Core Range.
Five actively managed portfolios across risk grades RG2 to RG5, plus an ESG/SRI-screened Ethical option. The investment committee selects funds on merit and rebalances when market conditions warrant it.
How the Core Range works.
The Core Range is built on the belief that active fund selection — not passive acceptance of market returns — is the right approach for clients with a long-term investment horizon. The investment committee meets quarterly to review fund selection, asset allocation, and market conditions.
Each portfolio targets a specific risk grade aligned to the FCA's risk profiling framework. OCFs range from 0.65% to 0.92%, covering adviser charges. No performance fees are applied.
Range overview
| Portfolio | Risk grade | OCF | 1yr return |
|---|---|---|---|
| Core RG2 Cautious | RG2 | ||
| Core RG3 Balanced | RG3 | ||
| Core RG4 Growth | RG4 | ||
| Core RG5 Adventurous | RG5 | ||
| Core RG3 Ethical ESG | RG3 |
Figures to 30 April 2026. Net OCF, gross adviser charges. Past performance is not a reliable indicator of future results.
Choose a Core Range portfolio.
Click any portfolio below to view full performance data, holdings, and documents.