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

Browse our active products to see how they’re performing
Click on the product titles below to reveal further information.
Annual Kick-out Plan (UK)
Product Name Plan Summary Start Date End Date Price
UK Annual Kick-out Plan (MS130)  Download plan summary 16 Jun 2023 17 Jun 2030 £1.1592 as at 2 May 2025
UK Annual Kick-out Plan (MS133)  Download plan summary 23 Jun 2023 24 Jun 2030 £1.1679 as at 2 May 2025
UK Annual Kick-out Plan (MS134)  Download plan summary 28 Jul 2023 29 Jul 2030 £1.1581 as at 2 May 2025
UK Annual Kick-out Plan (GS177)  Download plan summary 1 Sep 2023 2 Sep 2030 £1.1571 as at 2 May 2025
UK Annual Kick-out Plan (GS178)  Download plan summary 1 Sep 2023 2 Sep 2030 £1.1620 as at 2 May 2025
UK Annual Kick-out Plan (MS140)  Download plan summary 6 Oct 2023 7 Oct 2030 £1.1604 as at 2 May 2025
UK Annual Kick-out Plan (GS179)  Download plan summary 13 Oct 2023 15 Oct 2029 £1.1389 as at 2 May 2025
UK Annual Kick-out Plan (GS180)  Download plan summary 13 Oct 2023 15 Oct 2029 £1.1437 as at 2 May 2025
UK Annual Kick-out Plan (GS183)  Download plan summary 17 Nov 2023 19 Nov 2029 £1.1325 as at 2 May 2025
UK Annual Kick-out Plan (GS184)  Download plan summary 17 Nov 2023 19 Nov 2029 £1.1373 as at 2 May 2025
UK Annual Kick-out Plan (MS144)  Download plan summary 17 Nov 2023 18 Nov 2030 £1.1385 as at 2 May 2025
UK Annual Kick-out Plan (MS148)  Download plan summary 20 Dec 2023 20 Dec 2030 £1.1265 as at 2 May 2025
UK Annual Kick-out Plan (GS187)  Download plan summary 20 Dec 2023 20 Dec 2029 £1.1132 as at 2 May 2025
UK Annual Kick-out Plan (GS188)  Download plan summary 20 Dec 2023 20 Dec 2029 £1.1177 as at 2 May 2025
UK Annual Kick-out Plan (GS191)  Download plan summary 19 Jan 2024 21 Jan 2030 £1.1128 as at 2 May 2025
UK Annual Kick-out Plan (GS192)  Download plan summary 19 Jan 2024 21 Jan 2030 £1.1152 as at 2 May 2025
UK Annual Kick-out Plan (MS152)  Download plan summary 26 Jan 2024 27 Jan 2031 £1.1055 as at 2 May 2025
UK Annual Kick-out Plan (CA074)  Download plan summary 28 Feb 2024 28 Feb 2031 £1.1150 as at 2 May 2025
UK Annual Kick-out Plan (MS157)  Download plan summary 1 Mar 2024 1 Mar 2030 £1.0858 as at 2 May 2025
UK Annual Kick-out Plan (MS158)  Download plan summary 1 Mar 2024 1 Mar 2030 £1.0871 as at 2 May 2025
UK Annual Kick-out Plan (CA077)  Download plan summary 27 Mar 2024 27 Mar 2031 £1.0794 as at 2 May 2025
UK Annual Kick-out Plan (CT099)  Download plan summary 26 Apr 2024 26 Apr 2030 £1.0584 as at 2 May 2025
UK Annual Kick-out Plan (CA082)  Download plan summary 10 May 2024 12 May 2031 £1.0416 as at 2 May 2025
UK Annual Kick-out Plan (HS450)  Download plan summary 17 May 2024 17 May 2029 £1.0555 as at 2 May 2025
UK Annual Kick-out Plan (HS449)  Download plan summary 17 May 2024 17 May 2029 £1.0528 as at 2 May 2025
UK Annual Kick-out Plan (HS457)  Download plan summary 31 May 2024 31 May 2030 £1.0746 as at 2 May 2025
UK Annual Kick-out Plan (CT101)  Download plan summary 7 Jun 2024 7 Jun 2030 £1.0344 as at 2 May 2025
UK Annual Kick-out Plan (HS461)  Download plan summary 21 Jun 2024 21 Jun 2029 £1.0527 as at 2 May 2025
UK Annual Kick-out Plan (HS462)  Download plan summary 21 Jun 2024 21 Jun 2029 £1.0542 as at 2 May 2025
UK Annual Kick-out Plan (CA087)  Download plan summary 21 Jun 2024 23 Jun 2031 £1.0336 as at 2 May 2025
UK Annual Kick-out Plan (CT104)  Download plan summary 19 Jul 2024 19 Jul 2030 £1.0364 as at 2 May 2025
UK Annual Kick-out Plan (HS475)  Download plan summary 23 Jul 2024 23 Jul 2029 £1.0469 as at 2 May 2025
UK Annual Kick-out Plan (HS476)  Download plan summary 23 Jul 2024 23 Jul 2029 £1.0488 as at 2 May 2025
UK Annual Kick-out Plan (CT109)  Download plan summary 30 Aug 2024 30 Aug 2030 £1.0197 as at 2 May 2025
UK Annual Kick-out Plan (HS485)  Download plan summary 30 Aug 2024 30 Aug 2030 £1.0303 as at 2 May 2025
UK Annual Kick-out Plan (HS486)  Download plan summary 30 Aug 2024 30 Aug 2030 £1.0314 as at 2 May 2025
UK Annual Kick-out Plan (HS497)  Download plan summary 4 Oct 2024 4 Oct 2030 £1.0268 as at 2 May 2025
UK Annual Kick-out Plan (HS496)  Download plan summary 4 Oct 2024 4 Oct 2030 £1.0258 as at 2 May 2025
UK Annual Kick-out Plan (CT115)  Download plan summary 18 Oct 2024 18 Oct 2030 £1.0069 as at 2 May 2025
