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 £1.1596 as at 7 May 2025
UK Annual Kick-out Plan (MS133)  Download plan summary 23 Jun 2023 24 Jun 2030 £1.1684 as at 7 May 2025
UK Annual Kick-out Plan (MS134)  Download plan summary 28 Jul 2023 29 Jul 2030 £1.1578 as at 7 May 2025
UK Annual Kick-out Plan (GS177)  Download plan summary 1 Sep 2023 2 Sep 2030 £1.1549 as at 7 May 2025
UK Annual Kick-out Plan (GS178)  Download plan summary 1 Sep 2023 2 Sep 2030 £1.1598 as at 7 May 2025
UK Annual Kick-out Plan (MS140)  Download plan summary 6 Oct 2023 7 Oct 2030 £1.1590 as at 7 May 2025
UK Annual Kick-out Plan (GS179)  Download plan summary 13 Oct 2023 15 Oct 2029 £1.1370 as at 7 May 2025
UK Annual Kick-out Plan (GS180)  Download plan summary 13 Oct 2023 15 Oct 2029 £1.1416 as at 7 May 2025
UK Annual Kick-out Plan (GS183)  Download plan summary 17 Nov 2023 19 Nov 2029 £1.1302 as at 7 May 2025
UK Annual Kick-out Plan (GS184)  Download plan summary 17 Nov 2023 19 Nov 2029 £1.1346 as at 7 May 2025
UK Annual Kick-out Plan (MS144)  Download plan summary 17 Nov 2023 18 Nov 2030 £1.1371 as at 7 May 2025
UK Annual Kick-out Plan (MS148)  Download plan summary 20 Dec 2023 20 Dec 2030 £1.1254 as at 7 May 2025
UK Annual Kick-out Plan (GS187)  Download plan summary 20 Dec 2023 20 Dec 2029 £1.1193 as at 7 May 2025
UK Annual Kick-out Plan (GS188)  Download plan summary 20 Dec 2023 20 Dec 2029 £1.1236 as at 7 May 2025
UK Annual Kick-out Plan (GS191)  Download plan summary 19 Jan 2024 21 Jan 2030 £1.1122 as at 7 May 2025
UK Annual Kick-out Plan (GS192)  Download plan summary 19 Jan 2024 21 Jan 2030 £1.1146 as at 7 May 2025
UK Annual Kick-out Plan (MS152)  Download plan summary 26 Jan 2024 27 Jan 2031 £1.1046 as at 7 May 2025
UK Annual Kick-out Plan (CA074)  Download plan summary 28 Feb 2024 28 Feb 2031 £1.1129 as at 7 May 2025
UK Annual Kick-out Plan (MS157)  Download plan summary 1 Mar 2024 1 Mar 2030 £1.0854 as at 7 May 2025
UK Annual Kick-out Plan (MS158)  Download plan summary 1 Mar 2024 1 Mar 2030 £1.0865 as at 7 May 2025
UK Annual Kick-out Plan (CA077)  Download plan summary 27 Mar 2024 27 Mar 2031 £1.0776 as at 7 May 2025
UK Annual Kick-out Plan (CT099)  Download plan summary 26 Apr 2024 26 Apr 2030 £1.0550 as at 7 May 2025
UK Annual Kick-out Plan (CA082)  Download plan summary 10 May 2024 12 May 2031 £1.0384 as at 7 May 2025
UK Annual Kick-out Plan (HS450)  Download plan summary 17 May 2024 17 May 2029 £1.0526 as at 7 May 2025
UK Annual Kick-out Plan (HS449)  Download plan summary 17 May 2024 17 May 2029 £1.0501 as at 7 May 2025
UK Annual Kick-out Plan (HS457)  Download plan summary 31 May 2024 31 May 2030 £1.0743 as at 7 May 2025
UK Annual Kick-out Plan (CT101)  Download plan summary 7 Jun 2024 7 Jun 2030 £1.0329 as at 7 May 2025
UK Annual Kick-out Plan (HS461)  Download plan summary 21 Jun 2024 21 Jun 2029 £1.0504 as at 7 May 2025
UK Annual Kick-out Plan (HS462)  Download plan summary 21 Jun 2024 21 Jun 2029 £1.0525 as at 7 May 2025
UK Annual Kick-out Plan (CA087)  Download plan summary 21 Jun 2024 23 Jun 2031 £1.0303 as at 7 May 2025
UK Annual Kick-out Plan (CT104)  Download plan summary 19 Jul 2024 19 Jul 2030 £1.0336 as at 7 May 2025
UK Annual Kick-out Plan (HS475)  Download plan summary 23 Jul 2024 23 Jul 2029 £1.0457 as at 7 May 2025
UK Annual Kick-out Plan (HS476)  Download plan summary 23 Jul 2024 23 Jul 2029 £1.0476 as at 7 May 2025
UK Annual Kick-out Plan (CT109)  Download plan summary 30 Aug 2024 30 Aug 2030 £1.0168 as at 7 May 2025
UK Annual Kick-out Plan (HS485)  Download plan summary 30 Aug 2024 30 Aug 2030 £1.0284 as at 7 May 2025
UK Annual Kick-out Plan (HS486)  Download plan summary 30 Aug 2024 30 Aug 2030 £1.0293 as at 7 May 2025
UK Annual Kick-out Plan (HS497)  Download plan summary 4 Oct 2024 4 Oct 2030 £1.0245 as at 7 May 2025
UK Annual Kick-out Plan (HS496)  Download plan summary 4 Oct 2024 4 Oct 2030 £1.0237 as at 7 May 2025
UK Annual Kick-out Plan (CT115)  Download plan summary 18 Oct 2024 18 Oct 2030 £1.0046 as at 7 May 2025
UK Annual Kick-out Plan (HS508)  Download plan summary 8 Nov 2024 8 Nov 2030 £1.0172 as at 7 May 2025
UK Annual Kick-out Plan (HS509)  Download plan summary 8 Nov 2024 8 Nov 2030 £1.0189 as at 7 May 2025
