Custom Funds

Fund build solutions for asset owners, asset managers & financial advisers

Delivering investment strategies using a fund format brings access, convenience and efficiency.
We can work with you to create the funds you need to deliver unitised portfolios, custom strategies, & targeted access to required exposures.
​We can provide a turnkey service for discretionary managers and financial advisers to design, build and deliver funds "to order" as part of your investment proposition.

Unitised Portfolios

If you are looking to create a unitised version of your model portfolios, we can provide a turnkey solution using our Fund Solutions capability.  This service is for asset owners, discretionary managers and financial advisers.