Managed by You Funds

Create a bespoke and highly tailored portfolio using our Self-Directed Investment Option (SDIO)

Self-Directed Investment Option (SDIO)

Our SDIO platform allows you to create a bespoke and highly tailored portfolio.  Here you can self-select or work with your Financial Broker to select and manage a portfolio of investments from an available set of Structured Products, Shares, ETFs and Funds. SDIO is a fund on a policy and can be combined with other funds from our Managed for You and Managed with You ranges. There are a wide range of global assets and four different account types available - execution only non-trading account, execution trading, advisory trading, discretionary.

Our Self Directed Investment Option is not available through our Savings and Investment Products.

Wide range of global assets available through SDIO

SDIO Options graphic

Structured Product

Equities (shares)

Exchange Traded Funds (ETFs)

Property

Tools and resources

Fund Centre

How are you funds performing and where are they invested? Find out using our daily updated fund centre.

Investment Suitability Tool

This tool can help you to understand how much risk you are prepared to accept when making investment decisions.

Expert advice

Want expert advice on pensions and retirement? Contact your Financial Broker today.

Warnings

Important information to consider.

Our Self-Directed Investment Option is available:

Before retirement – Personal Pensions, Executive Pensions and Retirement Bonds
After retirement – Approved Retirement Funds (ARFs)

Our Self Directed Investment Option is not available through our Savings and Investment Products.

Warning: The value of your investment may go down as well as up.

Warning: If you invest in these products you may lose some or all of the money you invest.

Warning: Past performance is not a reliable guide to future performance.

Warning: These products may be affected by changes in currency exchange rates.