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 £1.0750 as at 17 Sep 2021
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)1  Download plan summary 26 Oct 2018 26 Oct 2026 £1.1930 as at 17 Sep 2021
SG UK & Europe Defensive Kick-out Plan (UK3)2  Download plan summary 21 Dec 2018 21 Dec 2026 £1.1895 as at 16 Sep 2021
SG UK & Europe Defensive Kick-out Plan (UK3)3  Download plan summary 25 Jan 2019 25 Jan 2027 £1.1805 as at 16 Sep 2021
SG UK & Europe Defensive Kick-out Plan (UK3)4  Download plan summary 1 Mar 2019 1 Mar 2027 £1.1420 as at 17 Sep 2021
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)1  Download plan summary 26 Oct 2018 26 Oct 2026 £1.2390 as at 16 Sep 2021
SG UK & Europe Step Down Kick-out Plan (UK3)2  Download plan summary 21 Dec 2018 21 Dec 2026 £1.2460 as at 16 Sep 2021
SG UK & Europe Step Down Kick-out Plan (UK3)3  Download plan summary 25 Jan 2019 25 Jan 2027 £1.2260 as at 17 Sep 2021
SG UK & Europe Step Down Kick-out Plan (UK3)4  Download plan summary 1 Mar 2019 1 Mar 2027 £1.2035 as at 16 Sep 2021
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
SG UK and Europe Step Down Kick-out Plan 35  Download plan summary 29 Sep 2017 29 Sep 2023 £1.2730 as at 17 Sep 2021
SG UK and Europe Step Down Kick-out Plan 36  Download plan summary 3 Nov 2017 3 Nov 2023 £1.2375 as at 16 Sep 2021
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
SG UK and Europe Target Income Plan 2 (UK Four)  Download plan summary 9 Oct 2015 11 Oct 2021 £1.0486 as at 17 Sep 2021
UK and US Defensive Step Down Plan (UK Four)
Product Name Plan Summary Investment Start Date Investment End Date Price
SG UK US Defensive Step Down Plan 9 (UK Four)  Download plan summary 3 Nov 2017 3 Nov 2023 £1.1730 as at 16 Sep 2021
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
SG UK and US Step Down Kick-out Plan 38  Download plan summary 3 Nov 2017 3 Nov 2023 £1.1880 as at 16 Sep 2021
UK Defensive Growth Plan (UK Four)
Product Name Plan Summary Investment Start Date Investment End Date Price
SG UK Defensive Growth Plan 5  Download plan summary 9 Oct 2015 11 Oct 2021 £1.5849 as at 17 Sep 2021
SG UK Defensive Growth Plan 6  Download plan summary 20 Nov 2015 22 Nov 2021 £1.5913 as at 17 Sep 2021
SG UK Defensive Growth Plan 7  Download plan summary 15 Jan 2016 17 Jan 2022 £1.4883 as at 17 Sep 2021
SG UK Defensive Growth Plan 8  Download plan summary 26 Feb 2016 28 Feb 2022 £1.5042 as at 17 Sep 2021
SG UK Defensive Growth Plan 9  Download plan summary 8 Apr 2016 8 Apr 2022 £1.5008 as at 17 Sep 2021
SG UK Defensive Growth Plan 10  Download plan summary 20 May 2016 20 May 2022 £1.4497 as at 17 Sep 2021
SG UK Defensive Growth Plan 11  Download plan summary 24 Jun 2016 24 Jun 2022 £1.4450 as at 17 Sep 2021
SG UK Defensive Growth Plan 12  Download plan summary 29 Jul 2016 29 Jul 2022 £1.3477 as at 17 Sep 2021
SG UK Defensive Growth Plan 13  Download plan summary 2 Sep 2016 2 Sep 2022 £1.2962 as at 17 Sep 2021
SG UK Defensive Growth Plan 14  Download plan summary 7 Oct 2016 7 Oct 2022 £1.2636 as at 17 Sep 2021
SG UK Defensive Growth Plan 15  Download plan summary 11 Nov 2016 11 Nov 2022 £1.3094 as at 17 Sep 2021
SG UK Defensive Growth Plan 16  Download plan summary 16 Dec 2016 16 Dec 2022 £1.2705 as at 17 Sep 2021
SG UK Defensive Growth Plan 17  Download plan summary 20 Jan 2017 20 Jan 2023 £1.2580 as at 16 Sep 2021
SG UK Defensive Growth Plan 18  Download plan summary 24 Feb 2017 24 Feb 2023 £1.2115 as at 17 Sep 2021
SG UK Defensive Growth Plan 19  Download plan summary 31 Mar 2017 31 Mar 2023 £1.1910 as at 16 Sep 2021
SG UK Defensive Growth Plan 20  Download plan summary 5 May 2017 5 May 2023 £1.1645 as at 17 Sep 2021
SG UK Defensive Growth Plan 21  Download plan summary 16 Jun 2017 16 Jun 2023 £1.1240 as at 16 Sep 2021
SG UK Defensive Growth Plan 22  Download plan summary 21 Jul 2017 21 Jul 2023 £1.1215 as at 16 Sep 2021
SG UK Defensive Growth Plan 23  Download plan summary 25 Aug 2017 25 Aug 2023 £1.1005 as at 17 Sep 2021
SG UK Defensive Growth Plan 24  Download plan summary 29 Sep 2017 29 Sep 2023 £1.1180 as at 16 Sep 2021
SG UK Defensive Growth Plan 25  Download plan summary 3 Nov 2017 3 Nov 2023 £1.0650 as at 17 Sep 2021
UK Defensive Kick-out Plan (UK3)