UK Annual Kick-out Plan (CT118)  Download plan summary 29 Nov 2024 29 Nov 2030 £0.9994 as at 7 May 2025
UK Annual Kick-out Plan (HS522)  Download plan summary 20 Dec 2024 20 Dec 2030 £1.0097 as at 7 May 2025
UK Annual Kick-out Plan (HS521)  Download plan summary 20 Dec 2024 20 Dec 2030 £1.0085 as at 7 May 2025
UK Annual Kick-out Plan (CT124)  Download plan summary 10 Jan 2025 10 Jan 2031 £1.0039 as at 7 May 2025
UK Annual Kick-out Plan (HS534)  Download plan summary 24 Jan 2025 24 Jan 2031 £0.9874 as at 7 May 2025
UK Annual Kick-out Plan (HS535)  Download plan summary 24 Jan 2025 24 Jan 2031 £0.9882 as at 7 May 2025
UK Annual Kick-out Plan (CT127)  Download plan summary 21 Feb 2025 21 Feb 2031 £0.9769 as at 7 May 2025
UK Annual Kick-out Plan (HS547)  Download plan summary 28 Feb 2025 28 Feb 2031 £0.9736 as at 7 May 2025
UK Annual Kick-out Plan (HS546)  Download plan summary 28 Feb 2025 28 Feb 2031 £0.9735 as at 7 May 2025
UK Annual Kick-out Plan (SAN056)  Download plan summary 28 Mar 2025 30 Mar 2032 £0.9377 as at 7 May 2025
UK Annual Kick-out Plan (CT130)  Download plan summary 28 Mar 2025 28 Mar 2031 £0.9677 as at 7 May 2025
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
UK Annual Kick-out Plan (CT132)  Download plan summary 9 May 2025 9 May 2031
UK Annual Kick-out Plan (SAN065)  Download plan summary 9 May 2025 10 May 2032
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 £1.0670 as at 7 May 2025
UK Defensive Step Down Kick-out Plan (CT122)  Download plan summary 10 Jan 2025 12 Jan 2032 £0.9974 as at 7 May 2025
UK Defensive Step Down Kick-out Plan (SAN058)  Download plan summary 28 Mar 2025 28 Mar 2031 £0.9565 as at 7 May 2025
UK Defensive Step Down Kick-out Plan (SAN067)  Download plan summary 9 May 2025 9 May 2031
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 £1.0559 as at 7 May 2025
Europe Annual Kick-out Plan (HS487)  Download plan summary 30 Aug 2024 30 Aug 2030 £1.0368 as at 7 May 2025
Europe Annual Kick-out Plan (HS500)  Download plan summary 11 Oct 2024 11 Oct 2030 £1.0279 as at 7 May 2025
Europe Step Down Kick-out Plan (HS501)  Download plan summary 11 Oct 2024 11 Oct 2030 £1.0213 as at 7 May 2025
Europe Annual Kick-out Plan (HS513)  Download plan summary 22 Nov 2024 22 Nov 2030 £1.0224 as at 7 May 2025
Europe Step Down Kick-out Plan (HS514)  Download plan summary 22 Nov 2024 22 Nov 2030 £1.0088 as at 7 May 2025
Europe Annual Kick-out Plan (HS530)  Download plan summary 10 Jan 2025 10 Jan 2031 £1.0093 as at 7 May 2025
Europe Step Down Kick-out Plan (HS531)  Download plan summary 10 Jan 2025 10 Jan 2031 £1.0097 as at 7 May 2025
Europe Annual Kick-out Plan (HS542)  Download plan summary 10 Feb 2025 10 Feb 2031 £0.9799 as at 7 May 2025
Europe Step Down Kick-out Plan (HS543)  Download plan summary 10 Feb 2025 10 Feb 2031 £0.9811 as at 7 May 2025
Europe Annual Kick-out Plan (HS554)  Download plan summary 21 Mar 2025 21 Mar 2031 £0.9792 as at 7 May 2025
Europe Step Down Kick-out Plan (HS555)  Download plan summary 21 Mar 2025 21 Mar 2031 £0.9814 as at 7 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 £1.0510 as at 7 May 2025
Europe Step Down Kick-out Plan (CA093)  Download plan summary 23 Aug 2024 23 Aug 2030 £1.0102 as at 7 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 £0.9859 as at 7 May 2025
UK Fixed Income Plan (CT046)  Download plan summary 19 Aug 2022 19 Aug 2027 £0.9937 as at 7 May 2025
UK Fixed Income Plan (CT052)  Download plan summary 23 Sep 2022 23 Sep 2027 £0.9833 as at 7 May 2025
UK Fixed Income Plan (CT056)  Download plan summary 28 Oct 2022 28 Oct 2027 £1.0108 as at 7 May 2025
UK Fixed Income Plan (CT062)  Download plan summary 2 Dec 2022 2 Dec 2027 £1.0321 as at 7 May 2025
UK Fixed Income Plan (CT067)  Download plan summary 13 Jan 2023 13 Jan 2028 £1.0037 as at 7 May 2025
UK Fixed Income Plan (CA041)  Download plan summary 24 Feb 2023 24 Feb 2028 £1.0187 as at 7 May 2025
UK Fixed Income Plan (CA045)  Download plan summary 31 Mar 2023 31 Mar 2028 £0.9975 as at 7 May 2025
UK Fixed Income Plan (CT079)  Download plan summary 5 May 2023 5 May 2028 £1.0086 as at 7 May 2025
UK Fixed Income Plan (CT084)  Download plan summary 9 Jun 2023 9 Jun 2028 £0.9927 as at 7 May 2025
