Facts about funds

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All you need to know about funds and more

Why invest in funds?

Exposure to a range of investments and strict regulations to protect your investment are just two of the benefits of investing via a fund.  

Why invest in funds?

What are investment funds?

A fund is a pool of money from lots of investors wanting affordable access to the stock market and an expert to mange their investments. 

What are investment funds?


Protecting your interests

UK authorised funds and the industry are strictly regulated by the Financial Conduct Authority to protect investors.

See how UK funds are regulated

Fund information

The fund manager must provide key information about the investment fund before, during and after you’ve invested.

Information from the fund manager


How your money is managed

Professional fund managers make decisions about where to invest your money and what strategies to use. These decisions and strategies will depend on the overall objectives of the fund.

How your money is managed

Investment charges and costs

As an investor you will be charged for the ongoing management of the fund plus other additional costs. It’s important to understand what charges you can expect to incur before you commit.

Investment charges and costs