DC Fund Platform
Clients have the flexibility to create their own investment menu to suit their requirements, offering employees our full range, a selection of funds, or a core investment selection as well as satellite specialist investment options. The DC Fund Platform supports both our bundled/Full Service and our investment only solutions.
We offer blended funds combining funds from different managers. These "tailored" funds can be modified, with underlying funds being added or removed on request over time. White labelled client specific funds are also available, reflecting client branding.
Our Fidelity fund range is listed below, please click on the fund name to access the fund factsheets.
We also offer a wide range of funds managed by our fund partners.
View our fund prices and factsheets.
Fidelity Funds
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Multi Asset | Global Equity |
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UK Equity | Regional Equity |
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Bonds | Cash |
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Property |
Fund Partner Funds
Our fund partners are highlighted below. You can access PDF fund profiles for each of the funds on offer from these providers by clicking on the '+' button or company name below.
For further information on the full range of funds available on our investment platform please contact us.
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Aberdeen Asset Management | Alliance Bernstein |
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Artemis | Baillie Gifford |
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BGI | BNY Mellon |
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Cartesian | F&C |
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Henderson | HSBC Life |
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Invesco Perpetual | JP Morgan Life |
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Lazard | Legal & General |
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Legg Mason | Newton |
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Lindsell Train | M&G Securities Limited |
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MFS International (U.K.) Limited | Trilogy Global Advisors LLC |
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River and Mercantile | Schroder |
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Standard Life Investments | Threadneedle |
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UBS |
