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 £1.2692 as at 7 May 2026
UK Annual Kick-out Plan (MS144)  Download plan summary 17 Nov 2023 18 Nov 2030 £1.2466 as at 7 May 2026
UK Annual Kick-out Plan (MS148)  Download plan summary 20 Dec 2023 20 Dec 2030 £1.2410 as at 7 May 2026
UK Annual Kick-out Plan (MS152)  Download plan summary 26 Jan 2024 27 Jan 2031 £1.2140 as at 7 May 2026
UK Annual Kick-out Plan (CA074)  Download plan summary 28 Feb 2024 28 Feb 2031 £1.2204 as at 7 May 2026
UK Annual Kick-out Plan (CA077)  Download plan summary 27 Mar 2024 27 Mar 2031 £1.1959 as at 7 May 2026
UK Annual Kick-out Plan (CA082)  Download plan summary 10 May 2024 12 May 2031 £1.1782 as at 7 May 2026
UK Annual Kick-out Plan (HS449)  Download plan summary 17 May 2024 17 May 2029 £1.1569 as at 7 May 2026
UK Annual Kick-out Plan (HS450)  Download plan summary 17 May 2024 17 May 2029 £1.1632 as at 7 May 2026
UK Annual Kick-out Plan (CT101)  Download plan summary 7 Jun 2024 7 Jun 2030 £1.1540 as at 7 May 2026
UK Annual Kick-out Plan (HS461)  Download plan summary 21 Jun 2024 21 Jun 2029 £1.1467 as at 7 May 2026
UK Annual Kick-out Plan (CA087)  Download plan summary 21 Jun 2024 23 Jun 2031 £1.1576 as at 7 May 2026
UK Annual Kick-out Plan (HS462)  Download plan summary 21 Jun 2024 21 Jun 2029 £1.1522 as at 7 May 2026
UK Annual Kick-out Plan (CT104)  Download plan summary 19 Jul 2024 19 Jul 2030 £1.1454 as at 7 May 2026
UK Annual Kick-out Plan (CT109)  Download plan summary 30 Aug 2024 30 Aug 2030 £1.1352 as at 7 May 2026
UK Annual Kick-out Plan (CT115)  Download plan summary 18 Oct 2024 18 Oct 2030 £1.1201 as at 7 May 2026
UK Annual Kick-out Plan (CT118)  Download plan summary 29 Nov 2024 29 Nov 2030 £1.1068 as at 7 May 2026
UK Annual Kick-out Plan (CT124)  Download plan summary 10 Jan 2025 10 Jan 2031 £1.1033 as at 7 May 2026
UK Annual Kick-out Plan (CT127)  Download plan summary 21 Feb 2025 21 Feb 2031 £1.0900 as at 7 May 2026
UK Annual Kick-out Plan (SAN056)  Download plan summary 28 Mar 2025 30 Mar 2032 £1.0546 as at 7 May 2026
UK Annual Kick-out Plan (CT130)  Download plan summary 28 Mar 2025 28 Mar 2031 £1.0781 as at 7 May 2026
UK Annual Kick-out Plan (SAN065)  Download plan summary 9 May 2025 10 May 2032 £1.0621 as at 7 May 2026
UK Annual Kick-out Plan (CT132)  Download plan summary 9 May 2025 9 May 2031 £1.0699 as at 7 May 2026
UK Annual Kick-out Plan (HS578)  Download plan summary 6 Jun 2025 6 Jun 2031 £1.0580 as at 7 May 2026
UK Annual Kick-out Plan (HS579)  Download plan summary 6 Jun 2025 6 Jun 2031 £1.0605 as at 7 May 2026
UK Annual Kick-out Plan (SAN074)  Download plan summary 20 Jun 2025 21 Jun 2032 £1.0365 as at 7 May 2026
UK Annual Kick-out Plan (CT135)  Download plan summary 27 Jun 2025 27 Jun 2031 £1.0509 as at 7 May 2026
UK Annual Kick-out Plan (HS592)  Download plan summary 9 Jul 2025 9 Jul 2031 £1.0506 as at 7 May 2026
UK Annual Kick-out Plan (HS593)  Download plan summary 9 Jul 2025 9 Jul 2031 £1.0530 as at 7 May 2026
UK Annual Kick-out Plan (SAN087)  Download plan summary 8 Aug 2025 9 Aug 2032 £1.0208 as at 7 May 2026
UK Annual Kick-out Plan (HS603)  Download plan summary 15 Aug 2025 15 Aug 2031 £1.0371 as at 7 May 2026
UK Annual Kick-out Plan (HS604)  Download plan summary 15 Aug 2025 15 Aug 2031 £1.0392 as at 7 May 2026
UK Annual Kick-out Plan (CT136)  Download plan summary 22 Aug 2025 22 Aug 2031 £1.0151 as at 7 May 2026
UK Annual Kick-out Plan (HS617)  Download plan summary 12 Sep 2025 12 Sep 2031 £1.0242 as at 7 May 2026
UK Annual Kick-out Plan (HS618)  Download plan summary 12 Sep 2025 12 Sep 2031 £1.0265 as at 7 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 £1.0101 as at 7 May 2026
UK Annual Kick-out Plan (HS633)  Download plan summary 21 Oct 2025 21 Oct 2031 £1.0141 as at 7 May 2026
UK Annual Kick-out Plan (HS634)  Download plan summary 21 Oct 2025 21 Oct 2031 £1.0160 as at 7 May 2026
UK Annual Kick-out Plan (SAN102)  Download plan summary 31 Oct 2025 31 Oct 2031 £0.9848 as at 7 May 2026
UK Annual Kick-out Plan (CT141)  Download plan summary 21 Nov 2025 21 Nov 2031 £1.0052 as at 7 May 2026
UK Annual Kick-out Plan (HS650)  Download plan summary 28 Nov 2025 28 Nov 2031 £0.9994 as at 7 May 2026
UK Annual Kick-out Plan (HS651)  Download plan summary 28 Nov 2025 28 Nov 2031 £1.0012 as at 7 May 2026
UK Annual Kick-out Plan (CT145)  Download plan summary 9 Jan 2026 9 Jan 2032 £0.9791 as at 7 May 2026
UK Annual Kick-out Plan (HS664)  Download plan summary 16 Jan 2026 16 Jan 2032 £0.9839 as at 7 May 2026
UK Annual Kick-out Plan (HS665)  Download plan summary 16 Jan 2026 16 Jan 2032 £0.9847 as at 7 May 2026
UK Annual Kick-out Plan (HS679)  Download plan summary 18 Feb 2026 18 Feb 2032 £0.9604 as at 7 May 2026
UK Annual Kick-out Plan (HS678)  Download plan summary 18 Feb 2026 18 Feb 2032 £0.9605 as at 7 May 2026
UK Annual Kick-out Plan (CT148)  Download plan summary 20 Feb 2026 20 Feb 2032 £0.9436 as at 7 May 2026
UK Annual Kick-out Plan (HS692)  Download plan summary 25 Mar 2026 25 Mar 2032 £0.9992 as at 7 May 2026
