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
SG UK & Europe Defensive Kick-out Plan (SG003)  Download plan summary 28 Feb 2020 28 Feb 2028 £1.1120 as at 14 Jan 2022
UK & Europe Defensive Kick-out Plan (UK3)
Product Name Plan Summary Investment Start Date Investment End Date Price
SG UK & Europe Defensive Kick-out Plan (UK3)3  Download plan summary 25 Jan 2019 25 Jan 2027 £1.2420 as at 14 Jan 2022
SG UK & Europe Defensive Kick-out Plan (UK3)4  Download plan summary 1 Mar 2019 1 Mar 2027 £1.1970 as at 14 Jan 2022
UK & Europe Step Down Kick-out Plan (UK3)
Product Name Plan Summary Investment Start Date Investment End Date Price
SG UK & Europe Step Down Kick-out Plan (UK3)3  Download plan summary 25 Jan 2019 25 Jan 2027 £1.3080 as at 14 Jan 2022
SG UK & Europe Step Down Kick-out Plan (UK3)4  Download plan summary 1 Mar 2019 1 Mar 2027 £1.2720 as at 14 Jan 2022
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 7  Download plan summary 15 Jan 2016 17 Jan 2022 £1.5196 as at 14 Jan 2022
SG UK Defensive Growth Plan 8  Download plan summary 26 Feb 2016 28 Feb 2022 £1.5627 as at 14 Jan 2022
SG UK Defensive Growth Plan 9  Download plan summary 8 Apr 2016 8 Apr 2022 £1.5766 as at 14 Jan 2022
SG UK Defensive Growth Plan 10  Download plan summary 20 May 2016 20 May 2022 £1.5171 as at 14 Jan 2022
SG UK Defensive Growth Plan 11  Download plan summary 24 Jun 2016 24 Jun 2022 £1.5045 as at 14 Jan 2022
SG UK Defensive Growth Plan 12  Download plan summary 29 Jul 2016 29 Jul 2022 £1.4387 as at 14 Jan 2022
SG UK Defensive Growth Plan 13  Download plan summary 2 Sep 2016 2 Sep 2022 £1.4138 as at 14 Jan 2022
SG UK Defensive Growth Plan 14  Download plan summary 7 Oct 2016 7 Oct 2022 £1.3852 as at 14 Jan 2022
SG UK Defensive Growth Plan 15  Download plan summary 11 Nov 2016 11 Nov 2022 £1.4119 as at 14 Jan 2022
SG UK Defensive Growth Plan 16  Download plan summary 16 Dec 2016 16 Dec 2022 £1.3925 as at 14 Jan 2022
SG UK Defensive Growth Plan 17  Download plan summary 20 Jan 2017 20 Jan 2023 £1.3790 as at 14 Jan 2022
SG UK Defensive Growth Plan 18  Download plan summary 24 Feb 2017 24 Feb 2023 £1.3435 as at 14 Jan 2022
SG UK Defensive Growth Plan 19  Download plan summary 31 Mar 2017 31 Mar 2023 £1.3020 as at 14 Jan 2022
SG UK Defensive Growth Plan 20  Download plan summary 5 May 2017 5 May 2023 £1.2850 as at 14 Jan 2022
SG UK Defensive Growth Plan 21  Download plan summary 16 Jun 2017 16 Jun 2023 £1.2225 as at 14 Jan 2022
SG UK Defensive Growth Plan 22  Download plan summary 21 Jul 2017 21 Jul 2023 £1.2200 as at 14 Jan 2022
SG UK Defensive Growth Plan 23  Download plan summary 25 Aug 2017 25 Aug 2023 £1.2070 as at 14 Jan 2022
SG UK Defensive Growth Plan 24  Download plan summary 29 Sep 2017 29 Sep 2023 £1.2045 as at 14 Jan 2022
SG UK Defensive Growth Plan 25  Download plan summary 3 Nov 2017 3 Nov 2023 £1.1655 as at 14 Jan 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) 3  Download plan summary 25 Jan 2019 25 Jan 2027 £1.2260 as at 14 Jan 2022
