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 £1.2338 as at 13 Nov 2025
UK Annual Kick-out Plan (GS183)  Download plan summary 17 Nov 2023 19 Nov 2029 £1.1784 as at 13 Nov 2025
UK Annual Kick-out Plan (GS184)  Download plan summary 17 Nov 2023 19 Nov 2029 £1.1834 as at 13 Nov 2025
UK Annual Kick-out Plan (MS144)  Download plan summary 17 Nov 2023 18 Nov 2030 £1.2129 as at 13 Nov 2025
UK Annual Kick-out Plan (GS187)  Download plan summary 20 Dec 2023 20 Dec 2029 £1.1724 as at 13 Nov 2025
UK Annual Kick-out Plan (GS188)  Download plan summary 20 Dec 2023 20 Dec 2029 £1.1773 as at 13 Nov 2025
UK Annual Kick-out Plan (MS148)  Download plan summary 20 Dec 2023 20 Dec 2030 £1.2075 as at 13 Nov 2025
UK Annual Kick-out Plan (GS191)  Download plan summary 19 Jan 2024 21 Jan 2030 £1.1619 as at 13 Nov 2025
UK Annual Kick-out Plan (GS192)  Download plan summary 19 Jan 2024 21 Jan 2030 £1.1650 as at 13 Nov 2025
UK Annual Kick-out Plan (MS152)  Download plan summary 26 Jan 2024 27 Jan 2031 £1.1831 as at 13 Nov 2025
UK Annual Kick-out Plan (CA074)  Download plan summary 28 Feb 2024 28 Feb 2031 £1.1921 as at 13 Nov 2025
UK Annual Kick-out Plan (MS157)  Download plan summary 1 Mar 2024 1 Mar 2030 £1.1431 as at 13 Nov 2025
UK Annual Kick-out Plan (MS158)  Download plan summary 1 Mar 2024 1 Mar 2030 £1.1459 as at 13 Nov 2025
UK Annual Kick-out Plan (CA077)  Download plan summary 27 Mar 2024 27 Mar 2031 £1.1657 as at 13 Nov 2025
UK Annual Kick-out Plan (CT099)  Download plan summary 26 Apr 2024 26 Apr 2030 £1.1345 as at 13 Nov 2025
UK Annual Kick-out Plan (CA082)  Download plan summary 10 May 2024 12 May 2031 £1.1487 as at 13 Nov 2025
UK Annual Kick-out Plan (HS450)  Download plan summary 17 May 2024 17 May 2029 £1.1344 as at 13 Nov 2025
UK Annual Kick-out Plan (HS449)  Download plan summary 17 May 2024 17 May 2029 £1.1288 as at 13 Nov 2025
UK Annual Kick-out Plan (CT101)  Download plan summary 7 Jun 2024 7 Jun 2030 £1.1160 as at 13 Nov 2025
UK Annual Kick-out Plan (CA087)  Download plan summary 21 Jun 2024 23 Jun 2031 £1.1315 as at 13 Nov 2025
UK Annual Kick-out Plan (HS461)  Download plan summary 21 Jun 2024 21 Jun 2029 £1.1205 as at 13 Nov 2025
UK Annual Kick-out Plan (HS462)  Download plan summary 21 Jun 2024 21 Jun 2029 £1.1254 as at 13 Nov 2025
UK Annual Kick-out Plan (CT104)  Download plan summary 19 Jul 2024 19 Jul 2030 £1.1121 as at 13 Nov 2025
UK Annual Kick-out Plan (CT109)  Download plan summary 30 Aug 2024 30 Aug 2030 £1.1012 as at 13 Nov 2025
UK Annual Kick-out Plan (CT115)  Download plan summary 18 Oct 2024 18 Oct 2030 £1.0884 as at 13 Nov 2025
UK Annual Kick-out Plan (CT118)  Download plan summary 29 Nov 2024 29 Nov 2030 £1.0767 as at 13 Nov 2025
UK Annual Kick-out Plan (HS521)  Download plan summary 20 Dec 2024 20 Dec 2030 £1.0578 as at 13 Nov 2025
UK Annual Kick-out Plan (HS522)  Download plan summary 20 Dec 2024 20 Dec 2030 £1.0603 as at 13 Nov 2025