UK Annual Kick-out Plan (HS693)  Download plan summary 25 Mar 2026 25 Mar 2032 £0.9991 as at 7 May 2026
UK Annual Kick-out Plan (GS200)  Download plan summary 27 Mar 2026 30 Mar 2032 £0.9858 as at 7 May 2026
UK Annual Kick-out Plan (HS706)  Download plan summary 28 Apr 2026 28 Apr 2032 £0.9896 as at 7 May 2026
UK Annual Kick-out Plan (HS707)  Download plan summary 28 Apr 2026 28 Apr 2032 £0.9962 as at 7 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 £0.9627 as at 7 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 £1.0326 as at 7 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 £1.1455 as at 7 May 2026
UK Defensive Step Down Kick-out Plan (CT122)  Download plan summary 10 Jan 2025 12 Jan 2032 £1.0707 as at 7 May 2026
UK Defensive Step Down Kick-out Plan (SAN058)  Download plan summary 28 Mar 2025 28 Mar 2031 £1.0383 as at 7 May 2026
UK Defensive Step Down Kick-out Plan (SAN067)  Download plan summary 9 May 2025 9 May 2031 £1.0343 as at 7 May 2026
UK Defensive Step Down Kick-out Plan (SAN076)  Download plan summary 20 Jun 2025 20 Jun 2031 £1.0192 as at 7 May 2026
Europe & US Defensive Step Down Kick-out Plan (HS598)  Download plan summary 8 Aug 2025 8 Aug 2031 £1.0048 as at 7 May 2026
UK & Europe Defensive Step Down Kick-out Plan (SAN089)  Download plan summary 8 Aug 2025 8 Aug 2031 £0.9872 as at 7 May 2026
Europe & US Defensive Step Down Kick-out Plan (HS620)  Download plan summary 17 Sep 2025 17 Sep 2031 £0.9926 as at 7 May 2026
UK Defensive Step Down Kick-out Plan (CT138)  Download plan summary 19 Sep 2025 20 Sep 2032 £0.9911 as at 7 May 2026
UK & Europe Defensive Step Down Kick-out Plan (SAN097)  Download plan summary 19 Sep 2025 19 Sep 2031 £0.9739 as at 7 May 2026
Europe & US Defensive Step Down Kick-out Plan (HS636)  Download plan summary 21 Oct 2025 21 Oct 2031 £0.9779 as at 7 May 2026
UK Defensive Step Down Kick-out Plan (CT140)  Download plan summary 31 Oct 2025 31 Oct 2031 £0.9841 as at 7 May 2026
UK & Europe Defensive Step Down Kick-out Plan (SAN104)  Download plan summary 31 Oct 2025 31 Oct 2031 £0.9567 as at 7 May 2026
Europe & US Defensive Step Down Kick-out Plan (HS652)  Download plan summary 28 Nov 2025 28 Nov 2031 £0.9699 as at 7 May 2026
UK & Europe Defensive Step Down Kick-out Plan (SAN112)  Download plan summary 12 Dec 2025 12 Dec 2031 £0.9441 as at 7 May 2026
UK Defensive Step Down Kick-out Plan (CT143)  Download plan summary 9 Jan 2026 10 Jan 2033 £0.9693 as at 7 May 2026
Europe & US Defensive Step Down Kick-out Plan (HS666)  Download plan summary 16 Jan 2026 16 Jan 2032 £0.9638 as at 7 May 2026
UK & Europe Defensive Step Down Kick-out Plan (SAN119)  Download plan summary 23 Jan 2026 23 Jan 2032 £0.9453 as at 7 May 2026
Europe & US Defensive Step Down Kick-out Plan (HS680)  Download plan summary 18 Feb 2026 18 Feb 2032 £0.9584 as at 7 May 2026
UK & Europe Defensive Step Down Kick-out Plan (SAN125)  Download plan summary 27 Feb 2026 27 Feb 2032 £0.9108 as at 7 May 2026
Europe & US Defensive Step Down Kick-out Plan (HS694)  Download plan summary 25 Mar 2026 25 Mar 2032 £0.9927 as at 7 May 2026
UK & US Defensive Step Down Kick-out Plan (GS201)  Download plan summary 27 Mar 2026 30 Mar 2032 £0.9914 as at 7 May 2026
UK & Europe Defensive Step Down Kick-out Plan (SAN130)  Download plan summary 31 Mar 2026 31 Mar 2032 £0.9452 as at 7 May 2026
UK & Europe Defensive Step Down Kick-out Plan (HS709)  Download plan summary 28 Apr 2026 28 Apr 2032 £0.9812 as at 7 May 2026
Europe & US Defensive Step Down Kick-out Plan (HS708)  Download plan summary 28 Apr 2026 28 Apr 2032 £1.0002 as at 7 May 2026
UK & US Defensive Step Down Kick-out Plan (GS203)  Download plan summary 8 May 2026 10 May 2032
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 £1.0716 as at 7 May 2026
Europe Annual Kick-out Plan (HS594)  Download plan summary 9 Jul 2025 9 Jul 2031 £1.0591 as at 7 May 2026
Europe Annual Kick-out Plan (HS609)  Download plan summary 22 Aug 2025 22 Aug 2031 £1.0388 as at 7 May 2026
Europe Step Down Kick-out Plan (HS626)  Download plan summary 26 Sep 2025 26 Sep 2031 £1.0118 as at 7 May 2026
Europe Annual Kick-out Plan (HS625)  Download plan summary 26 Sep 2025 26 Sep 2031 £1.0212 as at 7 May 2026
Europe Step Down Kick-out Plan (HS642)  Download plan summary 7 Nov 2025 7 Nov 2031 £1.0033 as at 7 May 2026
Europe Annual Kick-out Plan (HS641)  Download plan summary 7 Nov 2025 7 Nov 2031 £1.0076 as at 7 May 2026
Europe Annual Kick-out Plan (HS657)  Download plan summary 12 Dec 2025 12 Dec 2031 £0.9939 as at 7 May 2026
Europe Step Down Kick-out Plan (HS658)  Download plan summary 12 Dec 2025 12 Dec 2031 £0.9883 as at 7 May 2026
Europe Step Down Kick-out Plan (HS672)  Download plan summary 23 Jan 2026 23 Jan 2032 £0.9778 as at 7 May 2026
Europe Annual Kick-out Plan (HS671)  Download plan summary 23 Jan 2026 23 Jan 2032 £0.9783 as at 7 May 2026
Europe Annual Kick-out Plan (HS685)  Download plan summary 18 Feb 2026 18 Feb 2032 £0.9585 as at 7 May 2026