UK Annual Kick-out Plan (HS508)  Download plan summary 8 Nov 2024 8 Nov 2030 £1.0186 as at 2 May 2025
UK Annual Kick-out Plan (HS509)  Download plan summary 8 Nov 2024 8 Nov 2030 £1.0202 as at 2 May 2025
UK Annual Kick-out Plan (CT118)  Download plan summary 29 Nov 2024 29 Nov 2030 £1.0020 as at 2 May 2025
UK Annual Kick-out Plan (HS522)  Download plan summary 20 Dec 2024 20 Dec 2030 £1.0114 as at 2 May 2025
UK Annual Kick-out Plan (HS521)  Download plan summary 20 Dec 2024 20 Dec 2030 £1.0099 as at 2 May 2025
UK Annual Kick-out Plan (CT124)  Download plan summary 10 Jan 2025 10 Jan 2031 £1.0064 as at 2 May 2025
UK Annual Kick-out Plan (HS534)  Download plan summary 24 Jan 2025 24 Jan 2031 £0.9895 as at 2 May 2025
UK Annual Kick-out Plan (HS535)  Download plan summary 24 Jan 2025 24 Jan 2031 £0.9906 as at 2 May 2025
UK Annual Kick-out Plan (CT127)  Download plan summary 21 Feb 2025 21 Feb 2031 £0.9815 as at 2 May 2025
UK Annual Kick-out Plan (HS547)  Download plan summary 28 Feb 2025 28 Feb 2031 £0.9790 as at 2 May 2025
UK Annual Kick-out Plan (HS546)  Download plan summary 28 Feb 2025 28 Feb 2031 £0.9789 as at 2 May 2025
UK Annual Kick-out Plan (SAN056)  Download plan summary 28 Mar 2025 30 Mar 2032 £0.9381 as at 2 May 2025
UK Annual Kick-out Plan (CT130)  Download plan summary 28 Mar 2025 28 Mar 2031 £1.0000 as at 1 Jan 0001
UK Annual Kick-out Plan (HS557)  Download plan summary 14 Apr 2025 15 Apr 2031
UK Annual Kick-out Plan (HS556)  Download plan summary 14 Apr 2025 15 Apr 2031
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 £1.0688 as at 2 May 2025
UK Defensive Step Down Kick-out Plan (CT122)  Download plan summary 10 Jan 2025 12 Jan 2032 £0.9985 as at 2 May 2025
UK Defensive Step Down Kick-out Plan (SAN058)  Download plan summary 28 Mar 2025 28 Mar 2031 £0.9588 as at 2 May 2025
Europe Kick-out Plan
Product Name Plan Summary Start Date End Date Price
Europe Annual Kick-out Plan (HS471)  Download plan summary 5 Jul 2024 5 Jul 2030 £1.0585 as at 2 May 2025
Europe Annual Kick-out Plan (HS487)  Download plan summary 30 Aug 2024 30 Aug 2030 £1.0393 as at 2 May 2025
Europe Annual Kick-out Plan (HS500)  Download plan summary 11 Oct 2024 11 Oct 2030 £1.0312 as at 2 May 2025
Europe Step Down Kick-out Plan (HS501)  Download plan summary 11 Oct 2024 11 Oct 2030 £1.0246 as at 2 May 2025
Europe Annual Kick-out Plan (HS513)  Download plan summary 22 Nov 2024 22 Nov 2030 £1.0255 as at 2 May 2025
Europe Step Down Kick-out Plan (HS514)  Download plan summary 22 Nov 2024 22 Nov 2030 £1.0118 as at 2 May 2025
Europe Annual Kick-out Plan (HS530)  Download plan summary 10 Jan 2025 10 Jan 2031 £1.0126 as at 2 May 2025
Europe Step Down Kick-out Plan (HS531)  Download plan summary 10 Jan 2025 10 Jan 2031 £1.0136 as at 2 May 2025
Europe Annual Kick-out Plan (HS542)  Download plan summary 10 Feb 2025 10 Feb 2031 £0.9844 as at 2 May 2025
Europe Step Down Kick-out Plan (HS543)  Download plan summary 10 Feb 2025 10 Feb 2031 £0.9855 as at 2 May 2025
Europe Annual Kick-out Plan (HS554)  Download plan summary 21 Mar 2025 21 Mar 2031 £0.9871 as at 2 May 2025
Europe Step Down Kick-out Plan (HS555)  Download plan summary 21 Mar 2025 21 Mar 2031 £0.9897 as at 2 May 2025
Europe Annual Kick-out Plan (HS566)  Download plan summary 22 Apr 2025 22 Apr 2031
Europe Step Down Kick-out Plan (HS567)  Download plan summary 22 Apr 2025 22 Apr 2031
Europe Step Down Kick-out Plan
Product Name Plan Summary Start Date End Date Price
Europe Step Down Kick-out Plan (CA086)  Download plan summary 31 May 2024 31 May 2030 £1.0509 as at 2 May 2025
Europe Step Down Kick-out Plan (CA093)  Download plan summary 23 Aug 2024 23 Aug 2030 £1.0107 as at 2 May 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 £0.9852 as at 2 May 2025
UK Fixed Income Plan (CT046)  Download plan summary 19 Aug 2022 19 Aug 2027 £0.9935 as at 2 May 2025
UK Fixed Income Plan (CT052)  Download plan summary 23 Sep 2022 23 Sep 2027 £0.9827 as at 2 May 2025
UK Fixed Income Plan (CT056)  Download plan summary 28 Oct 2022 28 Oct 2027 £1.0103 as at 2 May 2025
UK Fixed Income Plan (CT062)  Download plan summary 2 Dec 2022 2 Dec 2027 £1.0320 as at 2 May 2025
UK Fixed Income Plan (CT067)  Download plan summary 13 Jan 2023 13 Jan 2028 £1.0035 as at 2 May 2025
UK Fixed Income Plan (CA041)  Download plan summary 24 Feb 2023 24 Feb 2028 £1.0187 as at 2 May 2025
