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Platform funds

Discover the extensive range of funds available through our platform

How to explore our platform investment range?

1. Fund Centre

You can access our Fund Centre for useful fund information for our Wealth fund ranges, including prices, fund performance, factsheets and fund manager documents such as Key Investor Information Documents (KIIDs).

Visit the Fund Centre

2. Funds lists in Excel format

Read a list of all the funds including fund charges and other important information.

View funds list in Excel format

3. Exchange Traded Instruments (ETIs)

Download a list of all investment trusts, exchange traded funds and exchange traded commodities available through our platform.

View dealing charges and other important information.

View exchange traded investments

Which charge basis list should I look at?

  • New investments in any of our products
  • Existing ISA
  • Existing Collective Investment Account (CIA)

Charge Basis 3

 

  • Existing Collective Retirement Account (CRA)*
  • Existing Collective Investment Bond (CIB)*
    *opened before 1 January 2013

Charge Basis 2 or Charge Basis 1

 

If you are not sure which charge basis your product is on, you can find it on your regular statements and on our online Customer Centre.

Next steps

Don’t have a financial adviser?

If you don't have an adviser and you need help or advice on your Quilter products, our online search tool can help you find an adviser in your local area.

Find an adviser

Fund sectors and categories

Our lists of funds are grouped into categories, which are determined by where a fund's assets are primarily invested. Find out how we categorise the funds we offer.

View fund sectors and categories