Funds & services
We offer a range of specialist fixed-income funds and services to suit the different requirements of our investors; from public investment funds through bespoke portfolio management to investment advice and ancillary services. We bring the same commitment to transparency and attention to detail and the full depth of our experience to all of the funds and services that we provide. For further information, select the relevant section below.
Monument bond fund
A UK authorised fund that seeks an attractive level of income relative to prevailing interest rates whilst maintaining a strong focus on capital preservation.
Dynamic bond fund
A UK authorised fund that provides an attractive level of income along with the opportunity for capital growth, by investing in a broad range of bonds and fixed income assets.
Bespoke portfolios
Our bespoke portfolio management services tailor strategies to each investor’s requirements and provide maximum transparency and control over assets.
Advisory services
Our portfolio management team brings almost 70 years’ combined market experience to a range of advisory services, from ad-hoc advice to full portfolio analysis.