An equity fund pools your money with that of other investors, and invests it in stocks and shares from a range of companies. Equity funds can be global or focused on a particular market, and suited to almost any investment goal. These funds can fall in value as well as rise and you might get back less than you invested.

Contact us

An equity fund might be for you if you’re interested in stocks, accept the risks but don’t want the hassle of managing your own investment portfolio. You should plan to invest medium to long-term, for at least 5 years.

  • Invest in global stock markets

    Equity funds invest in stocks and shares. They give you access to the major stock markets of the developed and developing world, including London, Frankfurt, New York, Hong Kong, Tokyo, Australia, Brazil, China and South East Asia.
  • A fund for almost every goal

    With thousands of options out there, there's an equity fund to suit almost every goal and option imaginable – from global funds that give you broad market exposure to specialised, highly concentrated funds for those willing to accept a higher degree of risk.
  • Easy diversification

    Equity funds invest in stocks from many different companies to spread your risk and give easy diversification across your portfolio.
  • All the management done for you

    Because equity funds are invested by expert managers, they're ideal if you don’t want to manage your own stock market investments directly.
  • A wide range of structures

    We offer a range of asset classes and structures in several different domiciles, and can help you tailor your choice of funds to suit your own strategy and risk tolerance.
  • For medium- to long-term investing

    These investments are generally only suitable for medium to long-term investment of at least 5 years.

Key benefits

  • Investments in global stock markets
  • No need to manage your portfolio
  • Funds suited to your strategy
  • Only take risks you’re comfortable with
  • Diversify your portfolio
  • For medium to long-term investing

Key risks

  • You might lose capital
  • Investments valued in currencies other than sterling could fall in sterling terms if the exchange rate changes