Europe Step Down Kick-out Plan (HS686)  Download plan summary 18 Feb 2026 18 Feb 2032 £0.9652 as at 7 May 2026
Europe Annual Kick-out Plan (HS700)  Download plan summary 30 Mar 2026 30 Mar 2032 £1.0227 as at 7 May 2026
Europe Step Down Kick-out Plan (HS701)  Download plan summary 30 Mar 2026 30 Mar 2032 £1.0151 as at 7 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 £1.1234 as at 7 May 2026
Europe Step Down Kick-out Plan (HS501)  Download plan summary 11 Oct 2024 11 Oct 2030 £1.1110 as at 7 May 2026
Europe Step Down Kick-out Plan (HS531)  Download plan summary 10 Jan 2025 10 Jan 2031 £1.0919 as at 7 May 2026
Europe Step Down Kick-out Plan (HS543)  Download plan summary 10 Feb 2025 10 Feb 2031 £1.0722 as at 7 May 2026
Europe Step Down Kick-out Plan (HS555)  Download plan summary 21 Mar 2025 21 Mar 2031 £1.0547 as at 7 May 2026
Europe Step Down Kick-out Plan (HS567)  Download plan summary 22 Apr 2025 22 Apr 2031 £1.0527 as at 7 May 2026
Europe Step Down Kick-out Plan (HS577)  Download plan summary 6 Jun 2025 6 Jun 2031 £1.0374 as at 7 May 2026
Europe Step Down Kick-out Plan (HS595)  Download plan summary 9 Jul 2025 9 Jul 2031 £1.0457 as at 7 May 2026
Europe Step Down Kick-out Plan (HS610)  Download plan summary 22 Aug 2025 22 Aug 2031 £1.0268 as at 7 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 £0.9901 as at 7 May 2026
UK Fixed Income Plan (CT046)  Download plan summary 19 Aug 2022 19 Aug 2027 £0.9990 as at 7 May 2026
UK Fixed Income Plan (CT052)  Download plan summary 23 Sep 2022 23 Sep 2027 £0.9883 as at 7 May 2026
UK Fixed Income Plan (CT056)  Download plan summary 28 Oct 2022 28 Oct 2027 £1.0095 as at 7 May 2026
UK Fixed Income Plan (CT062)  Download plan summary 2 Dec 2022 2 Dec 2027 £1.0227 as at 7 May 2026
UK Fixed Income Plan (CT067)  Download plan summary 13 Jan 2023 13 Jan 2028 £1.0018 as at 7 May 2026
UK Fixed Income Plan (CA041)  Download plan summary 24 Feb 2023 24 Feb 2028 £1.0131 as at 7 May 2026
UK Fixed Income Plan (CA045)  Download plan summary 31 Mar 2023 31 Mar 2028 £0.9961 as at 7 May 2026
UK Fixed Income Plan (CT079)  Download plan summary 5 May 2023 5 May 2028 £1.0102 as at 7 May 2026
UK Fixed Income Plan (CT084)  Download plan summary 9 Jun 2023 9 Jun 2028 £0.9969 as at 7 May 2026
UK Fixed Income Plan (CT086)  Download plan summary 17 Jul 2023 17 Jul 2028 £0.9999 as at 7 May 2026
UK Fixed Income Plan (CT088)  Download plan summary 25 Aug 2023 25 Aug 2027 £1.0172 as at 7 May 2026
UK Fixed Income Plan (GS185)  Download plan summary 1 Dec 2023 1 Dec 2028 £0.9990 as at 7 May 2026
UK Fixed Income Plan (CT103)  Download plan summary 19 Jul 2024 19 Jul 2029 £0.9811 as at 7 May 2026
UK Fixed Income Plan (CT108)  Download plan summary 30 Aug 2024 30 Aug 2029 £0.9862 as at 7 May 2026
UK Fixed Income Plan (CT114)  Download plan summary 11 Oct 2024 11 Oct 2029 £0.9735 as at 7 May 2026
UK Fixed Income Plan (CT117)  Download plan summary 22 Nov 2024 22 Nov 2029 £0.9726 as at 7 May 2026
UK Fixed Income Plan (CT121)  Download plan summary 10 Jan 2025 10 Jan 2030 £0.9827 as at 7 May 2026
UK Fixed Income Plan (CT125)  Download plan summary 21 Feb 2025 21 Feb 2030 £0.9832 as at 7 May 2026
UK Fixed Income Plan (CT128)  Download plan summary 28 Mar 2025 28 Mar 2030 £0.9667 as at 7 May 2026
UK Fixed Income Plan (CA118)  Download plan summary 4 Jul 2025 4 Jul 2030 £0.9704 as at 7 May 2026
UK Fixed Income Plan (CA122)  Download plan summary 29 Aug 2025 29 Aug 2031 £0.9555 as at 7 May 2026
UK Fixed Income Plan (HS645)  Download plan summary 28 Nov 2025 28 Nov 2030 £0.9489 as at 7 May 2026
UK Fixed Income Plan (CT144)  Download plan summary 9 Jan 2026 9 Jan 2032 £0.9426 as at 7 May 2026
UK Fixed Income Plan (BNP031)  Download plan summary 31 Mar 2026 31 Mar 2031 £0.9586 as at 7 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 £1.1999 as at 7 May 2026
Japan Annual Kick-out Plan (HS469)  Download plan summary 5 Jul 2024 5 Jul 2030 £1.2013 as at 7 May 2026
Japan Annual Kick-out Plan (HS483)  Download plan summary 16 Aug 2024 16 Aug 2030 £1.1728 as at 7 May 2026
Japan Annual Kick-out Plan (HS494)  Download plan summary 20 Sep 2024 20 Sep 2030 £1.1609 as at 7 May 2026
Japan Annual Kick-out Plan (HS506)  Download plan summary 18 Oct 2024 18 Oct 2030 £1.1522 as at 7 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 £1.1652 as at 7 May 2026
Japan Step Down Kick-out Plan (HS470)  Download plan summary 5 Jul 2024 5 Jul 2030 £1.1668 as at 7 May 2026
Japan Step Down Kick-out Plan (HS484)  Download plan summary 16 Aug 2024 16 Aug 2030 £1.1416 as at 7 May 2026
Japan Step Down Kick-out Plan (HS495)  Download plan summary 20 Sep 2024 20 Sep 2030 £1.1310 as at 7 May 2026
Japan Step Down Kick-out Plan (HS507)  Download plan summary 18 Oct 2024 18 Oct 2030 £1.1237 as at 7 May 2026
Japan Step Down Kick-out Plan (HS596)  Download plan summary 9 Jul 2025 9 Jul 2031 £1.0581 as at 7 May 2026
Japan Step Down Kick-out Plan (HS611)  Download plan summary 22 Aug 2025 22 Aug 2031 £1.0415 as at 7 May 2026
