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 £1.2667 as at 20 Apr 2026
UK Annual Kick-out Plan (MS144)  Download plan summary 17 Nov 2023 18 Nov 2030 £1.2443 as at 20 Apr 2026
UK Annual Kick-out Plan (MS148)  Download plan summary 20 Dec 2023 20 Dec 2030 £1.2397 as at 20 Apr 2026
UK Annual Kick-out Plan (MS152)  Download plan summary 26 Jan 2024 27 Jan 2031 £1.2131 as at 20 Apr 2026
UK Annual Kick-out Plan (CA074)  Download plan summary 28 Feb 2024 28 Feb 2031 £1.2187 as at 20 Apr 2026
UK Annual Kick-out Plan (CA077)  Download plan summary 27 Mar 2024 27 Mar 2031 £1.1951 as at 20 Apr 2026
UK Annual Kick-out Plan (CT099)  Download plan summary 26 Apr 2024 26 Apr 2030 £1.1668 as at 20 Apr 2026
UK Annual Kick-out Plan (CA082)  Download plan summary 10 May 2024 12 May 2031 £1.1801 as at 20 Apr 2026
UK Annual Kick-out Plan (HS449)  Download plan summary 17 May 2024 17 May 2029 £1.1540 as at 20 Apr 2026
UK Annual Kick-out Plan (HS450)  Download plan summary 17 May 2024 17 May 2029 £1.1604 as at 20 Apr 2026
UK Annual Kick-out Plan (CT101)  Download plan summary 7 Jun 2024 7 Jun 2030 £1.1501 as at 20 Apr 2026
UK Annual Kick-out Plan (HS461)  Download plan summary 21 Jun 2024 21 Jun 2029 £1.1447 as at 20 Apr 2026
UK Annual Kick-out Plan (CA087)  Download plan summary 21 Jun 2024 23 Jun 2031 £1.1601 as at 20 Apr 2026
UK Annual Kick-out Plan (HS462)  Download plan summary 21 Jun 2024 21 Jun 2029 £1.1502 as at 20 Apr 2026
UK Annual Kick-out Plan (CT104)  Download plan summary 19 Jul 2024 19 Jul 2030 £1.1430 as at 20 Apr 2026
UK Annual Kick-out Plan (CT109)  Download plan summary 30 Aug 2024 30 Aug 2030 £1.1330 as at 20 Apr 2026
UK Annual Kick-out Plan (CT115)  Download plan summary 18 Oct 2024 18 Oct 2030 £1.1189 as at 20 Apr 2026
UK Annual Kick-out Plan (CT118)  Download plan summary 29 Nov 2024 29 Nov 2030 £1.1058 as at 20 Apr 2026
UK Annual Kick-out Plan (CT124)  Download plan summary 10 Jan 2025 10 Jan 2031 £1.1038 as at 20 Apr 2026
UK Annual Kick-out Plan (CT127)  Download plan summary 21 Feb 2025 21 Feb 2031 £1.0899 as at 20 Apr 2026
UK Annual Kick-out Plan (SAN056)  Download plan summary 28 Mar 2025 30 Mar 2032 £1.0596 as at 20 Apr 2026
UK Annual Kick-out Plan (CT130)  Download plan summary 28 Mar 2025 28 Mar 2031 £1.0782 as at 20 Apr 2026
UK Annual Kick-out Plan (SAN065)  Download plan summary 9 May 2025 10 May 2032 £1.0667 as at 20 Apr 2026
UK Annual Kick-out Plan (CT132)  Download plan summary 9 May 2025 9 May 2031 £1.0710 as at 20 Apr 2026
UK Annual Kick-out Plan (HS578)  Download plan summary 6 Jun 2025 6 Jun 2031 £1.0558 as at 20 Apr 2026
UK Annual Kick-out Plan (HS579)  Download plan summary 6 Jun 2025 6 Jun 2031 £1.0583 as at 20 Apr 2026
UK Annual Kick-out Plan (SAN074)  Download plan summary 20 Jun 2025 21 Jun 2032 £1.0419 as at 20 Apr 2026
UK Annual Kick-out Plan (CT135)  Download plan summary 27 Jun 2025 27 Jun 2031 £1.0525 as at 20 Apr 2026
UK Annual Kick-out Plan (HS592)  Download plan summary 9 Jul 2025 9 Jul 2031 £1.0499 as at 20 Apr 2026
UK Annual Kick-out Plan (HS593)  Download plan summary 9 Jul 2025 9 Jul 2031 £1.0523 as at 20 Apr 2026
UK Annual Kick-out Plan (SAN087)  Download plan summary 8 Aug 2025 9 Aug 2032 £1.0234 as at 20 Apr 2026
UK Annual Kick-out Plan (HS603)  Download plan summary 15 Aug 2025 15 Aug 2031 £1.0379 as at 20 Apr 2026
UK Annual Kick-out Plan (HS604)  Download plan summary 15 Aug 2025 15 Aug 2031 £1.0401 as at 20 Apr 2026
UK Annual Kick-out Plan (CT136)  Download plan summary 22 Aug 2025 22 Aug 2031 £1.0238 as at 20 Apr 2026
UK Annual Kick-out Plan (HS617)  Download plan summary 12 Sep 2025 12 Sep 2031 £1.0258 as at 20 Apr 2026
UK Annual Kick-out Plan (HS618)  Download plan summary 12 Sep 2025 12 Sep 2031 £1.0285 as at 20 Apr 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 £1.0165 as at 20 Apr 2026
UK Annual Kick-out Plan (HS633)  Download plan summary 21 Oct 2025 21 Oct 2031 £1.0163 as at 20 Apr 2026
UK Annual Kick-out Plan (HS634)  Download plan summary 21 Oct 2025 21 Oct 2031 £1.0182 as at 20 Apr 2026
UK Annual Kick-out Plan (SAN102)  Download plan summary 31 Oct 2025 31 Oct 2031 £0.9897 as at 20 Apr 2026
UK Annual Kick-out Plan (CT141)  Download plan summary 21 Nov 2025 21 Nov 2031 £1.0147 as at 20 Apr 2026
UK Annual Kick-out Plan (HS650)  Download plan summary 28 Nov 2025 28 Nov 2031 £1.0040 as at 20 Apr 2026
UK Annual Kick-out Plan (HS651)  Download plan summary 28 Nov 2025 28 Nov 2031 £1.0058 as at 20 Apr 2026
UK Annual Kick-out Plan (CT145)  Download plan summary 9 Jan 2026 9 Jan 2032 £0.9919 as at 20 Apr 2026
UK Annual Kick-out Plan (HS664)  Download plan summary 16 Jan 2026 16 Jan 2032 £0.9922 as at 20 Apr 2026
UK Annual Kick-out Plan (HS665)  Download plan summary 16 Jan 2026 16 Jan 2032 £0.9938 as at 20 Apr 2026
UK Annual Kick-out Plan (HS679)  Download plan summary 18 Feb 2026 18 Feb 2032 £0.9814 as at 20 Apr 2026
UK Annual Kick-out Plan (HS678)  Download plan summary 18 Feb 2026 18 Feb 2032 £0.9816 as at 20 Apr 2026
UK Annual Kick-out Plan (CT148)  Download plan summary 20 Feb 2026 20 Feb 2032 £0.9597 as at 20 Apr 2026
