Investment Management

A wide range of services where you can choose your level of involvement in managing your investments. You can make all the investment decisions yourself and simply give us your instructions, you can access our expert advice for your portfolio or entrust the decisions to your dedicated investment managers.
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As an independent investment manager, not tied to any funds, products or large institutions, we offer you transparency and flexibility to ensure that your objectives are met efficiently and successfully.

Active products

Browse our active products to see how they’re performing
Click on the product titles below to reveal further information.
Annual Kick-out Plan (UK)
Product Name Plan Summary Start Date End Date Price
UK Annual Kick-out Plan (MS140)  Download plan summary 6 Oct 2023 7 Oct 2030 £1.2738 as at 21 May 2026
UK Annual Kick-out Plan (MS144)  Download plan summary 17 Nov 2023 18 Nov 2030 £1.2520 as at 21 May 2026
UK Annual Kick-out Plan (MS148)  Download plan summary 20 Dec 2023 20 Dec 2030 £1.2475 as at 21 May 2026
UK Annual Kick-out Plan (MS152)  Download plan summary 26 Jan 2024 27 Jan 2031 £1.2203 as at 21 May 2026
UK Annual Kick-out Plan (CA074)  Download plan summary 28 Feb 2024 28 Feb 2031 £1.2260 as at 21 May 2026
UK Annual Kick-out Plan (CA077)  Download plan summary 27 Mar 2024 27 Mar 2031 £1.2028 as at 21 May 2026
UK Annual Kick-out Plan (CA082)  Download plan summary 10 May 2024 12 May 2031 £1.1865 as at 21 May 2026
UK Annual Kick-out Plan (CT101)  Download plan summary 7 Jun 2024 7 Jun 2030 £1.1565 as at 21 May 2026
UK Annual Kick-out Plan (HS461)  Download plan summary 21 Jun 2024 21 Jun 2029 £1.1502 as at 21 May 2026
UK Annual Kick-out Plan (CA087)  Download plan summary 21 Jun 2024 23 Jun 2031 £1.1651 as at 21 May 2026
UK Annual Kick-out Plan (HS462)  Download plan summary 21 Jun 2024 21 Jun 2029 £1.1558 as at 21 May 2026
UK Annual Kick-out Plan (CT104)  Download plan summary 19 Jul 2024 19 Jul 2030 £1.1487 as at 21 May 2026
UK Annual Kick-out Plan (CT109)  Download plan summary 30 Aug 2024 30 Aug 2030 £1.1396 as at 21 May 2026
UK Annual Kick-out Plan (CT115)  Download plan summary 18 Oct 2024 18 Oct 2030 £1.1251 as at 21 May 2026
UK Annual Kick-out Plan (CT118)  Download plan summary 29 Nov 2024 29 Nov 2030 £1.1118 as at 21 May 2026
UK Annual Kick-out Plan (CT124)  Download plan summary 10 Jan 2025 10 Jan 2031 £1.1077 as at 21 May 2026
UK Annual Kick-out Plan (CT127)  Download plan summary 21 Feb 2025 21 Feb 2031 £1.0963 as at 21 May 2026
UK Annual Kick-out Plan (SAN056)  Download plan summary 28 Mar 2025 30 Mar 2032 £1.0597 as at 21 May 2026
UK Annual Kick-out Plan (CT130)  Download plan summary 28 Mar 2025 28 Mar 2031 £1.0844 as at 21 May 2026
UK Annual Kick-out Plan (SAN065)  Download plan summary 9 May 2025 10 May 2032 £1.0673 as at 21 May 2026
UK Annual Kick-out Plan (CT132)  Download plan summary 9 May 2025 9 May 2031 £1.0776 as at 21 May 2026
UK Annual Kick-out Plan (HS578)  Download plan summary 6 Jun 2025 6 Jun 2031 £1.0619 as at 21 May 2026
UK Annual Kick-out Plan (HS579)  Download plan summary 6 Jun 2025 6 Jun 2031 £1.0644 as at 21 May 2026
UK Annual Kick-out Plan (SAN074)  Download plan summary 20 Jun 2025 21 Jun 2032 £1.0419 as at 21 May 2026
UK Annual Kick-out Plan (CT135)  Download plan summary 27 Jun 2025 27 Jun 2031 £1.0593 as at 21 May 2026
UK Annual Kick-out Plan (HS592)  Download plan summary 9 Jul 2025 9 Jul 2031 £1.0556 as at 21 May 2026
UK Annual Kick-out Plan (HS593)  Download plan summary 9 Jul 2025 9 Jul 2031 £1.0581 as at 21 May 2026
UK Annual Kick-out Plan (SAN087)  Download plan summary 8 Aug 2025 9 Aug 2032 £1.0271 as at 21 May 2026
UK Annual Kick-out Plan (HS604)  Download plan summary 15 Aug 2025 15 Aug 2031 £1.0455 as at 21 May 2026
UK Annual Kick-out Plan (HS603)  Download plan summary 15 Aug 2025 15 Aug 2031 £1.0433 as at 21 May 2026
UK Annual Kick-out Plan (CT136)  Download plan summary 22 Aug 2025 22 Aug 2031 £1.0284 as at 21 May 2026
UK Annual Kick-out Plan (HS617)  Download plan summary 12 Sep 2025 12 Sep 2031 £1.0308 as at 21 May 2026
UK Annual Kick-out Plan (HS618)  Download plan summary 12 Sep 2025 12 Sep 2031 £1.0332 as at 21 May 2026
UK Annual Kick-out Plan (SAN095)  Download plan summary 19 Sep 2025 20 Sep 2032 £1.0000 as at 6 Oct 2025
UK Annual Kick-out Plan (CT139)  Download plan summary 10 Oct 2025 10 Oct 2031 £1.0215 as at 21 May 2026
UK Annual Kick-out Plan (HS633)  Download plan summary 21 Oct 2025 21 Oct 2031 £1.0211 as at 21 May 2026
UK Annual Kick-out Plan (HS634)  Download plan summary 21 Oct 2025 21 Oct 2031 £1.0232 as at 21 May 2026
UK Annual Kick-out Plan (SAN102)  Download plan summary 31 Oct 2025 31 Oct 2031 £0.9893 as at 21 May 2026
UK Annual Kick-out Plan (CT141)  Download plan summary 21 Nov 2025 21 Nov 2031 £1.0143 as at 21 May 2026
UK Annual Kick-out Plan (HS650)  Download plan summary 28 Nov 2025 28 Nov 2031 £1.0075 as at 21 May 2026
UK Annual Kick-out Plan (HS651)  Download plan summary 28 Nov 2025 28 Nov 2031 £1.0096 as at 21 May 2026
UK Annual Kick-out Plan (CT145)  Download plan summary 9 Jan 2026 9 Jan 2032 £0.9917 as at 21 May 2026
UK Annual Kick-out Plan (HS664)  Download plan summary 16 Jan 2026 16 Jan 2032 £0.9933 as at 21 May 2026
UK Annual Kick-out Plan (HS665)  Download plan summary 16 Jan 2026 16 Jan 2032 £0.9968 as at 21 May 2026
UK Annual Kick-out Plan (HS679)  Download plan summary 18 Feb 2026 18 Feb 2032 £0.9724 as at 21 May 2026
UK Annual Kick-out Plan (HS678)  Download plan summary 18 Feb 2026 18 Feb 2032 £0.9721 as at 21 May 2026
UK Annual Kick-out Plan (CT148)  Download plan summary 20 Feb 2026 20 Feb 2032 £0.9600 as at 21 May 2026
