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.

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Annual Kick-out Plan (UK)
Product Name Plan Summary Start Date End Date Price
UK Annual Kick-out Plan (MS134)  Download plan summary 28 Jul 2023 29 Jul 2030 £1.1890 as at 21 Jul 2025
UK Annual Kick-out Plan (GS177)  Download plan summary 1 Sep 2023 2 Sep 2030 £1.1770 as at 21 Jul 2025
UK Annual Kick-out Plan (GS178)  Download plan summary 1 Sep 2023 2 Sep 2030 £1.1820 as at 21 Jul 2025
UK Annual Kick-out Plan (MS140)  Download plan summary 6 Oct 2023 7 Oct 2030 £1.1989 as at 21 Jul 2025
UK Annual Kick-out Plan (GS179)  Download plan summary 13 Oct 2023 15 Oct 2029 £1.1644 as at 21 Jul 2025
UK Annual Kick-out Plan (GS180)  Download plan summary 13 Oct 2023 15 Oct 2029 £1.1687 as at 21 Jul 2025
UK Annual Kick-out Plan (GS183)  Download plan summary 17 Nov 2023 19 Nov 2029 £1.1578 as at 21 Jul 2025
UK Annual Kick-out Plan (GS184)  Download plan summary 17 Nov 2023 19 Nov 2029 £1.1622 as at 21 Jul 2025
UK Annual Kick-out Plan (MS144)  Download plan summary 17 Nov 2023 18 Nov 2030 £1.1772 as at 21 Jul 2025
UK Annual Kick-out Plan (GS187)  Download plan summary 20 Dec 2023 20 Dec 2029 £1.1502 as at 21 Jul 2025
UK Annual Kick-out Plan (GS188)  Download plan summary 20 Dec 2023 20 Dec 2029 £1.1549 as at 21 Jul 2025
UK Annual Kick-out Plan (MS148)  Download plan summary 20 Dec 2023 20 Dec 2030 £1.1682 as at 21 Jul 2025
UK Annual Kick-out Plan (GS191)  Download plan summary 19 Jan 2024 21 Jan 2030 £1.1408 as at 21 Jul 2025
UK Annual Kick-out Plan (GS192)  Download plan summary 19 Jan 2024 21 Jan 2030 £1.1436 as at 21 Jul 2025
UK Annual Kick-out Plan (MS152)  Download plan summary 26 Jan 2024 27 Jan 2031 £1.1457 as at 21 Jul 2025
UK Annual Kick-out Plan (CA074)  Download plan summary 28 Feb 2024 28 Feb 2031 £1.1499 as at 21 Jul 2025
UK Annual Kick-out Plan (MS157)  Download plan summary 1 Mar 2024 1 Mar 2030 £1.1176 as at 21 Jul 2025
UK Annual Kick-out Plan (MS158)  Download plan summary 1 Mar 2024 1 Mar 2030 £1.1198 as at 21 Jul 2025
UK Annual Kick-out Plan (CA077)  Download plan summary 27 Mar 2024 27 Mar 2031 £1.1193 as at 21 Jul 2025
UK Annual Kick-out Plan (CT099)  Download plan summary 26 Apr 2024 26 Apr 2030 £1.1014 as at 21 Jul 2025
UK Annual Kick-out Plan (CA082)  Download plan summary 10 May 2024 12 May 2031 £1.0881 as at 21 Jul 2025
UK Annual Kick-out Plan (HS450)  Download plan summary 17 May 2024 17 May 2029 £1.0998 as at 21 Jul 2025
UK Annual Kick-out Plan (HS449)  Download plan summary 17 May 2024 17 May 2029 £1.0952 as at 21 Jul 2025
UK Annual Kick-out Plan (CT101)  Download plan summary 7 Jun 2024 7 Jun 2030 £1.0803 as at 21 Jul 2025
UK Annual Kick-out Plan (CA087)  Download plan summary 21 Jun 2024 23 Jun 2031 £1.0766 as at 21 Jul 2025
UK Annual Kick-out Plan (HS461)  Download plan summary 21 Jun 2024 21 Jun 2029 £1.0904 as at 21 Jul 2025
UK Annual Kick-out Plan (HS462)  Download plan summary 21 Jun 2024 21 Jun 2029 £1.0944 as at 21 Jul 2025
UK Annual Kick-out Plan (CT104)  Download plan summary 19 Jul 2024 19 Jul 2030 £1.0779 as at 21 Jul 2025
UK Annual Kick-out Plan (HS475)  Download plan summary 23 Jul 2024 23 Jul 2029 £1.0729 as at 21 Jul 2025
UK Annual Kick-out Plan (HS476)  Download plan summary 23 Jul 2024 23 Jul 2029 £1.0756 as at 21 Jul 2025
UK Annual Kick-out Plan (CT109)  Download plan summary 30 Aug 2024 30 Aug 2030 £1.0615 as at 21 Jul 2025
UK Annual Kick-out Plan (HS485)  Download plan summary 30 Aug 2024 30 Aug 2030 £1.0650 as at 21 Jul 2025
UK Annual Kick-out Plan (HS486)  Download plan summary 30 Aug 2024 30 Aug 2030 £1.0673 as at 21 Jul 2025
UK Annual Kick-out Plan (HS496)  Download plan summary 4 Oct 2024 4 Oct 2030 £1.0570 as at 21 Jul 2025
UK Annual Kick-out Plan (HS497)  Download plan summary 4 Oct 2024 4 Oct 2030 £1.0589 as at 21 Jul 2025
UK Annual Kick-out Plan (CT115)  Download plan summary 18 Oct 2024 18 Oct 2030 £1.0495 as at 21 Jul 2025
UK Annual Kick-out Plan (HS508)  Download plan summary 8 Nov 2024 8 Nov 2030 £1.0460 as at 21 Jul 2025
UK Annual Kick-out Plan (HS509)  Download plan summary 8 Nov 2024 8 Nov 2030 £1.0483 as at 21 Jul 2025
UK Annual Kick-out Plan (CT118)  Download plan summary 29 Nov 2024 29 Nov 2030 £1.0389 as at 21 Jul 2025
UK Annual Kick-out Plan (HS521)  Download plan summary 20 Dec 2024 20 Dec 2030 £1.0380 as at 21 Jul 2025
UK Annual Kick-out Plan (HS522)  Download plan summary 20 Dec 2024 20 Dec 2030 £1.0402 as at 21 Jul 2025
UK Annual Kick-out Plan (CT124)  Download plan summary 10 Jan 2025 10 Jan 2031 £1.0366 as at 21 Jul 2025
UK Annual Kick-out Plan (HS534)  Download plan summary 24 Jan 2025 24 Jan 2031 £1.0258 as at 21 Jul 2025