UK Annual Kick-out Plan (HS692)  Download plan summary 25 Mar 2026 25 Mar 2032 £1.0086 as at 20 Apr 2026
UK Annual Kick-out Plan (HS693)  Download plan summary 25 Mar 2026 25 Mar 2032 £1.0093 as at 20 Apr 2026
UK Annual Kick-out Plan (GS200)  Download plan summary 27 Mar 2026 30 Mar 2032 £0.9968 as at 20 Apr 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 £0.9715 as at 20 Apr 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 £1.0295 as at 20 Apr 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 £1.1445 as at 20 Apr 2026
UK Defensive Step Down Kick-out Plan (CT122)  Download plan summary 10 Jan 2025 12 Jan 2032 £1.0694 as at 20 Apr 2026
UK Defensive Step Down Kick-out Plan (SAN058)  Download plan summary 28 Mar 2025 28 Mar 2031 £1.0367 as at 20 Apr 2026
UK Defensive Step Down Kick-out Plan (SAN067)  Download plan summary 9 May 2025 9 May 2031 £1.0340 as at 20 Apr 2026
UK Defensive Step Down Kick-out Plan (SAN076)  Download plan summary 20 Jun 2025 20 Jun 2031 £1.0195 as at 20 Apr 2026
UK & Europe Defensive Step Down Kick-out Plan (SAN089)  Download plan summary 8 Aug 2025 8 Aug 2031 £0.9842 as at 20 Apr 2026
Europe & US Defensive Step Down Kick-out Plan (HS598)  Download plan summary 8 Aug 2025 8 Aug 2031 £0.9994 as at 20 Apr 2026
Europe & US Defensive Step Down Kick-out Plan (HS620)  Download plan summary 17 Sep 2025 17 Sep 2031 £0.9873 as at 20 Apr 2026
UK Defensive Step Down Kick-out Plan (CT138)  Download plan summary 19 Sep 2025 20 Sep 2032 £0.9974 as at 20 Apr 2026
UK & Europe Defensive Step Down Kick-out Plan (SAN097)  Download plan summary 19 Sep 2025 19 Sep 2031 £0.9722 as at 20 Apr 2026
Europe & US Defensive Step Down Kick-out Plan (HS636)  Download plan summary 21 Oct 2025 21 Oct 2031 £0.9715 as at 20 Apr 2026
UK Defensive Step Down Kick-out Plan (CT140)  Download plan summary 31 Oct 2025 31 Oct 2031 £0.9886 as at 20 Apr 2026
UK & Europe Defensive Step Down Kick-out Plan (SAN104)  Download plan summary 31 Oct 2025 31 Oct 2031 £0.9543 as at 20 Apr 2026
Europe & US Defensive Step Down Kick-out Plan (HS652)  Download plan summary 28 Nov 2025 28 Nov 2031 £0.9622 as at 20 Apr 2026
UK & Europe Defensive Step Down Kick-out Plan (SAN112)  Download plan summary 12 Dec 2025 12 Dec 2031 £0.9433 as at 20 Apr 2026
UK Defensive Step Down Kick-out Plan (CT143)  Download plan summary 9 Jan 2026 10 Jan 2033 £0.9758 as at 20 Apr 2026
Europe & US Defensive Step Down Kick-out Plan (HS666)  Download plan summary 16 Jan 2026 16 Jan 2032 £0.9581 as at 20 Apr 2026
UK & Europe Defensive Step Down Kick-out Plan (SAN119)  Download plan summary 23 Jan 2026 23 Jan 2032 £0.9304 as at 20 Apr 2026
Europe & US Defensive Step Down Kick-out Plan (HS680)  Download plan summary 18 Feb 2026 18 Feb 2032 £0.9598 as at 20 Apr 2026
UK & Europe Defensive Step Down Kick-out Plan (SAN125)  Download plan summary 27 Feb 2026 27 Feb 2032 £0.9200 as at 20 Apr 2026
Europe & US Defensive Step Down Kick-out Plan (HS694)  Download plan summary 25 Mar 2026 25 Mar 2032 £0.9893 as at 20 Apr 2026
UK & US Defensive Step Down Kick-out Plan (GS201)  Download plan summary 27 Mar 2026 30 Mar 2032 £0.9947 as at 20 Apr 2026
UK & Europe Defensive Step Down Kick-out Plan (SAN130)  Download plan summary 31 Mar 2026 31 Mar 2032 £1.0000 as at 20 Apr 2026
Europe Annual Kick-out Plan
Product Name Plan Summary Start Date End Date Price
Europe Annual Kick-out Plan (HS566)  Download plan summary 22 Apr 2025 22 Apr 2031 £1.0732 as at 20 Apr 2026
Europe Annual Kick-out Plan (HS576)  Download plan summary 6 Jun 2025 6 Jun 2031 £1.0649 as at 20 Apr 2026
Europe Annual Kick-out Plan (HS594)  Download plan summary 9 Jul 2025 9 Jul 2031 £1.0539 as at 20 Apr 2026
Europe Annual Kick-out Plan (HS609)  Download plan summary 22 Aug 2025 22 Aug 2031 £1.0348 as at 20 Apr 2026
Europe Step Down Kick-out Plan (HS626)  Download plan summary 26 Sep 2025 26 Sep 2031 £1.0070 as at 20 Apr 2026
Europe Annual Kick-out Plan (HS625)  Download plan summary 26 Sep 2025 26 Sep 2031 £1.0164 as at 20 Apr 2026
Europe Step Down Kick-out Plan (HS642)  Download plan summary 7 Nov 2025 7 Nov 2031 £0.9984 as at 20 Apr 2026
Europe Annual Kick-out Plan (HS641)  Download plan summary 7 Nov 2025 7 Nov 2031 £1.0030 as at 20 Apr 2026
Europe Annual Kick-out Plan (HS657)  Download plan summary 12 Dec 2025 12 Dec 2031 £0.9909 as at 20 Apr 2026
Europe Step Down Kick-out Plan (HS658)  Download plan summary 12 Dec 2025 12 Dec 2031 £0.9842 as at 20 Apr 2026
Europe Annual Kick-out Plan (HS671)  Download plan summary 23 Jan 2026 23 Jan 2032 £0.9761 as at 20 Apr 2026
Europe Step Down Kick-out Plan (HS672)  Download plan summary 23 Jan 2026 23 Jan 2032 £0.9749 as at 20 Apr 2026
Europe Annual Kick-out Plan (HS685)  Download plan summary 18 Feb 2026 18 Feb 2032 £0.9635 as at 20 Apr 2026
Europe Step Down Kick-out Plan (HS686)  Download plan summary 18 Feb 2026 18 Feb 2032 £0.9684 as at 20 Apr 2026
Europe Annual Kick-out Plan (HS700)  Download plan summary 30 Mar 2026 30 Mar 2032 £1.0191 as at 20 Apr 2026
