Investment funds[

Broad range of investment funds
With Elevate you can access 1,400 funds from over 50 fund managers, including unit trusts, Open-Ended Investment Companies (OEICs), and sterling denominated investment funds in other territories such as SICAVs. We review our investment fund range regularly with the aim of ensuring it continues to meet your customers’ needs.

We’ve negotiated preferential terms with fund managers and have been able to remove the Fund Manager Initial Charge from all of the investment funds on Elevate. Depending on the fund selected, fund managers will deduct ongoing charges, which may vary, for running the selected investments.

Please remember that the value of investments can go down as well as up and is not guaranteed. Your client could get back less than they invest.