UK Annual Kick-out Plan (CT124)  Download plan summary 10 Jan 2025 10 Jan 2031 £1.0745 as at 13 Nov 2025
UK Annual Kick-out Plan (HS534)  Download plan summary 24 Jan 2025 24 Jan 2031 £1.0518 as at 13 Nov 2025
UK Annual Kick-out Plan (HS535)  Download plan summary 24 Jan 2025 24 Jan 2031 £1.0543 as at 13 Nov 2025
UK Annual Kick-out Plan (CT127)  Download plan summary 21 Feb 2025 21 Feb 2031 £1.0600 as at 13 Nov 2025
UK Annual Kick-out Plan (HS546)  Download plan summary 28 Feb 2025 28 Feb 2031 £1.0453 as at 13 Nov 2025
UK Annual Kick-out Plan (HS547)  Download plan summary 28 Feb 2025 28 Feb 2031 £1.0479 as at 13 Nov 2025
UK Annual Kick-out Plan (SAN056)  Download plan summary 28 Mar 2025 30 Mar 2032 £1.0339 as at 13 Nov 2025
UK Annual Kick-out Plan (CT130)  Download plan summary 28 Mar 2025 28 Mar 2031 £1.0485 as at 13 Nov 2025
UK Annual Kick-out Plan (HS556)  Download plan summary 14 Apr 2025 15 Apr 2031 £1.0364 as at 13 Nov 2025
UK Annual Kick-out Plan (HS557)  Download plan summary 14 Apr 2025 15 Apr 2031 £1.0387 as at 13 Nov 2025
UK Annual Kick-out Plan (CT132)  Download plan summary 9 May 2025 9 May 2031 £1.0418 as at 13 Nov 2025
UK Annual Kick-out Plan (SAN065)  Download plan summary 9 May 2025 10 May 2032 £1.0428 as at 13 Nov 2025
UK Annual Kick-out Plan (HS578)  Download plan summary 6 Jun 2025 6 Jun 2031 £1.0315 as at 13 Nov 2025
UK Annual Kick-out Plan (HS579)  Download plan summary 6 Jun 2025 6 Jun 2031 £1.0333 as at 13 Nov 2025
UK Annual Kick-out Plan (SAN074)  Download plan summary 20 Jun 2025 21 Jun 2032 £1.0169 as at 13 Nov 2025
UK Annual Kick-out Plan (CT135)  Download plan summary 27 Jun 2025 27 Jun 2031 £1.0283 as at 13 Nov 2025
UK Annual Kick-out Plan (HS592)  Download plan summary 9 Jul 2025 9 Jul 2031 £1.0246 as at 13 Nov 2025
UK Annual Kick-out Plan (HS593)  Download plan summary 9 Jul 2025 9 Jul 2031 £1.0264 as at 13 Nov 2025
UK Annual Kick-out Plan (SAN087)  Download plan summary 8 Aug 2025 9 Aug 2032 £0.9931 as at 13 Nov 2025
UK Annual Kick-out Plan (HS603)  Download plan summary 15 Aug 2025 15 Aug 2031 £1.0111 as at 13 Nov 2025
UK Annual Kick-out Plan (HS604)  Download plan summary 15 Aug 2025 15 Aug 2031 £1.0119 as at 13 Nov 2025
UK Annual Kick-out Plan (CT136)  Download plan summary 22 Aug 2025 22 Aug 2031 £1.0027 as at 13 Nov 2025
UK Annual Kick-out Plan (HS618)  Download plan summary 12 Sep 2025 12 Sep 2031 £1.0008 as at 13 Nov 2025
UK Annual Kick-out Plan (HS617)  Download plan summary 12 Sep 2025 12 Sep 2031 £1.0013 as at 13 Nov 2025
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
UK Annual Kick-out Plan (HS633)  Download plan summary 21 Oct 2025 21 Oct 2031
UK Annual Kick-out Plan (HS634)  Download plan summary 21 Oct 2025 21 Oct 2031
UK Annual Kick-out Plan (SAN102)  Download plan summary 31 Oct 2025 31 Oct 2031
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 £1.0193 as at 13 Nov 2025
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 £1.0031 as at 13 Nov 2025