UK Fixed Income Plan (CA045)  Download plan summary 31 Mar 2023 31 Mar 2028 £0.9973 as at 2 May 2025
UK Fixed Income Plan (CT079)  Download plan summary 5 May 2023 5 May 2028 £1.0089 as at 2 May 2025
UK Fixed Income Plan (CT084)  Download plan summary 9 Jun 2023 9 Jun 2028 £0.9927 as at 2 May 2025
UK Fixed Income Plan (CT086)  Download plan summary 17 Jul 2023 17 Jul 2028 £0.9999 as at 2 May 2025
UK Fixed Income Plan (CT088)  Download plan summary 25 Aug 2023 25 Aug 2027 £1.0244 as at 2 May 2025
UK Fixed Income Plan (GS185)  Download plan summary 1 Dec 2023 1 Dec 2028 £1.0170 as at 2 May 2025
UK Fixed Income Plan (CT103)  Download plan summary 19 Jul 2024 19 Jul 2029 £0.9717 as at 2 May 2025
UK Fixed Income Plan (CT108)  Download plan summary 30 Aug 2024 30 Aug 2029 £0.9749 as at 2 May 2025
UK Fixed Income Plan (CT114)  Download plan summary 11 Oct 2024 11 Oct 2029 £0.9620 as at 2 May 2025
UK Fixed Income Plan (CT117)  Download plan summary 22 Nov 2024 22 Nov 2029 £0.9646 as at 2 May 2025
UK Fixed Income Plan (CT121)  Download plan summary 10 Jan 2025 10 Jan 2030 £1.0016 as at 2 May 2025
UK Fixed Income Plan (CT125)  Download plan summary 21 Feb 2025 21 Feb 2030 £0.9785 as at 2 May 2025
UK Fixed Income Plan (CT128)  Download plan summary 28 Mar 2025 28 Mar 2030 £0.9787 as at 2 May 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 £0.9970 as at 2 May 2025
Japan Annual Kick-out Plan (HS469)  Download plan summary 5 Jul 2024 5 Jul 2030 £0.9804 as at 2 May 2025
Japan Annual Kick-out Plan (HS483)  Download plan summary 16 Aug 2024 16 Aug 2030 £1.0092 as at 2 May 2025
Japan Annual Kick-out Plan (HS494)  Download plan summary 20 Sep 2024 20 Sep 2030 £1.0043 as at 2 May 2025
Japan Annual Kick-out Plan (HS506)  Download plan summary 18 Oct 2024 18 Oct 2030 £0.9800 as at 2 May 2025
Japan Annual Kick-out Plan (HS519)  Download plan summary 29 Nov 2024 29 Nov 2030 £0.9771 as at 2 May 2025
Japan Annual Kick-out Plan (HS532)  Download plan summary 17 Jan 2025 17 Jan 2031 £0.9660 as at 2 May 2025
Japan Annual Kick-out Plan (HS544)  Download plan summary 26 Feb 2025 26 Feb 2031 £0.9662 as at 2 May 2025
Japan Annual Kick-out Plan (HS560)  Download plan summary 11 Apr 2025 11 Apr 2031
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 £0.9950 as at 2 May 2025
Japan Step Down Kick-out Plan (HS470)  Download plan summary 5 Jul 2024 5 Jul 2030 £0.9888 as at 2 May 2025
Japan Step Down Kick-out Plan (HS484)  Download plan summary 16 Aug 2024 16 Aug 2030 £1.0070 as at 2 May 2025
Japan Step Down Kick-out Plan (HS495)  Download plan summary 20 Sep 2024 20 Sep 2030 £1.0015 as at 2 May 2025
Japan Step Down Kick-out Plan (HS507)  Download plan summary 18 Oct 2024 18 Oct 2030 £0.9840 as at 2 May 2025
Japan Step Down Kick-out Plan (HS520)  Download plan summary 29 Nov 2024 29 Nov 2030 £0.9734 as at 2 May 2025
Japan Step Down Kick-out Plan (HS533)  Download plan summary 17 Jan 2025 17 Jan 2031 £0.9661 as at 2 May 2025
Japan Step Down Kick-out Plan (HS545)  Download plan summary 26 Feb 2025 26 Feb 2031 £0.9662 as at 2 May 2025
Japan Step Down Kick-out Plan (HS561)  Download plan summary 11 Apr 2025 11 Apr 2031
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 £0.9848 as at 2 May 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 £1.0926 as at 2 May 2025
UK & Europe Annual Kick-out Plan (CA103)  Download plan summary 17 Jan 2025 17 Jan 2031 £1.0008 as at 2 May 2025
UK & Europe Annual Kick-out Plan (CA107)  Download plan summary 21 Feb 2025 21 Feb 2031 £0.9767 as at 2 May 2025
UK & Europe Annual Kick-out Plan (CA110)  Download plan summary 28 Mar 2025 28 Mar 2031 £0.9871 as at 2 May 2025
UK & US Kick-out Plan
Product Name Plan Summary Start Date End Date Price
UK & US Annual Kick-out Plan (MS171)  Download plan summary 12 Jul 2024 12 Jul 2030 £1.0244 as at 2 May 2025
UK & US Annual Kick-out Plan (MS177)  Download plan summary 23 Aug 2024 23 Aug 2030 £1.0062 as at 2 May 2025
UK & US Annual Kick-out Plan (MS181)  Download plan summary 4 Oct 2024 4 Oct 2030 £0.9952 as at 2 May 2025
UK & US Annual Kick-out Plan (MS186)  Download plan summary 15 Nov 2024 15 Nov 2030 £0.9837 as at 2 May 2025
UK & US Annual Kick-out Plan (MS191)  Download plan summary 20 Dec 2024 20 Dec 2030 £0.9786 as at 2 May 2025
UK & US Annual Kick-out Plan (MS195)  Download plan summary 31 Jan 2025 31 Jan 2031 £0.9559 as at 2 May 2025