Product Name Plan Summary Investment Start Date Investment End Date Price
SG UK Defensive Kick-out Plan (UK3) 1  Download plan summary 26 Oct 2018 26 Oct 2026 £1.1720 as at 16 Sep 2021
SG UK Defensive Kick-out Plan (UK3) 2  Download plan summary 21 Dec 2018 21 Dec 2026 £1.1725 as at 16 Sep 2021
SG UK Defensive Kick-out Plan (UK3) 3  Download plan summary 25 Jan 2019 25 Jan 2027 £1.1700 as at 16 Sep 2021
SG UK Defensive Kick-out Plan (UK3) 4  Download plan summary 1 Mar 2019 1 Mar 2027 £1.1240 as at 17 Sep 2021
SG UK Defensive Kick-out Plan (UK3) 5  Download plan summary 5 Apr 2019 5 Apr 2027 £1.0775 as at 16 Sep 2021
SG UK Defensive Kick-out Plan (UK3) 6  Download plan summary 26 Jul 2019 26 Jul 2027 £1.0455 as at 16 Sep 2021
SG UK Defensive Kick-out Plan (UK3) 7  Download plan summary 13 Sep 2019 13 Sep 2027 £1.0475 as at 16 Sep 2021
SG UK Defensive Kick-out Plan (UK3) 8  Download plan summary 18 Oct 2019 18 Oct 2027 £1.0605 as at 16 Sep 2021
SG UK Defensive Kick-out Plan (UK3) 9  Download plan summary 22 Nov 2019 22 Nov 2027 £1.0380 as at 17 Sep 2021
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 £1.1230 as at 17 Sep 2021
SG UK Kick-out Plan 32  Download plan summary 31 Mar 2017 31 Mar 2023 £1.1340 as at 16 Sep 2021
SG UK Kick-out Plan 33  Download plan summary 5 May 2017 5 May 2023 £1.1095 as at 17 Sep 2021
SG UK Kick-out Plan 34  Download plan summary 16 Jun 2017 16 Jun 2023 £1.0705 as at 16 Sep 2021
SG UK Kick-out Plan 36  Download plan summary 25 Aug 2017 25 Aug 2023 £1.0498 as at 17 Sep 2021
SG UK Kick-out Plan 38  Download plan summary 3 Nov 2017 3 Nov 2023 £1.0380 as at 16 Sep 2021
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) 1  Download plan summary 26 Oct 2018 26 Oct 2026 £1.2265 as at 16 Sep 2021
SG UK Kick-out Plan (UK3) 2  Download plan summary 21 Dec 2018 21 Dec 2026 £1.2600 as at 16 Sep 2021
SG UK Kick-out Plan (UK3) 3  Download plan summary 25 Jan 2019 25 Jan 2027 £1.2520 as at 16 Sep 2021
SG UK Kick-out Plan (UK3) 4  Download plan summary 1 Mar 2019 1 Mar 2027 £1.1955 as at 16 Sep 2021
SG UK Kick-out Plan (UK3) 5  Download plan summary 5 Apr 2019 5 Apr 2027 £1.0715 as at 16 Sep 2021
SG UK Kick-out Plan (UK3) 6  Download plan summary 26 Jul 2019 26 Jul 2027 £1.0310 as at 16 Sep 2021
SG UK Kick-out Plan (UK3) 7  Download plan summary 13 Sep 2019 13 Sep 2027 £1.0150 as at 17 Sep 2021
SG UK Kick-out Plan (UK3) 8  Download plan summary 18 Oct 2019 18 Oct 2027 £1.0995 as at 16 Sep 2021
SG UK Kick-out Plan (UK3) 9  Download plan summary 22 Nov 2019 22 Nov 2027 £1.0615 as at 16 Sep 2021
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 £1.0815 as at 17 Sep 2021
SG UK Step Down Kick-out Plan (SG005)  Download plan summary 9 Apr 2020 10 Apr 2028 £1.1005 as at 17 Sep 2021
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
SG UK Step Down Kick-out Plan 38  Download plan summary 3 Nov 2017 3 Nov 2023 £1.1600 as at 16 Sep 2021
UK Step Down Kick-out Plan (UK Gilts)
Product Name Plan Summary Investment Start Date Investment End Date Price
SG UK Step Down Kick-out Plan 10 (UK Gilts)  Download plan summary 3 Nov 2017 3 Nov 2023 £1.1470 as at 16 Sep 2021
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) 1  Download plan summary 26 Oct 2018 26 Oct 2026 £1.1910 as at 16 Sep 2021
SG UK Step Down Kick-out Plan (UK3) 2  Download plan summary 21 Dec 2018 21 Dec 2026 £1.2065 as at 16 Sep 2021
SG UK Step Down Kick-out Plan (UK3) 3  Download plan summary 25 Jan 2019 25 Jan 2027 £1.1985 as at 17 Sep 2021
SG UK Step Down Kick-out Plan (UK3) 4  Download plan summary 1 Mar 2019 1 Mar 2027 £1.1630 as at 16 Sep 2021
SG UK Step Down Kick-out Plan (UK3) 5  Download plan summary 5 Apr 2019 5 Apr 2027 £1.0840 as at 16 Sep 2021
SG UK Step Down Kick-out Plan (UK3) 6  Download plan summary 26 Jul 2019 26 Jul 2027 £1.0495 as at 16 Sep 2021
SG UK Step Down Kick-out Plan (UK3) 7  Download plan summary 13 Sep 2019 13 Sep 2027 £1.0380 as at 16 Sep 2021
SG UK Step Down Kick-out Plan (UK3) 8  Download plan summary 18 Oct 2019 18 Oct 2027 £1.0825 as at 16 Sep 2021
SG UK Step Down Kick-out Plan (UK3) 9  Download plan summary 22 Nov 2019 22 Nov 2027 £1.0495 as at 16 Sep 2021
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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