UK Annual Kick-out Plan (HS692)  Download plan summary 25 Mar 2026 25 Mar 2032 £0.9979 as at 21 May 2026
UK Annual Kick-out Plan (HS693)  Download plan summary 25 Mar 2026 25 Mar 2032 £0.9989 as at 21 May 2026
UK Annual Kick-out Plan (GS200)  Download plan summary 27 Mar 2026 30 Mar 2032 £0.9991 as at 21 May 2026
UK Annual Kick-out Plan (HS706)  Download plan summary 28 Apr 2026 28 Apr 2032 £0.9966 as at 21 May 2026
UK Annual Kick-out Plan (HS707)  Download plan summary 28 Apr 2026 28 Apr 2032 £1.0066 as at 21 May 2026
Conditional Income Plan
Product Name Plan Summary Start Date End Date Price
UK Conditional Income Plan (CA123)  Download plan summary 29 Aug 2025 29 Aug 2031 £0.9681 as at 21 May 2026
Defensive Dual Index Plan (UK and Europe)
Product Name Plan Summary Start Date End Date Price
UK & Europe Defensive Step Down Kick-out Plan (HS581)  Download plan summary 3 Jul 2025 3 Jul 2031 £1.0374 as at 21 May 2026
Defensive Step Down Kick-out Plan (UK)
Product Name Plan Summary Start Date End Date Price
UK Defensive Step Down Kick-out Plan (CA076)  Download plan summary 28 Feb 2024 28 Feb 2031 £1.1501 as at 21 May 2026
UK Defensive Step Down Kick-out Plan (CT122)  Download plan summary 10 Jan 2025 12 Jan 2032 £1.0750 as at 21 May 2026
UK Defensive Step Down Kick-out Plan (SAN058)  Download plan summary 28 Mar 2025 28 Mar 2031 £1.0502 as at 21 May 2026
UK Defensive Step Down Kick-out Plan (SAN067)  Download plan summary 9 May 2025 9 May 2031 £1.0390 as at 21 May 2026
UK Defensive Step Down Kick-out Plan (SAN076)  Download plan summary 20 Jun 2025 20 Jun 2031 £1.0242 as at 21 May 2026
UK & Europe Defensive Step Down Kick-out Plan (SAN089)  Download plan summary 8 Aug 2025 8 Aug 2031 £0.9899 as at 21 May 2026
Europe & US Defensive Step Down Kick-out Plan (HS598)  Download plan summary 8 Aug 2025 8 Aug 2031 £1.0107 as at 21 May 2026
Europe & US Defensive Step Down Kick-out Plan (HS620)  Download plan summary 17 Sep 2025 17 Sep 2031 £0.9976 as at 21 May 2026
UK Defensive Step Down Kick-out Plan (CT138)  Download plan summary 19 Sep 2025 20 Sep 2032 £0.9999 as at 21 May 2026
UK & Europe Defensive Step Down Kick-out Plan (SAN097)  Download plan summary 19 Sep 2025 19 Sep 2031 £0.9760 as at 21 May 2026
Europe & US Defensive Step Down Kick-out Plan (HS636)  Download plan summary 21 Oct 2025 21 Oct 2031 £0.9823 as at 21 May 2026
UK Defensive Step Down Kick-out Plan (CT140)  Download plan summary 31 Oct 2025 31 Oct 2031 £0.9916 as at 21 May 2026
UK & Europe Defensive Step Down Kick-out Plan (SAN104)  Download plan summary 31 Oct 2025 31 Oct 2031 £0.9591 as at 21 May 2026
Europe & US Defensive Step Down Kick-out Plan (HS652)  Download plan summary 28 Nov 2025 28 Nov 2031 £0.9751 as at 21 May 2026
UK & Europe Defensive Step Down Kick-out Plan (SAN112)  Download plan summary 12 Dec 2025 12 Dec 2031 £0.9465 as at 21 May 2026
UK Defensive Step Down Kick-out Plan (CT143)  Download plan summary 9 Jan 2026 10 Jan 2033 £0.9770 as at 21 May 2026
Europe & US Defensive Step Down Kick-out Plan (HS666)  Download plan summary 16 Jan 2026 16 Jan 2032 £0.9675 as at 21 May 2026
UK & Europe Defensive Step Down Kick-out Plan (SAN119)  Download plan summary 23 Jan 2026 23 Jan 2032 £0.9454 as at 21 May 2026
Europe & US Defensive Step Down Kick-out Plan (HS680)  Download plan summary 18 Feb 2026 18 Feb 2032 £0.9618 as at 21 May 2026
UK & Europe Defensive Step Down Kick-out Plan (SAN125)  Download plan summary 27 Feb 2026 27 Feb 2032 £0.9069 as at 21 May 2026
Europe & US Defensive Step Down Kick-out Plan (HS694)  Download plan summary 25 Mar 2026 25 Mar 2032 £0.9844 as at 21 May 2026
UK & US Defensive Step Down Kick-out Plan (GS201)  Download plan summary 27 Mar 2026 30 Mar 2032 £1.0007 as at 21 May 2026
UK & Europe Defensive Step Down Kick-out Plan (SAN130)  Download plan summary 31 Mar 2026 31 Mar 2032 £0.9467 as at 21 May 2026
UK & Europe Defensive Step Down Kick-out Plan (HS709)  Download plan summary 28 Apr 2026 28 Apr 2032 £0.9840 as at 21 May 2026
Europe & US Defensive Step Down Kick-out Plan (HS708)  Download plan summary 28 Apr 2026 28 Apr 2032 £1.0032 as at 21 May 2026
UK & US Defensive Step Down Kick-out Plan (GS203)  Download plan summary 8 May 2026 10 May 2032 £0.9899 as at 21 May 2026
UK Defensive Step Down Kick-out Plan (SAN136)  Download plan summary 15 May 2026 17 May 2032 £1.0000 as at 21 May 2026
Europe Annual Kick-out Plan
Product Name Plan Summary Start Date End Date Price
Europe Annual Kick-out Plan (HS576)  Download plan summary 6 Jun 2025 6 Jun 2031 £1.0775 as at 21 May 2026
Europe Annual Kick-out Plan (HS594)  Download plan summary 9 Jul 2025 9 Jul 2031 £1.0633 as at 21 May 2026
Europe Annual Kick-out Plan (HS609)  Download plan summary 22 Aug 2025 22 Aug 2031 £1.0429 as at 21 May 2026
Europe Annual Kick-out Plan (HS625)  Download plan summary 26 Sep 2025 26 Sep 2031 £1.0245 as at 21 May 2026
Europe Step Down Kick-out Plan (HS626)  Download plan summary 26 Sep 2025 26 Sep 2031 £1.0146 as at 21 May 2026
Europe Step Down Kick-out Plan (HS642)  Download plan summary 7 Nov 2025 7 Nov 2031 £1.0060 as at 21 May 2026
Europe Annual Kick-out Plan (HS641)  Download plan summary 7 Nov 2025 7 Nov 2031 £1.0111 as at 21 May 2026
Europe Annual Kick-out Plan (HS657)  Download plan summary 12 Dec 2025 12 Dec 2031 £0.9964 as at 21 May 2026
Europe Step Down Kick-out Plan (HS658)  Download plan summary 12 Dec 2025 12 Dec 2031 £0.9907 as at 21 May 2026
Europe Step Down Kick-out Plan (HS672)  Download plan summary 23 Jan 2026 23 Jan 2032 £0.9814 as at 21 May 2026
Europe Annual Kick-out Plan (HS671)  Download plan summary 23 Jan 2026 23 Jan 2032 £0.9822 as at 21 May 2026