UK & US Annual Kick-out Plan (MS199)  Download plan summary 14 Mar 2025 14 Mar 2031 £0.9771 as at 2 May 2025
UK & US Annual Kick-out Plan (MS208)  Download plan summary 25 Apr 2025 25 Apr 2031
UK 90% Annual Kick-out Plan
Product Name Plan Summary Start Date End Date Price
UK 90% Annual Kick-out Plan (CT081)  Download plan summary 5 May 2023 8 May 2029 £1.1368 as at 2 May 2025
UK 90% Annual Kick-out Plan (CT082)  Download plan summary 5 May 2023 8 May 2029 £1.1418 as at 2 May 2025
UK 90% Annual Kick-out Plan (MS161)  Download plan summary 27 Mar 2024 27 Mar 2031 £1.0580 as at 2 May 2025
UK 90% Annual Kick-out Plan (MS162)  Download plan summary 27 Mar 2024 22 Mar 2031 £1.0623 as at 2 May 2025
UK 90% Annual Kick-out Plan (MS167)  Download plan summary 14 Jun 2024 14 Jun 2030 £1.0372 as at 2 May 2025
UK 90% Annual Kick-out Plan (MS168)  Download plan summary 14 Jun 2024 14 Jun 2030 £1.0396 as at 2 May 2025
UK 90% Annual Kick-out Plan (MS174)  Download plan summary 26 Jul 2024 26 Jul 2030 £1.0144 as at 2 May 2025
UK 90% Annual Kick-out Plan (MS175)  Download plan summary 26 Jul 2024 26 Jul 2030 £1.0182 as at 2 May 2025
UK 90% Annual Kick-out Plan (MS179)  Download plan summary 6 Sep 2024 6 Sep 2030 £1.0025 as at 2 May 2025
UK 90% Annual Kick-out Plan (MS180)  Download plan summary 6 Sep 2024 6 Sep 2030 £1.0050 as at 2 May 2025
UK 90% Annual Kick-out Plan (MS184)  Download plan summary 18 Oct 2024 18 Oct 2030 £0.9858 as at 2 May 2025
UK 90% Annual Kick-out Plan (MS183)  Download plan summary 18 Oct 2024 18 Oct 2030 £0.9825 as at 2 May 2025
UK 90% Annual Kick-out Plan (MS188)  Download plan summary 29 Nov 2024 29 Nov 2030 £0.9882 as at 2 May 2025
UK 90% Annual Kick-out Plan (MS189)  Download plan summary 29 Nov 2024 29 Nov 2030 £0.9916 as at 2 May 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 £1.0764 as at 2 May 2025
UK 95% Annual Kick-out Plan (MS193)  Download plan summary 17 Jan 2025 19 Jan 2032 £0.9799 as at 2 May 2025
UK 95% Annual Kick-out Plan (MS194)  Download plan summary 17 Jan 2025 19 Jan 2032 £0.9890 as at 2 May 2025
UK 95% Annual Kick-out Plan (MS198)  Download plan summary 21 Feb 2025 23 Feb 2032 £0.9771 as at 2 May 2025
UK 95% Annual Kick-out Plan (MS197)  Download plan summary 21 Feb 2025 23 Feb 2032 £0.9725 as at 2 May 2025
UK 95% Annual Kick-out Plan (MS206)  Download plan summary 26 Mar 2025 30 Mar 2032 £0.9685 as at 2 May 2025
UK 95% Annual Kick-out Plan (MS207)  Download plan summary 26 Mar 2025 30 Mar 2032 £0.9727 as at 2 May 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 (CA052)  Download plan summary 28 Jul 2023 30 Jul 2029 £1.1705 as at 2 May 2025
UK & Europe Step Down Kick-out Plan (CA058)  Download plan summary 8 Sep 2023 10 Sep 2029 £1.1614 as at 2 May 2025
UK & Europe Step Down Kick-out Plan (CA063)  Download plan summary 13 Oct 2023 15 Oct 2029 £1.1516 as at 2 May 2025
UK & Europe Step Down Kick-out Plan (CA065)  Download plan summary 17 Nov 2023 19 Nov 2029 £1.1239 as at 2 May 2025
UK & Europe Step Down Kick-out Plan (CA069)  Download plan summary 20 Dec 2023 20 Dec 2029 £1.1112 as at 2 May 2025
UK & Europe Step Down Kick-out Plan (CA073)  Download plan summary 19 Jan 2024 21 Jan 2030 £1.1063 as at 2 May 2025
UK & Europe Step Down Kick-out Plan (CA084)  Download plan summary 10 May 2024 10 May 2030 £1.0259 as at 2 May 2025
UK & Europe Step Down Kick-out Plan (CA089)  Download plan summary 21 Jun 2024 21 Jun 2030 £1.0521 as at 2 May 2025
UK & Europe Step Down Kick-out Plan (CA092)  Download plan summary 2 Aug 2024 2 Aug 2030 £1.0439 as at 2 May 2025
UK & Europe Step Down Kick-out Plan (CA096)  Download plan summary 13 Sep 2024 13 Sep 2030 £1.0195 as at 2 May 2025
UK & Europe Step Down Kick-out Plan (CA097)  Download plan summary 25 Oct 2024 25 Oct 2030 £1.0046 as at 2 May 2025
UK & Europe Step Down Kick-out Plan (CA099)  Download plan summary 6 Dec 2024 6 Dec 2030 £1.0048 as at 2 May 2025
UK & Europe Step Down Kick-out Plan (CA101)  Download plan summary 17 Jan 2025 17 Jan 2031 £0.9946 as at 2 May 2025
UK & Europe Step Down Kick-out Plan (CA105)  Download plan summary 21 Feb 2025 21 Feb 2031 £0.9820 as at 2 May 2025
UK & Europe Step Down Kick-out Plan (CA108)  Download plan summary 28 Mar 2025 28 Mar 2031 £0.9892 as at 2 May 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 (MS139)  Download plan summary 8 Sep 2023 10 Sep 2029 £1.1499 as at 2 May 2025
