Investment Management

A wide range of services where you can choose your level of involvement in managing your investments. You can make all the investment decisions yourself and simply give us your instructions, you can access our expert advice for your portfolio or entrust the decisions to your dedicated investment managers.
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As an independent investment manager, not tied to any funds, products or large institutions, we offer you transparency and flexibility to ensure that your objectives are met efficiently and successfully.

Active products

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Annual Kick-out Plan (UK)
Product Name Plan Summary Start Date End Date Price
UK Annual Kick-out Plan (MS140)  Download plan summary 6 Oct 2023 7 Oct 2030 £1.2179 as at 19 Sep 2025
UK Annual Kick-out Plan (GS179)  Download plan summary 13 Oct 2023 15 Oct 2029 £1.1752 as at 19 Sep 2025
UK Annual Kick-out Plan (GS180)  Download plan summary 13 Oct 2023 15 Oct 2029 £1.1802 as at 19 Sep 2025
UK Annual Kick-out Plan (GS183)  Download plan summary 17 Nov 2023 19 Nov 2029 £1.1692 as at 19 Sep 2025
UK Annual Kick-out Plan (GS184)  Download plan summary 17 Nov 2023 19 Nov 2029 £1.1741 as at 19 Sep 2025
UK Annual Kick-out Plan (MS144)  Download plan summary 17 Nov 2023 18 Nov 2030 £1.1962 as at 19 Sep 2025
UK Annual Kick-out Plan (GS187)  Download plan summary 20 Dec 2023 20 Dec 2029 £1.1620 as at 19 Sep 2025
UK Annual Kick-out Plan (GS188)  Download plan summary 20 Dec 2023 20 Dec 2029 £1.1670 as at 19 Sep 2025
UK Annual Kick-out Plan (MS148)  Download plan summary 20 Dec 2023 20 Dec 2030 £1.1889 as at 19 Sep 2025
UK Annual Kick-out Plan (GS191)  Download plan summary 19 Jan 2024 21 Jan 2030 £1.1518 as at 19 Sep 2025
UK Annual Kick-out Plan (GS192)  Download plan summary 19 Jan 2024 21 Jan 2030 £1.1548 as at 19 Sep 2025
UK Annual Kick-out Plan (MS152)  Download plan summary 26 Jan 2024 27 Jan 2031 £1.1655 as at 19 Sep 2025
UK Annual Kick-out Plan (CA074)  Download plan summary 28 Feb 2024 28 Feb 2031 £1.1712 as at 19 Sep 2025
UK Annual Kick-out Plan (MS157)  Download plan summary 1 Mar 2024 1 Mar 2030 £1.1326 as at 19 Sep 2025
UK Annual Kick-out Plan (MS158)  Download plan summary 1 Mar 2024 1 Mar 2030 £1.1352 as at 19 Sep 2025
UK Annual Kick-out Plan (CA077)  Download plan summary 27 Mar 2024 27 Mar 2031 £1.1438 as at 19 Sep 2025
UK Annual Kick-out Plan (CT099)  Download plan summary 26 Apr 2024 26 Apr 2030 £1.1187 as at 19 Sep 2025
UK Annual Kick-out Plan (CA082)  Download plan summary 10 May 2024 12 May 2031 £1.1174 as at 19 Sep 2025
UK Annual Kick-out Plan (HS450)  Download plan summary 17 May 2024 17 May 2029 £1.1187 as at 19 Sep 2025
UK Annual Kick-out Plan (HS449)  Download plan summary 17 May 2024 17 May 2029 £1.1134 as at 19 Sep 2025
UK Annual Kick-out Plan (CT101)  Download plan summary 7 Jun 2024 7 Jun 2030 £1.0976 as at 19 Sep 2025
UK Annual Kick-out Plan (CA087)  Download plan summary 21 Jun 2024 23 Jun 2031 £1.1026 as at 19 Sep 2025
UK Annual Kick-out Plan (HS461)  Download plan summary 21 Jun 2024 21 Jun 2029 £1.1068 as at 19 Sep 2025
UK Annual Kick-out Plan (HS462)  Download plan summary 21 Jun 2024 21 Jun 2029 £1.1112 as at 19 Sep 2025
UK Annual Kick-out Plan (CT104)  Download plan summary 19 Jul 2024 19 Jul 2030 £1.0960 as at 19 Sep 2025
UK Annual Kick-out Plan (CT109)  Download plan summary 30 Aug 2024 30 Aug 2030 £1.0821 as at 19 Sep 2025
UK Annual Kick-out Plan (HS496)  Download plan summary 4 Oct 2024 4 Oct 2030 £1.0707 as at 19 Sep 2025
UK Annual Kick-out Plan (HS497)  Download plan summary 4 Oct 2024 4 Oct 2030 £1.0727 as at 19 Sep 2025
UK Annual Kick-out Plan (CT115)  Download plan summary 18 Oct 2024 18 Oct 2030 £1.0679 as at 19 Sep 2025
UK Annual Kick-out Plan (HS508)  Download plan summary 8 Nov 2024 8 Nov 2030 £1.0589 as at 19 Sep 2025
UK Annual Kick-out Plan (HS509)  Download plan summary 8 Nov 2024 8 Nov 2030 £1.0614 as at 19 Sep 2025
UK Annual Kick-out Plan (CT118)  Download plan summary 29 Nov 2024 29 Nov 2030 £1.0571 as at 19 Sep 2025
UK Annual Kick-out Plan (HS521)  Download plan summary 20 Dec 2024 20 Dec 2030 £1.0506 as at 19 Sep 2025
UK Annual Kick-out Plan (HS522)  Download plan summary 20 Dec 2024 20 Dec 2030 £1.0531 as at 19 Sep 2025
UK Annual Kick-out Plan (CT124)  Download plan summary 10 Jan 2025 10 Jan 2031 £1.0535 as at 19 Sep 2025
UK Annual Kick-out Plan (HS534)  Download plan summary 24 Jan 2025 24 Jan 2031 £1.0419 as at 19 Sep 2025
UK Annual Kick-out Plan (HS535)  Download plan summary 24 Jan 2025 24 Jan 2031 £1.0442 as at 19 Sep 2025
UK Annual Kick-out Plan (CT127)  Download plan summary 21 Feb 2025 21 Feb 2031 £1.0352 as at 19 Sep 2025
UK Annual Kick-out Plan (HS546)  Download plan summary 28 Feb 2025 28 Feb 2031 £1.0315 as at 19 Sep 2025
UK Annual Kick-out Plan (HS547)  Download plan summary 28 Feb 2025 28 Feb 2031 £1.0337 as at 19 Sep 2025
UK Annual Kick-out Plan (SAN056)  Download plan summary 28 Mar 2025 30 Mar 2032 £1.0022 as at 19 Sep 2025
UK Annual Kick-out Plan (CT130)  Download plan summary 28 Mar 2025 28 Mar 2031 £1.0232 as at 19 Sep 2025
UK Annual Kick-out Plan (HS556)  Download plan summary 14 Apr 2025 15 Apr 2031 £1.0277 as at 19 Sep 2025