UK Annual Kick-out Plan (HS535)  Download plan summary 24 Jan 2025 24 Jan 2031 £1.0276 as at 21 Jul 2025
UK Annual Kick-out Plan (CT127)  Download plan summary 21 Feb 2025 21 Feb 2031 £1.0152 as at 21 Jul 2025
UK Annual Kick-out Plan (HS546)  Download plan summary 28 Feb 2025 28 Feb 2031 £1.0125 as at 21 Jul 2025
UK Annual Kick-out Plan (HS547)  Download plan summary 28 Feb 2025 28 Feb 2031 £1.0141 as at 21 Jul 2025
UK Annual Kick-out Plan (SAN056)  Download plan summary 28 Mar 2025 30 Mar 2032 £0.9803 as at 21 Jul 2025
UK Annual Kick-out Plan (CT130)  Download plan summary 28 Mar 2025 28 Mar 2031 £1.0079 as at 21 Jul 2025
UK Annual Kick-out Plan (HS556)  Download plan summary 14 Apr 2025 15 Apr 2031 £1.0136 as at 21 Jul 2025
UK Annual Kick-out Plan (HS557)  Download plan summary 14 Apr 2025 15 Apr 2031 £1.0156 as at 21 Jul 2025
UK Annual Kick-out Plan (CT132)  Download plan summary 9 May 2025 9 May 2031 £1.0145 as at 21 Jul 2025
UK Annual Kick-out Plan (SAN065)  Download plan summary 9 May 2025 10 May 2032 £0.9906 as at 21 Jul 2025
UK Annual Kick-out Plan (HS578)  Download plan summary 6 Jun 2025 6 Jun 2031 £1.0155 as at 21 Jul 2025
UK Annual Kick-out Plan (HS579)  Download plan summary 6 Jun 2025 6 Jun 2031 £1.0161 as at 21 Jul 2025
UK Annual Kick-out Plan (SAN074)  Download plan summary 20 Jun 2025 21 Jun 2032 £1.0000 as at 1 Jan 0001
UK Annual Kick-out Plan (CT135)  Download plan summary 27 Jun 2025 27 Jun 2031 £1.0000 as at 1 Jan 0001
UK Annual Kick-out Plan (HS592)  Download plan summary 9 Jul 2025 9 Jul 2031 £1.0000 as at 1 Jan 0001
UK Annual Kick-out Plan (HS593)  Download plan summary 9 Jul 2025 9 Jul 2031 £1.0000 as at 1 Jan 0001
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 £1.0000 as at 1 Jan 0001
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 £1.0914 as at 21 Jul 2025
UK Defensive Step Down Kick-out Plan (CT122)  Download plan summary 10 Jan 2025 12 Jan 2032 £1.0168 as at 21 Jul 2025
UK Defensive Step Down Kick-out Plan (SAN058)  Download plan summary 28 Mar 2025 28 Mar 2031 £0.9828 as at 21 Jul 2025
UK Defensive Step Down Kick-out Plan (SAN067)  Download plan summary 9 May 2025 9 May 2031 £0.9822 as at 21 Jul 2025
UK Defensive Step Down Kick-out Plan (SAN076)  Download plan summary 20 Jun 2025 20 Jun 2031 £1.0000 as at 1 Jan 0001
Europe Kick-out Plan
Product Name Plan Summary Start Date End Date Price
Europe Annual Kick-out Plan (HS487)  Download plan summary 30 Aug 2024 30 Aug 2030 £1.0727 as at 21 Jul 2025
Europe Annual Kick-out Plan (HS500)  Download plan summary 11 Oct 2024 11 Oct 2030 £1.0635 as at 21 Jul 2025
Europe Step Down Kick-out Plan (HS501)  Download plan summary 11 Oct 2024 11 Oct 2030 £1.0486 as at 21 Jul 2025
Europe Annual Kick-out Plan (HS513)  Download plan summary 22 Nov 2024 22 Nov 2030 £1.0521 as at 21 Jul 2025
Europe Step Down Kick-out Plan (HS514)  Download plan summary 22 Nov 2024 22 Nov 2030 £1.0368 as at 21 Jul 2025
Europe Annual Kick-out Plan (HS530)  Download plan summary 10 Jan 2025 10 Jan 2031 £1.0412 as at 21 Jul 2025
Europe Step Down Kick-out Plan (HS531)  Download plan summary 10 Jan 2025 10 Jan 2031 £1.0363 as at 21 Jul 2025
Europe Annual Kick-out Plan (HS542)  Download plan summary 10 Feb 2025 10 Feb 2031 £1.0141 as at 21 Jul 2025
Europe Step Down Kick-out Plan (HS543)  Download plan summary 10 Feb 2025 10 Feb 2031 £1.0098 as at 21 Jul 2025
Europe Annual Kick-out Plan (HS554)  Download plan summary 21 Mar 2025 21 Mar 2031 £0.9967 as at 21 Jul 2025
Europe Step Down Kick-out Plan (HS555)  Download plan summary 21 Mar 2025 21 Mar 2031 £0.9928 as at 21 Jul 2025
Europe Annual Kick-out Plan (HS566)  Download plan summary 22 Apr 2025 22 Apr 2031 £1.0129 as at 21 Jul 2025
Europe Step Down Kick-out Plan (HS567)  Download plan summary 22 Apr 2025 22 Apr 2031 £1.0022 as at 21 Jul 2025
Europe Annual Kick-out Plan (HS576)  Download plan summary 6 Jun 2025 6 Jun 2031 £0.9971 as at 21 Jul 2025
Europe Step Down Kick-out Plan (HS577)  Download plan summary 6 Jun 2025 6 Jun 2031 £0.9940 as at 21 Jul 2025
Europe Annual Kick-out Plan (HS594)  Download plan summary 9 Jul 2025 9 Jul 2031 £1.0000 as at 1 Jan 0001
Europe Step Down Kick-out Plan (HS595)  Download plan summary 9 Jul 2025 9 Jul 2031 £1.0000 as at 1 Jan 0001
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 £1.0408 as at 21 Jul 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 £0.9911 as at 21 Jul 2025
UK Fixed Income Plan (CT046)  Download plan summary 19 Aug 2022 19 Aug 2027 £1.0009 as at 21 Jul 2025
UK Fixed Income Plan (CT052)  Download plan summary 23 Sep 2022 23 Sep 2027 £0.9890 as at 21 Jul 2025
UK Fixed Income Plan (CT056)  Download plan summary 28 Oct 2022 28 Oct 2027 £1.0162 as at 21 Jul 2025