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 £1.1148 as at 13 Nov 2025
UK Defensive Step Down Kick-out Plan (CT122)  Download plan summary 10 Jan 2025 12 Jan 2032 £1.0469 as at 13 Nov 2025
UK Defensive Step Down Kick-out Plan (SAN058)  Download plan summary 28 Mar 2025 28 Mar 2031 £1.0140 as at 13 Nov 2025
UK Defensive Step Down Kick-out Plan (SAN067)  Download plan summary 9 May 2025 9 May 2031 £1.0128 as at 13 Nov 2025
UK Defensive Step Down Kick-out Plan (SAN076)  Download plan summary 20 Jun 2025 20 Jun 2031 £0.9984 as at 13 Nov 2025
UK & Europe Defensive Step Down Kick-out Plan (SAN089)  Download plan summary 8 Aug 2025 8 Aug 2031 £0.9732 as at 13 Nov 2025
Europe & US Defensive Step Down Kick-out Plan (HS598)  Download plan summary 8 Aug 2025 8 Aug 2031 £0.9833 as at 13 Nov 2025
Europe & US Defensive Step Down Kick-out Plan (HS620)  Download plan summary 17 Sep 2025 17 Sep 2031 £0.9810 as at 13 Nov 2025
UK & Europe Defensive Step Down Kick-out Plan (SAN097)  Download plan summary 19 Sep 2025 19 Sep 2031 £0.9622 as at 13 Nov 2025
UK Defensive Step Down Kick-out Plan (CT138)  Download plan summary 19 Sep 2025 20 Sep 2032 £0.9964 as at 13 Nov 2025
Europe & US Defensive Step Down Kick-out Plan (HS636)  Download plan summary 21 Oct 2025 21 Oct 2031
UK Defensive Step Down Kick-out Plan (CT140)  Download plan summary 31 Oct 2025 31 Oct 2031
UK & Europe Defensive Step Down Kick-out Plan (SAN104)  Download plan summary 31 Oct 2025 31 Oct 2031
Europe Annual Kick-out Plan
Product Name Plan Summary Start Date End Date Price
Europe Annual Kick-out Plan (HS513)  Download plan summary 22 Nov 2024 22 Nov 2030 £1.0810 as at 13 Nov 2025
Europe Annual Kick-out Plan (HS530)  Download plan summary 10 Jan 2025 10 Jan 2031 £1.0745 as at 13 Nov 2025
Europe Annual Kick-out Plan (HS542)  Download plan summary 10 Feb 2025 10 Feb 2031 £1.0622 as at 13 Nov 2025
Europe Annual Kick-out Plan (HS554)  Download plan summary 21 Mar 2025 21 Mar 2031 £1.0447 as at 13 Nov 2025
Europe Annual Kick-out Plan (HS566)  Download plan summary 22 Apr 2025 22 Apr 2031 £1.0445 as at 13 Nov 2025
Europe Annual Kick-out Plan (HS576)  Download plan summary 6 Jun 2025 6 Jun 2031 £1.0285 as at 13 Nov 2025
Europe Annual Kick-out Plan (HS594)  Download plan summary 9 Jul 2025 9 Jul 2031 £1.0203 as at 13 Nov 2025
Europe Annual Kick-out Plan (HS609)  Download plan summary 22 Aug 2025 22 Aug 2031 £1.0040 as at 13 Nov 2025
Europe Annual Kick-out Plan (HS625)  Download plan summary 26 Sep 2025 26 Sep 2031 £0.9960 as at 13 Nov 2025
Europe Step Down Kick-out Plan (HS626)  Download plan summary 26 Sep 2025 26 Sep 2031 £0.9905 as at 13 Nov 2025
Europe Annual Kick-out Plan (HS641)  Download plan summary 7 Nov 2025 7 Nov 2031
Europe Step Down Kick-out Plan (HS642)  Download plan summary 7 Nov 2025 7 Nov 2031
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 £1.0809 as at 13 Nov 2025