UK Annual Kick-out Plan (HS557)  Download plan summary 14 Apr 2025 15 Apr 2031 £1.0298 as at 19 Sep 2025
UK Annual Kick-out Plan (CT132)  Download plan summary 9 May 2025 9 May 2031 £1.0252 as at 19 Sep 2025
UK Annual Kick-out Plan (SAN065)  Download plan summary 9 May 2025 10 May 2032 £1.0114 as at 19 Sep 2025
UK Annual Kick-out Plan (HS578)  Download plan summary 6 Jun 2025 6 Jun 2031 £1.0157 as at 19 Sep 2025
UK Annual Kick-out Plan (HS579)  Download plan summary 6 Jun 2025 6 Jun 2031 £1.0176 as at 19 Sep 2025
UK Annual Kick-out Plan (SAN074)  Download plan summary 20 Jun 2025 21 Jun 2032 £0.9833 as at 19 Sep 2025
UK Annual Kick-out Plan (CT135)  Download plan summary 27 Jun 2025 27 Jun 2031 £1.0101 as at 19 Sep 2025
UK Annual Kick-out Plan (HS592)  Download plan summary 9 Jul 2025 9 Jul 2031 £1.0098 as at 19 Sep 2025
UK Annual Kick-out Plan (HS593)  Download plan summary 9 Jul 2025 9 Jul 2031 £1.0106 as at 19 Sep 2025
UK Annual Kick-out Plan (SAN087)  Download plan summary 8 Aug 2025 9 Aug 2032 £0.9607 as at 19 Sep 2025
UK Annual Kick-out Plan (HS603)  Download plan summary 15 Aug 2025 15 Aug 2031 £1.0154 as at 19 Sep 2025
UK Annual Kick-out Plan (HS604)  Download plan summary 15 Aug 2025 15 Aug 2031 £1.0144 as at 19 Sep 2025
UK Annual Kick-out Plan (CT136)  Download plan summary 22 Aug 2025 22 Aug 2031 £0.9756 as at 19 Sep 2025
UK Annual Kick-out Plan (HS618)  Download plan summary 12 Sep 2025 12 Sep 2031 £0 as at 1 Aug 2025
UK Annual Kick-out Plan (HS617)  Download plan summary 12 Sep 2025 12 Sep 2031 £0 as at 1 Aug 2025
UK Annual Kick-out Plan (SAN095)  Download plan summary 19 Sep 2025 20 Sep 2032 £0 as at 1 Jul 2025
Conditional Income Plan
Product Name Plan Summary Start Date End Date Price
UK Conditional Income Plan (CA123)  Download plan summary 29 Aug 2025 29 Aug 2031 £0.9974 as at 19 Sep 2025
Defensive Dual Index Plan (UK and Europe)
Product Name Plan Summary Start Date End Date Price
UK & Europe Defensive Step Down Kick-out Plan (HS581)  Download plan summary 3 Jul 2025 3 Jul 2031 £0.9905 as at 19 Sep 2025
Defensive Step Down Kick-out Plan (UK)
Product Name Plan Summary Start Date End Date Price
UK Defensive Step Down Kick-out Plan (CA076)  Download plan summary 28 Feb 2024 28 Feb 2031 £1.1056 as at 19 Sep 2025
UK Defensive Step Down Kick-out Plan (CT122)  Download plan summary 10 Jan 2025 12 Jan 2032 £1.0306 as at 19 Sep 2025
UK Defensive Step Down Kick-out Plan (SAN058)  Download plan summary 28 Mar 2025 28 Mar 2031 £0.9971 as at 19 Sep 2025
UK Defensive Step Down Kick-out Plan (SAN067)  Download plan summary 9 May 2025 9 May 2031 £0.9959 as at 19 Sep 2025
UK Defensive Step Down Kick-out Plan (SAN076)  Download plan summary 20 Jun 2025 20 Jun 2031 £0.9811 as at 19 Sep 2025
UK & Europe Defensive Step Down Kick-out Plan (SAN089)  Download plan summary 8 Aug 2025 8 Aug 2031 £0.9351 as at 19 Sep 2025
Europe & US Defensive Step Down Kick-out Plan (HS598)  Download plan summary 8 Aug 2025 8 Aug 2031 £0.9997 as at 19 Sep 2025
Europe & US Defensive Step Down Kick-out Plan (HS620)  Download plan summary 17 Sep 2025 17 Sep 2031 £0 as at 1 Aug 2025
UK Defensive Step Down Kick-out Plan (CT138)  Download plan summary 19 Sep 2025 20 Sep 2032 £0 as at 1 Jul 2025
UK & Europe Defensive Step Down Kick-out Plan (SAN097)  Download plan summary 19 Sep 2025 19 Sep 2031 £0 as at 1 Jul 2025
Europe Annual Kick-out Plan
Product Name Plan Summary Start Date End Date Price
Europe Annual Kick-out Plan (HS500)  Download plan summary 11 Oct 2024 11 Oct 2030 £1.0873 as at 19 Sep 2025
Europe Annual Kick-out Plan (HS513)  Download plan summary 22 Nov 2024 22 Nov 2030 £1.0706 as at 19 Sep 2025
Europe Annual Kick-out Plan (HS530)  Download plan summary 10 Jan 2025 10 Jan 2031 £1.0617 as at 19 Sep 2025
Europe Annual Kick-out Plan (HS542)  Download plan summary 10 Feb 2025 10 Feb 2031 £1.0398 as at 19 Sep 2025
Europe Annual Kick-out Plan (HS554)  Download plan summary 21 Mar 2025 21 Mar 2031 £1.0216 as at 19 Sep 2025
Europe Annual Kick-out Plan (HS566)  Download plan summary 22 Apr 2025 22 Apr 2031 £1.0314 as at 19 Sep 2025
Europe Annual Kick-out Plan (HS576)  Download plan summary 6 Jun 2025 6 Jun 2031 £1.0054 as at 19 Sep 2025
Europe Annual Kick-out Plan (HS594)  Download plan summary 9 Jul 2025 9 Jul 2031 £0.9973 as at 19 Sep 2025
Europe Annual Kick-out Plan (HS609)  Download plan summary 22 Aug 2025 22 Aug 2031 £1.0040 as at 19 Sep 2025
Europe Step Down Kick-out Plan
Product Name Plan Summary Start Date End Date Price
Europe Step Down Kick-out Plan (CA093)  Download plan summary 23 Aug 2024 23 Aug 2030 £1.0638 as at 19 Sep 2025
Europe Step Down Kick-out Plan (HS501)  Download plan summary 11 Oct 2024 11 Oct 2030 £1.0670 as at 19 Sep 2025
Europe Step Down Kick-out Plan (HS514)  Download plan summary 22 Nov 2024 22 Nov 2030 £1.0540 as at 19 Sep 2025
Europe Step Down Kick-out Plan (HS531)  Download plan summary 10 Jan 2025 10 Jan 2031 £1.0535 as at 19 Sep 2025
Europe Step Down Kick-out Plan (HS543)  Download plan summary 10 Feb 2025 10 Feb 2031 £1.0302 as at 19 Sep 2025
Europe Step Down Kick-out Plan (HS555)  Download plan summary 21 Mar 2025 21 Mar 2031 £1.0136 as at 19 Sep 2025
Europe Step Down Kick-out Plan (HS567)  Download plan summary 22 Apr 2025 22 Apr 2031 £1.0189 as at 19 Sep 2025
Europe Step Down Kick-out Plan (HS577)  Download plan summary 6 Jun 2025 6 Jun 2031 £0.9983 as at 19 Sep 2025