UK & US Step Down Kick-out Plan (HS460)  Download plan summary 7 Jun 2024 7 Jun 2030 £1.0226 as at 2 May 2025
UK & US Step Down Kick-out Plan (MS172)  Download plan summary 12 Jul 2024 12 Jul 2030 £1.0128 as at 2 May 2025
UK & US Step Down Kick-out Plan (MS178)  Download plan summary 23 Aug 2024 23 Aug 2030 £0.9963 as at 2 May 2025
UK & US Step Down Kick-out Plan (MS182)  Download plan summary 4 Oct 2024 4 Oct 2030 £0.9836 as at 2 May 2025
UK & US Step Down Kick-out Plan (MS187)  Download plan summary 15 Nov 2024 15 Nov 2030 £0.9742 as at 2 May 2025
UK & US Step Down Kick-out Plan (MS192)  Download plan summary 20 Dec 2024 20 Dec 2030 £0.9686 as at 2 May 2025
UK & US Step Down Kick-out Plan (MS196)  Download plan summary 31 Jan 2025 31 Jan 2031 £0.9505 as at 2 May 2025
UK & US Step Down Kick-out Plan (MS200)  Download plan summary 14 Mar 2025 14 Mar 2031 £0.9757 as at 2 May 2025
UK & US Step Down Kick-out Plan (MS209)  Download plan summary 25 Apr 2025 25 Apr 2031
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 £1.1376 as at 2 May 2025
UK Defensive Annual Kick-out Plan (CA055)  Download plan summary 1 Sep 2023 2 Sep 2030 £1.1414 as at 2 May 2025
UK Defensive Annual Kick-out Plan (CA059)  Download plan summary 22 Sep 2023 23 Sep 2030 £1.1116 as at 2 May 2025
UK Defensive Annual Kick-out Plan (CA060)  Download plan summary 22 Sep 2023 23 Sep 2030 £1.1168 as at 2 May 2025
UK Defensive Annual Kick-out Plan (CA090)  Download plan summary 2 Aug 2024 4 Aug 2031 £1.0281 as at 2 May 2025
UK Defensive Annual Kick-out Plan (CA094)  Download plan summary 13 Sep 2024 15 Sep 2031 £1.0106 as at 2 May 2025
UK Step Down Kick-out Plan
Product Name Plan Summary Start Date End Date Price
UK Step Down Kick-out Plan (CA047)  Download plan summary 5 May 2023 7 May 2030 £1.1404 as at 2 May 2025
UK Step Down Kick-out Plan (CT080)  Download plan summary 5 May 2023 7 May 2030 £1.1469 as at 2 May 2025
UK Step Down Kick-out Plan (HS351)  Download plan summary 12 May 2023 12 May 2028 £1.1160 as at 2 May 2025
UK Step Down Kick-out Plan (HS352)  Download plan summary 12 May 2023 12 May 2028 £1.1208 as at 2 May 2025
UK Step Down Kick-out Plan (HS354)  Download plan summary 2 Jun 2023 2 Jun 2028 £1.1283 as at 2 May 2025
UK Step Down Kick-out Plan (HS356)  Download plan summary 2 Jun 2023 2 Jun 2028 £1.1332 as at 2 May 2025
UK Step Down Kick-out Plan (CT085)  Download plan summary 16 Jun 2023 17 Jun 2030 £1.1276 as at 2 May 2025
UK Step Down Kick-out Plan (HS361)  Download plan summary 16 Jun 2023 16 Jun 2028 £1.1003 as at 2 May 2025
UK Step Down Kick-out Plan (HS362)  Download plan summary 16 Jun 2023 16 Jun 2028 £1.1053 as at 2 May 2025
UK Step Down Kick-out Plan (CA049)  Download plan summary 30 Jun 2023 1 Jul 2030 £1.1289 as at 2 May 2025
UK Step Down Kick-out Plan (HS365)  Download plan summary 7 Jul 2023 7 Jul 2028 £1.1217 as at 2 May 2025
UK Step Down Kick-out Plan (HS367)  Download plan summary 7 Jul 2023 7 Jul 2028 £1.1266 as at 2 May 2025
UK Step Down Kick-out Plan (HS371)  Download plan summary 21 Jul 2023 21 Jul 2028 £1.1044 as at 2 May 2025
UK Step Down Kick-out Plan (HS372)  Download plan summary 21 Jul 2023 21 Jul 2028 £1.1093 as at 2 May 2025
UK Step Down Kick-out Plan (CT087)  Download plan summary 28 Jul 2023 29 Jul 2030 £1.1301 as at 2 May 2025
UK Step Down Kick-out Plan (CA053)  Download plan summary 4 Aug 2023 5 Aug 2030 £1.1411 as at 2 May 2025
UK Step Down Kick-out Plan (HS376)  Download plan summary 11 Aug 2023 11 Aug 2028 £1.1196 as at 2 May 2025
UK Step Down Kick-out Plan (HS378)  Download plan summary 11 Aug 2023 11 Aug 2028 £1.1244 as at 2 May 2025
UK Step Down Kick-out Plan (HS382)  Download plan summary 25 Aug 2023 25 Aug 2028 £1.1040 as at 2 May 2025
UK Step Down Kick-out Plan (HS383)  Download plan summary 25 Aug 2023 25 Aug 2028 £1.1085 as at 2 May 2025
UK Step Down Kick-out Plan (CA057)  Download plan summary 8 Sep 2023 9 Sep 2030 £1.1293 as at 2 May 2025
UK Step Down Kick-out Plan (HS386)  Download plan summary 15 Sep 2023 15 Sep 2028 £1.1015 as at 2 May 2025
UK Step Down Kick-out Plan (HS388)  Download plan summary 15 Sep 2023 15 Sep 2028 £1.1177 as at 2 May 2025
UK Step Down Kick-out Plan (HS392)  Download plan summary 29 Sep 2023 29 Sep 2028 £1.0986 as at 2 May 2025
UK Step Down Kick-out Plan (HS393)  Download plan summary 29 Sep 2023 29 Sep 2028 £1.1034 as at 2 May 2025