Europe Step Down Kick-out Plan (HS701)  Download plan summary 30 Mar 2026 30 Mar 2032 £1.0118 as at 20 Apr 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 £1.1186 as at 20 Apr 2026
Europe Step Down Kick-out Plan (HS501)  Download plan summary 11 Oct 2024 11 Oct 2030 £1.1072 as at 20 Apr 2026
Europe Step Down Kick-out Plan (HS531)  Download plan summary 10 Jan 2025 10 Jan 2031 £1.0869 as at 20 Apr 2026
Europe Step Down Kick-out Plan (HS543)  Download plan summary 10 Feb 2025 10 Feb 2031 £1.0677 as at 20 Apr 2026
Europe Step Down Kick-out Plan (HS555)  Download plan summary 21 Mar 2025 21 Mar 2031 £1.0503 as at 20 Apr 2026
Europe Step Down Kick-out Plan (HS567)  Download plan summary 22 Apr 2025 22 Apr 2031 £1.0486 as at 20 Apr 2026
Europe Step Down Kick-out Plan (HS577)  Download plan summary 6 Jun 2025 6 Jun 2031 £1.0331 as at 20 Apr 2026
Europe Step Down Kick-out Plan (HS595)  Download plan summary 9 Jul 2025 9 Jul 2031 £1.0406 as at 20 Apr 2026
Europe Step Down Kick-out Plan (HS610)  Download plan summary 22 Aug 2025 22 Aug 2031 £1.0226 as at 20 Apr 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 £0.9890 as at 20 Apr 2026
UK Fixed Income Plan (CT046)  Download plan summary 19 Aug 2022 19 Aug 2027 £0.9983 as at 20 Apr 2026
UK Fixed Income Plan (CT052)  Download plan summary 23 Sep 2022 23 Sep 2027 £0.9879 as at 20 Apr 2026
UK Fixed Income Plan (CT056)  Download plan summary 28 Oct 2022 28 Oct 2027 £1.0092 as at 20 Apr 2026
UK Fixed Income Plan (CT062)  Download plan summary 2 Dec 2022 2 Dec 2027 £1.0233 as at 20 Apr 2026
UK Fixed Income Plan (CT067)  Download plan summary 13 Jan 2023 13 Jan 2028 £1.0180 as at 20 Apr 2026
UK Fixed Income Plan (CA041)  Download plan summary 24 Feb 2023 24 Feb 2028 £1.0169 as at 20 Apr 2026
UK Fixed Income Plan (CA045)  Download plan summary 31 Mar 2023 31 Mar 2028 £0.9999 as at 20 Apr 2026
UK Fixed Income Plan (CT079)  Download plan summary 5 May 2023 5 May 2028 £1.0112 as at 20 Apr 2026
UK Fixed Income Plan (CT084)  Download plan summary 9 Jun 2023 9 Jun 2028 £0.9981 as at 20 Apr 2026
UK Fixed Income Plan (CT086)  Download plan summary 17 Jul 2023 17 Jul 2028 £1.0164 as at 20 Apr 2026
UK Fixed Income Plan (CT088)  Download plan summary 25 Aug 2023 25 Aug 2027 £1.0164 as at 20 Apr 2026
UK Fixed Income Plan (GS185)  Download plan summary 1 Dec 2023 1 Dec 2028 £1.0030 as at 20 Apr 2026
UK Fixed Income Plan (CT103)  Download plan summary 19 Jul 2024 19 Jul 2029 £0.9976 as at 20 Apr 2026
UK Fixed Income Plan (CT108)  Download plan summary 30 Aug 2024 30 Aug 2029 £0.9900 as at 20 Apr 2026
UK Fixed Income Plan (CT114)  Download plan summary 11 Oct 2024 11 Oct 2029 £0.9768 as at 20 Apr 2026
UK Fixed Income Plan (CT117)  Download plan summary 22 Nov 2024 22 Nov 2029 £0.9761 as at 20 Apr 2026
UK Fixed Income Plan (CT121)  Download plan summary 10 Jan 2025 10 Jan 2030 £0.9864 as at 20 Apr 2026
UK Fixed Income Plan (CT125)  Download plan summary 21 Feb 2025 21 Feb 2030 £0.9878 as at 20 Apr 2026
UK Fixed Income Plan (CT128)  Download plan summary 28 Mar 2025 28 Mar 2030 £0.9706 as at 20 Apr 2026
UK Fixed Income Plan (CA118)  Download plan summary 4 Jul 2025 4 Jul 2030 £0.9767 as at 20 Apr 2026
UK Fixed Income Plan (CA122)  Download plan summary 29 Aug 2025 29 Aug 2031 £0.9624 as at 20 Apr 2026
UK Fixed Income Plan (HS645)  Download plan summary 28 Nov 2025 28 Nov 2030 £0.9552 as at 20 Apr 2026
UK Fixed Income Plan (CT144)  Download plan summary 9 Jan 2026 9 Jan 2032 £0.9505 as at 20 Apr 2026
UK Fixed Income Plan (BNP031)  Download plan summary 31 Mar 2026 31 Mar 2031 £0.9668 as at 20 Apr 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 £1.1953 as at 20 Apr 2026
Japan Annual Kick-out Plan (HS469)  Download plan summary 5 Jul 2024 5 Jul 2030 £1.1844 as at 20 Apr 2026
Japan Annual Kick-out Plan (HS483)  Download plan summary 16 Aug 2024 16 Aug 2030 £1.1667 as at 20 Apr 2026
Japan Annual Kick-out Plan (HS494)  Download plan summary 20 Sep 2024 20 Sep 2030 £1.1535 as at 20 Apr 2026
Japan Annual Kick-out Plan (HS506)  Download plan summary 18 Oct 2024 18 Oct 2030 £1.1450 as at 20 Apr 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 £1.1609 as at 20 Apr 2026
Japan Step Down Kick-out Plan (HS470)  Download plan summary 5 Jul 2024 5 Jul 2030 £1.1501 as at 20 Apr 2026
Japan Step Down Kick-out Plan (HS484)  Download plan summary 16 Aug 2024 16 Aug 2030 £1.1358 as at 20 Apr 2026
Japan Step Down Kick-out Plan (HS495)  Download plan summary 20 Sep 2024 20 Sep 2030 £1.1238 as at 20 Apr 2026
Japan Step Down Kick-out Plan (HS507)  Download plan summary 18 Oct 2024 18 Oct 2030 £1.1166 as at 20 Apr 2026
Japan Step Down Kick-out Plan (HS596)  Download plan summary 9 Jul 2025 9 Jul 2031 £1.0524 as at 20 Apr 2026
Japan Step Down Kick-out Plan (HS611)  Download plan summary 22 Aug 2025 22 Aug 2031 £1.0352 as at 20 Apr 2026
Japan Step Down Kick-out Plan (HS627)  Download plan summary 26 Sep 2025 26 Sep 2031 £1.0210 as at 20 Apr 2026
Japan Step Down Kick-out Plan (HS643)  Download plan summary 7 Nov 2025 7 Nov 2031 £1.0003 as at 20 Apr 2026