Europe Step Down Kick-out Plan (HS595)  Download plan summary 9 Jul 2025 9 Jul 2031 £0.9935 as at 19 Sep 2025
Europe Step Down Kick-out Plan (HS610)  Download plan summary 22 Aug 2025 22 Aug 2031 £1.0041 as at 19 Sep 2025
Fixed Income Plan
Product Name Plan Summary Start Date End Date Price
UK Fixed Income Plan (CT041)  Download plan summary 8 Jul 2022 8 Jul 2027 £1.0011 as at 19 Sep 2025
UK Fixed Income Plan (CT046)  Download plan summary 19 Aug 2022 19 Aug 2027 £0.9980 as at 19 Sep 2025
UK Fixed Income Plan (CT052)  Download plan summary 23 Sep 2022 23 Sep 2027 £0.9990 as at 19 Sep 2025
UK Fixed Income Plan (CT056)  Download plan summary 28 Oct 2022 28 Oct 2027 £1.0116 as at 19 Sep 2025
UK Fixed Income Plan (CT062)  Download plan summary 2 Dec 2022 2 Dec 2027 £1.0294 as at 19 Sep 2025
UK Fixed Income Plan (CT067)  Download plan summary 13 Jan 2023 13 Jan 2028 £1.0199 as at 19 Sep 2025
UK Fixed Income Plan (CA041)  Download plan summary 24 Feb 2023 24 Feb 2028 £1.0177 as at 19 Sep 2025
UK Fixed Income Plan (CA045)  Download plan summary 31 Mar 2023 31 Mar 2028 £1.0127 as at 19 Sep 2025
UK Fixed Income Plan (CT079)  Download plan summary 5 May 2023 5 May 2028 £1.0115 as at 19 Sep 2025
UK Fixed Income Plan (CT084)  Download plan summary 9 Jun 2023 9 Jun 2028 £0.9965 as at 19 Sep 2025
UK Fixed Income Plan (CT086)  Download plan summary 17 Jul 2023 17 Jul 2028 £1.0172 as at 19 Sep 2025
UK Fixed Income Plan (CT088)  Download plan summary 25 Aug 2023 25 Aug 2027 £1.0224 as at 19 Sep 2025
UK Fixed Income Plan (GS185)  Download plan summary 1 Dec 2023 1 Dec 2028 £1.0180 as at 19 Sep 2025
UK Fixed Income Plan (CT103)  Download plan summary 19 Jul 2024 19 Jul 2029 £0.9928 as at 19 Sep 2025
UK Fixed Income Plan (CT108)  Download plan summary 30 Aug 2024 30 Aug 2029 £0.9845 as at 19 Sep 2025
UK Fixed Income Plan (CT114)  Download plan summary 11 Oct 2024 11 Oct 2029 £0.9846 as at 19 Sep 2025
UK Fixed Income Plan (CT117)  Download plan summary 22 Nov 2024 22 Nov 2029 £0.9701 as at 19 Sep 2025
UK Fixed Income Plan (CT121)  Download plan summary 10 Jan 2025 10 Jan 2030 £0.9954 as at 19 Sep 2025
UK Fixed Income Plan (CT125)  Download plan summary 21 Feb 2025 21 Feb 2030 £0.9808 as at 19 Sep 2025
UK Fixed Income Plan (CT128)  Download plan summary 28 Mar 2025 28 Mar 2030 £0.9774 as at 19 Sep 2025
UK Fixed Income Plan (CA118)  Download plan summary 4 Jul 2025 4 Jul 2030 £1.0061 as at 19 Sep 2025
UK Fixed Income Plan (CA122)  Download plan summary 29 Aug 2025 29 Aug 2031 £0.9913 as at 19 Sep 2025
Japan Annual Kick-out Plan
Product Name Plan Summary Start Date End Date Price
Japan Annual Kick-out Plan (MS165)  Download plan summary 31 May 2024 31 May 2030 £1.1286 as at 19 Sep 2025
Japan Annual Kick-out Plan (HS469)  Download plan summary 5 Jul 2024 5 Jul 2030 £1.1146 as at 19 Sep 2025
Japan Annual Kick-out Plan (HS483)  Download plan summary 16 Aug 2024 16 Aug 2030 £1.1146 as at 19 Sep 2025
Japan Annual Kick-out Plan (HS494)  Download plan summary 20 Sep 2024 20 Sep 2030 £1.1054 as at 19 Sep 2025
Japan Annual Kick-out Plan (HS506)  Download plan summary 18 Oct 2024 18 Oct 2030 £1.0901 as at 19 Sep 2025
Japan Annual Kick-out Plan (HS519)  Download plan summary 29 Nov 2024 29 Nov 2030 £1.0703 as at 19 Sep 2025
Japan Annual Kick-out Plan (HS532)  Download plan summary 17 Jan 2025 17 Jan 2031 £1.0577 as at 19 Sep 2025
Japan Annual Kick-out Plan (HS544)  Download plan summary 26 Feb 2025 26 Feb 2031 £1.0469 as at 19 Sep 2025
Japan Annual Kick-out Plan (HS560)  Download plan summary 11 Apr 2025 11 Apr 2031 £1.0465 as at 19 Sep 2025
Japan Step Down Kick-out Plan
Product Name Plan Summary Start Date End Date Price
Japan Step Down Kick-out Plan (MS166)  Download plan summary 31 May 2024 31 May 2030 £1.1019 as at 19 Sep 2025
Japan Step Down Kick-out Plan (HS470)  Download plan summary 5 Jul 2024 5 Jul 2030 £1.0901 as at 19 Sep 2025
Japan Step Down Kick-out Plan (HS484)  Download plan summary 16 Aug 2024 16 Aug 2030 £1.0895 as at 19 Sep 2025
Japan Step Down Kick-out Plan (HS495)  Download plan summary 20 Sep 2024 20 Sep 2030 £1.0814 as at 19 Sep 2025
Japan Step Down Kick-out Plan (HS507)  Download plan summary 18 Oct 2024 18 Oct 2030 £1.0692 as at 19 Sep 2025
Japan Step Down Kick-out Plan (HS520)  Download plan summary 29 Nov 2024 29 Nov 2030 £1.0532 as at 19 Sep 2025
Japan Step Down Kick-out Plan (HS533)  Download plan summary 17 Jan 2025 17 Jan 2031 £1.0437 as at 19 Sep 2025
Japan Step Down Kick-out Plan (HS545)  Download plan summary 26 Feb 2025 26 Feb 2031 £1.0333 as at 19 Sep 2025
Japan Step Down Kick-out Plan (HS561)  Download plan summary 11 Apr 2025 11 Apr 2031 £1.0334 as at 19 Sep 2025
Japan Step Down Kick-out Plan (HS596)  Download plan summary 9 Jul 2025 9 Jul 2031 £1.0089 as at 19 Sep 2025
Japan Step Down Kick-out Plan (HS611)  Download plan summary 22 Aug 2025 22 Aug 2031 £1.0041 as at 19 Sep 2025
Quarterly Kick-out Plan
Product Name Plan Summary Start Date End Date Price
UK Quarterly Kick-out Plan (HS583)  Download plan summary 3 Jul 2025 3 Jul 2031 £1.0113 as at 19 Sep 2025
UK Quarterly Kick-out Plan (HS597)  Download plan summary 8 Aug 2025 8 Aug 2031 £1.0148 as at 19 Sep 2025
UK Quarterly Kick-out Plan (HS619)  Download plan summary 17 Sep 2025 17 Sep 2031 £0 as at 1 Aug 2025