UK Step Down Kick-out Plan (CA062)  Download plan summary 13 Oct 2023 14 Oct 2030 £1.1209 as at 2 May 2025
UK Step Down Kick-out Plan (HS395)  Download plan summary 20 Oct 2023 20 Oct 2028 £1.1144 as at 2 May 2025
UK Step Down Kick-out Plan (HS397)  Download plan summary 20 Oct 2023 20 Oct 2028 £1.1189 as at 2 May 2025
UK Step Down Kick-out Plan (CT090)  Download plan summary 3 Nov 2023 4 Nov 2030 £1.1108 as at 2 May 2025
UK Step Down Kick-out Plan (HS400)  Download plan summary 6 Nov 2023 6 Nov 2028 £1.0929 as at 2 May 2025
UK Step Down Kick-out Plan (HS401)  Download plan summary 6 Nov 2023 6 Nov 2028 £1.0976 as at 2 May 2025
UK Step Down Kick-out Plan (CA064)  Download plan summary 17 Nov 2023 18 Nov 2030 £1.0999 as at 2 May 2025
UK Step Down Kick-out Plan (MS145)  Download plan summary 17 Nov 2023 18 Nov 2030 £1.0969 as at 2 May 2025
UK Step Down Kick-out Plan (HS405)  Download plan summary 1 Dec 2023 1 Dec 2028 £1.1050 as at 2 May 2025
UK Step Down Kick-out Plan (HS407)  Download plan summary 1 Dec 2023 1 Dec 2028 £1.1090 as at 2 May 2025
UK Step Down Kick-out Plan (CT091)  Download plan summary 8 Dec 2023 9 Dec 2030 £1.0964 as at 2 May 2025
UK Step Down Kick-out Plan (HS411)  Download plan summary 15 Dec 2023 15 Dec 2028 £1.0873 as at 2 May 2025
UK Step Down Kick-out Plan (HS412)  Download plan summary 15 Dec 2023 15 Dec 2028 £1.0918 as at 2 May 2025
UK Step Down Kick-out Plan (CA068)  Download plan summary 20 Dec 2023 20 Dec 2030 £1.0952 as at 2 May 2025
UK Step Down Kick-out Plan (MS149)  Download plan summary 20 Dec 2023 20 Dec 2030 £1.0917 as at 2 May 2025
UK Step Down Kick-out Plan (HS414)  Download plan summary 20 Dec 2023 20 Dec 2028 £1.0774 as at 2 May 2025
UK Step Down Kick-out Plan (HS415)  Download plan summary 20 Dec 2023 20 Dec 2028 £1.0819 as at 2 May 2025
UK Step Down Kick-out Plan (HS417)  Download plan summary 12 Jan 2024 12 Jan 2029 £1.0857 as at 2 May 2025
UK Step Down Kick-out Plan (HS419)  Download plan summary 12 Jan 2024 12 Jan 2029 £1.0948 as at 2 May 2025
UK Step Down Kick-out Plan (CT092)  Download plan summary 19 Jan 2024 20 Jan 2031 £1.0890 as at 2 May 2025
UK Step Down Kick-out Plan (HS420)  Download plan summary 19 Jan 2024 19 Jan 2029 £1.0714 as at 2 May 2025
UK Step Down Kick-out Plan (HS421)  Download plan summary 19 Jan 2024 19 Jan 2029 £1.0766 as at 2 May 2025
UK Step Down Kick-out Plan (HS422)  Download plan summary 19 Jan 2024 19 Jan 2029 £1.0621 as at 2 May 2025
UK Step Down Kick-out Plan (HS423)  Download plan summary 19 Jan 2024 19 Jan 2029 £1.0666 as at 2 May 2025
UK Step Down Kick-out Plan (CA072)  Download plan summary 19 Jan 2024 20 Jan 2031 £1.0845 as at 2 May 2025
UK Step Down Kick-out Plan (MS153)  Download plan summary 26 Jan 2024 27 Jan 2031 £1.0682 as at 2 May 2025
UK Step Down Kick-out Plan (HS427)  Download plan summary 14 Feb 2024 14 Feb 2029 £1.0619 as at 2 May 2025
UK Step Down Kick-out Plan (HS429)  Download plan summary 14 Feb 2024 14 Feb 2029 £1.0660 as at 2 May 2025
UK Step Down Kick-out Plan (HS430)  Download plan summary 14 Feb 2024 14 Feb 2029 £1.0516 as at 2 May 2025
UK Step Down Kick-out Plan (HS431)  Download plan summary 14 Feb 2024 14 Feb 2029 £1.0564 as at 2 May 2025
UK Step Down Kick-out Plan (CT095)  Download plan summary 23 Feb 2024 24 Feb 2031 £1.0745 as at 2 May 2025
UK Step Down Kick-out Plan (CA075)  Download plan summary 28 Feb 2024 28 Feb 2031 £1.0791 as at 2 May 2025
UK Step Down Kick-out Plan (GS194)  Download plan summary 1 Mar 2024 1 Mar 2030 £1.0754 as at 2 May 2025
UK Step Down Kick-out Plan (HS435)  Download plan summary 27 Mar 2024 27 Mar 2029 £1.0569 as at 2 May 2025
UK Step Down Kick-out Plan (HS437)  Download plan summary 27 Mar 2024 27 Mar 2029 £1.0648 as at 2 May 2025
UK Step Down Kick-out Plan (CT098)  Download plan summary 27 Mar 2024 27 Mar 2031 £1.0558 as at 2 May 2025
UK Step Down Kick-out Plan (MS163)  Download plan summary 27 Mar 2024 27 Mar 2031 £1.0465 as at 2 May 2025
UK Step Down Kick-out Plan (CA078)  Download plan summary 27 Mar 2024 27 Mar 2031 £1.0578 as at 2 May 2025
UK Step Down Kick-out Plan (HS441)  Download plan summary 12 Apr 2024 12 Apr 2029 £1.0634 as at 2 May 2025
UK Step Down Kick-out Plan (HS442)  Download plan summary 12 Apr 2024 12 Apr 2029 £1.0678 as at 2 May 2025
UK Step Down Kick-out Plan (HS446)  Download plan summary 22 Apr 2024 23 Apr 2029 £1.0651 as at 2 May 2025