Europe Step Down Kick-out Plan (HS501)  Download plan summary 11 Oct 2024 11 Oct 2030 £1.0817 as at 13 Nov 2025
Europe Step Down Kick-out Plan (HS514)  Download plan summary 22 Nov 2024 22 Nov 2030 £1.0641 as at 13 Nov 2025
Europe Step Down Kick-out Plan (HS531)  Download plan summary 10 Jan 2025 10 Jan 2031 £1.0675 as at 13 Nov 2025
Europe Step Down Kick-out Plan (HS543)  Download plan summary 10 Feb 2025 10 Feb 2031 £1.0483 as at 13 Nov 2025
Europe Step Down Kick-out Plan (HS555)  Download plan summary 21 Mar 2025 21 Mar 2031 £1.0325 as at 13 Nov 2025
Europe Step Down Kick-out Plan (HS567)  Download plan summary 22 Apr 2025 22 Apr 2031 £1.0337 as at 13 Nov 2025
Europe Step Down Kick-out Plan (HS577)  Download plan summary 6 Jun 2025 6 Jun 2031 £1.0188 as at 13 Nov 2025
Europe Step Down Kick-out Plan (HS595)  Download plan summary 9 Jul 2025 9 Jul 2031 £1.0117 as at 13 Nov 2025
Europe Step Down Kick-out Plan (HS610)  Download plan summary 22 Aug 2025 22 Aug 2031 £0.9978 as at 13 Nov 2025
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 £0.9992 as at 13 Nov 2025
UK Fixed Income Plan (CT046)  Download plan summary 19 Aug 2022 19 Aug 2027 £1.0099 as at 13 Nov 2025
UK Fixed Income Plan (CT052)  Download plan summary 23 Sep 2022 23 Sep 2027 £0.9982 as at 13 Nov 2025
UK Fixed Income Plan (CT056)  Download plan summary 28 Oct 2022 28 Oct 2027 £1.0096 as at 13 Nov 2025
UK Fixed Income Plan (CT062)  Download plan summary 2 Dec 2022 2 Dec 2027 £1.0429 as at 13 Nov 2025
UK Fixed Income Plan (CT067)  Download plan summary 13 Jan 2023 13 Jan 2028 £1.0184 as at 13 Nov 2025
UK Fixed Income Plan (CA041)  Download plan summary 24 Feb 2023 24 Feb 2028 £1.0346 as at 13 Nov 2025
UK Fixed Income Plan (CA045)  Download plan summary 31 Mar 2023 31 Mar 2028 £1.0158 as at 13 Nov 2025
UK Fixed Income Plan (CT079)  Download plan summary 5 May 2023 5 May 2028 £1.0269 as at 13 Nov 2025
UK Fixed Income Plan (CT084)  Download plan summary 9 Jun 2023 9 Jun 2028 £1.0123 as at 13 Nov 2025
UK Fixed Income Plan (CT086)  Download plan summary 17 Jul 2023 17 Jul 2028 £1.0178 as at 13 Nov 2025
UK Fixed Income Plan (CT088)  Download plan summary 25 Aug 2023 25 Aug 2027 £1.0344 as at 13 Nov 2025
UK Fixed Income Plan (GS185)  Download plan summary 1 Dec 2023 1 Dec 2028 £1.0291 as at 13 Nov 2025
UK Fixed Income Plan (CT103)  Download plan summary 19 Jul 2024 19 Jul 2029 £0.9992 as at 13 Nov 2025
UK Fixed Income Plan (CT108)  Download plan summary 30 Aug 2024 30 Aug 2029 £1.0046 as at 13 Nov 2025
UK Fixed Income Plan (CT114)  Download plan summary 11 Oct 2024 11 Oct 2029 £0.9918 as at 13 Nov 2025
UK Fixed Income Plan (CT117)  Download plan summary 22 Nov 2024 22 Nov 2029 £0.9905 as at 13 Nov 2025
UK Fixed Income Plan (CT121)  Download plan summary 10 Jan 2025 10 Jan 2030 £1.0026 as at 13 Nov 2025
UK Fixed Income Plan (CT125)  Download plan summary 21 Feb 2025 21 Feb 2030 £1.0021 as at 13 Nov 2025
UK Fixed Income Plan (CT128)  Download plan summary 28 Mar 2025 28 Mar 2030 £0.9844 as at 13 Nov 2025