Europe Annual Kick-out Plan (HS685)  Download plan summary 18 Feb 2026 18 Feb 2032 £0.9605 as at 21 May 2026
Europe Step Down Kick-out Plan (HS686)  Download plan summary 18 Feb 2026 18 Feb 2032 £0.9683 as at 21 May 2026
Europe Annual Kick-out Plan (HS700)  Download plan summary 30 Mar 2026 30 Mar 2032 £1.0163 as at 21 May 2026
Europe Step Down Kick-out Plan (HS701)  Download plan summary 30 Mar 2026 30 Mar 2032 £1.0088 as at 21 May 2026
Europe Annual Kick-out Plan (HS713)  Download plan summary 15 May 2026 17 May 2032 £1.0028 as at 21 May 2026
Europe Step Down Kick-out Plan (HS714)  Download plan summary 15 May 2026 17 May 2032 £1.0086 as at 21 May 2026
Europe Step Down Kick-out Plan
Product Name Plan Summary Start Date End Date Price
Europe Step Down Kick-out Plan (CA093)  Download plan summary 23 Aug 2024 23 Aug 2030 £1.1260 as at 21 May 2026
Europe Step Down Kick-out Plan (HS501)  Download plan summary 11 Oct 2024 11 Oct 2030 £1.1144 as at 21 May 2026
Europe Step Down Kick-out Plan (HS531)  Download plan summary 10 Jan 2025 10 Jan 2031 £1.0941 as at 21 May 2026
Europe Step Down Kick-out Plan (HS543)  Download plan summary 10 Feb 2025 10 Feb 2031 £1.0733 as at 21 May 2026
Europe Step Down Kick-out Plan (HS555)  Download plan summary 21 Mar 2025 21 Mar 2031 £1.0560 as at 21 May 2026
Europe Step Down Kick-out Plan (HS567)  Download plan summary 22 Apr 2025 22 Apr 2031 £1.0548 as at 21 May 2026
Europe Step Down Kick-out Plan (HS577)  Download plan summary 6 Jun 2025 6 Jun 2031 £1.0393 as at 21 May 2026
Europe Step Down Kick-out Plan (HS595)  Download plan summary 9 Jul 2025 9 Jul 2031 £1.0498 as at 21 May 2026
Europe Step Down Kick-out Plan (HS610)  Download plan summary 22 Aug 2025 22 Aug 2031 £1.0303 as at 21 May 2026
Fixed Income Plan
Product Name Plan Summary Start Date End Date Price
UK Fixed Income Plan (CT041)  Download plan summary 8 Jul 2022 8 Jul 2027 £0.9934 as at 21 May 2026
UK Fixed Income Plan (CT046)  Download plan summary 19 Aug 2022 19 Aug 2027 £1.0029 as at 21 May 2026
UK Fixed Income Plan (CT052)  Download plan summary 23 Sep 2022 23 Sep 2027 £0.9918 as at 21 May 2026
UK Fixed Income Plan (CT056)  Download plan summary 28 Oct 2022 28 Oct 2027 £0.9985 as at 21 May 2026
UK Fixed Income Plan (CT062)  Download plan summary 2 Dec 2022 2 Dec 2027 £1.0268 as at 21 May 2026
UK Fixed Income Plan (CT067)  Download plan summary 13 Jan 2023 13 Jan 2028 £1.0058 as at 21 May 2026
UK Fixed Income Plan (CA041)  Download plan summary 24 Feb 2023 24 Feb 2028 £1.0168 as at 21 May 2026
UK Fixed Income Plan (CA045)  Download plan summary 31 Mar 2023 31 Mar 2028 £0.9996 as at 21 May 2026
UK Fixed Income Plan (CT079)  Download plan summary 5 May 2023 5 May 2028 £0.9996 as at 21 May 2026
UK Fixed Income Plan (CT084)  Download plan summary 9 Jun 2023 9 Jun 2028 £1.0012 as at 21 May 2026
UK Fixed Income Plan (CT086)  Download plan summary 17 Jul 2023 17 Jul 2028 £1.0041 as at 21 May 2026
UK Fixed Income Plan (CT088)  Download plan summary 25 Aug 2023 25 Aug 2027 £1.0203 as at 21 May 2026
UK Fixed Income Plan (GS185)  Download plan summary 1 Dec 2023 1 Dec 2028 £1.0017 as at 21 May 2026
UK Fixed Income Plan (CT103)  Download plan summary 19 Jul 2024 19 Jul 2029 £0.9849 as at 21 May 2026
UK Fixed Income Plan (CT108)  Download plan summary 30 Aug 2024 30 Aug 2029 £0.9899 as at 21 May 2026
UK Fixed Income Plan (CT114)  Download plan summary 11 Oct 2024 11 Oct 2029 £0.9785 as at 21 May 2026
UK Fixed Income Plan (CT117)  Download plan summary 22 Nov 2024 22 Nov 2029 £0.9777 as at 21 May 2026
UK Fixed Income Plan (CT121)  Download plan summary 10 Jan 2025 10 Jan 2030 £0.9876 as at 21 May 2026
UK Fixed Income Plan (CT125)  Download plan summary 21 Feb 2025 21 Feb 2030 £0.9884 as at 21 May 2026
UK Fixed Income Plan (CT128)  Download plan summary 28 Mar 2025 28 Mar 2030 £0.9711 as at 21 May 2026
UK Fixed Income Plan (CA118)  Download plan summary 4 Jul 2025 4 Jul 2030 £0.9739 as at 21 May 2026
UK Fixed Income Plan (CA122)  Download plan summary 29 Aug 2025 29 Aug 2031 £0.9582 as at 21 May 2026
UK Fixed Income Plan (HS645)  Download plan summary 28 Nov 2025 28 Nov 2030 £0.9516 as at 21 May 2026
UK Fixed Income Plan (CT144)  Download plan summary 9 Jan 2026 9 Jan 2032 £0.9465 as at 21 May 2026
UK Fixed Income Plan (BNP031)  Download plan summary 31 Mar 2026 31 Mar 2031 £0.9610 as at 21 May 2026
Japan Annual Kick-out Plan
Product Name Plan Summary Start Date End Date Price
Japan Annual Kick-out Plan (MS165)  Download plan summary 31 May 2024 31 May 2030 £1.2022 as at 21 May 2026
Japan Annual Kick-out Plan (HS469)  Download plan summary 5 Jul 2024 5 Jul 2030 £1.2047 as at 21 May 2026
Japan Annual Kick-out Plan (HS483)  Download plan summary 16 Aug 2024 16 Aug 2030 £1.1751 as at 21 May 2026
Japan Annual Kick-out Plan (HS494)  Download plan summary 20 Sep 2024 20 Sep 2030 £1.1625 as at 21 May 2026
Japan Annual Kick-out Plan (HS506)  Download plan summary 18 Oct 2024 18 Oct 2030 £1.1531 as at 21 May 2026
Japan Step Down Kick-out Plan
Product Name Plan Summary Start Date End Date Price
Japan Step Down Kick-out Plan (MS166)  Download plan summary 31 May 2024 31 May 2030 £1.1674 as at 21 May 2026
Japan Step Down Kick-out Plan (HS470)  Download plan summary 5 Jul 2024 5 Jul 2030 £1.1701 as at 21 May 2026
Japan Step Down Kick-out Plan (HS484)  Download plan summary 16 Aug 2024 16 Aug 2030 £1.1438 as at 21 May 2026
Japan Step Down Kick-out Plan (HS495)  Download plan summary 20 Sep 2024 20 Sep 2030 £1.1326 as at 21 May 2026
Japan Step Down Kick-out Plan (HS507)  Download plan summary 18 Oct 2024 18 Oct 2030 £1.1244 as at 21 May 2026
Japan Step Down Kick-out Plan (HS596)  Download plan summary 9 Jul 2025 9 Jul 2031 £1.0608 as at 21 May 2026
