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.

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 Societe Generale products

Browse our active Societe Generale products to see how they’re performing


Click on the product titles below to reveal further information.

UK & Europe Defensive Kick-out Plan (SG)
Product Name Plan Summary Investment Start Date Investment End Date Price
UK & Europe Defensive Kick-out Plan (UK3)
Product Name Plan Summary Investment Start Date Investment End Date Price
UK & Europe Step Down Kick-out Plan (UK3)
Product Name Plan Summary Investment Start Date Investment End Date Price
UK and Europe Kick-out Plan (UK Four)
Product Name Plan Summary Investment Start Date Investment End Date Price
UK and Europe Step Down Kick-out Plan (UK Four)
Product Name Plan Summary Investment Start Date Investment End Date Price
UK and Europe Target Income Kick-out Plan
Product Name Plan Summary Investment Start Date Investment End Date Price
UK and Europe Target Income Plan
Product Name Plan Summary Investment Start Date Investment End Date Price
UK and US Defensive Step Down Plan (UK Four)
Product Name Plan Summary Investment Start Date Investment End Date Price
UK and US Fixed Income Plan (UK Four)
Product Name Plan Summary Investment Start Date Investment End Date Price
UK and US Step Down Kick-out Plan (UK Four)
Product Name Plan Summary Investment Start Date Investment End Date Price
UK Defensive Growth Plan (UK Four)
Product Name Plan Summary Investment Start Date Investment End Date Price
SG UK Defensive Growth Plan 12  Download plan summary 29 Jul 2016 29 Jul 2022 £1.4945 as at 4 Jul 2022
SG UK Defensive Growth Plan 13  Download plan summary 2 Sep 2016 2 Sep 2022 £1.4137 as at 4 Jul 2022
SG UK Defensive Growth Plan 14  Download plan summary 7 Oct 2016 7 Oct 2022 £1.3882 as at 4 Jul 2022
SG UK Defensive Growth Plan 15  Download plan summary 11 Nov 2016 11 Nov 2022 £1.4122 as at 4 Jul 2022
SG UK Defensive Growth Plan 16  Download plan summary 16 Dec 2016 16 Dec 2022 £1.3795 as at 4 Jul 2022
SG UK Defensive Growth Plan 17  Download plan summary 20 Jan 2017 20 Jan 2023 £1.3705 as at 4 Jul 2022
SG UK Defensive Growth Plan 18  Download plan summary 24 Feb 2017 24 Feb 2023 £1.3100 as at 4 Jul 2022
SG UK Defensive Growth Plan 19  Download plan summary 31 Mar 2017 31 Mar 2023 £1.2715 as at 4 Jul 2022
SG UK Defensive Growth Plan 20  Download plan summary 5 May 2017 5 May 2023 £1.2510 as at 4 Jul 2022
SG UK Defensive Growth Plan 21  Download plan summary 16 Jun 2017 16 Jun 2023 £1.1900 as at 4 Jul 2022
SG UK Defensive Growth Plan 22  Download plan summary 21 Jul 2017 21 Jul 2023 £1.1835 as at 4 Jul 2022
SG UK Defensive Growth Plan 23  Download plan summary 25 Aug 2017 25 Aug 2023 £1.1715 as at 4 Jul 2022
SG UK Defensive Growth Plan 24  Download plan summary 29 Sep 2017 29 Sep 2023 £1.1690 as at 4 Jul 2022
SG UK Defensive Growth Plan 25  Download plan summary 3 Nov 2017 3 Nov 2023 £1.1290 as at 4 Jul 2022
UK Defensive Kick-out Plan (UK3)
Product Name Plan Summary Investment Start Date Investment End Date Price
SG UK Defensive Kick-out Plan (UK3) 6  Download plan summary 26 Jul 2019 26 Jul 2027 £1.0740 as at 4 Jul 2022
SG UK Defensive Kick-out Plan (UK3) 7  Download plan summary 13 Sep 2019 13 Sep 2027 £1.0815 as at 4 Jul 2022
SG UK Defensive Kick-out Plan (UK3) 9  Download plan summary 22 Nov 2019 22 Nov 2027 £1.0575 as at 4 Jul 2022
UK Equal Weight Defensive Kick-out Plan
Product Name Plan Summary Investment Start Date Investment End Date Price
UK Equal Weight Kick-out Plan
Product Name Plan Summary Investment Start Date Investment End Date Price
UK Equal Weight Step Down Kick-out Plan
Product Name Plan Summary Investment Start Date Investment End Date Price
UK Growth Plan (UK Four)
Product Name Plan Summary Investment Start Date Investment End Date Price
UK Kick-out Plan (SG)
Product Name Plan Summary Investment Start Date Investment End Date Price
UK Kick-out Plan (Societe Generale)
Product Name Plan Summary Investment Start Date Investment End Date Price
UK Kick-out Plan (UK Four)
Product Name Plan Summary Investment Start Date Investment End Date Price
SG UK Kick-out Plan 31  Download plan summary 24 Feb 2017 24 Feb 2023 £1.1695 as at 4 Jul 2022
SG UK Kick-out Plan 32  Download plan summary 31 Mar 2017 31 Mar 2023 £0 as at 1 Feb 2017
SG UK Kick-out Plan 34  Download plan summary 16 Jun 2017 16 Jun 2023 £1.0970 as at 4 Jul 2022
SG UK Kick-out Plan 36  Download plan summary 25 Aug 2017 25 Aug 2023 £1.1503 as at 4 Jul 2022
SG UK Kick-out Plan 38  Download plan summary 3 Nov 2017 3 Nov 2023 £1.1040 as at 4 Jul 2022
UK Kick-out Plan (UK Gilts)
Product Name Plan Summary Investment Start Date Investment End Date Price
UK Kick-out Plan (UK3)
Product Name Plan Summary Investment Start Date Investment End Date Price
SG UK Kick-out Plan (UK3) 6  Download plan summary 26 Jul 2019 26 Jul 2027 £1.1165 as at 4 Jul 2022
SG UK Kick-out Plan (UK3) 7  Download plan summary 13 Sep 2019 13 Sep 2027 £1.1165 as at 4 Jul 2022
SG UK Kick-out Plan (UK3) 9  Download plan summary 22 Nov 2019 22 Nov 2027 £1.1330 as at 4 Jul 2022
UK Step Down Kick-out Plan (SG)
Product Name Plan Summary Investment Start Date Investment End Date Price
UK Step Down Kick-out Plan (Societe Generale)
Product Name Plan Summary Investment Start Date Investment End Date Price
UK Step Down Kick-out Plan (UK Four)
Product Name Plan Summary Investment Start Date Investment End Date Price
UK Step Down Kick-out Plan (UK Gilts)
Product Name Plan Summary Investment Start Date Investment End Date Price
UK Step Down Kick-out Plan (UK3)
Product Name Plan Summary Investment Start Date Investment End Date Price
SG UK Step Down Kick-out Plan (UK3) 6  Download plan summary 26 Jul 2019 26 Jul 2027 £1.1030 as at 4 Jul 2022
SG UK Step Down Kick-out Plan (UK3) 7  Download plan summary 13 Sep 2019 13 Sep 2027 £1.0970 as at 4 Jul 2022
SG UK Step Down Kick-out Plan (UK3) 9  Download plan summary 22 Nov 2019 22 Nov 2027 £1.0930 as at 4 Jul 2022
UK Target Income Plan (UK Four)
Product Name Plan Summary Investment Start Date Investment End Date Price
8Y UK Equal Weight Defensive Kick-out Plan
Product Name Plan Summary Investment Start Date Investment End Date Price
Subscribe for free resources
& news updates.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form