser but don’t know where to start, MoneyHelper, a government backed financial guidance provider, have made it easy.
Simply go to their website then select the ‘Financial Advice’ section.
You can also review other pension and investment related information on the MoneyHelper website.
Contact us
If you need to get in touch with us you can get us on live chat or phone our client contact team.