Japan Step Down Kick-out Plan (HS611)  Download plan summary 22 Aug 2025 22 Aug 2031 £1.0435 as at 21 May 2026
Japan Step Down Kick-out Plan (HS627)  Download plan summary 26 Sep 2025 26 Sep 2031 £1.0310 as at 21 May 2026
Japan Step Down Kick-out Plan (HS643)  Download plan summary 7 Nov 2025 7 Nov 2031 £1.0100 as at 21 May 2026
Japan Step Down Kick-out Plan (HS659)  Download plan summary 12 Dec 2025 12 Dec 2031 £1.0020 as at 21 May 2026
Japan Step Down Kick-out Plan (HS673)  Download plan summary 23 Jan 2026 23 Jan 2032 £0.9942 as at 21 May 2026
Japan Step Down Kick-out Plan (HS687)  Download plan summary 18 Feb 2026 18 Feb 2032 £0.9745 as at 21 May 2026
Japan Step Down Kick-out Plan (HS702)  Download plan summary 30 Mar 2026 30 Mar 2032 £1.0040 as at 21 May 2026
Japan Step Down Kick-out Plan (HS715)  Download plan summary 15 May 2026 17 May 2032 £0.9859 as at 21 May 2026
Quarterly Kick-out Plan
Product Name Plan Summary Start Date End Date Price
UK Quarterly Kick-out Plan (HS583)  Download plan summary 3 Jul 2025 3 Jul 2031 £1.0558 as at 21 May 2026
UK Quarterly Kick-out Plan (HS597)  Download plan summary 8 Aug 2025 8 Aug 2031 £1.0438 as at 21 May 2026
UK Quarterly Kick-out Plan (HS619)  Download plan summary 17 Sep 2025 17 Sep 2031 £1.0300 as at 21 May 2026
UK Quarterly Kick-out Plan (HS635)  Download plan summary 21 Oct 2025 21 Oct 2031 £1.0205 as at 21 May 2026
Semi-Annual Step Down Kick-out Plan
Product Name Plan Summary Start Date End Date Price
Semi-Annual Step Down Kick-out Plan Issue 26 (GS111)  Download plan summary 3 Jul 2020 4 Jan 2027 £1.1096 as at 11 Jul 2022
UK & Europe Defensive Annual Kick-out Plan
Product Name Plan Summary Start Date End Date Price
UK & Europe Defensive Annual Kick-out Plan (MS185)  Download plan summary 25 Oct 2024 25 Oct 2030 £1.0984 as at 21 May 2026
UK & Europe Kick-out Plan
Product Name Plan Summary Start Date End Date Price
UK & Europe Kick-out Plan (BNP001)  Download plan summary 31 Jul 2020 31 Jul 2026 £1.0972 as at 22 Jun 2023
UK & Europe Annual Kick-out Plan (CA115)  Download plan summary 27 Jun 2025 27 Jun 2031 £1.0941 as at 21 May 2026
UK & Europe Annual Kick-out Plan (CA119)  Download plan summary 8 Aug 2025 8 Aug 2031 £1.0683 as at 21 May 2026
UK & Europe Annual Kick-out Plan (CA124)  Download plan summary 26 Sep 2025 26 Sep 2031 £1.0418 as at 21 May 2026
UK & Europe Annual Kick-out Plan (CA128)  Download plan summary 7 Nov 2025 7 Nov 2031 £1.0216 as at 21 May 2026
UK & Europe Annual Kick-out Plan (CA130)  Download plan summary 12 Dec 2025 12 Dec 2031 £1.0094 as at 21 May 2026
UK & Europe Annual Kick-out Plan (CA132)  Download plan summary 21 Jan 2026 21 Jan 2032 £0.9884 as at 21 May 2026
UK & Europe Annual Kick-out Plan (CA134)  Download plan summary 27 Feb 2026 27 Feb 2032 £0.9651 as at 21 May 2026
UK & Europe Annual Kick-out Plan (CA138)  Download plan summary 31 Mar 2026 31 Mar 2032 £1.0082 as at 21 May 2026
UK & US Kick-out Plan
Product Name Plan Summary Start Date End Date Price
UK & US Annual Kick-out Plan (MS205)  Download plan summary 10 Feb 2025 10 Feb 2032 £1.1020 as at 21 May 2026
UK & US Annual Kick-out Plan (MS214)  Download plan summary 6 Jun 2025 6 Jun 2031 £1.0924 as at 21 May 2026
UK & US Annual Kick-out Plan (MS217)  Download plan summary 18 Jul 2025 18 Jul 2031 £1.0699 as at 21 May 2026
UK & US Annual Kick-out Plan (MS219)  Download plan summary 22 Aug 2025 22 Aug 2031 £1.0481 as at 21 May 2026
UK & US Annual Kick-out Plan (MS221)  Download plan summary 10 Oct 2025 10 Oct 2031 £1.0063 as at 21 May 2026
UK & US Annual Kick-out Plan (MS223)  Download plan summary 14 Nov 2025 14 Nov 2031 £1.0124 as at 21 May 2026
UK & US Annual Kick-out Plan (MS225)  Download plan summary 19 Dec 2025 19 Dec 2031 £0.9954 as at 21 May 2026
UK & US Annual Kick-out Plan (MS228)  Download plan summary 23 Jan 2026 23 Jan 2032 £0.9926 as at 21 May 2026
UK & US Annual Kick-out Plan (MS230)  Download plan summary 27 Feb 2026 27 Feb 2032 £0.9664 as at 21 May 2026
UK & US Annual Kick-out Plan (MS232)  Download plan summary 31 Mar 2026 31 Mar 2032 £0.9865 as at 21 May 2026
UK & US Annual Kick-out Plan (MS234)  Download plan summary 22 May 2026 24 May 2032
UK 90% Annual Kick-out Plan
Product Name Plan Summary Start Date End Date Price
UK 90% Annual Kick-out Plan (MS167)  Download plan summary 14 Jun 2024 14 Jun 2030 £1.1292 as at 21 May 2026
UK 90% Annual Kick-out Plan (MS168)  Download plan summary 14 Jun 2024 14 Jun 2030 £1.1332 as at 21 May 2026
UK 90% Annual Kick-out Plan (MS174)  Download plan summary 26 Jul 2024 26 Jul 2030 £1.1160 as at 21 May 2026
UK 90% Annual Kick-out Plan (MS175)  Download plan summary 26 Jul 2024 26 Jul 2030 £1.1226 as at 21 May 2026
UK 90% Annual Kick-out Plan (MS180)  Download plan summary 6 Sep 2024 6 Sep 2030 £1.1058 as at 21 May 2026
UK 90% Annual Kick-out Plan (MS179)  Download plan summary 6 Sep 2024 6 Sep 2030 £1.1008 as at 21 May 2026
UK 90% Annual Kick-out Plan (MS183)  Download plan summary 18 Oct 2024 18 Oct 2030 £1.0834 as at 21 May 2026
UK 90% Annual Kick-out Plan (MS184)  Download plan summary 18 Oct 2024 18 Oct 2030 £1.0894 as at 21 May 2026
UK 90% Annual Kick-out Plan (MS189)  Download plan summary 29 Nov 2024 29 Nov 2030 £1.0815 as at 21 May 2026
UK 90% Annual Kick-out Plan (MS188)  Download plan summary 29 Nov 2024 29 Nov 2030 £1.0752 as at 21 May 2026
UK 95% Annual Kick-out Plan
Product Name Plan Summary Start Date End Date Price
UK 95% Annual Kick-out Plan (MS193)  Download plan summary 17 Jan 2025 19 Jan 2032 £1.0649 as at 21 May 2026
UK 95% Annual Kick-out Plan (MS194)  Download plan summary 17 Jan 2025 19 Jan 2032 £1.0777 as at 21 May 2026
UK 95% Annual Kick-out Plan (MS198)  Download plan summary 21 Feb 2025 23 Feb 2032 £1.0685 as at 21 May 2026
