For income, growth, or a bit of both
The Investment Funds are not available to new investors. These funds are a result of a merger with Expert Managed Solutions which took place on the 17th May 2019 following shareholder approval. Investment Funds offers;
A easy way of investing in a wide range of stocks, shares and other assets
A choice of six funds
The ability to aim for income, growth or a mix of both.
- Managed Defensive Fund
- Managed Equity Growth Fund
- Managed Growth Fund
- Managed Income Fund
- Global Bond Fund
- UK Equity Fund
Who were they for?
- Investors with little or no experience of investing in collective investment schemes and basic or no knowledge of the characteristics and risks of investing in equities and bonds (capital markets).
Quick fund facts
- Originally launched February 1995 and then relaunched 17th May 2019 after a merger with Expert Managed Solutions
- Currency: GBP
- Minimum investment: £250 or more or alternatively commit to £50 monthly investment
- Minimum Holding: £500 per fund you are invested in
- Management Company: RBS Collective Investment Funds Limited
Download useful documents and the price history for this fund
- Global Bond Fund KIID (PDF, 64 KB)
- Managed Defensive Fund KIID (PDF, 67 KB)
- Managed Equity Growth Fund KIID (PDF, 60 KB)
- Managed Growth Fund KIID (PDF, 60 KB)
- Managed Income Fund KIID (PDF, 63 KB)
- UK Equity Fund KIID (PDF, 36 KB)
- Investment Funds ICVC Prospectus (PDF, 605 KB)
- Investment Funds Price History (XLSX, 193 KB)
- Expert Managed Solutions Funds Pre Merger Prices (XLSX, 487 KB)
- Investment Funds Pre Merger Prices (XLSX, 198 KB)
- Investment Funds Supplementary Information Document (PDF, 285 KB)
If you need any help then don't hesitate to call, our dedicated team of experts are on hand to help.
You can call us on 0345 300 2585 (for minicom 0345 300 2585) Monday to Friday, from 9am to 5pm. We're closed Bank Holidays. Calls may be recorded.