UK Fixed Income Plan (CT086)  Download plan summary 17 Jul 2023 17 Jul 2028 £0.9994 as at 7 May 2025
UK Fixed Income Plan (CT088)  Download plan summary 25 Aug 2023 25 Aug 2027 £1.0249 as at 7 May 2025
UK Fixed Income Plan (GS185)  Download plan summary 1 Dec 2023 1 Dec 2028 £1.0212 as at 7 May 2025
UK Fixed Income Plan (CT103)  Download plan summary 19 Jul 2024 19 Jul 2029 £0.9712 as at 7 May 2025
UK Fixed Income Plan (CT108)  Download plan summary 30 Aug 2024 30 Aug 2029 £0.9752 as at 7 May 2025
UK Fixed Income Plan (CT114)  Download plan summary 11 Oct 2024 11 Oct 2029 £0.9620 as at 7 May 2025
UK Fixed Income Plan (CT117)  Download plan summary 22 Nov 2024 22 Nov 2029 £0.9637 as at 7 May 2025
UK Fixed Income Plan (CT121)  Download plan summary 10 Jan 2025 10 Jan 2030 £1.0020 as at 7 May 2025
UK Fixed Income Plan (CT125)  Download plan summary 21 Feb 2025 21 Feb 2030 £0.9786 as at 7 May 2025
UK Fixed Income Plan (CT128)  Download plan summary 28 Mar 2025 28 Mar 2030 £0.9784 as at 7 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 £0.9977 as at 7 May 2025
Japan Annual Kick-out Plan (HS469)  Download plan summary 5 Jul 2024 5 Jul 2030 £0.9803 as at 7 May 2025
Japan Annual Kick-out Plan (HS483)  Download plan summary 16 Aug 2024 16 Aug 2030 £1.0096 as at 7 May 2025
Japan Annual Kick-out Plan (HS494)  Download plan summary 20 Sep 2024 20 Sep 2030 £1.0038 as at 7 May 2025
Japan Annual Kick-out Plan (HS506)  Download plan summary 18 Oct 2024 18 Oct 2030 £0.9799 as at 7 May 2025
Japan Annual Kick-out Plan (HS519)  Download plan summary 29 Nov 2024 29 Nov 2030 £0.9776 as at 7 May 2025
Japan Annual Kick-out Plan (HS532)  Download plan summary 17 Jan 2025 17 Jan 2031 £0.9663 as at 7 May 2025
Japan Annual Kick-out Plan (HS544)  Download plan summary 26 Feb 2025 26 Feb 2031 £0.9623 as at 7 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 7 May 2025
Japan Step Down Kick-out Plan (HS470)  Download plan summary 5 Jul 2024 5 Jul 2030 £0.9881 as at 7 May 2025
Japan Step Down Kick-out Plan (HS484)  Download plan summary 16 Aug 2024 16 Aug 2030 £1.0043 as at 7 May 2025
Japan Step Down Kick-out Plan (HS495)  Download plan summary 20 Sep 2024 20 Sep 2030 £1.0010 as at 7 May 2025
Japan Step Down Kick-out Plan (HS507)  Download plan summary 18 Oct 2024 18 Oct 2030 £0.9835 as at 7 May 2025
Japan Step Down Kick-out Plan (HS520)  Download plan summary 29 Nov 2024 29 Nov 2030 £0.9737 as at 7 May 2025
Japan Step Down Kick-out Plan (HS533)  Download plan summary 17 Jan 2025 17 Jan 2031 £0.9663 as at 7 May 2025
Japan Step Down Kick-out Plan (HS545)  Download plan summary 26 Feb 2025 26 Feb 2031 £0.9619 as at 7 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 £0.9815 as at 7 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 £1.0876 as at 7 May 2025
UK & Europe Annual Kick-out Plan (CA103)  Download plan summary 17 Jan 2025 17 Jan 2031 £0.9936 as at 7 May 2025
UK & Europe Annual Kick-out Plan (CA107)  Download plan summary 21 Feb 2025 21 Feb 2031 £0.9719 as at 7 May 2025
UK & Europe Annual Kick-out Plan (CA110)  Download plan summary 28 Mar 2025 28 Mar 2031 £0.9811 as at 7 May 2025
UK & Europe Annual Kick-out Plan (CA113)  Download plan summary 9 May 2025 9 May 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 (MS171)  Download plan summary 12 Jul 2024 12 Jul 2030 £1.0190 as at 7 May 2025
UK & US Annual Kick-out Plan (MS177)  Download plan summary 23 Aug 2024 23 Aug 2030 £1.0022 as at 7 May 2025
UK & US Annual Kick-out Plan (MS181)  Download plan summary 4 Oct 2024 4 Oct 2030 £0.9904 as at 7 May 2025
UK & US Annual Kick-out Plan (MS186)  Download plan summary 15 Nov 2024 15 Nov 2030 £0.9796 as at 7 May 2025
UK & US Annual Kick-out Plan (MS191)  Download plan summary 20 Dec 2024 20 Dec 2030 £0.9729 as at 7 May 2025
UK & US Annual Kick-out Plan (MS195)  Download plan summary 31 Jan 2025 31 Jan 2031 £0.9497 as at 7 May 2025
UK & US Annual Kick-out Plan (MS199)  Download plan summary 14 Mar 2025 14 Mar 2031 £0.9722 as at 7 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 £1.1376 as at 7 May 2025
UK 90% Annual Kick-out Plan (CT082)  Download plan summary 5 May 2023 8 May 2029 £1.1426 as at 7 May 2025