UK 95% Annual Kick-out Plan (MS197)  Download plan summary 21 Feb 2025 23 Feb 2032 £1.0558 as at 21 May 2026
UK 95% Annual Kick-out Plan (MS206)  Download plan summary 26 Mar 2025 30 Mar 2032 £1.0478 as at 21 May 2026
UK 95% Annual Kick-out Plan (MS207)  Download plan summary 26 Mar 2025 30 Mar 2032 £1.0605 as at 21 May 2026
UK 95% Annual Kick-out Plan (HS569)  Download plan summary 6 Jun 2025 6 Jun 2031 £1.0560 as at 21 May 2026
UK 95% Annual Kick-out Plan (HS568)  Download plan summary 6 Jun 2025 6 Jun 2031 £1.0518 as at 21 May 2026
UK 95% Annual Kick-out Plan (HS585)  Download plan summary 18 Jul 2025 18 Jul 2031 £1.0465 as at 21 May 2026
UK 95% Annual Kick-out Plan (HS584)  Download plan summary 18 Jul 2025 18 Jul 2031 £1.0426 as at 21 May 2026
UK 95% Annual Kick-out Plan (HS605)  Download plan summary 22 Aug 2025 22 Aug 2031 £1.0216 as at 21 May 2026
UK 95% Annual Kick-out Plan (HS606)  Download plan summary 22 Aug 2025 22 Aug 2031 £1.0254 as at 21 May 2026
UK 95% Annual Kick-out Plan (HS621)  Download plan summary 26 Sep 2025 26 Sep 2031 £1.0065 as at 21 May 2026
UK 95% Annual Kick-out Plan (HS622)  Download plan summary 26 Sep 2025 26 Sep 2031 £1.0080 as at 21 May 2026
UK 95% Annual Kick-out Plan (HS638)  Download plan summary 7 Nov 2025 7 Nov 2031 £0.9997 as at 21 May 2026
UK 95% Annual Kick-out Plan (HS637)  Download plan summary 7 Nov 2025 7 Nov 2031 £0.9944 as at 21 May 2026
UK 95% Annual Kick-out Plan (HS653)  Download plan summary 12 Dec 2025 12 Dec 2031 £0.9889 as at 21 May 2026
UK 95% Annual Kick-out Plan (HS654)  Download plan summary 12 Dec 2025 12 Dec 2031 £0.9924 as at 21 May 2026
UK 95% Annual Kick-out Plan (HS668)  Download plan summary 23 Jan 2026 23 Jan 2032 £0.9839 as at 21 May 2026
UK 95% Annual Kick-out Plan (HS667)  Download plan summary 23 Jan 2026 23 Jan 2032 £0.9998 as at 6 Feb 2026
UK 95% Annual Kick-out Plan (HS681)  Download plan summary 18 Feb 2026 18 Feb 2032 £0.9619 as at 21 May 2026
UK 95% Annual Kick-out Plan (HS682)  Download plan summary 18 Feb 2026 18 Feb 2032 £0.9649 as at 21 May 2026
UK 95% Annual Kick-out Plan (HS697)  Download plan summary 30 Mar 2026 30 Mar 2032 £0.9939 as at 21 May 2026
UK 95% Annual Kick-out Plan (HS696)  Download plan summary 30 Mar 2026 30 Mar 2032 £0.9929 as at 21 May 2026
UK 95% Annual Kick-out Plan (HS710)  Download plan summary 15 May 2026 17 May 2032 £1.0089 as at 21 May 2026
UK and Europe Step Down Kick-out Plan
Product Name Plan Summary Start Date End Date Price
UK & Europe Step Down Kick-out Plan (CA101)  Download plan summary 17 Jan 2025 17 Jan 2031 £1.1065 as at 21 May 2026
UK & Europe Step Down Kick-out Plan (CA116)  Download plan summary 27 Jun 2025 27 Jun 2031 £1.0701 as at 21 May 2026
UK & Europe Step Down Kick-out Plan (CA120)  Download plan summary 8 Aug 2025 8 Aug 2031 £1.0510 as at 21 May 2026
UK & Europe Step Down Kick-out Plan (CA125)  Download plan summary 26 Sep 2025 26 Sep 2031 £1.0264 as at 21 May 2026
UK & Europe Step Down Kick-out Plan (CA129)  Download plan summary 7 Nov 2025 7 Nov 2031 £1.0078 as at 21 May 2026
UK & Europe Step Down Kick-out Plan (CA131)  Download plan summary 12 Dec 2025 12 Dec 2031 £0.9974 as at 21 May 2026
UK & Europe Step Down Kick-out Plan (CA133)  Download plan summary 21 Jan 2026 21 Jan 2032 £0.9856 as at 21 May 2026
UK & Europe Step Down Kick-out Plan (CA135)  Download plan summary 27 Feb 2026 27 Feb 2032 £0.9644 as at 21 May 2026
UK & Europe Step Down Kick-out Plan (CA139)  Download plan summary 31 Mar 2026 31 Mar 2032 £1.0007 as at 21 May 2026
UK and US Step Down Kick-out Plan
Product Name Plan Summary Start Date End Date Price
UK & US Step Down Kick-out Plan (HS460)  Download plan summary 7 Jun 2024 7 Jun 2030 £1.1315 as at 21 May 2026
UK & US Step Down Kick-out Plan (MS215)  Download plan summary 6 Jun 2025 6 Jun 2031 £1.0735 as at 21 May 2026
UK & US Step Down Kick-out Plan (MS218)  Download plan summary 18 Jul 2025 18 Jul 2031 £1.0531 as at 21 May 2026
UK & US Step Down Kick-out Plan (MS220)  Download plan summary 22 Aug 2025 22 Aug 2031 £1.0346 as at 21 May 2026
UK & US Step Down Kick-out Plan (MS222)  Download plan summary 10 Oct 2025 10 Oct 2031 £0.9950 as at 21 May 2026
UK & US Step Down Kick-out Plan (MS224)  Download plan summary 14 Nov 2025 14 Nov 2031 £1.0026 as at 21 May 2026
UK & US Step Down Kick-out Plan (MS226)  Download plan summary 19 Dec 2025 19 Dec 2031 £0.9860 as at 21 May 2026
UK & US Step Down Kick-out Plan (MS229)  Download plan summary 23 Jan 2026 23 Jan 2032 £0.9828 as at 21 May 2026
UK & US Step Down Kick-out Plan (MS231)  Download plan summary 27 Feb 2026 27 Feb 2032 £0.9632 as at 21 May 2026
UK & US Step Down Kick-out Plan (MS233)  Download plan summary 31 Mar 2026 31 Mar 2032 £0.9941 as at 21 May 2026
UK & US Step Down Kick-out Plan (MS235)  Download plan summary 22 May 2026 24 May 2032
UK Defensive Annual Kick-out Plan
Product Name Plan Summary Start Date End Date Price
UK Defensive Annual Kick-out Plan (CA090)  Download plan summary 2 Aug 2024 4 Aug 2031 £1.1259 as at 21 May 2026
UK Defensive Annual Kick-out Plan (CA094)  Download plan summary 13 Sep 2024 15 Sep 2031 £1.1105 as at 21 May 2026
UK Step Down Kick-out Plan
Product Name Plan Summary Start Date End Date Price
UK Step Down Kick-out Plan (MS145)  Download plan summary 17 Nov 2023 18 Nov 2030 £1.1810 as at 21 May 2026
UK Step Down Kick-out Plan (MS149)  Download plan summary 20 Dec 2023 20 Dec 2030 £1.1779 as at 21 May 2026
UK Step Down Kick-out Plan (MS153)  Download plan summary 26 Jan 2024 27 Jan 2031 £1.1514 as at 21 May 2026
UK Step Down Kick-out Plan (MS163)  Download plan summary 27 Mar 2024 27 Mar 2031 £1.1301 as at 21 May 2026
