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Investments overview

Our tax-efficient products (including pensions, ISAs and bonds) are powered by a wide choice of investments and funds, as well as access to investment management expertise.

Easy access to a wide range of investments

Through Quilter's investment platform, you and your financial adviser can access:

  • more than 1,900 funds in a variety of sectors, just under 80% of which are the best available price in the market
  • over 600 of the most popular exchange traded funds (ETFs) and investment trusts in the market*
  • all the main asset classes, world markets and a variety of investment approaches
  • a cash facility within our pension, Collective Investment Account and ISA.

*Not available through our Collective Investment Bond.

Benefits for you

Access to investment management expertise

Your adviser may recommend one of our managed solutions – such as our Managed Portfolio Service, available at no extra cost – where our experts construct a portfolio designed for your aims and the market conditions.
Your adviser may also recommend their own model portfolio services or those of a third-party discretionary investment manager.

Mix and match what’s right for you

Your financial adviser has the flexibility to create an investment strategy that’s best suited to you because you can hold a mixture of funds, ETFs, ETCs, investment trusts and bespoke investment portfolios within the same account.

It’s important to review the performance of your chosen funds with a financial adviser on a regular basis so that you can make changes where necessary, as this can increase your plan’s growth potential. Investing in cash over the long term may not achieve the best returns.