UK Fixed Income Plan (CT062)  Download plan summary 2 Dec 2022 2 Dec 2027 £1.0362 as at 21 Jul 2025
UK Fixed Income Plan (CT067)  Download plan summary 13 Jan 2023 13 Jan 2028 £1.0249 as at 21 Jul 2025
UK Fixed Income Plan (CA041)  Download plan summary 24 Feb 2023 24 Feb 2028 £1.0219 as at 21 Jul 2025
UK Fixed Income Plan (CA045)  Download plan summary 31 Mar 2023 31 Mar 2028 £1.0018 as at 21 Jul 2025
UK Fixed Income Plan (CT079)  Download plan summary 5 May 2023 5 May 2028 £1.0163 as at 21 Jul 2025
UK Fixed Income Plan (CT084)  Download plan summary 9 Jun 2023 9 Jun 2028 £1.0011 as at 21 Jul 2025
UK Fixed Income Plan (CT086)  Download plan summary 17 Jul 2023 17 Jul 2028 £1.0219 as at 21 Jul 2025
UK Fixed Income Plan (CT088)  Download plan summary 25 Aug 2023 25 Aug 2027 £1.0288 as at 21 Jul 2025
UK Fixed Income Plan (GS185)  Download plan summary 1 Dec 2023 1 Dec 2028 £1.0230 as at 21 Jul 2025
UK Fixed Income Plan (CT103)  Download plan summary 19 Jul 2024 19 Jul 2029 £0.9964 as at 21 Jul 2025
UK Fixed Income Plan (CT108)  Download plan summary 30 Aug 2024 30 Aug 2029 £0.9867 as at 21 Jul 2025
UK Fixed Income Plan (CT114)  Download plan summary 11 Oct 2024 11 Oct 2029 £0.9739 as at 21 Jul 2025
UK Fixed Income Plan (CT117)  Download plan summary 22 Nov 2024 22 Nov 2029 £0.9721 as at 21 Jul 2025
UK Fixed Income Plan (CT121)  Download plan summary 10 Jan 2025 10 Jan 2030 £0.9830 as at 21 Jul 2025
UK Fixed Income Plan (CT125)  Download plan summary 21 Feb 2025 21 Feb 2030 £0.9860 as at 21 Jul 2025
UK Fixed Income Plan (CT128)  Download plan summary 28 Mar 2025 28 Mar 2030 £0.9773 as at 21 Jul 2025
UK Fixed Income Plan (CA118)  Download plan summary 4 Jul 2025 4 Jul 2030 £1.0000 as at 1 Jan 0001
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 £1.0682 as at 21 Jul 2025
Japan Annual Kick-out Plan (HS469)  Download plan summary 5 Jul 2024 5 Jul 2030 £1.0474 as at 21 Jul 2025
Japan Annual Kick-out Plan (HS483)  Download plan summary 16 Aug 2024 16 Aug 2030 £1.0666 as at 21 Jul 2025
Japan Annual Kick-out Plan (HS494)  Download plan summary 20 Sep 2024 20 Sep 2030 £1.0601 as at 21 Jul 2025
Japan Annual Kick-out Plan (HS506)  Download plan summary 18 Oct 2024 18 Oct 2030 £1.0389 as at 21 Jul 2025
Japan Annual Kick-out Plan (HS519)  Download plan summary 29 Nov 2024 29 Nov 2030 £1.0320 as at 21 Jul 2025
Japan Annual Kick-out Plan (HS532)  Download plan summary 17 Jan 2025 17 Jan 2031 £1.0181 as at 21 Jul 2025
Japan Annual Kick-out Plan (HS544)  Download plan summary 26 Feb 2025 26 Feb 2031 £1.0098 as at 21 Jul 2025
Japan Annual Kick-out Plan (HS560)  Download plan summary 11 Apr 2025 11 Apr 2031 £1.0233 as at 21 Jul 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 £1.0541 as at 21 Jul 2025
Japan Step Down Kick-out Plan (HS470)  Download plan summary 5 Jul 2024 5 Jul 2030 £1.0392 as at 21 Jul 2025
Japan Step Down Kick-out Plan (HS484)  Download plan summary 16 Aug 2024 16 Aug 2030 £1.0510 as at 21 Jul 2025
Japan Step Down Kick-out Plan (HS495)  Download plan summary 20 Sep 2024 20 Sep 2030 £1.0447 as at 21 Jul 2025
Japan Step Down Kick-out Plan (HS507)  Download plan summary 18 Oct 2024 18 Oct 2030 £1.0285 as at 21 Jul 2025
Japan Step Down Kick-out Plan (HS520)  Download plan summary 29 Nov 2024 29 Nov 2030 £1.0177 as at 21 Jul 2025
Japan Step Down Kick-out Plan (HS533)  Download plan summary 17 Jan 2025 17 Jan 2031 £1.0083 as at 21 Jul 2025
Japan Step Down Kick-out Plan (HS545)  Download plan summary 26 Feb 2025 26 Feb 2031 £0.9995 as at 21 Jul 2025
Japan Step Down Kick-out Plan (HS561)  Download plan summary 11 Apr 2025 11 Apr 2031 £1.0119 as at 21 Jul 2025
Japan Step Down Kick-out Plan (HS596)  Download plan summary 9 Jul 2025 9 Jul 2031 £1.0000 as at 1 Jan 0001
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 £1.0000 as at 1 Jan 0001
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 £1.0166 as at 21 Jul 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 £1.1332 as at 21 Jul 2025
UK & Europe Annual Kick-out Plan (CA103)  Download plan summary 17 Jan 2025 17 Jan 2031 £1.0308 as at 21 Jul 2025
UK & Europe Annual Kick-out Plan (CA107)  Download plan summary 21 Feb 2025 21 Feb 2031 £1.0025 as at 21 Jul 2025
UK & Europe Annual Kick-out Plan (CA110)  Download plan summary 28 Mar 2025 28 Mar 2031 £1.0095 as at 21 Jul 2025
UK & Europe Annual Kick-out Plan (CA113)  Download plan summary 9 May 2025 9 May 2031 £1.0098 as at 21 Jul 2025
UK & Europe Annual Kick-out Plan (CA115)  Download plan summary 27 Jun 2025 27 Jun 2031 £1.0000 as at 1 Jan 0001
UK & US Kick-out Plan
Product Name Plan Summary Start Date End Date Price
UK & US Annual Kick-out Plan (MS177)  Download plan summary 23 Aug 2024 23 Aug 2030 £1.0781 as at 21 Jul 2025