Japan Step Down Kick-out Plan (HS627)  Download plan summary 26 Sep 2025 26 Sep 2031 £1.0302 as at 7 May 2026
Japan Step Down Kick-out Plan (HS643)  Download plan summary 7 Nov 2025 7 Nov 2031 £1.0112 as at 7 May 2026
Japan Step Down Kick-out Plan (HS659)  Download plan summary 12 Dec 2025 12 Dec 2031 £1.0035 as at 7 May 2026
Japan Step Down Kick-out Plan (HS673)  Download plan summary 23 Jan 2026 23 Jan 2032 £0.9964 as at 7 May 2026
Japan Step Down Kick-out Plan (HS687)  Download plan summary 18 Feb 2026 18 Feb 2032 £0.9781 as at 7 May 2026
Japan Step Down Kick-out Plan (HS702)  Download plan summary 30 Mar 2026 30 Mar 2032 £1.0137 as at 7 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 £1.0516 as at 7 May 2026
UK Quarterly Kick-out Plan (HS597)  Download plan summary 8 Aug 2025 8 Aug 2031 £1.0382 as at 7 May 2026
UK Quarterly Kick-out Plan (HS619)  Download plan summary 17 Sep 2025 17 Sep 2031 £1.0238 as at 7 May 2026
UK Quarterly Kick-out Plan (HS635)  Download plan summary 21 Oct 2025 21 Oct 2031 £1.0134 as at 7 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 £1.0923 as at 7 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 (CA113)  Download plan summary 9 May 2025 9 May 2031 £1.1054 as at 7 May 2026
UK & Europe Annual Kick-out Plan (CA115)  Download plan summary 27 Jun 2025 27 Jun 2031 £1.0899 as at 7 May 2026
UK & Europe Annual Kick-out Plan (CA119)  Download plan summary 8 Aug 2025 8 Aug 2031 £1.0641 as at 7 May 2026
UK & Europe Annual Kick-out Plan (CA124)  Download plan summary 26 Sep 2025 26 Sep 2031 £1.0376 as at 7 May 2026
UK & Europe Annual Kick-out Plan (CA128)  Download plan summary 7 Nov 2025 7 Nov 2031 £1.0169 as at 7 May 2026
UK & Europe Annual Kick-out Plan (CA130)  Download plan summary 12 Dec 2025 12 Dec 2031 £1.0077 as at 7 May 2026
UK & Europe Annual Kick-out Plan (CA132)  Download plan summary 21 Jan 2026 21 Jan 2032 £0.9821 as at 7 May 2026
UK & Europe Annual Kick-out Plan (CA134)  Download plan summary 27 Feb 2026 27 Feb 2032 £0.9610 as at 7 May 2026
UK & Europe Annual Kick-out Plan (CA138)  Download plan summary 31 Mar 2026 31 Mar 2032 £1.0032 as at 7 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 £1.0910 as at 7 May 2026
UK & US Annual Kick-out Plan (MS214)  Download plan summary 6 Jun 2025 6 Jun 2031 £1.0860 as at 7 May 2026
UK & US Annual Kick-out Plan (MS217)  Download plan summary 18 Jul 2025 18 Jul 2031 £1.0617 as at 7 May 2026
UK & US Annual Kick-out Plan (MS219)  Download plan summary 22 Aug 2025 22 Aug 2031 £1.0383 as at 7 May 2026
UK & US Annual Kick-out Plan (MS221)  Download plan summary 10 Oct 2025 10 Oct 2031 £0.9933 as at 7 May 2026
UK & US Annual Kick-out Plan (MS223)  Download plan summary 14 Nov 2025 14 Nov 2031 £1.0001 as at 7 May 2026
UK & US Annual Kick-out Plan (MS225)  Download plan summary 19 Dec 2025 19 Dec 2031 £0.9839 as at 7 May 2026
UK & US Annual Kick-out Plan (MS228)  Download plan summary 23 Jan 2026 23 Jan 2032 £0.9824 as at 7 May 2026
UK & US Annual Kick-out Plan (MS230)  Download plan summary 27 Feb 2026 27 Feb 2032 £0.9510 as at 7 May 2026
UK & US Annual Kick-out Plan (MS232)  Download plan summary 31 Mar 2026 31 Mar 2032 £0.9774 as at 7 May 2026
UK 90% Annual Kick-out Plan
Product Name Plan Summary Start Date End Date Price
UK 90% Annual Kick-out Plan (MS168)  Download plan summary 14 Jun 2024 14 Jun 2030 £1.1301 as at 7 May 2026
UK 90% Annual Kick-out Plan (MS167)  Download plan summary 14 Jun 2024 14 Jun 2030 £1.1262 as at 7 May 2026
UK 90% Annual Kick-out Plan (MS174)  Download plan summary 26 Jul 2024 26 Jul 2030 £1.1098 as at 7 May 2026
UK 90% Annual Kick-out Plan (MS175)  Download plan summary 26 Jul 2024 26 Jul 2030 £1.1163 as at 7 May 2026
UK 90% Annual Kick-out Plan (MS180)  Download plan summary 6 Sep 2024 6 Sep 2030 £1.0996 as at 7 May 2026
UK 90% Annual Kick-out Plan (MS179)  Download plan summary 6 Sep 2024 6 Sep 2030 £1.0947 as at 7 May 2026
UK 90% Annual Kick-out Plan (MS183)  Download plan summary 18 Oct 2024 18 Oct 2030 £1.0768 as at 7 May 2026
UK 90% Annual Kick-out Plan (MS184)  Download plan summary 18 Oct 2024 18 Oct 2030 £1.0828 as at 7 May 2026
UK 90% Annual Kick-out Plan (MS189)  Download plan summary 29 Nov 2024 29 Nov 2030 £1.0749 as at 7 May 2026
UK 90% Annual Kick-out Plan (MS188)  Download plan summary 29 Nov 2024 29 Nov 2030 £1.0687 as at 7 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 £1.0563 as at 7 May 2026
UK 95% Annual Kick-out Plan (MS194)  Download plan summary 17 Jan 2025 19 Jan 2032 £1.0689 as at 7 May 2026
UK 95% Annual Kick-out Plan (MS198)  Download plan summary 21 Feb 2025 23 Feb 2032 £1.0592 as at 7 May 2026
UK 95% Annual Kick-out Plan (MS197)  Download plan summary 21 Feb 2025 23 Feb 2032 £1.0468 as at 7 May 2026
UK 95% Annual Kick-out Plan (MS206)  Download plan summary 26 Mar 2025 30 Mar 2032 £1.0387 as at 7 May 2026
UK 95% Annual Kick-out Plan (MS207)  Download plan summary 26 Mar 2025 30 Mar 2032 £1.0511 as at 7 May 2026
