Investment support for your business
Our investment toolkit makes it easy for you to recommend the Governed Range and have regular, ongoing investment conversations with your clients.
Our investment toolkit
Assess your clients’ investment needs
Carry out due diligence and research reasons why the Governed Range might be a suitable solution for your clients.
Recommend an investment solution
Meet your clients’ needs with a solution that offers active management, robust governance and responsible investment as standard - at no extra cost.
Enrich your ongoing investment conversations
Give your clients a satisfying experience with engaging updates from our investment experts and digital performance tracking.
We make responsible investment easy
More than half of customers (57%) want to invest their pension responsibly.1 We can help you take advantage of the opportunities by building responsible investment considerations into your existing advice process.
1 Royal London Research, June 2021.
Governed Range factsheets and datasheets
In-depth information about each portfolio, including holdings, performance and tactical commentary.
Fund prices and factsheets
The latest fund prices and in-depth information about the full fund range.
Monthly performance against benchmark for the Governed Range and full fund range.