UK & US Annual Kick-out Plan (MS181)  Download plan summary 4 Oct 2024 4 Oct 2030 £1.0622 as at 21 Jul 2025
UK & US Annual Kick-out Plan (MS186)  Download plan summary 15 Nov 2024 15 Nov 2030 £1.0477 as at 21 Jul 2025
UK & US Annual Kick-out Plan (MS191)  Download plan summary 20 Dec 2024 20 Dec 2030 £1.0361 as at 21 Jul 2025
UK & US Annual Kick-out Plan (MS195)  Download plan summary 31 Jan 2025 31 Jan 2031 £1.0132 as at 21 Jul 2025
UK & US Annual Kick-out Plan (MS199)  Download plan summary 14 Mar 2025 14 Mar 2031 £1.0209 as at 21 Jul 2025
UK & US Annual Kick-out Plan (MS208)  Download plan summary 25 Apr 2025 25 Apr 2031 £1.0282 as at 21 Jul 2025
UK & US Annual Kick-out Plan (MS214)  Download plan summary 6 Jun 2025 6 Jun 2031 £1.0212 as at 21 Jul 2025
UK & US Annual Kick-out Plan (MS217)  Download plan summary 18 Jul 2025 18 Jul 2031 £1.0000 as at 1 Jan 0001
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 £1.0831 as at 21 Jul 2025
UK 90% Annual Kick-out Plan (MS162)  Download plan summary 27 Mar 2024 22 Mar 2031 £1.0878 as at 21 Jul 2025
UK 90% Annual Kick-out Plan (MS167)  Download plan summary 14 Jun 2024 14 Jun 2030 £1.0671 as at 21 Jul 2025
UK 90% Annual Kick-out Plan (MS168)  Download plan summary 14 Jun 2024 14 Jun 2030 £1.0703 as at 21 Jul 2025
UK 90% Annual Kick-out Plan (MS174)  Download plan summary 26 Jul 2024 26 Jul 2030 £1.0518 as at 21 Jul 2025
UK 90% Annual Kick-out Plan (MS175)  Download plan summary 26 Jul 2024 26 Jul 2030 £1.0571 as at 21 Jul 2025
UK 90% Annual Kick-out Plan (MS179)  Download plan summary 6 Sep 2024 6 Sep 2030 £1.0391 as at 21 Jul 2025
UK 90% Annual Kick-out Plan (MS180)  Download plan summary 6 Sep 2024 6 Sep 2030 £1.0427 as at 21 Jul 2025
UK 90% Annual Kick-out Plan (MS183)  Download plan summary 18 Oct 2024 18 Oct 2030 £1.0203 as at 21 Jul 2025
UK 90% Annual Kick-out Plan (MS184)  Download plan summary 18 Oct 2024 18 Oct 2030 £1.0250 as at 21 Jul 2025
UK 90% Annual Kick-out Plan (MS188)  Download plan summary 29 Nov 2024 29 Nov 2030 £1.0146 as at 21 Jul 2025
UK 90% Annual Kick-out Plan (MS189)  Download plan summary 29 Nov 2024 29 Nov 2030 £1.0193 as at 21 Jul 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 £1.1051 as at 21 Jul 2025
UK 95% Annual Kick-out Plan (MS193)  Download plan summary 17 Jan 2025 19 Jan 2032 £1.0043 as at 21 Jul 2025
UK 95% Annual Kick-out Plan (MS194)  Download plan summary 17 Jan 2025 19 Jan 2032 £1.0150 as at 21 Jul 2025
UK 95% Annual Kick-out Plan (MS197)  Download plan summary 21 Feb 2025 23 Feb 2032 £0.9968 as at 21 Jul 2025
UK 95% Annual Kick-out Plan (MS198)  Download plan summary 21 Feb 2025 23 Feb 2032 £1.0067 as at 21 Jul 2025
UK 95% Annual Kick-out Plan (MS206)  Download plan summary 26 Mar 2025 30 Mar 2032 £0.9907 as at 21 Jul 2025
UK 95% Annual Kick-out Plan (MS207)  Download plan summary 26 Mar 2025 30 Mar 2032 £1.0023 as at 21 Jul 2025
UK 95% Annual Kick-out Plan (HS568)  Download plan summary 6 Jun 2025 6 Jun 2031 £1.0125 as at 21 Jul 2025
UK 95% Annual Kick-out Plan (HS569)  Download plan summary 6 Jun 2025 6 Jun 2031 £1.0148 as at 21 Jul 2025
UK 95% Annual Kick-out Plan (HS584)  Download plan summary 18 Jul 2025 18 Jul 2031 £1.0000 as at 1 Jan 0001
UK 95% Annual Kick-out Plan (HS585)  Download plan summary 18 Jul 2025 18 Jul 2031 £1.0000 as at 1 Jan 0001
UK and Europe Step Down Kick-out Plan
Product Name Plan Summary Start Date End Date Price
UK & Europe Step Down Kick-out Plan (CA052)  Download plan summary 28 Jul 2023 30 Jul 2029 £1.2001 as at 21 Jul 2025
UK & Europe Step Down Kick-out Plan (CA058)  Download plan summary 8 Sep 2023 10 Sep 2029 £1.1911 as at 21 Jul 2025
UK & Europe Step Down Kick-out Plan (CA063)  Download plan summary 13 Oct 2023 15 Oct 2029 £1.1817 as at 21 Jul 2025
UK & Europe Step Down Kick-out Plan (CA065)  Download plan summary 17 Nov 2023 19 Nov 2029 £1.1561 as at 21 Jul 2025
UK & Europe Step Down Kick-out Plan (CA069)  Download plan summary 20 Dec 2023 20 Dec 2029 £1.1465 as at 21 Jul 2025
UK & Europe Step Down Kick-out Plan (CA073)  Download plan summary 19 Jan 2024 21 Jan 2030 £1.1382 as at 21 Jul 2025
UK & Europe Step Down Kick-out Plan (CA084)  Download plan summary 10 May 2024 10 May 2030 £1.0674 as at 21 Jul 2025
UK & Europe Step Down Kick-out Plan (CA092)  Download plan summary 2 Aug 2024 2 Aug 2030 £1.0819 as at 21 Jul 2025
UK & Europe Step Down Kick-out Plan (CA096)  Download plan summary 13 Sep 2024 13 Sep 2030 £1.0613 as at 21 Jul 2025
UK & Europe Step Down Kick-out Plan (CA097)  Download plan summary 25 Oct 2024 25 Oct 2030 £1.0430 as at 21 Jul 2025
UK & Europe Step Down Kick-out Plan (CA099)  Download plan summary 6 Dec 2024 6 Dec 2030 £1.0357 as at 21 Jul 2025