Japan Step Down Kick-out Plan (HS659)  Download plan summary 12 Dec 2025 12 Dec 2031 £0.9929 as at 20 Apr 2026
Japan Step Down Kick-out Plan (HS673)  Download plan summary 23 Jan 2026 23 Jan 2032 £0.9855 as at 20 Apr 2026
Japan Step Down Kick-out Plan (HS687)  Download plan summary 18 Feb 2026 18 Feb 2032 £0.9702 as at 20 Apr 2026
Japan Step Down Kick-out Plan (HS702)  Download plan summary 30 Mar 2026 30 Mar 2032 £1.0036 as at 20 Apr 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 £1.0503 as at 20 Apr 2026
UK Quarterly Kick-out Plan (HS597)  Download plan summary 8 Aug 2025 8 Aug 2031 £1.0383 as at 20 Apr 2026
UK Quarterly Kick-out Plan (HS619)  Download plan summary 17 Sep 2025 17 Sep 2031 £1.0242 as at 20 Apr 2026
UK Quarterly Kick-out Plan (HS635)  Download plan summary 21 Oct 2025 21 Oct 2031 £1.0152 as at 20 Apr 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 £1.0890 as at 20 Apr 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 £1.1067 as at 20 Apr 2026
UK & Europe Annual Kick-out Plan (CA115)  Download plan summary 27 Jun 2025 27 Jun 2031 £1.0875 as at 20 Apr 2026
UK & Europe Annual Kick-out Plan (CA119)  Download plan summary 8 Aug 2025 8 Aug 2031 £1.0641 as at 20 Apr 2026
UK & Europe Annual Kick-out Plan (CA124)  Download plan summary 26 Sep 2025 26 Sep 2031 £1.0367 as at 20 Apr 2026
UK & Europe Annual Kick-out Plan (CA128)  Download plan summary 7 Nov 2025 7 Nov 2031 £1.0162 as at 20 Apr 2026
UK & Europe Annual Kick-out Plan (CA130)  Download plan summary 12 Dec 2025 12 Dec 2031 £1.0160 as at 20 Apr 2026
UK & Europe Annual Kick-out Plan (CA132)  Download plan summary 21 Jan 2026 21 Jan 2032 £0.9924 as at 20 Apr 2026
UK & Europe Annual Kick-out Plan (CA134)  Download plan summary 27 Feb 2026 27 Feb 2032 £0.9731 as at 20 Apr 2026
UK & Europe Annual Kick-out Plan (CA138)  Download plan summary 31 Mar 2026 31 Mar 2032 £1.0103 as at 20 Apr 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 £1.0867 as at 20 Apr 2026
UK & US Annual Kick-out Plan (MS208)  Download plan summary 25 Apr 2025 25 Apr 2031 £1.0923 as at 20 Apr 2026
UK & US Annual Kick-out Plan (MS214)  Download plan summary 6 Jun 2025 6 Jun 2031 £1.0778 as at 20 Apr 2026
UK & US Annual Kick-out Plan (MS217)  Download plan summary 18 Jul 2025 18 Jul 2031 £1.0538 as at 20 Apr 2026
UK & US Annual Kick-out Plan (MS219)  Download plan summary 22 Aug 2025 22 Aug 2031 £1.0305 as at 20 Apr 2026
UK & US Annual Kick-out Plan (MS221)  Download plan summary 10 Oct 2025 10 Oct 2031 £0.9927 as at 20 Apr 2026
UK & US Annual Kick-out Plan (MS223)  Download plan summary 14 Nov 2025 14 Nov 2031 £0.9994 as at 20 Apr 2026
UK & US Annual Kick-out Plan (MS225)  Download plan summary 19 Dec 2025 19 Dec 2031 £0.9868 as at 20 Apr 2026
UK & US Annual Kick-out Plan (MS228)  Download plan summary 23 Jan 2026 23 Jan 2032 £0.9873 as at 20 Apr 2026
UK & US Annual Kick-out Plan (MS230)  Download plan summary 27 Feb 2026 27 Feb 2032 £0.9671 as at 20 Apr 2026
UK & US Annual Kick-out Plan (MS232)  Download plan summary 31 Mar 2026 31 Mar 2032 £0.9870 as at 20 Apr 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 £1.1263 as at 20 Apr 2026
UK 90% Annual Kick-out Plan (MS167)  Download plan summary 14 Jun 2024 14 Jun 2030 £1.1224 as at 20 Apr 2026
UK 90% Annual Kick-out Plan (MS174)  Download plan summary 26 Jul 2024 26 Jul 2030 £1.1114 as at 20 Apr 2026
UK 90% Annual Kick-out Plan (MS175)  Download plan summary 26 Jul 2024 26 Jul 2030 £1.1179 as at 20 Apr 2026
UK 90% Annual Kick-out Plan (MS180)  Download plan summary 6 Sep 2024 6 Sep 2030 £1.1017 as at 20 Apr 2026
UK 90% Annual Kick-out Plan (MS179)  Download plan summary 6 Sep 2024 6 Sep 2030 £1.0968 as at 20 Apr 2026
UK 90% Annual Kick-out Plan (MS183)  Download plan summary 18 Oct 2024 18 Oct 2030 £1.0796 as at 20 Apr 2026
UK 90% Annual Kick-out Plan (MS184)  Download plan summary 18 Oct 2024 18 Oct 2030 £1.0856 as at 20 Apr 2026
UK 90% Annual Kick-out Plan (MS189)  Download plan summary 29 Nov 2024 29 Nov 2030 £1.0781 as at 20 Apr 2026
UK 90% Annual Kick-out Plan (MS188)  Download plan summary 29 Nov 2024 29 Nov 2030 £1.0718 as at 20 Apr 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 £1.0616 as at 20 Apr 2026
UK 95% Annual Kick-out Plan (MS194)  Download plan summary 17 Jan 2025 19 Jan 2032 £1.0743 as at 20 Apr 2026
UK 95% Annual Kick-out Plan (MS198)  Download plan summary 21 Feb 2025 23 Feb 2032 £1.0653 as at 20 Apr 2026
UK 95% Annual Kick-out Plan (MS197)  Download plan summary 21 Feb 2025 23 Feb 2032 £1.0527 as at 20 Apr 2026
UK 95% Annual Kick-out Plan (MS207)  Download plan summary 26 Mar 2025 30 Mar 2032 £1.0575 as at 20 Apr 2026
UK 95% Annual Kick-out Plan (MS206)  Download plan summary 26 Mar 2025 30 Mar 2032 £1.0448 as at 20 Apr 2026
UK 95% Annual Kick-out Plan (HS569)  Download plan summary 6 Jun 2025 6 Jun 2031 £1.0530 as at 20 Apr 2026
UK 95% Annual Kick-out Plan (HS568)  Download plan summary 6 Jun 2025 6 Jun 2031 £1.0490 as at 20 Apr 2026
