Splits your investment across UK shares and lower risk bonds issued by the UK Government and highly rated companies.

At a glance

  • Potential for better growth than cash savings but with a higher risk to your investment.
  • You can access your money whenever you need to, but you should be ready to invest for at least five years.
  • Invests in three asset types, spreading your risk and increasing your potential reward.
  • This fund normally pays dividends which can be taken or reinvested every six months - useful if you need an income from your savings.

Typical Fund Mix

  • 41% in UK Government bonds (gilts).
  • 9% in corporate bonds.
  • 50% in UK shares.

Remember, the value of your investments can go down as well as up and you may get back less than you invest.

This is a medium to long-term investment so you should be prepared to invest your money for at least five years.

Apply for your fund

Make sure you read and keep

You'll need your:

  • Bank details (for regular payments) or your debit card details (for lump sum payments).

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If you would like to talk to us, just give us a call.

03456 10 20 20

We're here from 8am to 9pm Monday to Friday, 9am to 6pm Saturday.
Sorry, we're not open on bank holidays.

Our other funds

You can invest in any of our funds, in any combination, and switch between them whenever you like, for no extra charge.

Take a look at our other funds