UK & Europe Step Down Kick-out Plan (CA101)  Download plan summary 17 Jan 2025 17 Jan 2031 £1.0121 as at 21 Jul 2025
UK & Europe Step Down Kick-out Plan (CA105)  Download plan summary 21 Feb 2025 21 Feb 2031 £0.9967 as at 21 Jul 2025
UK & Europe Step Down Kick-out Plan (CA108)  Download plan summary 28 Mar 2025 28 Mar 2031 £1.0000 as at 21 Jul 2025
UK & Europe Step Down Kick-out Plan (CA111)  Download plan summary 9 May 2025 9 May 2031 £1.0058 as at 21 Jul 2025
UK & Europe Step Down Kick-out Plan (CA116)  Download plan summary 27 Jun 2025 27 Jun 2031 £1.0000 as at 1 Jan 0001
UK and US Step Down Kick-out Plan
Product Name Plan Summary Start Date End Date Price
UK & US Step Down Kick-out Plan (MS139)  Download plan summary 8 Sep 2023 10 Sep 2029 £1.1849 as at 21 Jul 2025
UK & US Step Down Kick-out Plan (HS460)  Download plan summary 7 Jun 2024 7 Jun 2030 £1.0633 as at 21 Jul 2025
UK & US Step Down Kick-out Plan (MS178)  Download plan summary 23 Aug 2024 23 Aug 2030 £1.0638 as at 21 Jul 2025
UK & US Step Down Kick-out Plan (MS182)  Download plan summary 4 Oct 2024 4 Oct 2030 £1.0464 as at 21 Jul 2025
UK & US Step Down Kick-out Plan (MS187)  Download plan summary 15 Nov 2024 15 Nov 2030 £1.0295 as at 21 Jul 2025
UK & US Step Down Kick-out Plan (MS192)  Download plan summary 20 Dec 2024 20 Dec 2030 £1.0181 as at 21 Jul 2025
UK & US Step Down Kick-out Plan (MS196)  Download plan summary 31 Jan 2025 31 Jan 2031 £0.9978 as at 21 Jul 2025
UK & US Step Down Kick-out Plan (MS200)  Download plan summary 14 Mar 2025 14 Mar 2031 £1.0115 as at 21 Jul 2025
UK & US Step Down Kick-out Plan (MS209)  Download plan summary 25 Apr 2025 25 Apr 2031 £1.0171 as at 21 Jul 2025
UK & US Step Down Kick-out Plan (MS215)  Download plan summary 6 Jun 2025 6 Jun 2031 £1.0133 as at 21 Jul 2025
UK & US Step Down Kick-out Plan (MS218)  Download plan summary 18 Jul 2025 18 Jul 2031 £1.0000 as at 1 Jan 0001
UK Defensive Annual Kick-out Plan
Product Name Plan Summary Start Date End Date Price
UK Defensive Annual Kick-out Plan (CA054)  Download plan summary 1 Sep 2023 2 Sep 2030 £1.1551 as at 21 Jul 2025
UK Defensive Annual Kick-out Plan (CA055)  Download plan summary 1 Sep 2023 2 Sep 2030 £1.1598 as at 21 Jul 2025
UK Defensive Annual Kick-out Plan (CA059)  Download plan summary 22 Sep 2023 23 Sep 2030 £1.1303 as at 21 Jul 2025
UK Defensive Annual Kick-out Plan (CA060)  Download plan summary 22 Sep 2023 23 Sep 2030 £1.1369 as at 21 Jul 2025
UK Defensive Annual Kick-out Plan (CA090)  Download plan summary 2 Aug 2024 4 Aug 2031 £1.0590 as at 21 Jul 2025
UK Defensive Annual Kick-out Plan (CA094)  Download plan summary 13 Sep 2024 15 Sep 2031 £1.0406 as at 21 Jul 2025
UK Step Down Kick-out Plan
Product Name Plan Summary Start Date End Date Price
UK Step Down Kick-out Plan (CT087)  Download plan summary 28 Jul 2023 29 Jul 2030 £1.1518 as at 21 Jul 2025
UK Step Down Kick-out Plan (CA053)  Download plan summary 4 Aug 2023 5 Aug 2030 £1.1593 as at 21 Jul 2025
UK Step Down Kick-out Plan (HS376)  Download plan summary 11 Aug 2023 11 Aug 2028 £1.1376 as at 21 Jul 2025
UK Step Down Kick-out Plan (HS378)  Download plan summary 11 Aug 2023 11 Aug 2028 £1.1428 as at 21 Jul 2025
UK Step Down Kick-out Plan (HS382)  Download plan summary 25 Aug 2023 25 Aug 2028 £1.1200 as at 21 Jul 2025
UK Step Down Kick-out Plan (HS383)  Download plan summary 25 Aug 2023 25 Aug 2028 £1.1249 as at 21 Jul 2025
UK Step Down Kick-out Plan (CA057)  Download plan summary 8 Sep 2023 9 Sep 2030 £1.1483 as at 21 Jul 2025
UK Step Down Kick-out Plan (HS386)  Download plan summary 15 Sep 2023 15 Sep 2028 £1.1227 as at 21 Jul 2025
UK Step Down Kick-out Plan (HS388)  Download plan summary 15 Sep 2023 15 Sep 2028 £1.1393 as at 21 Jul 2025
UK Step Down Kick-out Plan (HS392)  Download plan summary 29 Sep 2023 29 Sep 2028 £1.1172 as at 21 Jul 2025
UK Step Down Kick-out Plan (HS393)  Download plan summary 29 Sep 2023 29 Sep 2028 £1.1222 as at 21 Jul 2025
UK Step Down Kick-out Plan (CA062)  Download plan summary 13 Oct 2023 14 Oct 2030 £1.1416 as at 21 Jul 2025
UK Step Down Kick-out Plan (HS395)  Download plan summary 20 Oct 2023 20 Oct 2028 £1.1339 as at 21 Jul 2025
UK Step Down Kick-out Plan (HS397)  Download plan summary 20 Oct 2023 20 Oct 2028 £1.1388 as at 21 Jul 2025
UK Step Down Kick-out Plan (CT090)  Download plan summary 3 Nov 2023 4 Nov 2030 £1.1351 as at 21 Jul 2025
UK Step Down Kick-out Plan (HS400)  Download plan summary 6 Nov 2023 6 Nov 2028 £1.1112 as at 21 Jul 2025
UK Step Down Kick-out Plan (HS401)  Download plan summary 6 Nov 2023 6 Nov 2028 £1.1163 as at 21 Jul 2025
UK Step Down Kick-out Plan (MS145)  Download plan summary 17 Nov 2023 18 Nov 2030 £1.1218 as at 21 Jul 2025
UK Step Down Kick-out Plan (CA064)  Download plan summary 17 Nov 2023 18 Nov 2030 £1.1206 as at 21 Jul 2025