UK 95% Annual Kick-out Plan (HS569)  Download plan summary 6 Jun 2025 6 Jun 2031 £1.0501 as at 7 May 2026
UK 95% Annual Kick-out Plan (HS568)  Download plan summary 6 Jun 2025 6 Jun 2031 £1.0461 as at 7 May 2026
UK 95% Annual Kick-out Plan (HS585)  Download plan summary 18 Jul 2025 18 Jul 2031 £1.0401 as at 7 May 2026
UK 95% Annual Kick-out Plan (HS584)  Download plan summary 18 Jul 2025 18 Jul 2031 £1.0363 as at 7 May 2026
UK 95% Annual Kick-out Plan (HS605)  Download plan summary 22 Aug 2025 22 Aug 2031 £1.0153 as at 7 May 2026
UK 95% Annual Kick-out Plan (HS606)  Download plan summary 22 Aug 2025 22 Aug 2031 £1.0190 as at 7 May 2026
UK 95% Annual Kick-out Plan (HS621)  Download plan summary 26 Sep 2025 26 Sep 2031 £0.9993 as at 7 May 2026
UK 95% Annual Kick-out Plan (HS622)  Download plan summary 26 Sep 2025 26 Sep 2031 £1.0016 as at 7 May 2026
UK 95% Annual Kick-out Plan (HS637)  Download plan summary 7 Nov 2025 7 Nov 2031 £0.9888 as at 7 May 2026
UK 95% Annual Kick-out Plan (HS638)  Download plan summary 7 Nov 2025 7 Nov 2031 £0.9922 as at 7 May 2026
UK 95% Annual Kick-out Plan (HS653)  Download plan summary 12 Dec 2025 12 Dec 2031 £0.9822 as at 7 May 2026
UK 95% Annual Kick-out Plan (HS654)  Download plan summary 12 Dec 2025 12 Dec 2031 £0.9854 as at 7 May 2026
UK 95% Annual Kick-out Plan (HS668)  Download plan summary 23 Jan 2026 23 Jan 2032 £0.9752 as at 7 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 £0.9522 as at 7 May 2026
UK 95% Annual Kick-out Plan (HS682)  Download plan summary 18 Feb 2026 18 Feb 2032 £0.9550 as at 7 May 2026
UK 95% Annual Kick-out Plan (HS697)  Download plan summary 30 Mar 2026 30 Mar 2032 £0.9938 as at 7 May 2026
UK 95% Annual Kick-out Plan (HS696)  Download plan summary 30 Mar 2026 30 Mar 2032 £0.9936 as at 7 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 (CA084)  Download plan summary 10 May 2024 10 May 2030 £1.1754 as at 7 May 2026
UK & Europe Step Down Kick-out Plan (CA101)  Download plan summary 17 Jan 2025 17 Jan 2031 £1.1026 as at 7 May 2026
UK & Europe Step Down Kick-out Plan (CA111)  Download plan summary 9 May 2025 9 May 2031 £1.0830 as at 7 May 2026
UK & Europe Step Down Kick-out Plan (CA116)  Download plan summary 27 Jun 2025 27 Jun 2031 £1.0666 as at 7 May 2026
UK & Europe Step Down Kick-out Plan (CA120)  Download plan summary 8 Aug 2025 8 Aug 2031 £1.0473 as at 7 May 2026
UK & Europe Step Down Kick-out Plan (CA125)  Download plan summary 26 Sep 2025 26 Sep 2031 £1.0235 as at 7 May 2026
UK & Europe Step Down Kick-out Plan (CA129)  Download plan summary 7 Nov 2025 7 Nov 2031 £1.0045 as at 7 May 2026
UK & Europe Step Down Kick-out Plan (CA131)  Download plan summary 12 Dec 2025 12 Dec 2031 £0.9971 as at 7 May 2026
UK & Europe Step Down Kick-out Plan (CA133)  Download plan summary 21 Jan 2026 21 Jan 2032 £0.9807 as at 7 May 2026
UK & Europe Step Down Kick-out Plan (CA135)  Download plan summary 27 Feb 2026 27 Feb 2032 £0.9604 as at 7 May 2026
UK & Europe Step Down Kick-out Plan (CA139)  Download plan summary 31 Mar 2026 31 Mar 2032 £0.9961 as at 7 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 £1.1280 as at 7 May 2026
UK & US Step Down Kick-out Plan (MS215)  Download plan summary 6 Jun 2025 6 Jun 2031 £1.0674 as at 7 May 2026
UK & US Step Down Kick-out Plan (MS218)  Download plan summary 18 Jul 2025 18 Jul 2031 £1.0455 as at 7 May 2026
UK & US Step Down Kick-out Plan (MS220)  Download plan summary 22 Aug 2025 22 Aug 2031 £1.0253 as at 7 May 2026
UK & US Step Down Kick-out Plan (MS222)  Download plan summary 10 Oct 2025 10 Oct 2031 £0.9839 as at 7 May 2026
UK & US Step Down Kick-out Plan (MS224)  Download plan summary 14 Nov 2025 14 Nov 2031 £0.9917 as at 7 May 2026
UK & US Step Down Kick-out Plan (MS226)  Download plan summary 19 Dec 2025 19 Dec 2031 £0.9769 as at 7 May 2026
UK & US Step Down Kick-out Plan (MS229)  Download plan summary 23 Jan 2026 23 Jan 2032 £0.9734 as at 7 May 2026
UK & US Step Down Kick-out Plan (MS231)  Download plan summary 27 Feb 2026 27 Feb 2032 £0.9509 as at 7 May 2026
UK & US Step Down Kick-out Plan (MS233)  Download plan summary 31 Mar 2026 31 Mar 2032 £0.9859 as at 7 May 2026
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 £1.1198 as at 7 May 2026
UK Defensive Annual Kick-out Plan (CA094)  Download plan summary 13 Sep 2024 15 Sep 2031 £1.1064 as at 7 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 £1.1766 as at 7 May 2026
UK Step Down Kick-out Plan (MS149)  Download plan summary 20 Dec 2023 20 Dec 2030 £1.1726 as at 7 May 2026
UK Step Down Kick-out Plan (MS153)  Download plan summary 26 Jan 2024 27 Jan 2031 £1.1462 as at 7 May 2026
UK Step Down Kick-out Plan (MS163)  Download plan summary 27 Mar 2024 27 Mar 2031 £1.1247 as at 7 May 2026
UK Step Down Kick-out Plan (CT100)  Download plan summary 10 May 2024 12 May 2031 £1.1373 as at 7 May 2026
UK Step Down Kick-out Plan (CA083)  Download plan summary 10 May 2024 12 May 2031 £1.1308 as at 7 May 2026
UK Step Down Kick-out Plan (HS452)  Download plan summary 17 May 2024 17 May 2029 £1.1074 as at 7 May 2026