UK Fixed Income Plan (CA118)  Download plan summary 4 Jul 2025 4 Jul 2030 £1.0049 as at 13 Nov 2025
UK Fixed Income Plan (CA122)  Download plan summary 29 Aug 2025 29 Aug 2031 £1.0063 as at 13 Nov 2025
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 £1.1552 as at 13 Nov 2025
Japan Annual Kick-out Plan (HS469)  Download plan summary 5 Jul 2024 5 Jul 2030 £1.1476 as at 13 Nov 2025
Japan Annual Kick-out Plan (HS483)  Download plan summary 16 Aug 2024 16 Aug 2030 £1.1369 as at 13 Nov 2025
Japan Annual Kick-out Plan (HS494)  Download plan summary 20 Sep 2024 20 Sep 2030 £1.1260 as at 13 Nov 2025
Japan Annual Kick-out Plan (HS506)  Download plan summary 18 Oct 2024 18 Oct 2030 £1.1158 as at 13 Nov 2025
Japan Annual Kick-out Plan (HS519)  Download plan summary 29 Nov 2024 29 Nov 2030 £1.0835 as at 13 Nov 2025
Japan Annual Kick-out Plan (HS532)  Download plan summary 17 Jan 2025 17 Jan 2031 £1.0729 as at 13 Nov 2025
Japan Annual Kick-out Plan (HS544)  Download plan summary 26 Feb 2025 26 Feb 2031 £1.0616 as at 13 Nov 2025
Japan Annual Kick-out Plan (HS560)  Download plan summary 11 Apr 2025 11 Apr 2031 £1.0562 as at 13 Nov 2025
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 £1.1243 as at 13 Nov 2025
Japan Step Down Kick-out Plan (HS470)  Download plan summary 5 Jul 2024 5 Jul 2030 £1.1166 as at 13 Nov 2025
Japan Step Down Kick-out Plan (HS484)  Download plan summary 16 Aug 2024 16 Aug 2030 £1.1081 as at 13 Nov 2025
Japan Step Down Kick-out Plan (HS495)  Download plan summary 20 Sep 2024 20 Sep 2030 £1.0985 as at 13 Nov 2025
Japan Step Down Kick-out Plan (HS507)  Download plan summary 18 Oct 2024 18 Oct 2030 £1.0900 as at 13 Nov 2025
Japan Step Down Kick-out Plan (HS520)  Download plan summary 29 Nov 2024 29 Nov 2030 £1.0660 as at 13 Nov 2025
Japan Step Down Kick-out Plan (HS533)  Download plan summary 17 Jan 2025 17 Jan 2031 £1.0582 as at 13 Nov 2025
Japan Step Down Kick-out Plan (HS545)  Download plan summary 26 Feb 2025 26 Feb 2031 £1.0471 as at 13 Nov 2025
Japan Step Down Kick-out Plan (HS561)  Download plan summary 11 Apr 2025 11 Apr 2031 £1.0426 as at 13 Nov 2025
Japan Step Down Kick-out Plan (HS596)  Download plan summary 9 Jul 2025 9 Jul 2031 £1.0234 as at 13 Nov 2025
Japan Step Down Kick-out Plan (HS611)  Download plan summary 22 Aug 2025 22 Aug 2031 £1.0024 as at 13 Nov 2025
Japan Step Down Kick-out Plan (HS627)  Download plan summary 26 Sep 2025 26 Sep 2031 £0.9962 as at 13 Nov 2025
Japan Step Down Kick-out Plan (HS643)  Download plan summary 7 Nov 2025 7 Nov 2031
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 £1.0263 as at 13 Nov 2025
UK Quarterly Kick-out Plan (HS597)  Download plan summary 8 Aug 2025 8 Aug 2031 £1.0110 as at 13 Nov 2025
UK Quarterly Kick-out Plan (HS619)  Download plan summary 17 Sep 2025 17 Sep 2031 £1.0016 as at 13 Nov 2025
UK Quarterly Kick-out Plan (HS635)  Download plan summary 21 Oct 2025 21 Oct 2031