UK Step Down Kick-out Plan (HS405)  Download plan summary 1 Dec 2023 1 Dec 2028 £1.1270 as at 21 Jul 2025
UK Step Down Kick-out Plan (HS407)  Download plan summary 1 Dec 2023 1 Dec 2028 £1.1317 as at 21 Jul 2025
UK Step Down Kick-out Plan (CT091)  Download plan summary 8 Dec 2023 9 Dec 2030 £1.1224 as at 21 Jul 2025
UK Step Down Kick-out Plan (HS411)  Download plan summary 15 Dec 2023 15 Dec 2028 £1.1070 as at 21 Jul 2025
UK Step Down Kick-out Plan (HS412)  Download plan summary 15 Dec 2023 15 Dec 2028 £1.1123 as at 21 Jul 2025
UK Step Down Kick-out Plan (CA068)  Download plan summary 20 Dec 2023 20 Dec 2030 £1.1173 as at 21 Jul 2025
UK Step Down Kick-out Plan (HS414)  Download plan summary 20 Dec 2023 20 Dec 2028 £1.0972 as at 21 Jul 2025
UK Step Down Kick-out Plan (HS415)  Download plan summary 20 Dec 2023 20 Dec 2028 £1.1022 as at 21 Jul 2025
UK Step Down Kick-out Plan (MS149)  Download plan summary 20 Dec 2023 20 Dec 2030 £1.1179 as at 21 Jul 2025
UK Step Down Kick-out Plan (HS417)  Download plan summary 12 Jan 2024 12 Jan 2029 £1.1089 as at 21 Jul 2025
UK Step Down Kick-out Plan (HS419)  Download plan summary 12 Jan 2024 12 Jan 2029 £1.1186 as at 21 Jul 2025
UK Step Down Kick-out Plan (CT092)  Download plan summary 19 Jan 2024 20 Jan 2031 £1.1164 as at 21 Jul 2025
UK Step Down Kick-out Plan (HS420)  Download plan summary 19 Jan 2024 19 Jan 2029 £1.0913 as at 21 Jul 2025
UK Step Down Kick-out Plan (HS421)  Download plan summary 19 Jan 2024 19 Jan 2029 £1.0970 as at 21 Jul 2025
UK Step Down Kick-out Plan (HS422)  Download plan summary 19 Jan 2024 19 Jan 2029 £1.0814 as at 21 Jul 2025
UK Step Down Kick-out Plan (HS423)  Download plan summary 19 Jan 2024 19 Jan 2029 £1.0866 as at 21 Jul 2025
UK Step Down Kick-out Plan (CA072)  Download plan summary 19 Jan 2024 20 Jan 2031 £1.1049 as at 21 Jul 2025
UK Step Down Kick-out Plan (MS153)  Download plan summary 26 Jan 2024 27 Jan 2031 £1.0942 as at 21 Jul 2025
UK Step Down Kick-out Plan (HS427)  Download plan summary 14 Feb 2024 14 Feb 2029 £1.0847 as at 21 Jul 2025
UK Step Down Kick-out Plan (HS429)  Download plan summary 14 Feb 2024 14 Feb 2029 £1.0895 as at 21 Jul 2025
UK Step Down Kick-out Plan (HS430)  Download plan summary 14 Feb 2024 14 Feb 2029 £1.0720 as at 21 Jul 2025
UK Step Down Kick-out Plan (HS431)  Download plan summary 14 Feb 2024 14 Feb 2029 £1.0777 as at 21 Jul 2025
UK Step Down Kick-out Plan (CT095)  Download plan summary 23 Feb 2024 24 Feb 2031 £1.1036 as at 21 Jul 2025
UK Step Down Kick-out Plan (CA075)  Download plan summary 28 Feb 2024 28 Feb 2031 £1.1013 as at 21 Jul 2025
UK Step Down Kick-out Plan (GS194)  Download plan summary 1 Mar 2024 1 Mar 2030 £1.1014 as at 21 Jul 2025
UK Step Down Kick-out Plan (MS163)  Download plan summary 27 Mar 2024 27 Mar 2031 £1.0741 as at 21 Jul 2025
UK Step Down Kick-out Plan (CA078)  Download plan summary 27 Mar 2024 27 Mar 2031 £1.0833 as at 21 Jul 2025
UK Step Down Kick-out Plan (HS435)  Download plan summary 27 Mar 2024 27 Mar 2029 £1.0826 as at 21 Jul 2025
UK Step Down Kick-out Plan (HS437)  Download plan summary 27 Mar 2024 27 Mar 2029 £1.0917 as at 21 Jul 2025
UK Step Down Kick-out Plan (CT098)  Download plan summary 27 Mar 2024 27 Mar 2031 £1.0884 as at 21 Jul 2025
UK Step Down Kick-out Plan (HS441)  Download plan summary 12 Apr 2024 12 Apr 2029 £1.0859 as at 21 Jul 2025
UK Step Down Kick-out Plan (HS442)  Download plan summary 12 Apr 2024 12 Apr 2029 £1.0908 as at 21 Jul 2025
UK Step Down Kick-out Plan (HS446)  Download plan summary 22 Apr 2024 23 Apr 2029 £1.0915 as at 21 Jul 2025
UK Step Down Kick-out Plan (HS448)  Download plan summary 22 Apr 2024 23 Apr 2029 £1.0981 as at 21 Jul 2025
UK Step Down Kick-out Plan (CT100)  Download plan summary 10 May 2024 12 May 2031 £1.0688 as at 21 Jul 2025
UK Step Down Kick-out Plan (CA083)  Download plan summary 10 May 2024 12 May 2031 £1.0669 as at 21 Jul 2025
UK Step Down Kick-out Plan (HS452)  Download plan summary 17 May 2024 17 May 2029 £1.0736 as at 21 Jul 2025
UK Step Down Kick-out Plan (HS451)  Download plan summary 17 May 2024 17 May 2029 £1.0692 as at 21 Jul 2025
UK Step Down Kick-out Plan (HS454)  Download plan summary 31 May 2024 31 May 2029 £1.0757 as at 21 Jul 2025
UK Step Down Kick-out Plan (HS456)  Download plan summary 31 May 2024 31 May 2029 £1.0811 as at 21 Jul 2025
UK Step Down Kick-out Plan (CA088)  Download plan summary 21 Jun 2024 23 Jun 2031 £1.0628 as at 21 Jul 2025
UK Step Down Kick-out Plan (CT102)  Download plan summary 21 Jun 2024 23 Jun 2031 £1.0676 as at 21 Jul 2025
UK Step Down Kick-out Plan (HS463)  Download plan summary 21 Jun 2024 21 Jun 2029 £1.0576 as at 21 Jul 2025