UK 90% Annual Kick-out Plan (MS161)  Download plan summary 27 Mar 2024 27 Mar 2031 £1.0579 as at 7 May 2025
UK 90% Annual Kick-out Plan (MS162)  Download plan summary 27 Mar 2024 22 Mar 2031 £1.0621 as at 7 May 2025
UK 90% Annual Kick-out Plan (MS167)  Download plan summary 14 Jun 2024 14 Jun 2030 £1.0365 as at 7 May 2025
UK 90% Annual Kick-out Plan (MS168)  Download plan summary 14 Jun 2024 14 Jun 2030 £1.0391 as at 7 May 2025
UK 90% Annual Kick-out Plan (MS174)  Download plan summary 26 Jul 2024 26 Jul 2030 £1.0138 as at 7 May 2025
UK 90% Annual Kick-out Plan (MS175)  Download plan summary 26 Jul 2024 26 Jul 2030 £1.0175 as at 7 May 2025
UK 90% Annual Kick-out Plan (MS179)  Download plan summary 6 Sep 2024 6 Sep 2030 £1.0020 as at 7 May 2025
UK 90% Annual Kick-out Plan (MS180)  Download plan summary 6 Sep 2024 6 Sep 2030 £1.0044 as at 7 May 2025
UK 90% Annual Kick-out Plan (MS184)  Download plan summary 18 Oct 2024 18 Oct 2030 £0.9855 as at 7 May 2025
UK 90% Annual Kick-out Plan (MS183)  Download plan summary 18 Oct 2024 18 Oct 2030 £0.9822 as at 7 May 2025
UK 90% Annual Kick-out Plan (MS188)  Download plan summary 29 Nov 2024 29 Nov 2030 £0.9871 as at 7 May 2025
UK 90% Annual Kick-out Plan (MS189)  Download plan summary 29 Nov 2024 29 Nov 2030 £0.9901 as at 7 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 £1.0754 as at 7 May 2025
UK 95% Annual Kick-out Plan (MS193)  Download plan summary 17 Jan 2025 19 Jan 2032 £0.9784 as at 7 May 2025
UK 95% Annual Kick-out Plan (MS194)  Download plan summary 17 Jan 2025 19 Jan 2032 £0.9873 as at 7 May 2025
UK 95% Annual Kick-out Plan (MS198)  Download plan summary 21 Feb 2025 23 Feb 2032 £0.9756 as at 7 May 2025
UK 95% Annual Kick-out Plan (MS197)  Download plan summary 21 Feb 2025 23 Feb 2032 £0.9705 as at 7 May 2025
UK 95% Annual Kick-out Plan (MS206)  Download plan summary 26 Mar 2025 30 Mar 2032 £0.9667 as at 7 May 2025
UK 95% Annual Kick-out Plan (MS207)  Download plan summary 26 Mar 2025 30 Mar 2032 £0.9714 as at 7 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 £1.1668 as at 7 May 2025
UK & Europe Step Down Kick-out Plan (CA058)  Download plan summary 8 Sep 2023 10 Sep 2029 £1.1583 as at 7 May 2025
UK & Europe Step Down Kick-out Plan (CA063)  Download plan summary 13 Oct 2023 15 Oct 2029 £1.1473 as at 7 May 2025
UK & Europe Step Down Kick-out Plan (CA065)  Download plan summary 17 Nov 2023 19 Nov 2029 £1.1204 as at 7 May 2025
UK & Europe Step Down Kick-out Plan (CA069)  Download plan summary 20 Dec 2023 20 Dec 2029 £1.1069 as at 7 May 2025
UK & Europe Step Down Kick-out Plan (CA073)  Download plan summary 19 Jan 2024 21 Jan 2030 £1.1022 as at 7 May 2025
UK & Europe Step Down Kick-out Plan (CA084)  Download plan summary 10 May 2024 10 May 2030 £1.0220 as at 7 May 2025
UK & Europe Step Down Kick-out Plan (CA089)  Download plan summary 21 Jun 2024 21 Jun 2030 £1.0467 as at 7 May 2025
UK & Europe Step Down Kick-out Plan (CA092)  Download plan summary 2 Aug 2024 2 Aug 2030 £1.0375 as at 7 May 2025
UK & Europe Step Down Kick-out Plan (CA096)  Download plan summary 13 Sep 2024 13 Sep 2030 £1.0142 as at 7 May 2025
UK & Europe Step Down Kick-out Plan (CA097)  Download plan summary 25 Oct 2024 25 Oct 2030 £1.0006 as at 7 May 2025
UK & Europe Step Down Kick-out Plan (CA099)  Download plan summary 6 Dec 2024 6 Dec 2030 £0.9968 as at 7 May 2025
UK & Europe Step Down Kick-out Plan (CA101)  Download plan summary 17 Jan 2025 17 Jan 2031 £0.9889 as at 7 May 2025
UK & Europe Step Down Kick-out Plan (CA105)  Download plan summary 21 Feb 2025 21 Feb 2031 £0.9766 as at 7 May 2025
UK & Europe Step Down Kick-out Plan (CA108)  Download plan summary 28 Mar 2025 28 Mar 2031 £0.9820 as at 7 May 2025
UK & Europe Step Down Kick-out Plan (CA111)  Download plan summary 9 May 2025 9 May 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 £1.1490 as at 7 May 2025
UK & US Step Down Kick-out Plan (HS460)  Download plan summary 7 Jun 2024 7 Jun 2030 £1.0193 as at 7 May 2025
UK & US Step Down Kick-out Plan (MS172)  Download plan summary 12 Jul 2024 12 Jul 2030 £1.0084 as at 7 May 2025
UK & US Step Down Kick-out Plan (MS178)  Download plan summary 23 Aug 2024 23 Aug 2030 £0.9927 as at 7 May 2025