UK 95% Annual Kick-out Plan (HS585)  Download plan summary 18 Jul 2025 18 Jul 2031 £1.0436 as at 20 Apr 2026
UK 95% Annual Kick-out Plan (HS584)  Download plan summary 18 Jul 2025 18 Jul 2031 £1.0397 as at 20 Apr 2026
UK 95% Annual Kick-out Plan (HS605)  Download plan summary 22 Aug 2025 22 Aug 2031 £1.0193 as at 20 Apr 2026
UK 95% Annual Kick-out Plan (HS606)  Download plan summary 22 Aug 2025 22 Aug 2031 £1.0232 as at 20 Apr 2026
UK 95% Annual Kick-out Plan (HS621)  Download plan summary 26 Sep 2025 26 Sep 2031 £1.0037 as at 20 Apr 2026
UK 95% Annual Kick-out Plan (HS622)  Download plan summary 26 Sep 2025 26 Sep 2031 £1.0059 as at 20 Apr 2026
UK 95% Annual Kick-out Plan (HS637)  Download plan summary 7 Nov 2025 7 Nov 2031 £0.9939 as at 20 Apr 2026
UK 95% Annual Kick-out Plan (HS638)  Download plan summary 7 Nov 2025 7 Nov 2031 £0.9976 as at 20 Apr 2026
UK 95% Annual Kick-out Plan (HS653)  Download plan summary 12 Dec 2025 12 Dec 2031 £0.9879 as at 20 Apr 2026
UK 95% Annual Kick-out Plan (HS654)  Download plan summary 12 Dec 2025 12 Dec 2031 £0.9913 as at 20 Apr 2026
UK 95% Annual Kick-out Plan (HS668)  Download plan summary 23 Jan 2026 23 Jan 2032 £0.9832 as at 20 Apr 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 £0.9688 as at 20 Apr 2026
UK 95% Annual Kick-out Plan (HS682)  Download plan summary 18 Feb 2026 18 Feb 2032 £0.9718 as at 20 Apr 2026
UK 95% Annual Kick-out Plan (HS697)  Download plan summary 30 Mar 2026 30 Mar 2032 £1.0022 as at 20 Apr 2026
UK 95% Annual Kick-out Plan (HS696)  Download plan summary 30 Mar 2026 30 Mar 2032 £1.0013 as at 20 Apr 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 £1.1766 as at 20 Apr 2026
UK & Europe Step Down Kick-out Plan (CA101)  Download plan summary 17 Jan 2025 17 Jan 2031 £1.1021 as at 20 Apr 2026
UK & Europe Step Down Kick-out Plan (CA111)  Download plan summary 9 May 2025 9 May 2031 £1.0854 as at 20 Apr 2026
UK & Europe Step Down Kick-out Plan (CA116)  Download plan summary 27 Jun 2025 27 Jun 2031 £1.0666 as at 20 Apr 2026
UK & Europe Step Down Kick-out Plan (CA120)  Download plan summary 8 Aug 2025 8 Aug 2031 £1.0488 as at 20 Apr 2026
UK & Europe Step Down Kick-out Plan (CA125)  Download plan summary 26 Sep 2025 26 Sep 2031 £1.0235 as at 20 Apr 2026
UK & Europe Step Down Kick-out Plan (CA129)  Download plan summary 7 Nov 2025 7 Nov 2031 £1.0039 as at 20 Apr 2026
UK & Europe Step Down Kick-out Plan (CA131)  Download plan summary 12 Dec 2025 12 Dec 2031 £1.0047 as at 20 Apr 2026
UK & Europe Step Down Kick-out Plan (CA133)  Download plan summary 21 Jan 2026 21 Jan 2032 £0.9906 as at 20 Apr 2026
UK & Europe Step Down Kick-out Plan (CA135)  Download plan summary 27 Feb 2026 27 Feb 2032 £0.9719 as at 20 Apr 2026
UK & Europe Step Down Kick-out Plan (CA139)  Download plan summary 31 Mar 2026 31 Mar 2032 £1.0029 as at 20 Apr 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 £1.1245 as at 20 Apr 2026
UK & US Step Down Kick-out Plan (MS209)  Download plan summary 25 Apr 2025 25 Apr 2031 £1.0724 as at 20 Apr 2026
UK & US Step Down Kick-out Plan (MS215)  Download plan summary 6 Jun 2025 6 Jun 2031 £1.0592 as at 20 Apr 2026
UK & US Step Down Kick-out Plan (MS218)  Download plan summary 18 Jul 2025 18 Jul 2031 £1.0380 as at 20 Apr 2026
UK & US Step Down Kick-out Plan (MS220)  Download plan summary 22 Aug 2025 22 Aug 2031 £1.0180 as at 20 Apr 2026
UK & US Step Down Kick-out Plan (MS222)  Download plan summary 10 Oct 2025 10 Oct 2031 £0.9819 as at 20 Apr 2026
UK & US Step Down Kick-out Plan (MS224)  Download plan summary 14 Nov 2025 14 Nov 2031 £0.9906 as at 20 Apr 2026
UK & US Step Down Kick-out Plan (MS226)  Download plan summary 19 Dec 2025 19 Dec 2031 £0.9777 as at 20 Apr 2026
UK & US Step Down Kick-out Plan (MS229)  Download plan summary 23 Jan 2026 23 Jan 2032 £0.9784 as at 20 Apr 2026
UK & US Step Down Kick-out Plan (MS231)  Download plan summary 27 Feb 2026 27 Feb 2032 £0.9641 as at 20 Apr 2026
UK & US Step Down Kick-out Plan (MS233)  Download plan summary 31 Mar 2026 31 Mar 2032 £0.9938 as at 20 Apr 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 £1.1229 as at 20 Apr 2026
UK Defensive Annual Kick-out Plan (CA094)  Download plan summary 13 Sep 2024 15 Sep 2031 £1.1048 as at 20 Apr 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 £1.1741 as at 20 Apr 2026
UK Step Down Kick-out Plan (MS149)  Download plan summary 20 Dec 2023 20 Dec 2030 £1.1708 as at 20 Apr 2026
UK Step Down Kick-out Plan (MS153)  Download plan summary 26 Jan 2024 27 Jan 2031 £1.1449 as at 20 Apr 2026
UK Step Down Kick-out Plan (MS163)  Download plan summary 27 Mar 2024 27 Mar 2031 £1.1246 as at 20 Apr 2026
UK Step Down Kick-out Plan (HS448)  Download plan summary 22 Apr 2024 23 Apr 2029 £1.1403 as at 20 Apr 2026
UK Step Down Kick-out Plan (HS446)  Download plan summary 22 Apr 2024 23 Apr 2029 £1.1329 as at 20 Apr 2026
UK Step Down Kick-out Plan (CT100)  Download plan summary 10 May 2024 12 May 2031 £1.1348 as at 20 Apr 2026
UK Step Down Kick-out Plan (CA083)  Download plan summary 10 May 2024 12 May 2031 £1.1286 as at 20 Apr 2026