SG UK Defensive Kick-out Plan (UK3) 4  Download plan summary 1 Mar 2019 1 Mar 2027 £1.1765 as at 14 Jan 2022
SG UK Defensive Kick-out Plan (UK3) 5  Download plan summary 5 Apr 2019 5 Apr 2027 £1.1295 as at 14 Jan 2022
SG UK Defensive Kick-out Plan (UK3) 6  Download plan summary 26 Jul 2019 26 Jul 2027 £1.0915 as at 14 Jan 2022
SG UK Defensive Kick-out Plan (UK3) 7  Download plan summary 13 Sep 2019 13 Sep 2027 £1.0865 as at 14 Jan 2022
SG UK Defensive Kick-out Plan (UK3) 9  Download plan summary 22 Nov 2019 22 Nov 2027 £1.0720 as at 14 Jan 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 £1.3340 as at 14 Jan 2022
SG UK Kick-out Plan 32  Download plan summary 31 Mar 2017 31 Mar 2023 £1.2965 as at 14 Jan 2022
SG UK Kick-out Plan 33  Download plan summary 5 May 2017 5 May 2023 £1.2655 as at 14 Jan 2022
SG UK Kick-out Plan 34  Download plan summary 16 Jun 2017 16 Jun 2023 £1.1990 as at 14 Jan 2022
SG UK Kick-out Plan 36  Download plan summary 25 Aug 2017 25 Aug 2023 £1.1761 as at 14 Jan 2022
SG UK Kick-out Plan 38  Download plan summary 3 Nov 2017 3 Nov 2023 £1.1315 as at 14 Jan 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) 3  Download plan summary 25 Jan 2019 25 Jan 2027 £1.3575 as at 14 Jan 2022
SG UK Kick-out Plan (UK3) 4  Download plan summary 1 Mar 2019 1 Mar 2027 £1.3120 as at 14 Jan 2022
SG UK Kick-out Plan (UK3) 5  Download plan summary 5 Apr 2019 5 Apr 2027 £1.1965 as at 14 Jan 2022
SG UK Kick-out Plan (UK3) 6  Download plan summary 26 Jul 2019 26 Jul 2027 £1.1430 as at 14 Jan 2022
SG UK Kick-out Plan (UK3) 7  Download plan summary 13 Sep 2019 13 Sep 2027 £1.1190 as at 14 Jan 2022
SG UK Kick-out Plan (UK3) 9  Download plan summary 22 Nov 2019 22 Nov 2027 £1.1365 as at 14 Jan 2022
UK Step Down Kick-out Plan (SG)
Product Name Plan Summary Investment Start Date Investment End Date Price
SG UK Step Down Kick-out Plan (SG002)  Download plan summary 28 Feb 2020 28 Feb 2028 £1.1260 as at 14 Jan 2022
SG UK Step Down Kick-out Plan (SG005)  Download plan summary 9 Apr 2020 10 Apr 2028 £1.1280 as at 14 Jan 2022
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) 3  Download plan summary 25 Jan 2019 25 Jan 2027 £1.2735 as at 14 Jan 2022
SG UK Step Down Kick-out Plan (UK3) 4  Download plan summary 1 Mar 2019 1 Mar 2027 £1.2290 as at 14 Jan 2022
SG UK Step Down Kick-out Plan (UK3) 5  Download plan summary 5 Apr 2019 5 Apr 2027 £1.1605 as at 14 Jan 2022
SG UK Step Down Kick-out Plan (UK3) 6  Download plan summary 26 Jul 2019 26 Jul 2027 £1.1185 as at 14 Jan 2022
SG UK Step Down Kick-out Plan (UK3) 7  Download plan summary 13 Sep 2019 13 Sep 2027 £1.0980 as at 14 Jan 2022
SG UK Step Down Kick-out Plan (UK3) 9  Download plan summary 22 Nov 2019 22 Nov 2027 £1.0985 as at 14 Jan 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
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