UK Step Down Kick-out Plan (HS448)  Download plan summary 22 Apr 2024 23 Apr 2029 £1.0702 as at 2 May 2025
UK Step Down Kick-out Plan (CT100)  Download plan summary 10 May 2024 12 May 2031 £1.0285 as at 2 May 2025
UK Step Down Kick-out Plan (CA083)  Download plan summary 10 May 2024 12 May 2031 £1.0381 as at 2 May 2025
UK Step Down Kick-out Plan (HS452)  Download plan summary 17 May 2024 17 May 2029 £1.0458 as at 2 May 2025
UK Step Down Kick-out Plan (HS451)  Download plan summary 17 May 2024 17 May 2029 £1.0427 as at 2 May 2025
UK Step Down Kick-out Plan (HS453)  Download plan summary 31 May 2024 31 May 2029 £1.0567 as at 2 May 2025
UK Step Down Kick-out Plan (HS454)  Download plan summary 31 May 2024 31 May 2029 £1.0468 as at 2 May 2025
UK Step Down Kick-out Plan (HS455)  Download plan summary 31 May 2024 31 May 2029 £1.0605 as at 2 May 2025
UK Step Down Kick-out Plan (HS456)  Download plan summary 31 May 2024 31 May 2029 £1.0505 as at 2 May 2025
UK Step Down Kick-out Plan (CT102)  Download plan summary 21 Jun 2024 23 Jun 2031 £1.0260 as at 2 May 2025
UK Step Down Kick-out Plan (CA088)  Download plan summary 21 Jun 2024 23 Jun 2031 £1.0354 as at 2 May 2025
UK Step Down Kick-out Plan (HS463)  Download plan summary 21 Jun 2024 21 Jun 2029 £1.0334 as at 2 May 2025
UK Step Down Kick-out Plan (HS464)  Download plan summary 21 Jun 2024 21 Jun 2029 £1.0369 as at 2 May 2025
UK Step Down Kick-out Plan (HS465)  Download plan summary 5 Jul 2024 5 Jul 2029 £1.0406 as at 2 May 2025
UK Step Down Kick-out Plan (HS466)  Download plan summary 5 Jul 2024 5 Jul 2029 £1.0347 as at 2 May 2025
UK Step Down Kick-out Plan (HS467)  Download plan summary 5 Jul 2024 5 Jul 2029 £1.0431 as at 2 May 2025
UK Step Down Kick-out Plan (HS468)  Download plan summary 5 Jul 2024 5 Jul 2029 £1.0373 as at 2 May 2025
UK Step Down Kick-out Plan (HS477)  Download plan summary 23 Jul 2024 23 Jul 2029 £1.0337 as at 2 May 2025
UK Step Down Kick-out Plan (HS478)  Download plan summary 23 Jul 2024 23 Jul 2029 £1.0372 as at 2 May 2025
UK Step Down Kick-out Plan (CT105)  Download plan summary 2 Aug 2024 4 Aug 2031 £1.0287 as at 2 May 2025
UK Step Down Kick-out Plan (CA091)  Download plan summary 2 Aug 2024 4 Aug 2031 £1.0293 as at 2 May 2025
UK Step Down Kick-out Plan (HS479)  Download plan summary 9 Aug 2024 9 Aug 2030 £1.0367 as at 2 May 2025
UK Step Down Kick-out Plan (HS480)  Download plan summary 9 Aug 2024 9 Aug 2030 £1.0340 as at 2 May 2025
UK Step Down Kick-out Plan (HS481)  Download plan summary 9 Aug 2024 9 Aug 2030 £1.0409 as at 2 May 2025
UK Step Down Kick-out Plan (HS482)  Download plan summary 9 Aug 2024 9 Aug 2030 £1.0408 as at 2 May 2025
UK Step Down Kick-out Plan (HS488)  Download plan summary 30 Aug 2024 30 Aug 2030 £1.0197 as at 2 May 2025
UK Step Down Kick-out Plan (HS489)  Download plan summary 30 Aug 2024 30 Aug 2030 £1.0223 as at 2 May 2025
UK Step Down Kick-out Plan (CT111)  Download plan summary 13 Sep 2024 15 Sep 2031 £1.0048 as at 2 May 2025
UK Step Down Kick-out Plan (CA095)  Download plan summary 13 Sep 2024 15 Sep 2031 £1.0138 as at 2 May 2025
UK Step Down Kick-out Plan (HS490)  Download plan summary 13 Sep 2024 13 Sep 2030 £1.0177 as at 2 May 2025
UK Step Down Kick-out Plan (HS491)  Download plan summary 13 Sep 2024 13 Sep 2030 £1.0125 as at 2 May 2025
UK Step Down Kick-out Plan (HS492)  Download plan summary 13 Sep 2024 13 Sep 2030 £1.0192 as at 2 May 2025
UK Step Down Kick-out Plan (HS493)  Download plan summary 13 Sep 2024 13 Sep 2030 £1.0151 as at 2 May 2025
UK Step Down Kick-out Plan (HS498)  Download plan summary 4 Oct 2024 4 Oct 2030 £1.0164 as at 2 May 2025
UK Step Down Kick-out Plan (HS499)  Download plan summary 4 Oct 2024 4 Oct 2030 £1.0188 as at 2 May 2025
UK Step Down Kick-out Plan (HS502)  Download plan summary 18 Oct 2024 18 Oct 2030 £1.0127 as at 2 May 2025
UK Step Down Kick-out Plan (HS503)  Download plan summary 18 Oct 2024 18 Oct 2030 £1.0093 as at 2 May 2025
UK Step Down Kick-out Plan (HS504)  Download plan summary 18 Oct 2024 18 Oct 2030 £1.0142 as at 2 May 2025
UK Step Down Kick-out Plan (HS505)  Download plan summary 18 Oct 2024 18 Oct 2030 £1.0126 as at 2 May 2025
UK Step Down Kick-out Plan (CT116)  Download plan summary 25 Oct 2024 27 Oct 2031 £1.0010 as at 2 May 2025