UK Step Down Kick-out Plan (HS451)  Download plan summary 17 May 2024 17 May 2029 £1.1174 as at 7 May 2026
UK Step Down Kick-out Plan (HS454)  Download plan summary 31 May 2024 31 May 2029 £1.1250 as at 7 May 2026
UK Step Down Kick-out Plan (HS456)  Download plan summary 31 May 2024 31 May 2029 £1.1315 as at 7 May 2026
UK Step Down Kick-out Plan (CT102)  Download plan summary 21 Jun 2024 23 Jun 2031 £1.1316 as at 7 May 2026
UK Step Down Kick-out Plan (HS463)  Download plan summary 21 Jun 2024 21 Jun 2029 £1.1015 as at 7 May 2026
UK Step Down Kick-out Plan (CA088)  Download plan summary 21 Jun 2024 23 Jun 2031 £1.1239 as at 7 May 2026
UK Step Down Kick-out Plan (HS464)  Download plan summary 21 Jun 2024 21 Jun 2029 £1.1073 as at 7 May 2026
UK Step Down Kick-out Plan (HS468)  Download plan summary 5 Jul 2024 5 Jul 2029 £1.1149 as at 7 May 2026
UK Step Down Kick-out Plan (HS466)  Download plan summary 5 Jul 2024 5 Jul 2029 £1.1093 as at 7 May 2026
UK Step Down Kick-out Plan (HS477)  Download plan summary 23 Jul 2024 23 Jul 2029 £1.1015 as at 7 May 2026
UK Step Down Kick-out Plan (HS478)  Download plan summary 23 Jul 2024 23 Jul 2029 £1.1074 as at 7 May 2026
UK Step Down Kick-out Plan (CA091)  Download plan summary 2 Aug 2024 4 Aug 2031 £1.1165 as at 7 May 2026
UK Step Down Kick-out Plan (CT105)  Download plan summary 2 Aug 2024 4 Aug 2031 £1.1232 as at 7 May 2026
UK Step Down Kick-out Plan (HS480)  Download plan summary 9 Aug 2024 9 Aug 2030 £1.1083 as at 7 May 2026
UK Step Down Kick-out Plan (HS482)  Download plan summary 9 Aug 2024 9 Aug 2030 £1.1176 as at 7 May 2026
UK Step Down Kick-out Plan (HS489)  Download plan summary 30 Aug 2024 30 Aug 2030 £1.0977 as at 7 May 2026
UK Step Down Kick-out Plan (HS488)  Download plan summary 30 Aug 2024 30 Aug 2030 £1.0929 as at 7 May 2026
UK Step Down Kick-out Plan (HS493)  Download plan summary 13 Sep 2024 13 Sep 2030 £1.0942 as at 7 May 2026
UK Step Down Kick-out Plan (CA095)  Download plan summary 13 Sep 2024 15 Sep 2031 £1.1024 as at 7 May 2026
UK Step Down Kick-out Plan (CT111)  Download plan summary 13 Sep 2024 15 Sep 2031 £1.1094 as at 7 May 2026
UK Step Down Kick-out Plan (HS491)  Download plan summary 13 Sep 2024 13 Sep 2030 £1.0894 as at 7 May 2026
UK Step Down Kick-out Plan (HS498)  Download plan summary 4 Oct 2024 4 Oct 2030 £1.0855 as at 7 May 2026
UK Step Down Kick-out Plan (HS499)  Download plan summary 4 Oct 2024 4 Oct 2030 £1.0901 as at 7 May 2026
UK Step Down Kick-out Plan (HS505)  Download plan summary 18 Oct 2024 18 Oct 2030 £1.0917 as at 7 May 2026
UK Step Down Kick-out Plan (HS503)  Download plan summary 18 Oct 2024 18 Oct 2030 £1.0862 as at 7 May 2026
UK Step Down Kick-out Plan (CA098)  Download plan summary 25 Oct 2024 27 Oct 2031 £1.0848 as at 7 May 2026
UK Step Down Kick-out Plan (CT116)  Download plan summary 25 Oct 2024 27 Oct 2031 £1.0965 as at 7 May 2026
UK Step Down Kick-out Plan (GS198)  Download plan summary 25 Oct 2024 27 Oct 2031 £1.0910 as at 7 May 2026
UK Step Down Kick-out Plan (HS511)  Download plan summary 8 Nov 2024 8 Nov 2030 £1.0744 as at 7 May 2026
UK Step Down Kick-out Plan (HS510)  Download plan summary 8 Nov 2024 8 Nov 2030 £1.0695 as at 7 May 2026
UK Step Down Kick-out Plan (HS516)  Download plan summary 22 Nov 2024 22 Nov 2030 £1.0703 as at 7 May 2026
UK Step Down Kick-out Plan (HS518)  Download plan summary 22 Nov 2024 22 Nov 2030 £1.0750 as at 7 May 2026
UK Step Down Kick-out Plan (CT120)  Download plan summary 29 Nov 2024 1 Dec 2031 £1.0888 as at 7 May 2026
UK Step Down Kick-out Plan (CA100)  Download plan summary 6 Dec 2024 8 Dec 2031 £1.0809 as at 7 May 2026
UK Step Down Kick-out Plan (HS523)  Download plan summary 20 Dec 2024 20 Dec 2030 £1.0609 as at 7 May 2026
UK Step Down Kick-out Plan (HS524)  Download plan summary 20 Dec 2024 20 Dec 2030 £1.0659 as at 7 May 2026
UK Step Down Kick-out Plan (HS529)  Download plan summary 8 Jan 2025 8 Jan 2031 £1.0754 as at 7 May 2026
UK Step Down Kick-out Plan (HS527)  Download plan summary 8 Jan 2025 8 Jan 2031 £1.0656 as at 7 May 2026
UK Step Down Kick-out Plan (CT123)  Download plan summary 10 Jan 2025 12 Jan 2032 £1.0812 as at 7 May 2026
UK Step Down Kick-out Plan (CA102)  Download plan summary 17 Jan 2025 19 Jan 2032 £1.0714 as at 7 May 2026
UK Step Down Kick-out Plan (HS537)  Download plan summary 24 Jan 2025 24 Jan 2031 £1.0558 as at 7 May 2026
UK Step Down Kick-out Plan (HS536)  Download plan summary 24 Jan 2025 24 Jan 2031 £1.0512 as at 7 May 2026
UK Step Down Kick-out Plan (HS539)  Download plan summary 10 Feb 2025 10 Feb 2031 £1.0529 as at 7 May 2026
UK Step Down Kick-out Plan (HS541)  Download plan summary 10 Feb 2025 10 Feb 2031 £1.0628 as at 7 May 2026
UK Step Down Kick-out Plan (CA106)  Download plan summary 21 Feb 2025 23 Feb 2032 £1.0623 as at 7 May 2026
UK Step Down Kick-out Plan (CT126)  Download plan summary 21 Feb 2025 23 Feb 2032 £1.0748 as at 7 May 2026
UK Step Down Kick-out Plan (HS549)  Download plan summary 28 Feb 2025 28 Feb 2031 £1.0508 as at 7 May 2026