UK Step Down Kick-out Plan (HS456)  Download plan summary 31 May 2024 31 May 2029 £1.1339 as at 21 May 2026
UK Step Down Kick-out Plan (HS454)  Download plan summary 31 May 2024 31 May 2029 £1.1274 as at 21 May 2026
UK Step Down Kick-out Plan (HS463)  Download plan summary 21 Jun 2024 21 Jun 2029 £1.1045 as at 21 May 2026
UK Step Down Kick-out Plan (CA088)  Download plan summary 21 Jun 2024 23 Jun 2031 £1.1267 as at 21 May 2026
UK Step Down Kick-out Plan (HS464)  Download plan summary 21 Jun 2024 21 Jun 2029 £1.1104 as at 21 May 2026
UK Step Down Kick-out Plan (CT102)  Download plan summary 21 Jun 2024 23 Jun 2031 £1.1341 as at 21 May 2026
UK Step Down Kick-out Plan (HS468)  Download plan summary 5 Jul 2024 5 Jul 2029 £1.1187 as at 21 May 2026
UK Step Down Kick-out Plan (HS466)  Download plan summary 5 Jul 2024 5 Jul 2029 £1.1131 as at 21 May 2026
UK Step Down Kick-out Plan (HS477)  Download plan summary 23 Jul 2024 23 Jul 2029 £1.1054 as at 21 May 2026
UK Step Down Kick-out Plan (HS478)  Download plan summary 23 Jul 2024 23 Jul 2029 £1.1113 as at 21 May 2026
UK Step Down Kick-out Plan (CA091)  Download plan summary 2 Aug 2024 4 Aug 2031 £1.1198 as at 21 May 2026
UK Step Down Kick-out Plan (CT105)  Download plan summary 2 Aug 2024 4 Aug 2031 £1.1265 as at 21 May 2026
UK Step Down Kick-out Plan (HS480)  Download plan summary 9 Aug 2024 9 Aug 2030 £1.1131 as at 21 May 2026
UK Step Down Kick-out Plan (HS482)  Download plan summary 9 Aug 2024 9 Aug 2030 £1.1225 as at 21 May 2026
UK Step Down Kick-out Plan (HS489)  Download plan summary 30 Aug 2024 30 Aug 2030 £1.1023 as at 21 May 2026
UK Step Down Kick-out Plan (HS488)  Download plan summary 30 Aug 2024 30 Aug 2030 £1.0972 as at 21 May 2026
UK Step Down Kick-out Plan (HS493)  Download plan summary 13 Sep 2024 13 Sep 2030 £1.0992 as at 21 May 2026
UK Step Down Kick-out Plan (CA095)  Download plan summary 13 Sep 2024 15 Sep 2031 £1.1063 as at 21 May 2026
UK Step Down Kick-out Plan (CT111)  Download plan summary 13 Sep 2024 15 Sep 2031 £1.1132 as at 21 May 2026
UK Step Down Kick-out Plan (HS491)  Download plan summary 13 Sep 2024 13 Sep 2030 £1.0943 as at 21 May 2026
UK Step Down Kick-out Plan (HS498)  Download plan summary 4 Oct 2024 4 Oct 2030 £1.0908 as at 21 May 2026
UK Step Down Kick-out Plan (HS499)  Download plan summary 4 Oct 2024 4 Oct 2030 £1.0951 as at 21 May 2026
UK Step Down Kick-out Plan (HS505)  Download plan summary 18 Oct 2024 18 Oct 2030 £1.0972 as at 21 May 2026
UK Step Down Kick-out Plan (HS503)  Download plan summary 18 Oct 2024 18 Oct 2030 £1.0916 as at 21 May 2026
UK Step Down Kick-out Plan (GS198)  Download plan summary 25 Oct 2024 27 Oct 2031 £1.0977 as at 21 May 2026
UK Step Down Kick-out Plan (CT116)  Download plan summary 25 Oct 2024 27 Oct 2031 £1.1006 as at 21 May 2026
UK Step Down Kick-out Plan (CA098)  Download plan summary 25 Oct 2024 27 Oct 2031 £1.0888 as at 21 May 2026
UK Step Down Kick-out Plan (HS511)  Download plan summary 8 Nov 2024 8 Nov 2030 £1.0791 as at 21 May 2026
UK Step Down Kick-out Plan (HS510)  Download plan summary 8 Nov 2024 8 Nov 2030 £1.0738 as at 21 May 2026
UK Step Down Kick-out Plan (HS516)  Download plan summary 22 Nov 2024 22 Nov 2030 £1.0758 as at 21 May 2026
UK Step Down Kick-out Plan (HS518)  Download plan summary 22 Nov 2024 22 Nov 2030 £1.0805 as at 21 May 2026
UK Step Down Kick-out Plan (CT120)  Download plan summary 29 Nov 2024 1 Dec 2031 £1.0943 as at 21 May 2026
UK Step Down Kick-out Plan (CA100)  Download plan summary 6 Dec 2024 8 Dec 2031 £1.0853 as at 21 May 2026
UK Step Down Kick-out Plan (HS523)  Download plan summary 20 Dec 2024 20 Dec 2030 £1.0660 as at 21 May 2026
UK Step Down Kick-out Plan (HS524)  Download plan summary 20 Dec 2024 20 Dec 2030 £1.0710 as at 21 May 2026
UK Step Down Kick-out Plan (HS529)  Download plan summary 8 Jan 2025 8 Jan 2031 £1.0800 as at 21 May 2026
UK Step Down Kick-out Plan (HS527)  Download plan summary 8 Jan 2025 8 Jan 2031 £1.0707 as at 21 May 2026
UK Step Down Kick-out Plan (CT123)  Download plan summary 10 Jan 2025 12 Jan 2032 £1.0860 as at 21 May 2026
UK Step Down Kick-out Plan (CA102)  Download plan summary 17 Jan 2025 19 Jan 2032 £1.0765 as at 21 May 2026
UK Step Down Kick-out Plan (HS537)  Download plan summary 24 Jan 2025 24 Jan 2031 £1.0620 as at 21 May 2026
UK Step Down Kick-out Plan (HS536)  Download plan summary 24 Jan 2025 24 Jan 2031 £1.0573 as at 21 May 2026
UK Step Down Kick-out Plan (HS539)  Download plan summary 10 Feb 2025 10 Feb 2031 £1.0595 as at 21 May 2026
UK Step Down Kick-out Plan (HS541)  Download plan summary 10 Feb 2025 10 Feb 2031 £1.0693 as at 21 May 2026
UK Step Down Kick-out Plan (CA106)  Download plan summary 21 Feb 2025 23 Feb 2032 £1.0687 as at 21 May 2026
UK Step Down Kick-out Plan (CT126)  Download plan summary 21 Feb 2025 23 Feb 2032 £1.0807 as at 21 May 2026
UK Step Down Kick-out Plan (HS549)  Download plan summary 28 Feb 2025 28 Feb 2031 £1.0563 as at 21 May 2026
UK Step Down Kick-out Plan (HS548)  Download plan summary 28 Feb 2025 28 Feb 2031 £1.0520 as at 21 May 2026
UK Step Down Kick-out Plan (HS553)  Download plan summary 21 Mar 2025 21 Mar 2031 £1.0570 as at 21 May 2026
UK Step Down Kick-out Plan (HS551)  Download plan summary 21 Mar 2025 21 Mar 2031 £1.0524 as at 21 May 2026
UK Step Down Kick-out Plan (CA109)  Download plan summary 28 Mar 2025 30 Mar 2032 £1.0613 as at 21 May 2026
UK Step Down Kick-out Plan (SAN057)  Download plan summary 28 Mar 2025 28 Mar 2031 £1.0502 as at 21 May 2026
UK Step Down Kick-out Plan (CT129)  Download plan summary 28 Mar 2025 30 Mar 2032 £1.0686 as at 21 May 2026
UK Step Down Kick-out Plan (HS558)  Download plan summary 14 Apr 2025 15 Apr 2031 £1.0436 as at 21 May 2026