UK Step Down Kick-out Plan (HS464)  Download plan summary 21 Jun 2024 21 Jun 2029 £1.0624 as at 21 Jul 2025
UK Step Down Kick-out Plan (HS466)  Download plan summary 5 Jul 2024 5 Jul 2029 £1.0616 as at 21 Jul 2025
UK Step Down Kick-out Plan (HS468)  Download plan summary 5 Jul 2024 5 Jul 2029 £1.0657 as at 21 Jul 2025
UK Step Down Kick-out Plan (HS477)  Download plan summary 23 Jul 2024 23 Jul 2029 £1.0579 as at 21 Jul 2025
UK Step Down Kick-out Plan (HS478)  Download plan summary 23 Jul 2024 23 Jul 2029 £1.0626 as at 21 Jul 2025
UK Step Down Kick-out Plan (CT105)  Download plan summary 2 Aug 2024 4 Aug 2031 £1.0641 as at 21 Jul 2025
UK Step Down Kick-out Plan (CA091)  Download plan summary 2 Aug 2024 4 Aug 2031 £1.0555 as at 21 Jul 2025
UK Step Down Kick-out Plan (HS479)  Download plan summary 9 Aug 2024 9 Aug 2030 £1.0607 as at 21 Jul 2025
UK Step Down Kick-out Plan (HS480)  Download plan summary 9 Aug 2024 9 Aug 2030 £1.0614 as at 21 Jul 2025
UK Step Down Kick-out Plan (HS481)  Download plan summary 9 Aug 2024 9 Aug 2030 £1.0653 as at 21 Jul 2025
UK Step Down Kick-out Plan (HS482)  Download plan summary 9 Aug 2024 9 Aug 2030 £1.0695 as at 21 Jul 2025
UK Step Down Kick-out Plan (HS488)  Download plan summary 30 Aug 2024 30 Aug 2030 £1.0464 as at 21 Jul 2025
UK Step Down Kick-out Plan (HS489)  Download plan summary 30 Aug 2024 30 Aug 2030 £1.0498 as at 21 Jul 2025
UK Step Down Kick-out Plan (CA095)  Download plan summary 13 Sep 2024 15 Sep 2031 £1.0406 as at 21 Jul 2025
UK Step Down Kick-out Plan (HS490)  Download plan summary 13 Sep 2024 13 Sep 2030 £1.0454 as at 21 Jul 2025
UK Step Down Kick-out Plan (HS491)  Download plan summary 13 Sep 2024 13 Sep 2030 £1.0412 as at 21 Jul 2025
UK Step Down Kick-out Plan (HS492)  Download plan summary 13 Sep 2024 13 Sep 2030 £1.0478 as at 21 Jul 2025
UK Step Down Kick-out Plan (HS493)  Download plan summary 13 Sep 2024 13 Sep 2030 £1.0446 as at 21 Jul 2025
UK Step Down Kick-out Plan (CT111)  Download plan summary 13 Sep 2024 15 Sep 2031 £1.0434 as at 21 Jul 2025
UK Step Down Kick-out Plan (HS498)  Download plan summary 4 Oct 2024 4 Oct 2030 £1.0410 as at 21 Jul 2025
UK Step Down Kick-out Plan (HS499)  Download plan summary 4 Oct 2024 4 Oct 2030 £1.0444 as at 21 Jul 2025
UK Step Down Kick-out Plan (HS502)  Download plan summary 18 Oct 2024 18 Oct 2030 £1.0425 as at 21 Jul 2025
UK Step Down Kick-out Plan (HS503)  Download plan summary 18 Oct 2024 18 Oct 2030 £1.0388 as at 21 Jul 2025
UK Step Down Kick-out Plan (HS504)  Download plan summary 18 Oct 2024 18 Oct 2030 £1.0455 as at 21 Jul 2025
UK Step Down Kick-out Plan (HS505)  Download plan summary 18 Oct 2024 18 Oct 2030 £1.0428 as at 21 Jul 2025
UK Step Down Kick-out Plan (GS198)  Download plan summary 25 Oct 2024 27 Oct 2031 £1.0524 as at 21 Jul 2025
UK Step Down Kick-out Plan (CA098)  Download plan summary 25 Oct 2024 27 Oct 2031 £1.0231 as at 21 Jul 2025
UK Step Down Kick-out Plan (CT116)  Download plan summary 25 Oct 2024 27 Oct 2031 £1.0358 as at 21 Jul 2025
UK Step Down Kick-out Plan (HS510)  Download plan summary 8 Nov 2024 8 Nov 2030 £1.0293 as at 21 Jul 2025
UK Step Down Kick-out Plan (HS511)  Download plan summary 8 Nov 2024 8 Nov 2030 £1.0335 as at 21 Jul 2025
UK Step Down Kick-out Plan (HS515)  Download plan summary 22 Nov 2024 22 Nov 2030 £1.0295 as at 21 Jul 2025
UK Step Down Kick-out Plan (HS516)  Download plan summary 22 Nov 2024 22 Nov 2030 £1.0255 as at 21 Jul 2025
UK Step Down Kick-out Plan (HS517)  Download plan summary 22 Nov 2024 22 Nov 2030 £1.0318 as at 21 Jul 2025
UK Step Down Kick-out Plan (HS518)  Download plan summary 22 Nov 2024 22 Nov 2030 £1.0289 as at 21 Jul 2025
UK Step Down Kick-out Plan (CT120)  Download plan summary 29 Nov 2024 1 Dec 2031 £1.0292 as at 21 Jul 2025
UK Step Down Kick-out Plan (CA100)  Download plan summary 6 Dec 2024 8 Dec 2031 £1.0200 as at 21 Jul 2025
UK Step Down Kick-out Plan (HS523)  Download plan summary 20 Dec 2024 20 Dec 2030 £1.0222 as at 21 Jul 2025
UK Step Down Kick-out Plan (HS524)  Download plan summary 20 Dec 2024 20 Dec 2030 £1.0261 as at 21 Jul 2025
UK Step Down Kick-out Plan (HS526)  Download plan summary 8 Jan 2025 8 Jan 2031 £1.0245 as at 21 Jul 2025
UK Step Down Kick-out Plan (HS527)  Download plan summary 8 Jan 2025 8 Jan 2031 £1.0222 as at 21 Jul 2025
UK Step Down Kick-out Plan (HS528)  Download plan summary 8 Jan 2025 8 Jan 2031 £1.0296 as at 21 Jul 2025
UK Step Down Kick-out Plan (HS529)  Download plan summary 8 Jan 2025 8 Jan 2031 £1.0306 as at 21 Jul 2025
UK Step Down Kick-out Plan (CT123)  Download plan summary 10 Jan 2025 12 Jan 2032 £1.0225 as at 21 Jul 2025
UK Step Down Kick-out Plan (CA102)  Download plan summary 17 Jan 2025 19 Jan 2032 £1.0096 as at 21 Jul 2025