Semi-Annual Step Down Kick-out Plan
Product Name Plan Summary Start Date End Date Price
Semi-Annual Step Down Kick-out Plan Issue 26 (GS111)  Download plan summary 3 Jul 2020 4 Jan 2027 £1.1096 as at 11 Jul 2022
UK & Europe Defensive Annual Kick-out Plan
Product Name Plan Summary Start Date End Date Price
UK & Europe Defensive Annual Kick-out Plan (MS185)  Download plan summary 25 Oct 2024 25 Oct 2030 £1.0378 as at 19 Sep 2025
UK & Europe Kick-out Plan
Product Name Plan Summary Start Date End Date Price
UK & Europe Kick-out Plan (BNP001)  Download plan summary 31 Jul 2020 31 Jul 2026 £1.0972 as at 22 Jun 2023
UK & Europe Annual Kick-out Plan (BNP026)  Download plan summary 1 Mar 2024 1 Mar 2030 £1.1594 as at 19 Sep 2025
UK & Europe Annual Kick-out Plan (CA103)  Download plan summary 17 Jan 2025 17 Jan 2031 £1.0619 as at 19 Sep 2025
UK & Europe Annual Kick-out Plan (CA107)  Download plan summary 21 Feb 2025 21 Feb 2031 £1.0274 as at 19 Sep 2025
UK & Europe Annual Kick-out Plan (CA110)  Download plan summary 28 Mar 2025 28 Mar 2031 £1.0261 as at 19 Sep 2025
UK & Europe Annual Kick-out Plan (CA113)  Download plan summary 9 May 2025 9 May 2031 £1.0229 as at 19 Sep 2025
UK & Europe Annual Kick-out Plan (CA115)  Download plan summary 27 Jun 2025 27 Jun 2031 £1.0264 as at 19 Sep 2025
UK & Europe Annual Kick-out Plan (CA119)  Download plan summary 8 Aug 2025 8 Aug 2031 £1.0103 as at 19 Sep 2025
UK & US Kick-out Plan
Product Name Plan Summary Start Date End Date Price
UK & US Annual Kick-out Plan (MS181)  Download plan summary 4 Oct 2024 4 Oct 2030 £1.0919 as at 19 Sep 2025
UK & US Annual Kick-out Plan (MS186)  Download plan summary 15 Nov 2024 15 Nov 2030 £1.0742 as at 19 Sep 2025
UK & US Annual Kick-out Plan (MS191)  Download plan summary 20 Dec 2024 20 Dec 2030 £1.0608 as at 19 Sep 2025
UK & US Annual Kick-out Plan (MS195)  Download plan summary 31 Jan 2025 31 Jan 2031 £1.0400 as at 19 Sep 2025
UK & US Annual Kick-out Plan (MS205)  Download plan summary 10 Feb 2025 10 Feb 2032 £1.0295 as at 19 Sep 2025
UK & US Annual Kick-out Plan (MS199)  Download plan summary 14 Mar 2025 14 Mar 2031 £1.0355 as at 19 Sep 2025
UK & US Annual Kick-out Plan (MS208)  Download plan summary 25 Apr 2025 25 Apr 2031 £1.0372 as at 19 Sep 2025
UK & US Annual Kick-out Plan (MS214)  Download plan summary 6 Jun 2025 6 Jun 2031 £1.0305 as at 19 Sep 2025
UK & US Annual Kick-out Plan (MS217)  Download plan summary 18 Jul 2025 18 Jul 2031 £1.0096 as at 19 Sep 2025
UK & US Annual Kick-out Plan (MS219)  Download plan summary 22 Aug 2025 22 Aug 2031 £0.9834 as at 19 Sep 2025
UK 90% Annual Kick-out Plan
Product Name Plan Summary Start Date End Date Price
UK 90% Annual Kick-out Plan (MS161)  Download plan summary 27 Mar 2024 27 Mar 2031 £1.0957 as at 19 Sep 2025
UK 90% Annual Kick-out Plan (MS162)  Download plan summary 27 Mar 2024 22 Mar 2031 £1.1005 as at 19 Sep 2025
UK 90% Annual Kick-out Plan (MS167)  Download plan summary 14 Jun 2024 14 Jun 2030 £1.0812 as at 19 Sep 2025
UK 90% Annual Kick-out Plan (MS168)  Download plan summary 14 Jun 2024 14 Jun 2030 £1.0845 as at 19 Sep 2025
UK 90% Annual Kick-out Plan (MS174)  Download plan summary 26 Jul 2024 26 Jul 2030 £1.0705 as at 19 Sep 2025
UK 90% Annual Kick-out Plan (MS175)  Download plan summary 26 Jul 2024 26 Jul 2030 £1.0761 as at 19 Sep 2025
UK 90% Annual Kick-out Plan (MS179)  Download plan summary 6 Sep 2024 6 Sep 2030 £1.0577 as at 19 Sep 2025
UK 90% Annual Kick-out Plan (MS180)  Download plan summary 6 Sep 2024 6 Sep 2030 £1.0618 as at 19 Sep 2025
UK 90% Annual Kick-out Plan (MS183)  Download plan summary 18 Oct 2024 18 Oct 2030 £1.0398 as at 19 Sep 2025
UK 90% Annual Kick-out Plan (MS184)  Download plan summary 18 Oct 2024 18 Oct 2030 £1.0449 as at 19 Sep 2025
UK 90% Annual Kick-out Plan (MS188)  Download plan summary 29 Nov 2024 29 Nov 2030 £1.0335 as at 19 Sep 2025
UK 90% Annual Kick-out Plan (MS189)  Download plan summary 29 Nov 2024 29 Nov 2030 £1.0388 as at 19 Sep 2025
UK 95% Annual Kick-out Plan
Product Name Plan Summary Start Date End Date Price
UK 95% Annual Kick-out Plan (CT097)  Download plan summary 8 Mar 2024 8 Mar 2030 £1.1192 as at 19 Sep 2025
UK 95% Annual Kick-out Plan (MS193)  Download plan summary 17 Jan 2025 19 Jan 2032 £1.0168 as at 19 Sep 2025
UK 95% Annual Kick-out Plan (MS194)  Download plan summary 17 Jan 2025 19 Jan 2032 £1.0282 as at 19 Sep 2025
UK 95% Annual Kick-out Plan (MS197)  Download plan summary 21 Feb 2025 23 Feb 2032 £1.0058 as at 19 Sep 2025
UK 95% Annual Kick-out Plan (MS198)  Download plan summary 21 Feb 2025 23 Feb 2032 £1.0170 as at 19 Sep 2025
UK 95% Annual Kick-out Plan (MS206)  Download plan summary 26 Mar 2025 30 Mar 2032 £0.9990 as at 19 Sep 2025
UK 95% Annual Kick-out Plan (MS207)  Download plan summary 26 Mar 2025 30 Mar 2032 £1.0114 as at 19 Sep 2025
UK 95% Annual Kick-out Plan (HS568)  Download plan summary 6 Jun 2025 6 Jun 2031 £1.0138 as at 19 Sep 2025
UK 95% Annual Kick-out Plan (HS569)  Download plan summary 6 Jun 2025 6 Jun 2031 £1.0169 as at 19 Sep 2025
UK 95% Annual Kick-out Plan (HS584)  Download plan summary 18 Jul 2025 18 Jul 2031 £1.0115 as at 19 Sep 2025
UK 95% Annual Kick-out Plan (HS585)  Download plan summary 18 Jul 2025 18 Jul 2031 £1.0140 as at 19 Sep 2025