UK & US Step Down Kick-out Plan (MS182)  Download plan summary 4 Oct 2024 4 Oct 2030 £0.9797 as at 7 May 2025
UK & US Step Down Kick-out Plan (MS187)  Download plan summary 15 Nov 2024 15 Nov 2030 £0.9693 as at 7 May 2025
UK & US Step Down Kick-out Plan (MS192)  Download plan summary 20 Dec 2024 20 Dec 2030 £0.9628 as at 7 May 2025
UK & US Step Down Kick-out Plan (MS196)  Download plan summary 31 Jan 2025 31 Jan 2031 £0.9447 as at 7 May 2025
UK & US Step Down Kick-out Plan (MS200)  Download plan summary 14 Mar 2025 14 Mar 2031 £0.9712 as at 7 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 £1.1354 as at 7 May 2025
UK Defensive Annual Kick-out Plan (CA055)  Download plan summary 1 Sep 2023 2 Sep 2030 £1.1395 as at 7 May 2025
UK Defensive Annual Kick-out Plan (CA059)  Download plan summary 22 Sep 2023 23 Sep 2030 £1.1081 as at 7 May 2025
UK Defensive Annual Kick-out Plan (CA060)  Download plan summary 22 Sep 2023 23 Sep 2030 £1.1136 as at 7 May 2025
UK Defensive Annual Kick-out Plan (CA090)  Download plan summary 2 Aug 2024 4 Aug 2031 £1.0255 as at 7 May 2025
UK Defensive Annual Kick-out Plan (CA094)  Download plan summary 13 Sep 2024 15 Sep 2031 £1.0076 as at 7 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 £1.1410 as at 7 May 2025
UK Step Down Kick-out Plan (CT080)  Download plan summary 5 May 2023 7 May 2030 £1.1478 as at 7 May 2025
UK Step Down Kick-out Plan (HS351)  Download plan summary 12 May 2023 12 May 2028 £1.1162 as at 7 May 2025
UK Step Down Kick-out Plan (HS352)  Download plan summary 12 May 2023 12 May 2028 £1.1211 as at 7 May 2025
UK Step Down Kick-out Plan (HS354)  Download plan summary 2 Jun 2023 2 Jun 2028 £1.1283 as at 7 May 2025
UK Step Down Kick-out Plan (HS356)  Download plan summary 2 Jun 2023 2 Jun 2028 £1.1332 as at 7 May 2025
UK Step Down Kick-out Plan (CT085)  Download plan summary 16 Jun 2023 17 Jun 2030 £1.1277 as at 7 May 2025
UK Step Down Kick-out Plan (HS361)  Download plan summary 16 Jun 2023 16 Jun 2028 £1.1004 as at 7 May 2025
UK Step Down Kick-out Plan (HS362)  Download plan summary 16 Jun 2023 16 Jun 2028 £1.1052 as at 7 May 2025
UK Step Down Kick-out Plan (CA049)  Download plan summary 30 Jun 2023 1 Jul 2030 £1.1281 as at 7 May 2025
UK Step Down Kick-out Plan (HS365)  Download plan summary 7 Jul 2023 7 Jul 2028 £1.1218 as at 7 May 2025
UK Step Down Kick-out Plan (HS367)  Download plan summary 7 Jul 2023 7 Jul 2028 £1.1267 as at 7 May 2025
UK Step Down Kick-out Plan (HS371)  Download plan summary 21 Jul 2023 21 Jul 2028 £1.1044 as at 7 May 2025
UK Step Down Kick-out Plan (HS372)  Download plan summary 21 Jul 2023 21 Jul 2028 £1.1094 as at 7 May 2025
UK Step Down Kick-out Plan (CT087)  Download plan summary 28 Jul 2023 29 Jul 2030 £1.1294 as at 7 May 2025
UK Step Down Kick-out Plan (CA053)  Download plan summary 4 Aug 2023 5 Aug 2030 £1.1401 as at 7 May 2025
UK Step Down Kick-out Plan (HS376)  Download plan summary 11 Aug 2023 11 Aug 2028 £1.1195 as at 7 May 2025
UK Step Down Kick-out Plan (HS378)  Download plan summary 11 Aug 2023 11 Aug 2028 £1.1243 as at 7 May 2025
UK Step Down Kick-out Plan (HS382)  Download plan summary 25 Aug 2023 25 Aug 2028 £1.1036 as at 7 May 2025
UK Step Down Kick-out Plan (HS383)  Download plan summary 25 Aug 2023 25 Aug 2028 £1.1084 as at 7 May 2025
UK Step Down Kick-out Plan (CA057)  Download plan summary 8 Sep 2023 9 Sep 2030 £1.1275 as at 7 May 2025
UK Step Down Kick-out Plan (HS386)  Download plan summary 15 Sep 2023 15 Sep 2028 £1.1007 as at 7 May 2025
UK Step Down Kick-out Plan (HS388)  Download plan summary 15 Sep 2023 15 Sep 2028 £1.1169 as at 7 May 2025
UK Step Down Kick-out Plan (HS392)  Download plan summary 29 Sep 2023 29 Sep 2028 £1.0989 as at 7 May 2025
UK Step Down Kick-out Plan (HS393)  Download plan summary 29 Sep 2023 29 Sep 2028 £1.1035 as at 7 May 2025
UK Step Down Kick-out Plan (CA062)  Download plan summary 13 Oct 2023 14 Oct 2030 £1.1191 as at 7 May 2025
UK Step Down Kick-out Plan (HS395)  Download plan summary 20 Oct 2023 20 Oct 2028 £1.1141 as at 7 May 2025
UK Step Down Kick-out Plan (HS397)  Download plan summary 20 Oct 2023 20 Oct 2028 £1.1185 as at 7 May 2025