UK Step Down Kick-out Plan (GS198)  Download plan summary 25 Oct 2024 27 Oct 2031 £1.0175 as at 2 May 2025
UK Step Down Kick-out Plan (CA098)  Download plan summary 25 Oct 2024 27 Oct 2031 £0.9965 as at 2 May 2025
UK Step Down Kick-out Plan (HS510)  Download plan summary 8 Nov 2024 8 Nov 2030 £1.0055 as at 2 May 2025
UK Step Down Kick-out Plan (HS511)  Download plan summary 8 Nov 2024 8 Nov 2030 £1.0088 as at 2 May 2025
UK Step Down Kick-out Plan (HS515)  Download plan summary 22 Nov 2024 22 Nov 2030 £1.0007 as at 2 May 2025
UK Step Down Kick-out Plan (HS516)  Download plan summary 22 Nov 2024 22 Nov 2030 £0.9978 as at 2 May 2025
UK Step Down Kick-out Plan (HS517)  Download plan summary 22 Nov 2024 22 Nov 2030 £1.0023 as at 2 May 2025
UK Step Down Kick-out Plan (HS518)  Download plan summary 22 Nov 2024 22 Nov 2030 £1.0003 as at 2 May 2025
UK Step Down Kick-out Plan (CT120)  Download plan summary 29 Nov 2024 1 Dec 2031 £0.9970 as at 2 May 2025
UK Step Down Kick-out Plan (CA100)  Download plan summary 6 Dec 2024 8 Dec 2031 £0.9985 as at 2 May 2025
UK Step Down Kick-out Plan (HS523)  Download plan summary 20 Dec 2024 20 Dec 2030 £0.9984 as at 2 May 2025
UK Step Down Kick-out Plan (HS524)  Download plan summary 20 Dec 2024 20 Dec 2030 £1.0015 as at 2 May 2025
UK Step Down Kick-out Plan (HS526)  Download plan summary 8 Jan 2025 8 Jan 2031 £0.9966 as at 2 May 2025
UK Step Down Kick-out Plan (HS527)  Download plan summary 8 Jan 2025 8 Jan 2031 £0.9948 as at 2 May 2025
UK Step Down Kick-out Plan (HS528)  Download plan summary 8 Jan 2025 8 Jan 2031 £1.0014 as at 2 May 2025
UK Step Down Kick-out Plan (HS529)  Download plan summary 8 Jan 2025 8 Jan 2031 £1.0026 as at 2 May 2025
UK Step Down Kick-out Plan (CT123)  Download plan summary 10 Jan 2025 12 Jan 2032 £1.0004 as at 2 May 2025
UK Step Down Kick-out Plan (CA102)  Download plan summary 17 Jan 2025 19 Jan 2032 £0.9956 as at 2 May 2025
UK Step Down Kick-out Plan (HS536)  Download plan summary 24 Jan 2025 24 Jan 2031 £0.9845 as at 2 May 2025
UK Step Down Kick-out Plan (HS537)  Download plan summary 24 Jan 2025 24 Jan 2031 £0.9872 as at 2 May 2025
UK Step Down Kick-out Plan (HS538)  Download plan summary 10 Feb 2025 10 Feb 2031 £0.9767 as at 2 May 2025
UK Step Down Kick-out Plan (HS539)  Download plan summary 10 Feb 2025 10 Feb 2031 £0.9740 as at 2 May 2025
UK Step Down Kick-out Plan (HS540)  Download plan summary 10 Feb 2025 10 Feb 2031 £0.9813 as at 2 May 2025
UK Step Down Kick-out Plan (HS541)  Download plan summary 10 Feb 2025 10 Feb 2031 £0.9810 as at 2 May 2025
UK Step Down Kick-out Plan (CT126)  Download plan summary 21 Feb 2025 23 Feb 2032 £0.9842 as at 2 May 2025
UK Step Down Kick-out Plan (CA106)  Download plan summary 21 Feb 2025 23 Feb 2032 £0.9943 as at 2 May 2025
UK Step Down Kick-out Plan (HS548)  Download plan summary 28 Feb 2025 28 Feb 2031 £0.9843 as at 2 May 2025
UK Step Down Kick-out Plan (HS549)  Download plan summary 28 Feb 2025 28 Feb 2031 £0.9862 as at 2 May 2025
UK Step Down Kick-out Plan (HS550)  Download plan summary 21 Mar 2025 21 Mar 2031 £0.9930 as at 2 May 2025
UK Step Down Kick-out Plan (HS551)  Download plan summary 21 Mar 2025 21 Mar 2031 £0.9968 as at 2 May 2025
UK Step Down Kick-out Plan (HS552)  Download plan summary 21 Mar 2025 21 Mar 2031 £0.9930 as at 2 May 2025
UK Step Down Kick-out Plan (HS553)  Download plan summary 21 Mar 2025 21 Mar 2031 £0.9973 as at 2 May 2025
UK Step Down Kick-out Plan (SAN057)  Download plan summary 28 Mar 2025 28 Mar 2031 £0.9558 as at 2 May 2025
UK Step Down Kick-out Plan (CA109)  Download plan summary 28 Mar 2025 30 Mar 2032 £0.9958 as at 2 May 2025
UK Step Down Kick-out Plan (CT129)  Download plan summary 28 Mar 2025 30 Mar 2032 £0.9812 as at 2 May 2025
UK Step Down Kick-out Plan (HS558)  Download plan summary 14 Apr 2025 15 Apr 2031
UK Step Down Kick-out Plan (HS559)  Download plan summary 14 Apr 2025 15 Apr 2031
UK Step Down Kick-out Plan (HS562)  Download plan summary 22 Apr 2025 22 Apr 2031
UK Step Down Kick-out Plan (HS563)  Download plan summary 22 Apr 2025 22 Apr 2031
UK Step Down Kick-out Plan (HS564)  Download plan summary 22 Apr 2025 22 Apr 2031
UK Step Down Kick-out Plan (HS565)  Download plan summary 22 Apr 2025 22 Apr 2031
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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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