UK 95% Annual Kick-out Plan (HS605)  Download plan summary 22 Aug 2025 22 Aug 2031 £1.0023 as at 19 Sep 2025
UK 95% Annual Kick-out Plan (HS606)  Download plan summary 22 Aug 2025 22 Aug 2031 £1.0029 as at 19 Sep 2025
UK and Europe Step Down Kick-out Plan
Product Name Plan Summary Start Date End Date Price
UK & Europe Step Down Kick-out Plan (CA063)  Download plan summary 13 Oct 2023 15 Oct 2029 £1.1979 as at 19 Sep 2025
UK & Europe Step Down Kick-out Plan (CA065)  Download plan summary 17 Nov 2023 19 Nov 2029 £1.1743 as at 19 Sep 2025
UK & Europe Step Down Kick-out Plan (CA069)  Download plan summary 20 Dec 2023 20 Dec 2029 £1.1669 as at 19 Sep 2025
UK & Europe Step Down Kick-out Plan (CA073)  Download plan summary 19 Jan 2024 21 Jan 2030 £1.1575 as at 19 Sep 2025
UK & Europe Step Down Kick-out Plan (CA084)  Download plan summary 10 May 2024 10 May 2030 £1.0946 as at 19 Sep 2025
UK & Europe Step Down Kick-out Plan (CA097)  Download plan summary 25 Oct 2024 25 Oct 2030 £1.0715 as at 19 Sep 2025
UK & Europe Step Down Kick-out Plan (CA099)  Download plan summary 6 Dec 2024 6 Dec 2030 £1.0610 as at 19 Sep 2025
UK & Europe Step Down Kick-out Plan (CA101)  Download plan summary 17 Jan 2025 17 Jan 2031 £1.0358 as at 19 Sep 2025
UK & Europe Step Down Kick-out Plan (CA105)  Download plan summary 21 Feb 2025 21 Feb 2031 £1.0167 as at 19 Sep 2025
UK & Europe Step Down Kick-out Plan (CA108)  Download plan summary 28 Mar 2025 28 Mar 2031 £1.0119 as at 19 Sep 2025
UK & Europe Step Down Kick-out Plan (CA111)  Download plan summary 9 May 2025 9 May 2031 £1.0128 as at 19 Sep 2025
UK & Europe Step Down Kick-out Plan (CA116)  Download plan summary 27 Jun 2025 27 Jun 2031 £1.0163 as at 19 Sep 2025
UK & Europe Step Down Kick-out Plan (CA120)  Download plan summary 8 Aug 2025 8 Aug 2031 £1.0066 as at 19 Sep 2025
UK and US Step Down Kick-out Plan
Product Name Plan Summary Start Date End Date Price
UK & US Step Down Kick-out Plan (HS460)  Download plan summary 7 Jun 2024 7 Jun 2030 £1.0798 as at 19 Sep 2025
UK & US Step Down Kick-out Plan (MS182)  Download plan summary 4 Oct 2024 4 Oct 2030 £1.0745 as at 19 Sep 2025
UK & US Step Down Kick-out Plan (MS187)  Download plan summary 15 Nov 2024 15 Nov 2030 £1.0546 as at 19 Sep 2025
UK & US Step Down Kick-out Plan (MS192)  Download plan summary 20 Dec 2024 20 Dec 2030 £1.0418 as at 19 Sep 2025
UK & US Step Down Kick-out Plan (MS196)  Download plan summary 31 Jan 2025 31 Jan 2031 £1.0224 as at 19 Sep 2025
UK & US Step Down Kick-out Plan (MS200)  Download plan summary 14 Mar 2025 14 Mar 2031 £1.0209 as at 19 Sep 2025
UK & US Step Down Kick-out Plan (MS209)  Download plan summary 25 Apr 2025 25 Apr 2031 £1.0225 as at 19 Sep 2025
UK & US Step Down Kick-out Plan (MS215)  Download plan summary 6 Jun 2025 6 Jun 2031 £1.0174 as at 19 Sep 2025
UK & US Step Down Kick-out Plan (MS218)  Download plan summary 18 Jul 2025 18 Jul 2031 £1.0036 as at 19 Sep 2025
UK & US Step Down Kick-out Plan (MS220)  Download plan summary 22 Aug 2025 22 Aug 2031 £0.9825 as at 19 Sep 2025
UK Defensive Annual Kick-out Plan
Product Name Plan Summary Start Date End Date Price
UK Defensive Annual Kick-out Plan (CA090)  Download plan summary 2 Aug 2024 4 Aug 2031 £1.0774 as at 19 Sep 2025
UK Defensive Annual Kick-out Plan (CA094)  Download plan summary 13 Sep 2024 15 Sep 2031 £1.0576 as at 19 Sep 2025
UK Step Down Kick-out Plan
Product Name Plan Summary Start Date End Date Price
UK Step Down Kick-out Plan (HS392)  Download plan summary 29 Sep 2023 29 Sep 2028 £1.1272 as at 19 Sep 2025
UK Step Down Kick-out Plan (HS393)  Download plan summary 29 Sep 2023 29 Sep 2028 £1.1324 as at 19 Sep 2025
UK Step Down Kick-out Plan (CA062)  Download plan summary 13 Oct 2023 14 Oct 2030 £1.1529 as at 19 Sep 2025
UK Step Down Kick-out Plan (HS395)  Download plan summary 20 Oct 2023 20 Oct 2028 £1.1445 as at 19 Sep 2025
UK Step Down Kick-out Plan (HS397)  Download plan summary 20 Oct 2023 20 Oct 2028 £1.1495 as at 19 Sep 2025
UK Step Down Kick-out Plan (CT090)  Download plan summary 3 Nov 2023 4 Nov 2030 £1.1457 as at 19 Sep 2025
UK Step Down Kick-out Plan (HS400)  Download plan summary 6 Nov 2023 6 Nov 2028 £1.1214 as at 19 Sep 2025
UK Step Down Kick-out Plan (HS401)  Download plan summary 6 Nov 2023 6 Nov 2028 £1.1264 as at 19 Sep 2025
UK Step Down Kick-out Plan (CA064)  Download plan summary 17 Nov 2023 18 Nov 2030 £1.1320 as at 19 Sep 2025
UK Step Down Kick-out Plan (MS145)  Download plan summary 17 Nov 2023 18 Nov 2030 £1.1355 as at 19 Sep 2025
UK Step Down Kick-out Plan (HS405)  Download plan summary 1 Dec 2023 1 Dec 2028 £1.1375 as at 19 Sep 2025
UK Step Down Kick-out Plan (HS407)  Download plan summary 1 Dec 2023 1 Dec 2028 £1.1424 as at 19 Sep 2025
UK Step Down Kick-out Plan (CT091)  Download plan summary 8 Dec 2023 9 Dec 2030 £1.1347 as at 19 Sep 2025
UK Step Down Kick-out Plan (HS411)  Download plan summary 15 Dec 2023 15 Dec 2028 £1.1178 as at 19 Sep 2025
UK Step Down Kick-out Plan (HS412)  Download plan summary 15 Dec 2023 15 Dec 2028 £1.1232 as at 19 Sep 2025
UK Step Down Kick-out Plan (CA068)  Download plan summary 20 Dec 2023 20 Dec 2030 £1.1299 as at 19 Sep 2025
UK Step Down Kick-out Plan (HS414)  Download plan summary 20 Dec 2023 20 Dec 2028 £1.1082 as at 19 Sep 2025
UK Step Down Kick-out Plan (HS415)  Download plan summary 20 Dec 2023 20 Dec 2028 £1.1134 as at 19 Sep 2025