UK Step Down Kick-out Plan (CT090)  Download plan summary 3 Nov 2023 4 Nov 2030 £1.1103 as at 7 May 2025
UK Step Down Kick-out Plan (HS400)  Download plan summary 6 Nov 2023 6 Nov 2028 £1.0927 as at 7 May 2025
UK Step Down Kick-out Plan (HS401)  Download plan summary 6 Nov 2023 6 Nov 2028 £1.0973 as at 7 May 2025
UK Step Down Kick-out Plan (CA064)  Download plan summary 17 Nov 2023 18 Nov 2030 £1.0978 as at 7 May 2025
UK Step Down Kick-out Plan (MS145)  Download plan summary 17 Nov 2023 18 Nov 2030 £1.0971 as at 7 May 2025
UK Step Down Kick-out Plan (HS405)  Download plan summary 1 Dec 2023 1 Dec 2028 £1.1046 as at 7 May 2025
UK Step Down Kick-out Plan (HS407)  Download plan summary 1 Dec 2023 1 Dec 2028 £1.1086 as at 7 May 2025
UK Step Down Kick-out Plan (CT091)  Download plan summary 8 Dec 2023 9 Dec 2030 £1.0961 as at 7 May 2025
UK Step Down Kick-out Plan (HS411)  Download plan summary 15 Dec 2023 15 Dec 2028 £1.0867 as at 7 May 2025
UK Step Down Kick-out Plan (HS412)  Download plan summary 15 Dec 2023 15 Dec 2028 £1.0912 as at 7 May 2025
UK Step Down Kick-out Plan (CA068)  Download plan summary 20 Dec 2023 20 Dec 2030 £1.0934 as at 7 May 2025
UK Step Down Kick-out Plan (MS149)  Download plan summary 20 Dec 2023 20 Dec 2030 £1.0920 as at 7 May 2025
UK Step Down Kick-out Plan (HS414)  Download plan summary 20 Dec 2023 20 Dec 2028 £1.0767 as at 7 May 2025
UK Step Down Kick-out Plan (HS415)  Download plan summary 20 Dec 2023 20 Dec 2028 £1.0812 as at 7 May 2025
UK Step Down Kick-out Plan (HS417)  Download plan summary 12 Jan 2024 12 Jan 2029 £1.0852 as at 7 May 2025
UK Step Down Kick-out Plan (HS419)  Download plan summary 12 Jan 2024 12 Jan 2029 £1.0942 as at 7 May 2025
UK Step Down Kick-out Plan (CT092)  Download plan summary 19 Jan 2024 20 Jan 2031 £1.0884 as at 7 May 2025
UK Step Down Kick-out Plan (HS420)  Download plan summary 19 Jan 2024 19 Jan 2029 £1.0712 as at 7 May 2025
UK Step Down Kick-out Plan (HS421)  Download plan summary 19 Jan 2024 19 Jan 2029 £1.0763 as at 7 May 2025
UK Step Down Kick-out Plan (HS422)  Download plan summary 19 Jan 2024 19 Jan 2029 £1.0619 as at 7 May 2025
UK Step Down Kick-out Plan (HS423)  Download plan summary 19 Jan 2024 19 Jan 2029 £1.0666 as at 7 May 2025
UK Step Down Kick-out Plan (CA072)  Download plan summary 19 Jan 2024 20 Jan 2031 £1.0820 as at 7 May 2025
UK Step Down Kick-out Plan (MS153)  Download plan summary 26 Jan 2024 27 Jan 2031 £1.0686 as at 7 May 2025
UK Step Down Kick-out Plan (HS427)  Download plan summary 14 Feb 2024 14 Feb 2029 £1.0617 as at 7 May 2025
UK Step Down Kick-out Plan (HS429)  Download plan summary 14 Feb 2024 14 Feb 2029 £1.0657 as at 7 May 2025
UK Step Down Kick-out Plan (HS430)  Download plan summary 14 Feb 2024 14 Feb 2029 £1.0514 as at 7 May 2025
UK Step Down Kick-out Plan (HS431)  Download plan summary 14 Feb 2024 14 Feb 2029 £1.0566 as at 7 May 2025
UK Step Down Kick-out Plan (CT095)  Download plan summary 23 Feb 2024 24 Feb 2031 £1.0730 as at 7 May 2025
UK Step Down Kick-out Plan (CA075)  Download plan summary 28 Feb 2024 28 Feb 2031 £1.0772 as at 7 May 2025
UK Step Down Kick-out Plan (GS194)  Download plan summary 1 Mar 2024 1 Mar 2030 £1.0768 as at 7 May 2025
UK Step Down Kick-out Plan (HS435)  Download plan summary 27 Mar 2024 27 Mar 2029 £1.0559 as at 7 May 2025
UK Step Down Kick-out Plan (HS437)  Download plan summary 27 Mar 2024 27 Mar 2029 £1.0639 as at 7 May 2025
UK Step Down Kick-out Plan (CT098)  Download plan summary 27 Mar 2024 27 Mar 2031 £1.0550 as at 7 May 2025
UK Step Down Kick-out Plan (MS163)  Download plan summary 27 Mar 2024 27 Mar 2031 £1.0467 as at 7 May 2025
UK Step Down Kick-out Plan (CA078)  Download plan summary 27 Mar 2024 27 Mar 2031 £1.0548 as at 7 May 2025
UK Step Down Kick-out Plan (HS441)  Download plan summary 12 Apr 2024 12 Apr 2029 £1.0627 as at 7 May 2025
UK Step Down Kick-out Plan (HS442)  Download plan summary 12 Apr 2024 12 Apr 2029 £1.0670 as at 7 May 2025
UK Step Down Kick-out Plan (HS446)  Download plan summary 22 Apr 2024 23 Apr 2029 £1.0641 as at 7 May 2025
UK Step Down Kick-out Plan (HS448)  Download plan summary 22 Apr 2024 23 Apr 2029 £1.0694 as at 7 May 2025