UK Step Down Kick-out Plan (HS559)  Download plan summary 14 Apr 2025 15 Apr 2031 £1.0479 as at 21 May 2026
UK Step Down Kick-out Plan (HS563)  Download plan summary 22 Apr 2025 22 Apr 2031 £1.0462 as at 21 May 2026
UK Step Down Kick-out Plan (HS565)  Download plan summary 22 Apr 2025 22 Apr 2031 £1.0505 as at 21 May 2026
UK Step Down Kick-out Plan (CT131)  Download plan summary 9 May 2025 10 May 2032 £1.0591 as at 21 May 2026
UK Step Down Kick-out Plan (SAN066)  Download plan summary 9 May 2025 9 May 2031 £1.0477 as at 21 May 2026
UK Step Down Kick-out Plan (CA112)  Download plan summary 9 May 2025 10 May 2032 £1.0537 as at 21 May 2026
UK Step Down Kick-out Plan (HS571)  Download plan summary 6 Jun 2025 6 Jun 2031 £1.0381 as at 21 May 2026
UK Step Down Kick-out Plan (HS570)  Download plan summary 6 Jun 2025 6 Jun 2031 £1.0340 as at 21 May 2026
UK Step Down Kick-out Plan (HS572)  Download plan summary 6 Jun 2025 6 Jun 2031 £1.0484 as at 21 May 2026
UK Step Down Kick-out Plan (HS574)  Download plan summary 6 Jun 2025 6 Jun 2031 £1.0504 as at 21 May 2026
UK Step Down Kick-out Plan (HS575)  Download plan summary 6 Jun 2025 6 Jun 2031 £1.0479 as at 21 May 2026
UK Step Down Kick-out Plan (HS573)  Download plan summary 6 Jun 2025 6 Jun 2031 £1.0449 as at 21 May 2026
UK Step Down Kick-out Plan (SAN075)  Download plan summary 20 Jun 2025 20 Jun 2031 £1.0316 as at 21 May 2026
UK Step Down Kick-out Plan (CT134)  Download plan summary 27 Jun 2025 28 Jun 2032 £1.0405 as at 21 May 2026
UK Step Down Kick-out Plan (CA117)  Download plan summary 27 Jun 2025 28 Jun 2032 £1.0369 as at 21 May 2026
UK Step Down Kick-out Plan (HS590)  Download plan summary 9 Jul 2025 9 Jul 2031 £1.0454 as at 21 May 2026
UK Step Down Kick-out Plan (HS588)  Download plan summary 9 Jul 2025 9 Jul 2031 £1.0430 as at 21 May 2026
UK Step Down Kick-out Plan (HS589)  Download plan summary 9 Jul 2025 9 Jul 2031 £1.0395 as at 21 May 2026
UK Step Down Kick-out Plan (HS591)  Download plan summary 9 Jul 2025 9 Jul 2031 £1.0433 as at 21 May 2026
UK Step Down Kick-out Plan (HS587)  Download plan summary 18 Jul 2025 18 Jul 2031 £1.0289 as at 21 May 2026
UK Step Down Kick-out Plan (HS586)  Download plan summary 18 Jul 2025 18 Jul 2031 £1.0279 as at 21 May 2026
UK Step Down Kick-out Plan (CA121)  Download plan summary 8 Aug 2025 9 Aug 2032 £1.0271 as at 21 May 2026
UK Step Down Kick-out Plan (SAN088)  Download plan summary 8 Aug 2025 9 Aug 2032 £1.0122 as at 21 May 2026
UK Step Down Kick-out Plan (HS601)  Download plan summary 15 Aug 2025 15 Aug 2031 £1.0334 as at 21 May 2026
UK Step Down Kick-out Plan (HS602)  Download plan summary 15 Aug 2025 15 Aug 2031 £1.0268 as at 21 May 2026
UK Step Down Kick-out Plan (HS599)  Download plan summary 15 Aug 2025 15 Aug 2031 £1.0312 as at 21 May 2026
UK Step Down Kick-out Plan (HS600)  Download plan summary 15 Aug 2025 15 Aug 2031 £1.0232 as at 21 May 2026
UK Step Down Kick-out Plan (HS608)  Download plan summary 22 Aug 2025 22 Aug 2031 £1.0136 as at 21 May 2026
UK Step Down Kick-out Plan (HS607)  Download plan summary 22 Aug 2025 22 Aug 2031 £1.0099 as at 21 May 2026
UK Step Down Kick-out Plan (CT137)  Download plan summary 22 Aug 2025 22 Aug 2031 £1.0162 as at 21 May 2026
UK Step Down Kick-out Plan (HS614)  Download plan summary 12 Sep 2025 12 Sep 2031 £1.0100 as at 21 May 2026
UK Step Down Kick-out Plan (HS613)  Download plan summary 12 Sep 2025 12 Sep 2031 £1.0206 as at 21 May 2026
UK Step Down Kick-out Plan (HS615)  Download plan summary 12 Sep 2025 12 Sep 2031 £1.0223 as at 21 May 2026
UK Step Down Kick-out Plan (HS616)  Download plan summary 12 Sep 2025 12 Sep 2031 £1.0124 as at 21 May 2026
UK Step Down Kick-out Plan (SAN096)  Download plan summary 19 Sep 2025 20 Sep 2032 £0.9910 as at 21 May 2026
UK Step Down Kick-out Plan (CA126)  Download plan summary 26 Sep 2025 27 Sep 2032 £1.0083 as at 21 May 2026
UK Step Down Kick-out Plan (HS624)  Download plan summary 26 Sep 2025 26 Sep 2031 £0.9977 as at 21 May 2026
UK Step Down Kick-out Plan (HS623)  Download plan summary 26 Sep 2025 26 Sep 2031 £0.9934 as at 21 May 2026
UK Step Down Kick-out Plan (HS631)  Download plan summary 21 Oct 2025 21 Oct 2031 £1.0130 as at 21 May 2026
UK Step Down Kick-out Plan (HS630)  Download plan summary 21 Oct 2025 21 Oct 2031 £1.0026 as at 21 May 2026
UK Step Down Kick-out Plan (HS629)  Download plan summary 21 Oct 2025 21 Oct 2031 £1.0125 as at 21 May 2026
UK Step Down Kick-out Plan (HS632)  Download plan summary 21 Oct 2025 21 Oct 2031 £1.0041 as at 21 May 2026
UK Step Down Kick-out Plan (SAN103)  Download plan summary 31 Oct 2025 31 Oct 2031 £0.9817 as at 21 May 2026
UK Step Down Kick-out Plan (HS640)  Download plan summary 7 Nov 2025 7 Nov 2031 £0.9890 as at 21 May 2026
UK Step Down Kick-out Plan (HS639)  Download plan summary 7 Nov 2025 7 Nov 2031 £0.9857 as at 21 May 2026
UK Step Down Kick-out Plan (CT142)  Download plan summary 21 Nov 2025 22 Nov 2032 £1.0045 as at 21 May 2026
UK Step Down Kick-out Plan (HS646)  Download plan summary 28 Nov 2025 28 Nov 2031 £0.9995 as at 21 May 2026
UK Step Down Kick-out Plan (HS647)  Download plan summary 28 Nov 2025 28 Nov 2031 £0.9891 as at 21 May 2026
UK Step Down Kick-out Plan (HS648)  Download plan summary 28 Nov 2025 28 Nov 2031 £1.0001 as at 21 May 2026
UK Step Down Kick-out Plan (HS649)  Download plan summary 28 Nov 2025 28 Nov 2031 £0.9896 as at 21 May 2026
UK Step Down Kick-out Plan (HS655)  Download plan summary 12 Dec 2025 12 Dec 2031 £0.9797 as at 21 May 2026
UK Step Down Kick-out Plan (SAN110)  Download plan summary 12 Dec 2025 12 Dec 2031 £0.9762 as at 21 May 2026
UK Step Down Kick-out Plan (SAN111)  Download plan summary 12 Dec 2025 12 Dec 2031 £0.9798 as at 21 May 2026