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 £1.0540 as at 13 Nov 2025
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 (BNP026)  Download plan summary 1 Mar 2024 1 Mar 2030 £1.1783 as at 13 Nov 2025
UK & Europe Annual Kick-out Plan (CA103)  Download plan summary 17 Jan 2025 17 Jan 2031 £1.0928 as at 13 Nov 2025
UK & Europe Annual Kick-out Plan (CA107)  Download plan summary 21 Feb 2025 21 Feb 2031 £1.0707 as at 13 Nov 2025
UK & Europe Annual Kick-out Plan (CA110)  Download plan summary 28 Mar 2025 28 Mar 2031 £1.0618 as at 13 Nov 2025
UK & Europe Annual Kick-out Plan (CA113)  Download plan summary 9 May 2025 9 May 2031 £1.0483 as at 13 Nov 2025
UK & Europe Annual Kick-out Plan (CA115)  Download plan summary 27 Jun 2025 27 Jun 2031 £1.0420 as at 13 Nov 2025
UK & Europe Annual Kick-out Plan (CA119)  Download plan summary 8 Aug 2025 8 Aug 2031 £1.0285 as at 13 Nov 2025
UK & Europe Annual Kick-out Plan (CA124)  Download plan summary 26 Sep 2025 26 Sep 2031 £1.0204 as at 13 Nov 2025
UK & Europe Annual Kick-out Plan (CA128)  Download plan summary 7 Nov 2025 7 Nov 2031
UK & US Kick-out Plan
Product Name Plan Summary Start Date End Date Price
UK & US Annual Kick-out Plan (MS186)  Download plan summary 15 Nov 2024 15 Nov 2030 £1.0950 as at 13 Nov 2025
UK & US Annual Kick-out Plan (MS191)  Download plan summary 20 Dec 2024 20 Dec 2030 £1.0809 as at 13 Nov 2025
UK & US Annual Kick-out Plan (MS195)  Download plan summary 31 Jan 2025 31 Jan 2031 £1.0585 as at 13 Nov 2025
UK & US Annual Kick-out Plan (MS205)  Download plan summary 10 Feb 2025 10 Feb 2032 £1.0441 as at 13 Nov 2025
UK & US Annual Kick-out Plan (MS199)  Download plan summary 14 Mar 2025 14 Mar 2031 £1.0508 as at 13 Nov 2025
UK & US Annual Kick-out Plan (MS208)  Download plan summary 25 Apr 2025 25 Apr 2031 £1.0430 as at 13 Nov 2025
UK & US Annual Kick-out Plan (MS214)  Download plan summary 6 Jun 2025 6 Jun 2031 £1.0329 as at 13 Nov 2025
UK & US Annual Kick-out Plan (MS217)  Download plan summary 18 Jul 2025 18 Jul 2031 £1.0134 as at 13 Nov 2025
UK & US Annual Kick-out Plan (MS219)  Download plan summary 22 Aug 2025 22 Aug 2031 £0.9860 as at 13 Nov 2025
UK & US Annual Kick-out Plan (MS221)  Download plan summary 10 Oct 2025 10 Oct 2031
UK & US Annual Kick-out Plan (MS223)  Download plan summary 14 Nov 2025 14 Nov 2031
UK 90% Annual Kick-out Plan
Product Name Plan Summary Start Date End Date Price
UK 90% Annual Kick-out Plan (MS161)  Download plan summary 27 Mar 2024 27 Mar 2031 £1.1052 as at 13 Nov 2025
UK 90% Annual Kick-out Plan (MS162)  Download plan summary 27 Mar 2024 22 Mar 2031 £1.1100 as at 13 Nov 2025
UK 90% Annual Kick-out Plan (MS167)  Download plan summary 14 Jun 2024 14 Jun 2030 £1.0921 as at 13 Nov 2025
UK 90% Annual Kick-out Plan (MS168)  Download plan summary 14 Jun 2024 14 Jun 2030 £1.0956 as at 13 Nov 2025
UK 90% Annual Kick-out Plan (MS174)  Download plan summary 26 Jul 2024 26 Jul 2030 £1.0879 as at 13 Nov 2025