UK Step Down Kick-out Plan (CT100)  Download plan summary 10 May 2024 12 May 2031 £1.0269 as at 7 May 2025
UK Step Down Kick-out Plan (CA083)  Download plan summary 10 May 2024 12 May 2031 £1.0353 as at 7 May 2025
UK Step Down Kick-out Plan (HS452)  Download plan summary 17 May 2024 17 May 2029 £1.0445 as at 7 May 2025
UK Step Down Kick-out Plan (HS451)  Download plan summary 17 May 2024 17 May 2029 £1.0416 as at 7 May 2025
UK Step Down Kick-out Plan (HS453)  Download plan summary 31 May 2024 31 May 2029 £1.0564 as at 7 May 2025
UK Step Down Kick-out Plan (HS454)  Download plan summary 31 May 2024 31 May 2029 £1.0455 as at 7 May 2025
UK Step Down Kick-out Plan (HS455)  Download plan summary 31 May 2024 31 May 2029 £1.0604 as at 7 May 2025
UK Step Down Kick-out Plan (HS456)  Download plan summary 31 May 2024 31 May 2029 £1.0493 as at 7 May 2025
UK Step Down Kick-out Plan (CT102)  Download plan summary 21 Jun 2024 23 Jun 2031 £1.0239 as at 7 May 2025
UK Step Down Kick-out Plan (CA088)  Download plan summary 21 Jun 2024 23 Jun 2031 £1.0325 as at 7 May 2025
UK Step Down Kick-out Plan (HS463)  Download plan summary 21 Jun 2024 21 Jun 2029 £1.0326 as at 7 May 2025
UK Step Down Kick-out Plan (HS464)  Download plan summary 21 Jun 2024 21 Jun 2029 £1.0361 as at 7 May 2025
UK Step Down Kick-out Plan (HS465)  Download plan summary 5 Jul 2024 5 Jul 2029 £1.0400 as at 7 May 2025
UK Step Down Kick-out Plan (HS466)  Download plan summary 5 Jul 2024 5 Jul 2029 £1.0338 as at 7 May 2025
UK Step Down Kick-out Plan (HS467)  Download plan summary 5 Jul 2024 5 Jul 2029 £1.0424 as at 7 May 2025
UK Step Down Kick-out Plan (HS468)  Download plan summary 5 Jul 2024 5 Jul 2029 £1.0362 as at 7 May 2025
UK Step Down Kick-out Plan (HS477)  Download plan summary 23 Jul 2024 23 Jul 2029 £1.0333 as at 7 May 2025
UK Step Down Kick-out Plan (HS478)  Download plan summary 23 Jul 2024 23 Jul 2029 £1.0368 as at 7 May 2025
UK Step Down Kick-out Plan (CT105)  Download plan summary 2 Aug 2024 4 Aug 2031 £1.0280 as at 7 May 2025
UK Step Down Kick-out Plan (CA091)  Download plan summary 2 Aug 2024 4 Aug 2031 £1.0266 as at 7 May 2025
UK Step Down Kick-out Plan (HS479)  Download plan summary 9 Aug 2024 9 Aug 2030 £1.0354 as at 7 May 2025
UK Step Down Kick-out Plan (HS480)  Download plan summary 9 Aug 2024 9 Aug 2030 £1.0326 as at 7 May 2025
UK Step Down Kick-out Plan (HS481)  Download plan summary 9 Aug 2024 9 Aug 2030 £1.0401 as at 7 May 2025
UK Step Down Kick-out Plan (HS482)  Download plan summary 9 Aug 2024 9 Aug 2030 £1.0401 as at 7 May 2025
UK Step Down Kick-out Plan (HS488)  Download plan summary 30 Aug 2024 30 Aug 2030 £1.0189 as at 7 May 2025
UK Step Down Kick-out Plan (HS489)  Download plan summary 30 Aug 2024 30 Aug 2030 £1.0215 as at 7 May 2025
UK Step Down Kick-out Plan (CT111)  Download plan summary 13 Sep 2024 15 Sep 2031 £1.0035 as at 7 May 2025
UK Step Down Kick-out Plan (CA095)  Download plan summary 13 Sep 2024 15 Sep 2031 £1.0113 as at 7 May 2025
UK Step Down Kick-out Plan (HS490)  Download plan summary 13 Sep 2024 13 Sep 2030 £1.0162 as at 7 May 2025
UK Step Down Kick-out Plan (HS491)  Download plan summary 13 Sep 2024 13 Sep 2030 £1.0114 as at 7 May 2025
UK Step Down Kick-out Plan (HS492)  Download plan summary 13 Sep 2024 13 Sep 2030 £1.0182 as at 7 May 2025
UK Step Down Kick-out Plan (HS493)  Download plan summary 13 Sep 2024 13 Sep 2030 £1.0140 as at 7 May 2025
UK Step Down Kick-out Plan (HS498)  Download plan summary 4 Oct 2024 4 Oct 2030 £1.0156 as at 7 May 2025
UK Step Down Kick-out Plan (HS499)  Download plan summary 4 Oct 2024 4 Oct 2030 £1.0177 as at 7 May 2025
UK Step Down Kick-out Plan (HS502)  Download plan summary 18 Oct 2024 18 Oct 2030 £1.0115 as at 7 May 2025
UK Step Down Kick-out Plan (HS503)  Download plan summary 18 Oct 2024 18 Oct 2030 £1.0083 as at 7 May 2025
UK Step Down Kick-out Plan (HS504)  Download plan summary 18 Oct 2024 18 Oct 2030 £1.0136 as at 7 May 2025
UK Step Down Kick-out Plan (HS505)  Download plan summary 18 Oct 2024 18 Oct 2030 £1.0113 as at 7 May 2025
UK Step Down Kick-out Plan (CT116)  Download plan summary 25 Oct 2024 27 Oct 2031 £0.9998 as at 7 May 2025
UK Step Down Kick-out Plan (GS198)  Download plan summary 25 Oct 2024 27 Oct 2031 £1.0171 as at 7 May 2025