UK Step Down Kick-out Plan (MS149)  Download plan summary 20 Dec 2023 20 Dec 2030 £1.1321 as at 19 Sep 2025
UK Step Down Kick-out Plan (HS417)  Download plan summary 12 Jan 2024 12 Jan 2029 £1.1211 as at 19 Sep 2025
UK Step Down Kick-out Plan (HS419)  Download plan summary 12 Jan 2024 12 Jan 2029 £1.1308 as at 19 Sep 2025
UK Step Down Kick-out Plan (CT092)  Download plan summary 19 Jan 2024 20 Jan 2031 £1.1278 as at 19 Sep 2025
UK Step Down Kick-out Plan (HS420)  Download plan summary 19 Jan 2024 19 Jan 2029 £1.1024 as at 19 Sep 2025
UK Step Down Kick-out Plan (HS421)  Download plan summary 19 Jan 2024 19 Jan 2029 £1.1083 as at 19 Sep 2025
UK Step Down Kick-out Plan (HS422)  Download plan summary 19 Jan 2024 19 Jan 2029 £1.0922 as at 19 Sep 2025
UK Step Down Kick-out Plan (HS423)  Download plan summary 19 Jan 2024 19 Jan 2029 £1.0976 as at 19 Sep 2025
UK Step Down Kick-out Plan (CA072)  Download plan summary 19 Jan 2024 20 Jan 2031 £1.1165 as at 19 Sep 2025
UK Step Down Kick-out Plan (MS153)  Download plan summary 26 Jan 2024 27 Jan 2031 £1.1044 as at 19 Sep 2025
UK Step Down Kick-out Plan (HS427)  Download plan summary 14 Feb 2024 14 Feb 2029 £1.0964 as at 19 Sep 2025
UK Step Down Kick-out Plan (HS429)  Download plan summary 14 Feb 2024 14 Feb 2029 £1.1015 as at 19 Sep 2025
UK Step Down Kick-out Plan (HS430)  Download plan summary 14 Feb 2024 14 Feb 2029 £1.0831 as at 19 Sep 2025
UK Step Down Kick-out Plan (HS431)  Download plan summary 14 Feb 2024 14 Feb 2029 £1.0890 as at 19 Sep 2025
UK Step Down Kick-out Plan (CT095)  Download plan summary 23 Feb 2024 24 Feb 2031 £1.1153 as at 19 Sep 2025
UK Step Down Kick-out Plan (CA075)  Download plan summary 28 Feb 2024 28 Feb 2031 £1.1135 as at 19 Sep 2025
UK Step Down Kick-out Plan (GS194)  Download plan summary 1 Mar 2024 1 Mar 2030 £1.1119 as at 19 Sep 2025
UK Step Down Kick-out Plan (MS163)  Download plan summary 27 Mar 2024 27 Mar 2031 £1.0887 as at 19 Sep 2025
UK Step Down Kick-out Plan (CA078)  Download plan summary 27 Mar 2024 27 Mar 2031 £1.0964 as at 19 Sep 2025
UK Step Down Kick-out Plan (HS435)  Download plan summary 27 Mar 2024 27 Mar 2029 £1.0955 as at 19 Sep 2025
UK Step Down Kick-out Plan (HS437)  Download plan summary 27 Mar 2024 27 Mar 2029 £1.1050 as at 19 Sep 2025
UK Step Down Kick-out Plan (CT098)  Download plan summary 27 Mar 2024 27 Mar 2031 £1.1033 as at 19 Sep 2025
UK Step Down Kick-out Plan (HS441)  Download plan summary 12 Apr 2024 12 Apr 2029 £1.0984 as at 19 Sep 2025
UK Step Down Kick-out Plan (HS442)  Download plan summary 12 Apr 2024 12 Apr 2029 £1.1035 as at 19 Sep 2025
UK Step Down Kick-out Plan (HS446)  Download plan summary 22 Apr 2024 23 Apr 2029 £1.1053 as at 19 Sep 2025
UK Step Down Kick-out Plan (HS448)  Download plan summary 22 Apr 2024 23 Apr 2029 £1.1122 as at 19 Sep 2025
UK Step Down Kick-out Plan (CT100)  Download plan summary 10 May 2024 12 May 2031 £1.0860 as at 19 Sep 2025
UK Step Down Kick-out Plan (CA083)  Download plan summary 10 May 2024 12 May 2031 £1.0836 as at 19 Sep 2025
UK Step Down Kick-out Plan (HS452)  Download plan summary 17 May 2024 17 May 2029 £1.0715 as at 19 Sep 2025
UK Step Down Kick-out Plan (HS451)  Download plan summary 17 May 2024 17 May 2029 £1.0823 as at 19 Sep 2025
UK Step Down Kick-out Plan (HS454)  Download plan summary 31 May 2024 31 May 2029 £1.0891 as at 19 Sep 2025
UK Step Down Kick-out Plan (HS456)  Download plan summary 31 May 2024 31 May 2029 £1.0948 as at 19 Sep 2025
UK Step Down Kick-out Plan (CA088)  Download plan summary 21 Jun 2024 23 Jun 2031 £1.0782 as at 19 Sep 2025
UK Step Down Kick-out Plan (CT102)  Download plan summary 21 Jun 2024 23 Jun 2031 £1.0849 as at 19 Sep 2025
UK Step Down Kick-out Plan (HS463)  Download plan summary 21 Jun 2024 21 Jun 2029 £1.0692 as at 19 Sep 2025
UK Step Down Kick-out Plan (HS464)  Download plan summary 21 Jun 2024 21 Jun 2029 £1.0745 as at 19 Sep 2025
UK Step Down Kick-out Plan (HS466)  Download plan summary 5 Jul 2024 5 Jul 2029 £1.0752 as at 19 Sep 2025
UK Step Down Kick-out Plan (HS468)  Download plan summary 5 Jul 2024 5 Jul 2029 £1.0798 as at 19 Sep 2025
UK Step Down Kick-out Plan (HS477)  Download plan summary 23 Jul 2024 23 Jul 2029 £1.0702 as at 19 Sep 2025
UK Step Down Kick-out Plan (HS478)  Download plan summary 23 Jul 2024 23 Jul 2029 £1.0752 as at 19 Sep 2025
UK Step Down Kick-out Plan (CT105)  Download plan summary 2 Aug 2024 4 Aug 2031 £1.0787 as at 19 Sep 2025
UK Step Down Kick-out Plan (CA091)  Download plan summary 2 Aug 2024 4 Aug 2031 £1.0714 as at 19 Sep 2025
UK Step Down Kick-out Plan (HS480)  Download plan summary 9 Aug 2024 9 Aug 2030 £1.0747 as at 19 Sep 2025
UK Step Down Kick-out Plan (HS482)  Download plan summary 9 Aug 2024 9 Aug 2030 £1.0834 as at 19 Sep 2025
UK Step Down Kick-out Plan (HS488)  Download plan summary 30 Aug 2024 30 Aug 2030 £1.0593 as at 19 Sep 2025
UK Step Down Kick-out Plan (HS489)  Download plan summary 30 Aug 2024 30 Aug 2030 £1.0633 as at 19 Sep 2025
UK Step Down Kick-out Plan (CA095)  Download plan summary 13 Sep 2024 15 Sep 2031 £1.0568 as at 19 Sep 2025
UK Step Down Kick-out Plan (CT111)  Download plan summary 13 Sep 2024 15 Sep 2031 £1.0614 as at 19 Sep 2025
UK Step Down Kick-out Plan (HS491)  Download plan summary 13 Sep 2024 13 Sep 2030 £1.0554 as at 19 Sep 2025