UK Step Down Kick-out Plan (HS548)  Download plan summary 28 Feb 2025 28 Feb 2031 £1.0459 as at 7 May 2026
UK Step Down Kick-out Plan (HS553)  Download plan summary 21 Mar 2025 21 Mar 2031 £1.0508 as at 7 May 2026
UK Step Down Kick-out Plan (HS551)  Download plan summary 21 Mar 2025 21 Mar 2031 £1.0464 as at 7 May 2026
UK Step Down Kick-out Plan (CA109)  Download plan summary 28 Mar 2025 30 Mar 2032 £1.0547 as at 7 May 2026
UK Step Down Kick-out Plan (SAN057)  Download plan summary 28 Mar 2025 28 Mar 2031 £1.0458 as at 7 May 2026
UK Step Down Kick-out Plan (CT129)  Download plan summary 28 Mar 2025 30 Mar 2032 £1.0620 as at 7 May 2026
UK Step Down Kick-out Plan (HS558)  Download plan summary 14 Apr 2025 15 Apr 2031 £1.0387 as at 7 May 2026
UK Step Down Kick-out Plan (HS559)  Download plan summary 14 Apr 2025 15 Apr 2031 £1.0423 as at 7 May 2026
UK Step Down Kick-out Plan (HS563)  Download plan summary 22 Apr 2025 22 Apr 2031 £1.0403 as at 7 May 2026
UK Step Down Kick-out Plan (HS565)  Download plan summary 22 Apr 2025 22 Apr 2031 £1.0445 as at 7 May 2026
UK Step Down Kick-out Plan (CT131)  Download plan summary 9 May 2025 10 May 2032 £1.0520 as at 7 May 2026
UK Step Down Kick-out Plan (SAN066)  Download plan summary 9 May 2025 9 May 2031 £1.0427 as at 7 May 2026
UK Step Down Kick-out Plan (CA112)  Download plan summary 9 May 2025 10 May 2032 £1.0472 as at 7 May 2026
UK Step Down Kick-out Plan (HS571)  Download plan summary 6 Jun 2025 6 Jun 2031 £1.0322 as at 7 May 2026
UK Step Down Kick-out Plan (HS570)  Download plan summary 6 Jun 2025 6 Jun 2031 £1.0282 as at 7 May 2026
UK Step Down Kick-out Plan (HS572)  Download plan summary 6 Jun 2025 6 Jun 2031 £1.0446 as at 7 May 2026
UK Step Down Kick-out Plan (HS574)  Download plan summary 6 Jun 2025 6 Jun 2031 £1.0466 as at 7 May 2026
UK Step Down Kick-out Plan (HS575)  Download plan summary 6 Jun 2025 6 Jun 2031 £1.0416 as at 7 May 2026
UK Step Down Kick-out Plan (HS573)  Download plan summary 6 Jun 2025 6 Jun 2031 £1.0390 as at 7 May 2026
UK Step Down Kick-out Plan (SAN075)  Download plan summary 20 Jun 2025 20 Jun 2031 £1.0264 as at 7 May 2026
UK Step Down Kick-out Plan (CT134)  Download plan summary 27 Jun 2025 28 Jun 2032 £1.0320 as at 7 May 2026
UK Step Down Kick-out Plan (CA117)  Download plan summary 27 Jun 2025 28 Jun 2032 £1.0306 as at 7 May 2026
UK Step Down Kick-out Plan (HS590)  Download plan summary 9 Jul 2025 9 Jul 2031 £1.0407 as at 7 May 2026
UK Step Down Kick-out Plan (HS588)  Download plan summary 9 Jul 2025 9 Jul 2031 £1.0383 as at 7 May 2026
UK Step Down Kick-out Plan (HS589)  Download plan summary 9 Jul 2025 9 Jul 2031 £1.0334 as at 7 May 2026
UK Step Down Kick-out Plan (HS591)  Download plan summary 9 Jul 2025 9 Jul 2031 £1.0371 as at 7 May 2026
UK Step Down Kick-out Plan (HS587)  Download plan summary 18 Jul 2025 18 Jul 2031 £1.0243 as at 7 May 2026
UK Step Down Kick-out Plan (HS586)  Download plan summary 18 Jul 2025 18 Jul 2031 £1.0224 as at 7 May 2026
UK Step Down Kick-out Plan (CA121)  Download plan summary 8 Aug 2025 9 Aug 2032 £1.0199 as at 7 May 2026
UK Step Down Kick-out Plan (SAN088)  Download plan summary 8 Aug 2025 9 Aug 2032 £1.0061 as at 7 May 2026
UK Step Down Kick-out Plan (HS601)  Download plan summary 15 Aug 2025 15 Aug 2031 £1.0276 as at 7 May 2026
UK Step Down Kick-out Plan (HS602)  Download plan summary 15 Aug 2025 15 Aug 2031 £1.0210 as at 7 May 2026
UK Step Down Kick-out Plan (HS599)  Download plan summary 15 Aug 2025 15 Aug 2031 £1.0253 as at 7 May 2026
UK Step Down Kick-out Plan (HS600)  Download plan summary 15 Aug 2025 15 Aug 2031 £1.0176 as at 7 May 2026
UK Step Down Kick-out Plan (HS608)  Download plan summary 22 Aug 2025 22 Aug 2031 £1.0075 as at 7 May 2026
UK Step Down Kick-out Plan (HS607)  Download plan summary 22 Aug 2025 22 Aug 2031 £1.0040 as at 7 May 2026
UK Step Down Kick-out Plan (CT137)  Download plan summary 22 Aug 2025 22 Aug 2031 £1.0057 as at 7 May 2026
UK Step Down Kick-out Plan (HS614)  Download plan summary 12 Sep 2025 12 Sep 2031 £1.0034 as at 7 May 2026
UK Step Down Kick-out Plan (HS613)  Download plan summary 12 Sep 2025 12 Sep 2031 £1.0148 as at 7 May 2026
UK Step Down Kick-out Plan (HS615)  Download plan summary 12 Sep 2025 12 Sep 2031 £1.0162 as at 7 May 2026
UK Step Down Kick-out Plan (HS616)  Download plan summary 12 Sep 2025 12 Sep 2031 £1.0056 as at 7 May 2026
UK Step Down Kick-out Plan (SAN096)  Download plan summary 19 Sep 2025 20 Sep 2032 £0.9865 as at 7 May 2026
UK Step Down Kick-out Plan (HS623)  Download plan summary 26 Sep 2025 26 Sep 2031 £0.9885 as at 7 May 2026
UK Step Down Kick-out Plan (HS624)  Download plan summary 26 Sep 2025 26 Sep 2031 £0.9917 as at 7 May 2026
UK Step Down Kick-out Plan (CA126)  Download plan summary 26 Sep 2025 27 Sep 2032 £1.0006 as at 7 May 2026
UK Step Down Kick-out Plan (HS631)  Download plan summary 21 Oct 2025 21 Oct 2031 £1.0075 as at 7 May 2026
UK Step Down Kick-out Plan (HS630)  Download plan summary 21 Oct 2025 21 Oct 2031 £0.9967 as at 7 May 2026
