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Use our Fund Finder

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Welcome to our Fund Finder

Answer the questions to help you decide which fund you would like to invest in. This will only take two minutes to answer up to five quick questions.

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Please note we are not providing any advice, this tool will simply illustrate some of the options available.

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Progress 33%

Select your criteria for finding a fund:

I'd like to pick a fund based on my attitude to risk
I'd like to pick my fund based on the country/region I want to invest in
I'd like to pick a fund from the sustainable range
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Progress 67%

What country/region would you like to invest in?

UK
USA
Europe
Global
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Progress 67%

What best describes your attitude to risk?

Defensive - accepts a low risk to capital, aiming to achieve an improved return to a bank or building society account over time.
Cautious - accepts some risk to capital, aiming to achieve a better return than a bank or building society account.
Balanced - accepts average, or slightly above average, risk to capital, aiming to achieve an improved return on investment.
Adventurous - accepts above-average risk to capital, aiming to achieve a high return.
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Progress 85%

Are you looking for?

Income only
Growth only
Both
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Progress 67%

What is your attitude to risk?

Balanced - accepts average, or slightly above average, risk to capital, aiming to achieve an improved return on investment.
Cautious - accepts some risk to capital, aiming to achieve a better return than a bank or building society account.
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The following fund may be of interest to you:

Corporate Bond Income Trust

This fund looks to provide a monthly income by investing in high quality UK corporate and government bonds.

Find out more about the Corporate Bond Income Trust

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The following funds may be of interest to you:

Sustainable Leaders Trust

This fund looks to increase the value of your money over the long term by investing primarily in a range of high quality small, medium and large companies mainly in the UK.

Find out more about the Sustainable Leaders Trust

Sustainable Diversified Trust

This fund looks to increase the value of your money over the long term by investing in a mix of investments such as high quality companies, corporate bonds, government bonds, property and cash.

Find out more about the Sustainable Diversified Trust

UK Growth Trust

This fund looks to increase the value of your money over the long term by investing primarily in the UK’s largest well-known companies such as Rolls Royce.

Find out more about the UK Growth Trust

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The following fund may be of interest to you:

UK Income with Growth Trust

This fund looks to increase the value of your money over the long term and provide a regular level of income.

Find out more about the UK Income with Growth Trust

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The following funds may be of interest to you:

Sustainable Leaders Trust

This fund looks to increase the value of your money over the long term by investing primarily in a range of high quality small, medium and large companies mainly in the UK.

Find out more about the Sustainable Leaders Trust

Sustainable World
Trust

This fund looks to increase the value of your money over the long term by investing primarily in a mix of high quality companies and also invests in some high quality corporate bonds, government bonds and cash.

Find out more about the Sustainable World Trust

UK Growth Trust

This fund looks to increase the value of your money over the long term by investing primarily in the UK’s largest well-known companies such as Rolls Royce.

Find out more about the UK Growth Trust.

UK Income with Growth Trust

This fund looks to increase the value of your money over the long term and provide a regular level of income.

Find out more about the UK Income with Growth Trust

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The following fund may be of interest to you:

Sustainable Diversified Trust

This fund looks to increase the value of your money over the long term by investing in a mix of investments such as high quality companies, corporate bonds, government bonds, property and cash.

Find out more about the Sustainable Diversified Trust

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The following fund may be of interest to you:

Corporate Bond Income Trust

This fund looks to provide a monthly income by investing in high quality UK corporate and government bonds.

Find out more about the Corporate Bond Income Trust

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The following funds may be of interest to you:

European Growth Trust

This fund looks to increase the value of your money over the long term by investing in European markets, giving you access to some of Europe’s best known companies.

Find out more about the European Growth Trust

US Growth Trust

This fund looks to increase the value of your money over the long term by investing in US markets, giving you access to the world’s largest economy.

Find out more about the US Growth Trust

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The following funds may be of interest to you:

Sustainable World Trust

This fund looks to increase the value of your money over the long term by investing primarily in a mix of high quality companies and also invests in some high quality corporate bonds, government bonds and cash.

Find out more about the Sustainable World Trust

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Progress 100%< Back | Start tool again

The following fund may be of interest to you:

US Growth Trust

This fund looks to increase the value of your money over the long term by investing in US markets, giving you access to the world’s largest economy.

Find out more about the US Growth Trust

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The following fund may be of interest to you:

European Growth Trust

This fund looks to increase the value of your money over the long term by investing in European markets, giving you access to some of Europe’s best known companies.

Find out more about the European Growth Trust

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The following fund may be of interest to you:

Sustainable Diversified Trust

This fund looks to increase the value of your money over the long term by investing in a mix of investments such as high quality companies, corporate bonds, government bonds, property and cash. This mix is actively managed in order to achieve a balance between growth and risk.

Find out more about the Sustainable Diversified Trust

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Progress 100%< Back | Start tool again

The following fund may be of interest to you:

Sustainable Leaders Trust

This fund looks to increase the value of your money over the long term by investing primarily in a range of high quality small, medium and large companies mainly in the UK.

Find out more

Sustainable World
Trust

This fund looks to increase the value of your money over the long term by investing primarily in a mix of high quality companies and also invests in some high quality corporate bonds, government bonds and cash.

Find out more