UK Step Down Kick-out Plan (HS493)  Download plan summary 13 Sep 2024 13 Sep 2030 £1.0593 as at 19 Sep 2025
UK Step Down Kick-out Plan (HS498)  Download plan summary 4 Oct 2024 4 Oct 2030 £1.0541 as at 19 Sep 2025
UK Step Down Kick-out Plan (HS499)  Download plan summary 4 Oct 2024 4 Oct 2030 £1.0578 as at 19 Sep 2025
UK Step Down Kick-out Plan (HS502)  Download plan summary 18 Oct 2024 18 Oct 2030 £1.0563 as at 19 Sep 2025
UK Step Down Kick-out Plan (HS503)  Download plan summary 18 Oct 2024 18 Oct 2030 £1.0521 as at 19 Sep 2025
UK Step Down Kick-out Plan (HS504)  Download plan summary 18 Oct 2024 18 Oct 2030 £1.0595 as at 19 Sep 2025
UK Step Down Kick-out Plan (HS505)  Download plan summary 18 Oct 2024 18 Oct 2030 £1.0567 as at 19 Sep 2025
UK Step Down Kick-out Plan (GS198)  Download plan summary 25 Oct 2024 27 Oct 2031 £1.0670 as at 19 Sep 2025
UK Step Down Kick-out Plan (CA098)  Download plan summary 25 Oct 2024 27 Oct 2031 £1.0396 as at 19 Sep 2025
UK Step Down Kick-out Plan (CT116)  Download plan summary 25 Oct 2024 27 Oct 2031 £1.0521 as at 19 Sep 2025
UK Step Down Kick-out Plan (HS510)  Download plan summary 8 Nov 2024 8 Nov 2030 £1.0413 as at 19 Sep 2025
UK Step Down Kick-out Plan (HS511)  Download plan summary 8 Nov 2024 8 Nov 2030 £1.0454 as at 19 Sep 2025
UK Step Down Kick-out Plan (HS515)  Download plan summary 22 Nov 2024 22 Nov 2030 £1.0425 as at 19 Sep 2025
UK Step Down Kick-out Plan (HS516)  Download plan summary 22 Nov 2024 22 Nov 2030 £1.0384 as at 19 Sep 2025
UK Step Down Kick-out Plan (HS517)  Download plan summary 22 Nov 2024 22 Nov 2030 £1.0449 as at 19 Sep 2025
UK Step Down Kick-out Plan (HS518)  Download plan summary 22 Nov 2024 22 Nov 2030 £1.0424 as at 19 Sep 2025
UK Step Down Kick-out Plan (CT120)  Download plan summary 29 Nov 2024 1 Dec 2031 £1.0436 as at 19 Sep 2025
UK Step Down Kick-out Plan (CA100)  Download plan summary 6 Dec 2024 8 Dec 2031 £1.0354 as at 19 Sep 2025
UK Step Down Kick-out Plan (HS523)  Download plan summary 20 Dec 2024 20 Dec 2030 £1.0334 as at 19 Sep 2025
UK Step Down Kick-out Plan (HS524)  Download plan summary 20 Dec 2024 20 Dec 2030 £1.0379 as at 19 Sep 2025
UK Step Down Kick-out Plan (HS526)  Download plan summary 8 Jan 2025 8 Jan 2031 £1.0374 as at 19 Sep 2025
UK Step Down Kick-out Plan (HS527)  Download plan summary 8 Jan 2025 8 Jan 2031 £1.0352 as at 19 Sep 2025
UK Step Down Kick-out Plan (HS528)  Download plan summary 8 Jan 2025 8 Jan 2031 £1.0426 as at 19 Sep 2025
UK Step Down Kick-out Plan (HS529)  Download plan summary 8 Jan 2025 8 Jan 2031 £1.0443 as at 19 Sep 2025
UK Step Down Kick-out Plan (CT123)  Download plan summary 10 Jan 2025 12 Jan 2032 £1.0374 as at 19 Sep 2025
UK Step Down Kick-out Plan (CA102)  Download plan summary 17 Jan 2025 19 Jan 2032 £1.0263 as at 19 Sep 2025
UK Step Down Kick-out Plan (HS536)  Download plan summary 24 Jan 2025 24 Jan 2031 £1.0226 as at 19 Sep 2025
UK Step Down Kick-out Plan (HS537)  Download plan summary 24 Jan 2025 24 Jan 2031 £1.0267 as at 19 Sep 2025
UK Step Down Kick-out Plan (HS538)  Download plan summary 10 Feb 2025 10 Feb 2031 £1.0267 as at 19 Sep 2025
UK Step Down Kick-out Plan (HS539)  Download plan summary 10 Feb 2025 10 Feb 2031 £1.0196 as at 19 Sep 2025
UK Step Down Kick-out Plan (HS540)  Download plan summary 10 Feb 2025 10 Feb 2031 £1.0319 as at 19 Sep 2025
UK Step Down Kick-out Plan (HS541)  Download plan summary 10 Feb 2025 10 Feb 2031 £1.0283 as at 19 Sep 2025
UK Step Down Kick-out Plan (CT126)  Download plan summary 21 Feb 2025 23 Feb 2032 £1.0269 as at 19 Sep 2025
UK Step Down Kick-out Plan (CA106)  Download plan summary 21 Feb 2025 23 Feb 2032 £1.0182 as at 19 Sep 2025
UK Step Down Kick-out Plan (HS548)  Download plan summary 28 Feb 2025 28 Feb 2031 £1.0171 as at 19 Sep 2025
UK Step Down Kick-out Plan (HS549)  Download plan summary 28 Feb 2025 28 Feb 2031 £1.0210 as at 19 Sep 2025
UK Step Down Kick-out Plan (HS550)  Download plan summary 21 Mar 2025 21 Mar 2031 £1.0190 as at 19 Sep 2025
UK Step Down Kick-out Plan (HS551)  Download plan summary 21 Mar 2025 21 Mar 2031 £1.0153 as at 19 Sep 2025
UK Step Down Kick-out Plan (HS552)  Download plan summary 21 Mar 2025 21 Mar 2031 £1.0212 as at 19 Sep 2025
UK Step Down Kick-out Plan (HS553)  Download plan summary 21 Mar 2025 21 Mar 2031 £1.0188 as at 19 Sep 2025
UK Step Down Kick-out Plan (CA109)  Download plan summary 28 Mar 2025 30 Mar 2032 £1.0112 as at 19 Sep 2025
UK Step Down Kick-out Plan (SAN057)  Download plan summary 28 Mar 2025 28 Mar 2031 £1.0013 as at 19 Sep 2025
UK Step Down Kick-out Plan (CT129)  Download plan summary 28 Mar 2025 30 Mar 2032 £1.0168 as at 19 Sep 2025
UK Step Down Kick-out Plan (HS558)  Download plan summary 14 Apr 2025 15 Apr 2031 £1.0142 as at 19 Sep 2025
UK Step Down Kick-out Plan (HS559)  Download plan summary 14 Apr 2025 15 Apr 2031 £1.0175 as at 19 Sep 2025
UK Step Down Kick-out Plan (HS562)  Download plan summary 22 Apr 2025 22 Apr 2031 £1.0155 as at 19 Sep 2025
UK Step Down Kick-out Plan (HS563)  Download plan summary 22 Apr 2025 22 Apr 2031 £1.0125 as at 19 Sep 2025
UK Step Down Kick-out Plan (HS564)  Download plan summary 22 Apr 2025 22 Apr 2031 £1.0176 as at 19 Sep 2025
UK Step Down Kick-out Plan (HS565)  Download plan summary 22 Apr 2025 22 Apr 2031 £1.0159 as at 19 Sep 2025
