Our Funds

Your investment options

• Capital Secure

  For investors who want the peace of mind capital security for their original investment, but still want their money to grow if global stock markets rise.

   

          Dawson Investment Choice Series 1                                 Low risk

• Protected Funds

  For investors who want to protect some or all of their original investment, but would also like a greater chance to share in global stock market gains.

   

          Protected Assets Fund                           Medium risk

• Absolute Return Funds

  For investors who want their money to grow in all kinds of market conditions.

   

          Elements                                                       Medium risk

          BNY Mellon Global Real Return Fund          Medium risk

• Managed Funds

  For investors who want to spread their investment across a range of assets, including a basket of international shares, top quality commercial property and bonds. Your money is managed by leading international fund managers, for added peace of mind.

   

          Income & Growth Fund                                  Medium to High risk

          Evergreen                                                       Medium to High risk

          Balanced Managed Fund                                Medium to High risk

          Ethical Managed Fund                                    Medium to High risk

          Trilogy II Fund                                                   High risk

• Cash & Bond Funds

  Cash Fund                                                      Low risk

  Gilt Fund                                                      Medium risk

• Equity (company shares) Funds

  For investors who want the opportunity to invest in shares across the globe, in specific countries or in different market sectors. This means that you’re not restricted to just large multinational companies.

                        Medium to High risk

          Innovator Fund                                                    High risk

          Alternative Energy Fund                                       High risk

          Water Fund                                                 High risk

          Spotlight                                                      High risk

          Global Equity Fund                                 High risk

          Ethical Equity Fund                                       High risk

          UK Equity Fund                                                     High risk

          Euroland Equity Fund                                         High risk

          European Equity Fund                                           High risk

          North American Equity Fund                             High risk

          Japanese Securities Fund                                    High risk

          Pacific Basin Securities Fund                               High risk

          FTSE 100 Fund                                                    High risk

          Eurostoxx 50 Fund                                             High risk

          S&P 500 Fund                                                  High risk

          Nikkei 225 Fund                                                   High risk

          Nasdaq 100 Fund                                            High risk

          Bloxham High Yield Fund                             High risk

          Discovery                                                 High risk

         Trilogy II                                                       High risk

         Irish Equity Fund                                           Very High risk

         Bloxham Geared High Yield Fund              Very High risk

• Property Funds

  For investors who want to invest in top quality properties, in prime locations, with strong tenants and long leases.

   

          Property Fund                                  High risk