UK Step Down Kick-out Plan (HS536)  Download plan summary 24 Jan 2025 24 Jan 2031 £1.0104 as at 21 Jul 2025
UK Step Down Kick-out Plan (HS537)  Download plan summary 24 Jan 2025 24 Jan 2031 £1.0137 as at 21 Jul 2025
UK Step Down Kick-out Plan (HS538)  Download plan summary 10 Feb 2025 10 Feb 2031 £1.0094 as at 21 Jul 2025
UK Step Down Kick-out Plan (HS539)  Download plan summary 10 Feb 2025 10 Feb 2031 £1.0051 as at 21 Jul 2025
UK Step Down Kick-out Plan (HS540)  Download plan summary 10 Feb 2025 10 Feb 2031 £1.0146 as at 21 Jul 2025
UK Step Down Kick-out Plan (HS541)  Download plan summary 10 Feb 2025 10 Feb 2031 £1.0135 as at 21 Jul 2025
UK Step Down Kick-out Plan (CT126)  Download plan summary 21 Feb 2025 23 Feb 2032 £1.0141 as at 21 Jul 2025
UK Step Down Kick-out Plan (CA106)  Download plan summary 21 Feb 2025 23 Feb 2032 £1.0050 as at 21 Jul 2025
UK Step Down Kick-out Plan (HS548)  Download plan summary 28 Feb 2025 28 Feb 2031 £1.0034 as at 21 Jul 2025
UK Step Down Kick-out Plan (HS549)  Download plan summary 28 Feb 2025 28 Feb 2031 £1.0070 as at 21 Jul 2025
UK Step Down Kick-out Plan (HS550)  Download plan summary 21 Mar 2025 21 Mar 2031 £1.0032 as at 21 Jul 2025
UK Step Down Kick-out Plan (HS551)  Download plan summary 21 Mar 2025 21 Mar 2031 £1.0002 as at 21 Jul 2025
UK Step Down Kick-out Plan (HS552)  Download plan summary 21 Mar 2025 21 Mar 2031 £1.0051 as at 21 Jul 2025
UK Step Down Kick-out Plan (HS553)  Download plan summary 21 Mar 2025 21 Mar 2031 £1.0035 as at 21 Jul 2025
UK Step Down Kick-out Plan (CA109)  Download plan summary 28 Mar 2025 30 Mar 2032 £1.0037 as at 21 Jul 2025
UK Step Down Kick-out Plan (CT129)  Download plan summary 28 Mar 2025 30 Mar 2032 £1.0086 as at 21 Jul 2025
UK Step Down Kick-out Plan (SAN057)  Download plan summary 28 Mar 2025 28 Mar 2031 £0.9855 as at 21 Jul 2025
UK Step Down Kick-out Plan (HS558)  Download plan summary 14 Apr 2025 15 Apr 2031 £1.0014 as at 21 Jul 2025
UK Step Down Kick-out Plan (HS559)  Download plan summary 14 Apr 2025 15 Apr 2031 £1.0038 as at 21 Jul 2025
UK Step Down Kick-out Plan (HS562)  Download plan summary 22 Apr 2025 22 Apr 2031 £1.0017 as at 21 Jul 2025
UK Step Down Kick-out Plan (HS563)  Download plan summary 22 Apr 2025 22 Apr 2031 £0.9990 as at 21 Jul 2025
UK Step Down Kick-out Plan (HS564)  Download plan summary 22 Apr 2025 22 Apr 2031 £1.0038 as at 21 Jul 2025
UK Step Down Kick-out Plan (HS565)  Download plan summary 22 Apr 2025 22 Apr 2031 £1.0020 as at 21 Jul 2025
UK Step Down Kick-out Plan (SAN066)  Download plan summary 9 May 2025 9 May 2031 £0.9864 as at 21 Jul 2025
UK Step Down Kick-out Plan (CT131)  Download plan summary 9 May 2025 10 May 2032 £1.0092 as at 21 Jul 2025
UK Step Down Kick-out Plan (CA112)  Download plan summary 9 May 2025 10 May 2032 £1.0092 as at 21 Jul 2025
UK Step Down Kick-out Plan (HS570)  Download plan summary 6 Jun 2025 6 Jun 2031 £1.0032 as at 21 Jul 2025
UK Step Down Kick-out Plan (HS571)  Download plan summary 6 Jun 2025 6 Jun 2031 £1.0057 as at 21 Jul 2025
UK Step Down Kick-out Plan (HS572)  Download plan summary 6 Jun 2025 6 Jun 2031 £1.0115 as at 21 Jul 2025
UK Step Down Kick-out Plan (HS573)  Download plan summary 6 Jun 2025 6 Jun 2031 £1.0131 as at 21 Jul 2025
UK Step Down Kick-out Plan (HS574)  Download plan summary 6 Jun 2025 6 Jun 2031 £1.0122 as at 21 Jul 2025
UK Step Down Kick-out Plan (HS575)  Download plan summary 6 Jun 2025 6 Jun 2031 £1.0143 as at 21 Jul 2025
UK Step Down Kick-out Plan (SAN075)  Download plan summary 20 Jun 2025 20 Jun 2031 £1.0000 as at 1 Jan 0001
UK Step Down Kick-out Plan (CT134)  Download plan summary 27 Jun 2025 28 Jun 2032 £1.0000 as at 1 Jan 0001
UK Step Down Kick-out Plan (CA117)  Download plan summary 27 Jun 2025 28 Jun 2032 £1.0000 as at 1 Jan 0001
UK Step Down Kick-out Plan (HS588)  Download plan summary 9 Jul 2025 9 Jul 2031 £1.0000 as at 1 Jan 0001
UK Step Down Kick-out Plan (HS589)  Download plan summary 9 Jul 2025 9 Jul 2031 £1.0000 as at 1 Jan 0001
UK Step Down Kick-out Plan (HS590)  Download plan summary 9 Jul 2025 9 Jul 2031 £1.0000 as at 1 Jan 0001
UK Step Down Kick-out Plan (HS591)  Download plan summary 9 Jul 2025 9 Jul 2031 £1.0000 as at 1 Jan 0001
UK Step Down Kick-out Plan (HS586)  Download plan summary 18 Jul 2025 18 Jul 2031 £1.0000 as at 1 Jan 0001
UK Step Down Kick-out Plan (HS587)  Download plan summary 18 Jul 2025 18 Jul 2031 £1.0000 as at 1 Jan 0001
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 £1.0115 as at 21 Jul 2025
US Step Down Kick-out Plan (MS216)  Download plan summary 18 Jul 2025 18 Jul 2031 £1.0000 as at 1 Jan 0001
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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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