UK Step Down Kick-out Plan (HS452)  Download plan summary 17 May 2024 17 May 2029 £1.1047 as at 20 Apr 2026
UK Step Down Kick-out Plan (HS451)  Download plan summary 17 May 2024 17 May 2029 £1.1146 as at 20 Apr 2026
UK Step Down Kick-out Plan (HS454)  Download plan summary 31 May 2024 31 May 2029 £1.1226 as at 20 Apr 2026
UK Step Down Kick-out Plan (HS456)  Download plan summary 31 May 2024 31 May 2029 £1.1290 as at 20 Apr 2026
UK Step Down Kick-out Plan (CT102)  Download plan summary 21 Jun 2024 23 Jun 2031 £1.1283 as at 20 Apr 2026
UK Step Down Kick-out Plan (HS464)  Download plan summary 21 Jun 2024 21 Jun 2029 £1.1052 as at 20 Apr 2026
UK Step Down Kick-out Plan (CA088)  Download plan summary 21 Jun 2024 23 Jun 2031 £1.1212 as at 20 Apr 2026
UK Step Down Kick-out Plan (HS463)  Download plan summary 21 Jun 2024 21 Jun 2029 £1.0994 as at 20 Apr 2026
UK Step Down Kick-out Plan (HS468)  Download plan summary 5 Jul 2024 5 Jul 2029 £1.1130 as at 20 Apr 2026
UK Step Down Kick-out Plan (HS466)  Download plan summary 5 Jul 2024 5 Jul 2029 £1.1076 as at 20 Apr 2026
UK Step Down Kick-out Plan (HS477)  Download plan summary 23 Jul 2024 23 Jul 2029 £1.0998 as at 20 Apr 2026
UK Step Down Kick-out Plan (HS478)  Download plan summary 23 Jul 2024 23 Jul 2029 £1.1057 as at 20 Apr 2026
UK Step Down Kick-out Plan (CA091)  Download plan summary 2 Aug 2024 4 Aug 2031 £1.1141 as at 20 Apr 2026
UK Step Down Kick-out Plan (CT105)  Download plan summary 2 Aug 2024 4 Aug 2031 £1.1210 as at 20 Apr 2026
UK Step Down Kick-out Plan (HS480)  Download plan summary 9 Aug 2024 9 Aug 2030 £1.1074 as at 20 Apr 2026
UK Step Down Kick-out Plan (HS482)  Download plan summary 9 Aug 2024 9 Aug 2030 £1.1168 as at 20 Apr 2026
UK Step Down Kick-out Plan (HS488)  Download plan summary 30 Aug 2024 30 Aug 2030 £1.0919 as at 20 Apr 2026
UK Step Down Kick-out Plan (HS489)  Download plan summary 30 Aug 2024 30 Aug 2030 £1.0966 as at 20 Apr 2026
UK Step Down Kick-out Plan (HS493)  Download plan summary 13 Sep 2024 13 Sep 2030 £1.0936 as at 20 Apr 2026
UK Step Down Kick-out Plan (CA095)  Download plan summary 13 Sep 2024 15 Sep 2031 £1.1008 as at 20 Apr 2026
UK Step Down Kick-out Plan (CT111)  Download plan summary 13 Sep 2024 15 Sep 2031 £1.1079 as at 20 Apr 2026
UK Step Down Kick-out Plan (HS491)  Download plan summary 13 Sep 2024 13 Sep 2030 £1.0887 as at 20 Apr 2026
UK Step Down Kick-out Plan (HS498)  Download plan summary 4 Oct 2024 4 Oct 2030 £1.0848 as at 20 Apr 2026
UK Step Down Kick-out Plan (HS499)  Download plan summary 4 Oct 2024 4 Oct 2030 £1.0894 as at 20 Apr 2026
UK Step Down Kick-out Plan (HS505)  Download plan summary 18 Oct 2024 18 Oct 2030 £1.0912 as at 20 Apr 2026
UK Step Down Kick-out Plan (HS503)  Download plan summary 18 Oct 2024 18 Oct 2030 £1.0856 as at 20 Apr 2026
UK Step Down Kick-out Plan (CA098)  Download plan summary 25 Oct 2024 27 Oct 2031 £1.0834 as at 20 Apr 2026
UK Step Down Kick-out Plan (CT116)  Download plan summary 25 Oct 2024 27 Oct 2031 £1.0957 as at 20 Apr 2026
UK Step Down Kick-out Plan (GS198)  Download plan summary 25 Oct 2024 27 Oct 2031 £1.0945 as at 20 Apr 2026
UK Step Down Kick-out Plan (HS511)  Download plan summary 8 Nov 2024 8 Nov 2030 £1.0741 as at 20 Apr 2026
UK Step Down Kick-out Plan (HS510)  Download plan summary 8 Nov 2024 8 Nov 2030 £1.0691 as at 20 Apr 2026
UK Step Down Kick-out Plan (HS516)  Download plan summary 22 Nov 2024 22 Nov 2030 £1.0705 as at 20 Apr 2026
UK Step Down Kick-out Plan (HS518)  Download plan summary 22 Nov 2024 22 Nov 2030 £1.0752 as at 20 Apr 2026
UK Step Down Kick-out Plan (CT120)  Download plan summary 29 Nov 2024 1 Dec 2031 £1.0879 as at 20 Apr 2026
UK Step Down Kick-out Plan (CA100)  Download plan summary 6 Dec 2024 8 Dec 2031 £1.0800 as at 20 Apr 2026
UK Step Down Kick-out Plan (HS523)  Download plan summary 20 Dec 2024 20 Dec 2030 £1.0608 as at 20 Apr 2026
UK Step Down Kick-out Plan (HS524)  Download plan summary 20 Dec 2024 20 Dec 2030 £1.0657 as at 20 Apr 2026
UK Step Down Kick-out Plan (HS529)  Download plan summary 8 Jan 2025 8 Jan 2031 £1.0755 as at 20 Apr 2026
UK Step Down Kick-out Plan (HS527)  Download plan summary 8 Jan 2025 8 Jan 2031 £1.0657 as at 20 Apr 2026
UK Step Down Kick-out Plan (CT123)  Download plan summary 10 Jan 2025 12 Jan 2032 £1.0800 as at 20 Apr 2026
UK Step Down Kick-out Plan (CA102)  Download plan summary 17 Jan 2025 19 Jan 2032 £1.0708 as at 20 Apr 2026
UK Step Down Kick-out Plan (HS537)  Download plan summary 24 Jan 2025 24 Jan 2031 £1.0567 as at 20 Apr 2026
UK Step Down Kick-out Plan (HS536)  Download plan summary 24 Jan 2025 24 Jan 2031 £1.0520 as at 20 Apr 2026
UK Step Down Kick-out Plan (HS539)  Download plan summary 10 Feb 2025 10 Feb 2031 £1.0547 as at 20 Apr 2026
UK Step Down Kick-out Plan (HS541)  Download plan summary 10 Feb 2025 10 Feb 2031 £1.0646 as at 20 Apr 2026
UK Step Down Kick-out Plan (CA106)  Download plan summary 21 Feb 2025 23 Feb 2032 £1.0629 as at 20 Apr 2026
UK Step Down Kick-out Plan (CT126)  Download plan summary 21 Feb 2025 23 Feb 2032 £1.0739 as at 20 Apr 2026