UK Step Down Kick-out Plan (HS656)  Download plan summary 12 Dec 2025 12 Dec 2031 £0.9833 as at 21 May 2026
UK Step Down Kick-out Plan (CT146)  Download plan summary 9 Jan 2026 10 Jan 2033 £0.9857 as at 21 May 2026
UK Step Down Kick-out Plan (HS661)  Download plan summary 16 Jan 2026 16 Jan 2032 £0.9776 as at 21 May 2026
UK Step Down Kick-out Plan (HS660)  Download plan summary 16 Jan 2026 16 Jan 2032 £0.9904 as at 21 May 2026
UK Step Down Kick-out Plan (HS662)  Download plan summary 16 Jan 2026 16 Jan 2032 £0.9878 as at 21 May 2026
UK Step Down Kick-out Plan (HS663)  Download plan summary 16 Jan 2026 16 Jan 2032 £0.9782 as at 21 May 2026
UK Step Down Kick-out Plan (SAN118)  Download plan summary 23 Jan 2026 23 Jan 2032 £0.9619 as at 21 May 2026
UK Step Down Kick-out Plan (SAN117)  Download plan summary 23 Jan 2026 23 Jan 2032 £0.9588 as at 21 May 2026
UK Step Down Kick-out Plan (HS670)  Download plan summary 23 Jan 2026 23 Jan 2032 £0.9780 as at 21 May 2026
UK Step Down Kick-out Plan (HS669)  Download plan summary 23 Jan 2026 23 Jan 2032 £0.9756 as at 21 May 2026
UK Step Down Kick-out Plan (HS675)  Download plan summary 18 Feb 2026 18 Feb 2032 £0.9629 as at 21 May 2026
UK Step Down Kick-out Plan (HS674)  Download plan summary 18 Feb 2026 18 Feb 2032 £0.9710 as at 21 May 2026
UK Step Down Kick-out Plan (HS684)  Download plan summary 18 Feb 2026 18 Feb 2032 £0.9636 as at 21 May 2026
UK Step Down Kick-out Plan (HS683)  Download plan summary 18 Feb 2026 18 Feb 2032 £0.9623 as at 21 May 2026
UK Step Down Kick-out Plan (HS677)  Download plan summary 18 Feb 2026 18 Feb 2032 £0.9647 as at 21 May 2026
UK Step Down Kick-out Plan (HS676)  Download plan summary 18 Feb 2026 18 Feb 2032 £0.9734 as at 21 May 2026
UK Step Down Kick-out Plan (CT149)  Download plan summary 20 Feb 2026 20 Feb 2032 £0.9672 as at 21 May 2026
UK Step Down Kick-out Plan (SAN124)  Download plan summary 27 Feb 2026 27 Feb 2032 £0.9474 as at 21 May 2026
UK Step Down Kick-out Plan (CA136)  Download plan summary 27 Feb 2026 27 Feb 2032 £0.9613 as at 21 May 2026
UK Step Down Kick-out Plan (SAN123)  Download plan summary 27 Feb 2026 27 Feb 2032 £0.9307 as at 21 May 2026
UK Step Down Kick-out Plan (HS688)  Download plan summary 25 Mar 2026 25 Mar 2032 £0.9913 as at 21 May 2026
UK Step Down Kick-out Plan (HS691)  Download plan summary 25 Mar 2026 25 Mar 2032 £0.9837 as at 21 May 2026
UK Step Down Kick-out Plan (HS690)  Download plan summary 25 Mar 2026 25 Mar 2032 £0.9935 as at 21 May 2026
UK Step Down Kick-out Plan (HS689)  Download plan summary 25 Mar 2026 25 Mar 2032 £0.9847 as at 21 May 2026
UK Step Down Kick-out Plan (HS699)  Download plan summary 30 Mar 2026 30 Mar 2032 £0.9867 as at 21 May 2026
UK Step Down Kick-out Plan (HS698)  Download plan summary 30 Mar 2026 30 Mar 2032 £0.9856 as at 21 May 2026
UK Step Down Kick-out Plan (CT150)  Download plan summary 31 Mar 2026 31 Mar 2032
UK Step Down Kick-out Plan (CA140)  Download plan summary 31 Mar 2026 31 Mar 2033 £0.9805 as at 21 May 2026
UK Step Down Kick-out Plan (SAN129)  Download plan summary 31 Mar 2026 31 Mar 2032 £0.9567 as at 21 May 2026
UK Step Down Kick-out Plan (HS703)  Download plan summary 28 Apr 2026 28 Apr 2032 £1.0002 as at 21 May 2026
UK Step Down Kick-out Plan (HS705)  Download plan summary 28 Apr 2026 28 Apr 2032 £1.0005 as at 21 May 2026
UK Step Down Kick-out Plan (HS704)  Download plan summary 28 Apr 2026 28 Apr 2032 £1.0045 as at 21 May 2026
UK Step Down Kick-out Plan (SAN135)  Download plan summary 15 May 2026 17 May 2032 £1.0000 as at 21 May 2026
UK Step Down Kick-out Plan (HS712)  Download plan summary 15 May 2026 17 May 2032 £1.0057 as at 21 May 2026
UK Step Down Kick-out Plan (HS711)  Download plan summary 15 May 2026 17 May 2032 £1.0059 as at 21 May 2026
US Step Down Kick-out Plan
Product Name Plan Summary Start Date End Date Price
US Step Down Kick-out Plan (MS212)  Download plan summary 9 May 2025 9 May 2031 £1.0617 as at 21 May 2026
US Step Down Kick-out Plan (MS216)  Download plan summary 18 Jul 2025 18 Jul 2031 £1.0483 as at 21 May 2026
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© Copyright 2026 Walker Crips Group Limited. All rights reserved.
Walker Crips Group Limited, incorporates the following companies which are authorised and regulated by the Financial Conduct Authority: Walker Crips Investment Management Limited reference number 226344 and member of the London Stock Exchange, Walker Crips Financial Planning Limited reference number 114778, Ebor Trustees Limited reference number 462002, Barker Poland Asset Management LLP reference number 499311.
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Walker Crips Group Limited is registered in England and Wales, number 1432059. Registered office: 128 Queen Victoria Street, London EC4V 4BJ. Walker Crips Investment Management Ltd is registered in England and Wales, number 4774117. Registered office: 128 Queen Victoria Street, London EC4V 4BJ. Walker Crips Financial Planning Ltd is registered in England and Wales, number 3790291. Registered office: Apollo House, Eboracum Way, York, England, YO31 7RE. Ebor Trustees Ltd is registered in England and Wales, number 3514268. Registered office: Apollo House, Eboracum Way, York, England, YO31 7RE. Barker Poland Asset Management LLP is registered in England and Wales, number OC341149. Registered office: 128 Queen Victoria Street, London EC4V 4BJ.

The value of investments can fall as well as rise. Investors may get back less than invested. Past performance is not a reliable indicator of future results.

The value of investments can fall as well as rise. Investors may get back less than invested.

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