UK Step Down Kick-out Plan (HS629)  Download plan summary 21 Oct 2025 21 Oct 2031 £1.0065 as at 7 May 2026
UK Step Down Kick-out Plan (HS632)  Download plan summary 21 Oct 2025 21 Oct 2031 £0.9981 as at 7 May 2026
UK Step Down Kick-out Plan (SAN103)  Download plan summary 31 Oct 2025 31 Oct 2031 £0.9765 as at 7 May 2026
UK Step Down Kick-out Plan (HS640)  Download plan summary 7 Nov 2025 7 Nov 2031 £0.9818 as at 7 May 2026
UK Step Down Kick-out Plan (HS639)  Download plan summary 7 Nov 2025 7 Nov 2031 £0.9786 as at 7 May 2026
UK Step Down Kick-out Plan (CT142)  Download plan summary 21 Nov 2025 22 Nov 2032 £0.9974 as at 7 May 2026
UK Step Down Kick-out Plan (HS646)  Download plan summary 28 Nov 2025 28 Nov 2031 £0.9922 as at 7 May 2026
UK Step Down Kick-out Plan (HS647)  Download plan summary 28 Nov 2025 28 Nov 2031 £0.9825 as at 7 May 2026
UK Step Down Kick-out Plan (HS648)  Download plan summary 28 Nov 2025 28 Nov 2031 £0.9928 as at 7 May 2026
UK Step Down Kick-out Plan (HS649)  Download plan summary 28 Nov 2025 28 Nov 2031 £0.9826 as at 7 May 2026
UK Step Down Kick-out Plan (HS656)  Download plan summary 12 Dec 2025 12 Dec 2031 £0.9763 as at 7 May 2026
UK Step Down Kick-out Plan (SAN110)  Download plan summary 12 Dec 2025 12 Dec 2031 £0.9715 as at 7 May 2026
UK Step Down Kick-out Plan (SAN111)  Download plan summary 12 Dec 2025 12 Dec 2031 £0.9749 as at 7 May 2026
UK Step Down Kick-out Plan (HS655)  Download plan summary 12 Dec 2025 12 Dec 2031 £0.9728 as at 7 May 2026
UK Step Down Kick-out Plan (CT146)  Download plan summary 9 Jan 2026 10 Jan 2033 £0.9764 as at 7 May 2026
UK Step Down Kick-out Plan (HS661)  Download plan summary 16 Jan 2026 16 Jan 2032 £0.9716 as at 7 May 2026
UK Step Down Kick-out Plan (HS660)  Download plan summary 16 Jan 2026 16 Jan 2032 £0.9808 as at 7 May 2026
UK Step Down Kick-out Plan (HS663)  Download plan summary 16 Jan 2026 16 Jan 2032 £0.9717 as at 7 May 2026
UK Step Down Kick-out Plan (HS662)  Download plan summary 16 Jan 2026 16 Jan 2032 £0.9805 as at 7 May 2026
UK Step Down Kick-out Plan (SAN118)  Download plan summary 23 Jan 2026 23 Jan 2032 £0.9562 as at 7 May 2026
UK Step Down Kick-out Plan (SAN117)  Download plan summary 23 Jan 2026 23 Jan 2032 £0.9531 as at 7 May 2026
UK Step Down Kick-out Plan (HS670)  Download plan summary 23 Jan 2026 23 Jan 2032 £0.9709 as at 7 May 2026
UK Step Down Kick-out Plan (HS669)  Download plan summary 23 Jan 2026 23 Jan 2032 £0.9691 as at 7 May 2026
UK Step Down Kick-out Plan (HS684)  Download plan summary 18 Feb 2026 18 Feb 2032 £0.9579 as at 7 May 2026
UK Step Down Kick-out Plan (HS674)  Download plan summary 18 Feb 2026 18 Feb 2032 £0.9639 as at 7 May 2026
UK Step Down Kick-out Plan (HS675)  Download plan summary 18 Feb 2026 18 Feb 2032 £0.9560 as at 7 May 2026
UK Step Down Kick-out Plan (HS683)  Download plan summary 18 Feb 2026 18 Feb 2032 £0.9552 as at 7 May 2026
UK Step Down Kick-out Plan (HS677)  Download plan summary 18 Feb 2026 18 Feb 2032 £0.9558 as at 7 May 2026
UK Step Down Kick-out Plan (HS676)  Download plan summary 18 Feb 2026 18 Feb 2032 £0.9629 as at 7 May 2026
UK Step Down Kick-out Plan (CT149)  Download plan summary 20 Feb 2026 20 Feb 2032 £0.9547 as at 7 May 2026
UK Step Down Kick-out Plan (SAN124)  Download plan summary 27 Feb 2026 27 Feb 2032 £0.9458 as at 7 May 2026
UK Step Down Kick-out Plan (CA136)  Download plan summary 27 Feb 2026 27 Feb 2032 £0.9566 as at 7 May 2026
UK Step Down Kick-out Plan (SAN123)  Download plan summary 27 Feb 2026 27 Feb 2032 £0.9286 as at 7 May 2026
UK Step Down Kick-out Plan (HS689)  Download plan summary 25 Mar 2026 25 Mar 2032 £0.9899 as at 7 May 2026
UK Step Down Kick-out Plan (HS691)  Download plan summary 25 Mar 2026 25 Mar 2032 £0.9899 as at 7 May 2026
UK Step Down Kick-out Plan (HS690)  Download plan summary 25 Mar 2026 25 Mar 2032 £0.9961 as at 7 May 2026
UK Step Down Kick-out Plan (HS688)  Download plan summary 25 Mar 2026 25 Mar 2032 £0.9958 as at 7 May 2026
UK Step Down Kick-out Plan (HS699)  Download plan summary 30 Mar 2026 30 Mar 2032 £0.9889 as at 7 May 2026
UK Step Down Kick-out Plan (HS698)  Download plan summary 30 Mar 2026 30 Mar 2032 £0.9896 as at 7 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 £0.9754 as at 7 May 2026
UK Step Down Kick-out Plan (SAN129)  Download plan summary 31 Mar 2026 31 Mar 2032 £0.9517 as at 7 May 2026
UK Step Down Kick-out Plan (HS703)  Download plan summary 28 Apr 2026 28 Apr 2032 £0.9934 as at 7 May 2026
UK Step Down Kick-out Plan (HS705)  Download plan summary 28 Apr 2026 28 Apr 2032 £0.9928 as at 7 May 2026
UK Step Down Kick-out Plan (HS704)  Download plan summary 28 Apr 2026 28 Apr 2032 £0.9960 as at 7 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 £1.0539 as at 7 May 2026
US Step Down Kick-out Plan (MS216)  Download plan summary 18 Jul 2025 18 Jul 2031 £1.0390 as at 7 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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