UK Step Down Kick-out Plan (CT131)  Download plan summary 9 May 2025 10 May 2032 £1.0155 as at 19 Sep 2025
UK Step Down Kick-out Plan (SAN066)  Download plan summary 9 May 2025 9 May 2031 £1.0014 as at 19 Sep 2025
UK Step Down Kick-out Plan (CA112)  Download plan summary 9 May 2025 10 May 2032 £1.0131 as at 19 Sep 2025
UK Step Down Kick-out Plan (HS570)  Download plan summary 6 Jun 2025 6 Jun 2031 £1.0012 as at 19 Sep 2025
UK Step Down Kick-out Plan (HS571)  Download plan summary 6 Jun 2025 6 Jun 2031 £1.0045 as at 19 Sep 2025
UK Step Down Kick-out Plan (HS572)  Download plan summary 6 Jun 2025 6 Jun 2031 £1.0077 as at 19 Sep 2025
UK Step Down Kick-out Plan (HS573)  Download plan summary 6 Jun 2025 6 Jun 2031 £1.0103 as at 19 Sep 2025
UK Step Down Kick-out Plan (HS574)  Download plan summary 6 Jun 2025 6 Jun 2031 £1.0086 as at 19 Sep 2025
UK Step Down Kick-out Plan (HS575)  Download plan summary 6 Jun 2025 6 Jun 2031 £1.0121 as at 19 Sep 2025
UK Step Down Kick-out Plan (SAN075)  Download plan summary 20 Jun 2025 20 Jun 2031 £0.9844 as at 19 Sep 2025
UK Step Down Kick-out Plan (CT134)  Download plan summary 27 Jun 2025 28 Jun 2032 £1.0027 as at 19 Sep 2025
UK Step Down Kick-out Plan (CA117)  Download plan summary 27 Jun 2025 28 Jun 2032 £1.0106 as at 19 Sep 2025
UK Step Down Kick-out Plan (HS588)  Download plan summary 9 Jul 2025 9 Jul 2031 £1.0017 as at 19 Sep 2025
UK Step Down Kick-out Plan (HS589)  Download plan summary 9 Jul 2025 9 Jul 2031 £1.0048 as at 19 Sep 2025
UK Step Down Kick-out Plan (HS590)  Download plan summary 9 Jul 2025 9 Jul 2031 £1.0035 as at 19 Sep 2025
UK Step Down Kick-out Plan (HS591)  Download plan summary 9 Jul 2025 9 Jul 2031 £1.0074 as at 19 Sep 2025
UK Step Down Kick-out Plan (HS586)  Download plan summary 18 Jul 2025 18 Jul 2031 £1.0049 as at 19 Sep 2025
UK Step Down Kick-out Plan (HS587)  Download plan summary 18 Jul 2025 18 Jul 2031 £1.0072 as at 19 Sep 2025
UK Step Down Kick-out Plan (CA121)  Download plan summary 8 Aug 2025 9 Aug 2032 £1.0039 as at 19 Sep 2025
UK Step Down Kick-out Plan (SAN088)  Download plan summary 8 Aug 2025 9 Aug 2032 £0.9602 as at 19 Sep 2025
UK Step Down Kick-out Plan (HS599)  Download plan summary 15 Aug 2025 15 Aug 2031 £1.0122 as at 19 Sep 2025
UK Step Down Kick-out Plan (HS600)  Download plan summary 15 Aug 2025 15 Aug 2031 £1.0122 as at 19 Sep 2025
UK Step Down Kick-out Plan (HS601)  Download plan summary 15 Aug 2025 15 Aug 2031 £1.0119 as at 19 Sep 2025
UK Step Down Kick-out Plan (HS602)  Download plan summary 15 Aug 2025 15 Aug 2031 £1.0129 as at 19 Sep 2025
UK Step Down Kick-out Plan (HS607)  Download plan summary 22 Aug 2025 22 Aug 2031 £1.0000 as at 19 Sep 2025
UK Step Down Kick-out Plan (HS608)  Download plan summary 22 Aug 2025 22 Aug 2031 £1.0006 as at 19 Sep 2025
UK Step Down Kick-out Plan (CT137)  Download plan summary 22 Aug 2025 22 Aug 2031 £0.9778 as at 19 Sep 2025
UK Step Down Kick-out Plan (HS613)  Download plan summary 12 Sep 2025 12 Sep 2031 £0 as at 1 Aug 2025
UK Step Down Kick-out Plan (HS614)  Download plan summary 12 Sep 2025 12 Sep 2031 £0 as at 1 Aug 2025
UK Step Down Kick-out Plan (HS615)  Download plan summary 12 Sep 2025 12 Sep 2031 £0 as at 1 Aug 2025
UK Step Down Kick-out Plan (HS616)  Download plan summary 12 Sep 2025 12 Sep 2031 £0 as at 1 Aug 2025
UK Step Down Kick-out Plan (SAN096)  Download plan summary 19 Sep 2025 20 Sep 2032 £0 as at 1 Jul 2025
US Step Down Kick-out Plan
Product Name Plan Summary Start Date End Date Price
US Step Down Kick-out Plan (MS212)  Download plan summary 9 May 2025 9 May 2031 £1.0199 as at 19 Sep 2025
US Step Down Kick-out Plan (MS216)  Download plan summary 18 Jul 2025 18 Jul 2031 £1.0198 as at 19 Sep 2025
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Walker Crips Group plc, incorporates the following companies which are authorised and regulated by the Financial Conduct Authority: Walker Crips Investment Management Limited reference number 226344 and member of the London Stock Exchange, Walker Crips Financial Planning Limited reference number 114778, Ebor Trustees Limited reference number 462002, Barker Poland Asset Management LLP reference number 499311.
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Walker Crips Group plc is registered in England and Wales, number 1432059. Registered office: 128 Queen Victoria Street, London EC4V 4BJ. Walker Crips Investment Management Ltd is registered in England and Wales, number 4774117. Registered office: 128 Queen Victoria Street, London EC4V 4BJ. Walker Crips Financial Planning Ltd is registered in England and Wales, number 3790291. Registered office: Apollo House, Eboracum Way, York, England, YO31 7RE. Ebor Trustees Ltd is registered in England and Wales, number 3514268. Registered office: Apollo House, Eboracum Way, York, England, YO31 7RE. Barker Poland Asset Management LLP is registered in England and Wales, number OC341149. Registered office: 128 Queen Victoria Street, London EC4V 4BJ.

The value of investments can fall as well as rise. Investors may get back less than invested. Past performance is not a reliable indicator of future results.

The value of investments can fall as well as rise. Investors may get back less than invested.

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