Collect

Collect

The Collect Fund range is an extensive collection of retail unit trusts and OEICs.
Select

Select

Exclusive access to a number of institutional pooled pension funds, including specialised funds.
Wrap

Wrap

The Wrap Investment Centre is an extensive collection of unit trusts and OEICs and is available for all products within the Wrap.

 

You can access the fund ranges on the following products.

Please note: * SIPP covers the Private Client SIPP and iSIPP.

 

Fund research tool

Search for funds available within our Investment Centre by fund group and sector, in addition to accessing the fund factsheets and Key Investor Information Documents (KIID).

You can also review target market information for specific funds - this will help you review if the relevant funds are in line with your client's needs. You can download the target market information for each fund on the Investment Centre here.

 

fundresearch

Sustainability Disclosure Requirements (SDR)

The Financial Conduct Authority (FCA) have introduced additional requirements in respect of asset managers who make sustainability related claims about their products and services. The FCA’s aim with the Sustainability Disclosure Requirements (SDR) and the associated investment labels regime is to ensure that financial products marketed as sustainable do as they claim and can evidence these claims.

The FCA have found that consumers experience difficulty in identifying products that align with their sustainability preferences. To rectify this, they have introduced investment labels, to help consumers differentiate between different sustainability objectives and different investment approaches to achieve those objectives.

The FCA have created a customer facing webpage which provides an overview of the changes. This might be helpful for your conversations with your clients.

The four labels to be used are:

     

     


Please note that the new regulations apply to UK funds, investment trusts and ETFs. Overseas funds are excluded from the scope of the regulations.

The rules do not currently apply to investment managers providing portfolio management services (e.g. model portfolios) yet, but the FCA intend to publish the final rules in Q2 2025 which will bring these services into scope. 

What's changing?

From 31 July 2024 Asset managers can commence utilising the investment labels and customer facing disclosures to make clear to consumers how their product seeks to achieve positive sustainability outcomes.

From 2 December 2024 Asset managers who are using sustainability related terms in the naming or marketing of their products without a label must provide sustainability information explaining how it’s invested and why it doesn’t have a label.

If you have any questions regarding the investment labels or information contained within disclosure documents, please contact the Asset manager in the first instance.

To assist you with identifying assets using the new labels, the James Hay Online fund picker used in the trading user journey will be updated to include SDR labels and links to SDR documentation. This will allow you to search funds based on the Sustainability Disclosure label (Focus, Impact, Improvers and Mixed Goals). There will also be a new fund research screen added specifically for the SDR related data on funds. 

You can read more about SDR and investment labels here.