UK Step Down Kick-out Plan (CA098)  Download plan summary 25 Oct 2024 27 Oct 2031 £0.9947 as at 7 May 2025
UK Step Down Kick-out Plan (HS510)  Download plan summary 8 Nov 2024 8 Nov 2030 £1.0051 as at 7 May 2025
UK Step Down Kick-out Plan (HS511)  Download plan summary 8 Nov 2024 8 Nov 2030 £1.0083 as at 7 May 2025
UK Step Down Kick-out Plan (HS515)  Download plan summary 22 Nov 2024 22 Nov 2030 £0.9997 as at 7 May 2025
UK Step Down Kick-out Plan (HS516)  Download plan summary 22 Nov 2024 22 Nov 2030 £0.9968 as at 7 May 2025
UK Step Down Kick-out Plan (HS517)  Download plan summary 22 Nov 2024 22 Nov 2030 £1.0013 as at 7 May 2025
UK Step Down Kick-out Plan (HS518)  Download plan summary 22 Nov 2024 22 Nov 2030 £0.9993 as at 7 May 2025
UK Step Down Kick-out Plan (CT120)  Download plan summary 29 Nov 2024 1 Dec 2031 £0.9960 as at 7 May 2025
UK Step Down Kick-out Plan (CA100)  Download plan summary 6 Dec 2024 8 Dec 2031 £0.9944 as at 7 May 2025
UK Step Down Kick-out Plan (HS523)  Download plan summary 20 Dec 2024 20 Dec 2030 £0.9980 as at 7 May 2025
UK Step Down Kick-out Plan (HS524)  Download plan summary 20 Dec 2024 20 Dec 2030 £1.0010 as at 7 May 2025
UK Step Down Kick-out Plan (HS526)  Download plan summary 8 Jan 2025 8 Jan 2031 £0.9957 as at 7 May 2025
UK Step Down Kick-out Plan (HS527)  Download plan summary 8 Jan 2025 8 Jan 2031 £0.9941 as at 7 May 2025
UK Step Down Kick-out Plan (HS528)  Download plan summary 8 Jan 2025 8 Jan 2031 £1.0005 as at 7 May 2025
UK Step Down Kick-out Plan (HS529)  Download plan summary 8 Jan 2025 8 Jan 2031 £1.0020 as at 7 May 2025
UK Step Down Kick-out Plan (CT123)  Download plan summary 10 Jan 2025 12 Jan 2032 £0.9987 as at 7 May 2025
UK Step Down Kick-out Plan (CA102)  Download plan summary 17 Jan 2025 19 Jan 2032 £0.9917 as at 7 May 2025
UK Step Down Kick-out Plan (HS536)  Download plan summary 24 Jan 2025 24 Jan 2031 £0.9840 as at 7 May 2025
UK Step Down Kick-out Plan (HS537)  Download plan summary 24 Jan 2025 24 Jan 2031 £0.9865 as at 7 May 2025
UK Step Down Kick-out Plan (HS538)  Download plan summary 10 Feb 2025 10 Feb 2031 £0.9755 as at 7 May 2025
UK Step Down Kick-out Plan (HS539)  Download plan summary 10 Feb 2025 10 Feb 2031 £0.9729 as at 7 May 2025
UK Step Down Kick-out Plan (HS540)  Download plan summary 10 Feb 2025 10 Feb 2031 £0.9799 as at 7 May 2025
UK Step Down Kick-out Plan (HS541)  Download plan summary 10 Feb 2025 10 Feb 2031 £0.9799 as at 7 May 2025
UK Step Down Kick-out Plan (CT126)  Download plan summary 21 Feb 2025 23 Feb 2032 £0.9819 as at 7 May 2025
UK Step Down Kick-out Plan (CA106)  Download plan summary 21 Feb 2025 23 Feb 2032 £0.9904 as at 7 May 2025
UK Step Down Kick-out Plan (HS548)  Download plan summary 28 Feb 2025 28 Feb 2031 £0.9803 as at 7 May 2025
UK Step Down Kick-out Plan (HS549)  Download plan summary 28 Feb 2025 28 Feb 2031 £0.9823 as at 7 May 2025
UK Step Down Kick-out Plan (HS550)  Download plan summary 21 Mar 2025 21 Mar 2031 £0.9883 as at 7 May 2025
UK Step Down Kick-out Plan (HS551)  Download plan summary 21 Mar 2025 21 Mar 2031 £0.9917 as at 7 May 2025
UK Step Down Kick-out Plan (HS552)  Download plan summary 21 Mar 2025 21 Mar 2031 £0.9885 as at 7 May 2025
UK Step Down Kick-out Plan (HS553)  Download plan summary 21 Mar 2025 21 Mar 2031 £0.9923 as at 7 May 2025
UK Step Down Kick-out Plan (SAN057)  Download plan summary 28 Mar 2025 28 Mar 2031 £0.9546 as at 7 May 2025
UK Step Down Kick-out Plan (CA109)  Download plan summary 28 Mar 2025 30 Mar 2032 £0.9918 as at 7 May 2025
UK Step Down Kick-out Plan (CT129)  Download plan summary 28 Mar 2025 30 Mar 2032 £0.9791 as at 7 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
UK Step Down Kick-out Plan (CT131)  Download plan summary 9 May 2025 10 May 2032
UK Step Down Kick-out Plan (CA112)  Download plan summary 9 May 2025 10 May 2032 £1.0000 as at 1 Jan 0001
UK Step Down Kick-out Plan (SAN066)  Download plan summary 9 May 2025 9 May 2031
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 £1.0000 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.

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

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