UK Step Down Kick-out Plan (HS548)  Download plan summary 28 Feb 2025 28 Feb 2031 £1.0475 as at 20 Apr 2026
UK Step Down Kick-out Plan (HS549)  Download plan summary 28 Feb 2025 28 Feb 2031 £1.0524 as at 20 Apr 2026
UK Step Down Kick-out Plan (HS553)  Download plan summary 21 Mar 2025 21 Mar 2031 £1.0527 as at 20 Apr 2026
UK Step Down Kick-out Plan (HS551)  Download plan summary 21 Mar 2025 21 Mar 2031 £1.0482 as at 20 Apr 2026
UK Step Down Kick-out Plan (CA109)  Download plan summary 28 Mar 2025 30 Mar 2032 £1.0559 as at 20 Apr 2026
UK Step Down Kick-out Plan (SAN057)  Download plan summary 28 Mar 2025 28 Mar 2031 £1.0442 as at 20 Apr 2026
UK Step Down Kick-out Plan (CT129)  Download plan summary 28 Mar 2025 30 Mar 2032 £1.0625 as at 20 Apr 2026
UK Step Down Kick-out Plan (HS559)  Download plan summary 14 Apr 2025 15 Apr 2031 £1.0433 as at 20 Apr 2026
UK Step Down Kick-out Plan (HS558)  Download plan summary 14 Apr 2025 15 Apr 2031 £1.0398 as at 20 Apr 2026
UK Step Down Kick-out Plan (HS563)  Download plan summary 22 Apr 2025 22 Apr 2031 £1.0420 as at 20 Apr 2026
UK Step Down Kick-out Plan (HS562)  Download plan summary 22 Apr 2025 22 Apr 2031 £1.0434 as at 20 Apr 2026
UK Step Down Kick-out Plan (HS564)  Download plan summary 22 Apr 2025 22 Apr 2031 £1.0459 as at 20 Apr 2026
UK Step Down Kick-out Plan (HS565)  Download plan summary 22 Apr 2025 22 Apr 2031 £1.0463 as at 20 Apr 2026
UK Step Down Kick-out Plan (CT131)  Download plan summary 9 May 2025 10 May 2032 £1.0525 as at 20 Apr 2026
UK Step Down Kick-out Plan (SAN066)  Download plan summary 9 May 2025 9 May 2031 £1.0423 as at 20 Apr 2026
UK Step Down Kick-out Plan (CA112)  Download plan summary 9 May 2025 10 May 2032 £1.0493 as at 20 Apr 2026
UK Step Down Kick-out Plan (HS571)  Download plan summary 6 Jun 2025 6 Jun 2031 £1.0346 as at 20 Apr 2026
UK Step Down Kick-out Plan (HS570)  Download plan summary 6 Jun 2025 6 Jun 2031 £1.0305 as at 20 Apr 2026
UK Step Down Kick-out Plan (HS572)  Download plan summary 6 Jun 2025 6 Jun 2031 £1.0424 as at 20 Apr 2026
UK Step Down Kick-out Plan (HS574)  Download plan summary 6 Jun 2025 6 Jun 2031 £1.0444 as at 20 Apr 2026
UK Step Down Kick-out Plan (HS575)  Download plan summary 6 Jun 2025 6 Jun 2031 £1.0446 as at 20 Apr 2026
UK Step Down Kick-out Plan (HS573)  Download plan summary 6 Jun 2025 6 Jun 2031 £1.0418 as at 20 Apr 2026
UK Step Down Kick-out Plan (SAN075)  Download plan summary 20 Jun 2025 20 Jun 2031 £1.0267 as at 20 Apr 2026
UK Step Down Kick-out Plan (CT134)  Download plan summary 27 Jun 2025 28 Jun 2032 £1.0334 as at 20 Apr 2026
UK Step Down Kick-out Plan (CA117)  Download plan summary 27 Jun 2025 28 Jun 2032 £1.0335 as at 20 Apr 2026
UK Step Down Kick-out Plan (HS590)  Download plan summary 9 Jul 2025 9 Jul 2031 £1.0400 as at 20 Apr 2026
UK Step Down Kick-out Plan (HS588)  Download plan summary 9 Jul 2025 9 Jul 2031 £1.0376 as at 20 Apr 2026
UK Step Down Kick-out Plan (HS589)  Download plan summary 9 Jul 2025 9 Jul 2031 £1.0365 as at 20 Apr 2026
UK Step Down Kick-out Plan (HS591)  Download plan summary 9 Jul 2025 9 Jul 2031 £1.0405 as at 20 Apr 2026
UK Step Down Kick-out Plan (HS586)  Download plan summary 18 Jul 2025 18 Jul 2031 £1.0259 as at 20 Apr 2026
UK Step Down Kick-out Plan (HS587)  Download plan summary 18 Jul 2025 18 Jul 2031 £1.0279 as at 20 Apr 2026
UK Step Down Kick-out Plan (CA121)  Download plan summary 8 Aug 2025 9 Aug 2032 £1.0250 as at 20 Apr 2026
UK Step Down Kick-out Plan (SAN088)  Download plan summary 8 Aug 2025 9 Aug 2032 £1.0080 as at 20 Apr 2026
UK Step Down Kick-out Plan (HS601)  Download plan summary 15 Aug 2025 15 Aug 2031 £1.0282 as at 20 Apr 2026
UK Step Down Kick-out Plan (HS602)  Download plan summary 15 Aug 2025 15 Aug 2031 £1.0247 as at 20 Apr 2026
UK Step Down Kick-out Plan (HS599)  Download plan summary 15 Aug 2025 15 Aug 2031 £1.0259 as at 20 Apr 2026
UK Step Down Kick-out Plan (HS600)  Download plan summary 15 Aug 2025 15 Aug 2031 £1.0210 as at 20 Apr 2026
UK Step Down Kick-out Plan (HS608)  Download plan summary 22 Aug 2025 22 Aug 2031 £1.0118 as at 20 Apr 2026
UK Step Down Kick-out Plan (HS607)  Download plan summary 22 Aug 2025 22 Aug 2031 £1.0080 as at 20 Apr 2026
UK Step Down Kick-out Plan (CT137)  Download plan summary 22 Aug 2025 22 Aug 2031 £1.0115 as at 20 Apr 2026
UK Step Down Kick-out Plan (HS614)  Download plan summary 12 Sep 2025 12 Sep 2031 £1.0080 as at 20 Apr 2026
UK Step Down Kick-out Plan (HS613)  Download plan summary 12 Sep 2025 12 Sep 2031 £1.0156 as at 20 Apr 2026
UK Step Down Kick-out Plan (HS615)  Download plan summary 12 Sep 2025 12 Sep 2031 £1.0172 as at 20 Apr 2026
UK Step Down Kick-out Plan (HS616)  Download plan summary 12 Sep 2025 12 Sep 2031 £1.0104 as at 20 Apr 2026
UK Step Down Kick-out Plan (SAN096)  Download plan summary 19 Sep 2025 20 Sep 2032 £0.9925 as at 20 Apr 2026
UK Step Down Kick-out Plan (CA126)  Download plan summary 26 Sep 2025 27 Sep 2032 £1.0072 as at 20 Apr 2026
UK Step Down Kick-out Plan (HS624)  Download plan summary 26 Sep 2025 26 Sep 2031 £0.9957 as at 20 Apr 2026
UK Step Down Kick-out Plan (HS623)  Download plan summary 26 Sep 2025 26 Sep 2031 £0.9925 as at 20 Apr 2026
UK Step Down Kick-out Plan (HS631)  Download plan summary 21 Oct 2025 21 Oct 2031 £1.0088 as at 20 Apr 2026
UK Step Down Kick-out Plan (HS630)  Download plan summary 21 Oct 2025 21 Oct 2031 £1.0012 as at 20 Apr 2026
UK Step Down Kick-out Plan (HS629)  Download plan summary 21 Oct 2025 21 Oct 2031 £1.0078 as at 20 Apr 2026
UK Step Down Kick-out Plan (HS632)  Download plan summary 21 Oct 2025 21 Oct 2031 £1.0027 as at 20 Apr 2026
UK Step Down Kick-out Plan (SAN103)  Download plan summary 31 Oct 2025 31 Oct 2031 £0.9814 as at 20 Apr 2026
UK Step Down Kick-out Plan (HS640)  Download plan summary 7 Nov 2025 7 Nov 2031 £0.9872 as at 20 Apr 2026
UK Step Down Kick-out Plan (HS639)  Download plan summary 7 Nov 2025 7 Nov 2031 £0.9840 as at 20 Apr 2026
UK Step Down Kick-out Plan (CT142)  Download plan summary 21 Nov 2025 22 Nov 2032 £1.0034 as at 20 Apr 2026
UK Step Down Kick-out Plan (HS646)  Download plan summary 28 Nov 2025 28 Nov 2031 £0.9961 as at 20 Apr 2026
UK Step Down Kick-out Plan (HS647)  Download plan summary 28 Nov 2025 28 Nov 2031 £0.9883 as at 20 Apr 2026
UK Step Down Kick-out Plan (HS648)  Download plan summary 28 Nov 2025 28 Nov 2031 £0.9968 as at 20 Apr 2026
UK Step Down Kick-out Plan (HS649)  Download plan summary 28 Nov 2025 28 Nov 2031 £0.9889 as at 20 Apr 2026
UK Step Down Kick-out Plan (HS656)  Download plan summary 12 Dec 2025 12 Dec 2031 £0.9821 as at 20 Apr 2026
UK Step Down Kick-out Plan (SAN110)  Download plan summary 12 Dec 2025 12 Dec 2031 £0.9760 as at 20 Apr 2026
UK Step Down Kick-out Plan (SAN111)  Download plan summary 12 Dec 2025 12 Dec 2031 £0.9798 as at 20 Apr 2026
UK Step Down Kick-out Plan (HS655)  Download plan summary 12 Dec 2025 12 Dec 2031 £0.9784 as at 20 Apr 2026
UK Step Down Kick-out Plan (CT146)  Download plan summary 9 Jan 2026 10 Jan 2033 £0.9844 as at 20 Apr 2026
UK Step Down Kick-out Plan (HS661)  Download plan summary 16 Jan 2026 16 Jan 2032 £0.9789 as at 20 Apr 2026
UK Step Down Kick-out Plan (HS660)  Download plan summary 16 Jan 2026 16 Jan 2032 £0.9866 as at 20 Apr 2026
UK Step Down Kick-out Plan (HS663)  Download plan summary 16 Jan 2026 16 Jan 2032 £0.9795 as at 20 Apr 2026
UK Step Down Kick-out Plan (HS662)  Download plan summary 16 Jan 2026 16 Jan 2032 £0.9872 as at 20 Apr 2026
UK Step Down Kick-out Plan (SAN118)  Download plan summary 23 Jan 2026 23 Jan 2032 £0.9623 as at 20 Apr 2026
UK Step Down Kick-out Plan (SAN117)  Download plan summary 23 Jan 2026 23 Jan 2032 £0.9591 as at 20 Apr 2026
UK Step Down Kick-out Plan (HS670)  Download plan summary 23 Jan 2026 23 Jan 2032 £0.9769 as at 20 Apr 2026
UK Step Down Kick-out Plan (HS669)  Download plan summary 23 Jan 2026 23 Jan 2032 £0.9746 as at 20 Apr 2026
UK Step Down Kick-out Plan (HS675)  Download plan summary 18 Feb 2026 18 Feb 2032 £0.9755 as at 20 Apr 2026
UK Step Down Kick-out Plan (HS683)  Download plan summary 18 Feb 2026 18 Feb 2032 £0.9692 as at 20 Apr 2026
UK Step Down Kick-out Plan (HS677)  Download plan summary 18 Feb 2026 18 Feb 2032 £0.9753 as at 20 Apr 2026
UK Step Down Kick-out Plan (HS674)  Download plan summary 18 Feb 2026 18 Feb 2032 £0.9816 as at 20 Apr 2026
UK Step Down Kick-out Plan (HS676)  Download plan summary 18 Feb 2026 18 Feb 2032 £0.9808 as at 20 Apr 2026
UK Step Down Kick-out Plan (HS684)  Download plan summary 18 Feb 2026 18 Feb 2032 £0.9714 as at 20 Apr 2026
UK Step Down Kick-out Plan (CT149)  Download plan summary 20 Feb 2026 20 Feb 2032 £0.9658 as at 20 Apr 2026
UK Step Down Kick-out Plan (SAN123)  Download plan summary 27 Feb 2026 27 Feb 2032 £0.9389 as at 20 Apr 2026
UK Step Down Kick-out Plan (CA136)  Download plan summary 27 Feb 2026 27 Feb 2032 £0.9721 as at 20 Apr 2026
UK Step Down Kick-out Plan (SAN124)  Download plan summary 27 Feb 2026 27 Feb 2032 £0.9528 as at 20 Apr 2026
UK Step Down Kick-out Plan (HS689)  Download plan summary 25 Mar 2026 25 Mar 2032 £0.9985 as at 20 Apr 2026
UK Step Down Kick-out Plan (HS691)  Download plan summary 25 Mar 2026 25 Mar 2032 £0.9993 as at 20 Apr 2026
UK Step Down Kick-out Plan (HS690)  Download plan summary 25 Mar 2026 25 Mar 2032 £1.0036 as at 20 Apr 2026
UK Step Down Kick-out Plan (HS688)  Download plan summary 25 Mar 2026 25 Mar 2032 £1.0028 as at 20 Apr 2026
UK Step Down Kick-out Plan (HS699)  Download plan summary 30 Mar 2026 30 Mar 2032 £0.9954 as at 20 Apr 2026
UK Step Down Kick-out Plan (HS698)  Download plan summary 30 Mar 2026 30 Mar 2032 £0.9953 as at 20 Apr 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 £0.9861 as at 20 Apr 2026
UK Step Down Kick-out Plan (SAN129)  Download plan summary 31 Mar 2026 31 Mar 2032 £1.0000 as at 20 Apr 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 £1.0495 as at 20 Apr 2026
US Step Down Kick-out Plan (MS216)  Download plan summary 18 Jul 2025 18 Jul 2031 £1.0330 as at 20 Apr 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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