UK 90% Annual Kick-out Plan (MS175)  Download plan summary 26 Jul 2024 26 Jul 2030 £1.0940 as at 13 Nov 2025
UK 90% Annual Kick-out Plan (MS179)  Download plan summary 6 Sep 2024 6 Sep 2030 £1.0749 as at 13 Nov 2025
UK 90% Annual Kick-out Plan (MS180)  Download plan summary 6 Sep 2024 6 Sep 2030 £1.0794 as at 13 Nov 2025
UK 90% Annual Kick-out Plan (MS183)  Download plan summary 18 Oct 2024 18 Oct 2030 £1.0576 as at 13 Nov 2025
UK 90% Annual Kick-out Plan (MS184)  Download plan summary 18 Oct 2024 18 Oct 2030 £1.0631 as at 13 Nov 2025
UK 90% Annual Kick-out Plan (MS188)  Download plan summary 29 Nov 2024 29 Nov 2030 £1.0510 as at 13 Nov 2025
UK 90% Annual Kick-out Plan (MS189)  Download plan summary 29 Nov 2024 29 Nov 2030 £1.0567 as at 13 Nov 2025
UK 95% Annual Kick-out Plan
Product Name Plan Summary Start Date End Date Price
UK 95% Annual Kick-out Plan (CT097)  Download plan summary 8 Mar 2024 8 Mar 2030 £1.1288 as at 13 Nov 2025
UK 95% Annual Kick-out Plan (MS193)  Download plan summary 17 Jan 2025 19 Jan 2032 £1.0378 as at 13 Nov 2025
UK 95% Annual Kick-out Plan (MS194)  Download plan summary 17 Jan 2025 19 Jan 2032 £1.0499 as at 13 Nov 2025
UK 95% Annual Kick-out Plan (MS197)  Download plan summary 21 Feb 2025 23 Feb 2032 £1.0282 as at 13 Nov 2025
UK 95% Annual Kick-out Plan (MS198)  Download plan summary 21 Feb 2025 23 Feb 2032 £1.0401 as at 13 Nov 2025
UK 95% Annual Kick-out Plan (MS206)  Download plan summary 26 Mar 2025 30 Mar 2032 £1.0208 as at 13 Nov 2025
UK 95% Annual Kick-out Plan (MS207)  Download plan summary 26 Mar 2025 30 Mar 2032 £1.0328 as at 13 Nov 2025
UK 95% Annual Kick-out Plan (HS568)  Download plan summary 6 Jun 2025 6 Jun 2031 £1.0316 as at 13 Nov 2025
UK 95% Annual Kick-out Plan (HS569)  Download plan summary 6 Jun 2025 6 Jun 2031 £1.0351 as at 13 Nov 2025
UK 95% Annual Kick-out Plan (HS584)  Download plan summary 18 Jul 2025 18 Jul 2031 £1.0213 as at 13 Nov 2025
UK 95% Annual Kick-out Plan (HS585)  Download plan summary 18 Jul 2025 18 Jul 2031 £1.0253 as at 13 Nov 2025
UK 95% Annual Kick-out Plan (HS605)  Download plan summary 22 Aug 2025 22 Aug 2031 £0.9986 as at 13 Nov 2025
UK 95% Annual Kick-out Plan (HS606)  Download plan summary 22 Aug 2025 22 Aug 2031 £1.0025 as at 13 Nov 2025
UK 95% Annual Kick-out Plan (HS621)  Download plan summary 26 Sep 2025 26 Sep 2031 £0.9925 as at 13 Nov 2025
UK 95% Annual Kick-out Plan (HS622)  Download plan summary 26 Sep 2025 26 Sep 2031 £0.9927 as at 13 Nov 2025
UK 95% Annual Kick-out Plan (HS638)  Download plan summary 7 Nov 2025 7 Nov 2031
UK 95% Annual Kick-out Plan (HS637)  Download plan summary 7 Nov 2025 7 Nov 2031
UK and Europe Step Down Kick-out Plan
Product Name Plan Summary Start Date End Date Price
UK & Europe Step Down Kick-out Plan (CA065)  Download plan summary 17 Nov 2023 19 Nov 2029 £1.1859 as at 13 Nov 2025
UK & Europe Step Down Kick-out Plan (CA069)  Download plan summary 20 Dec 2023 20 Dec 2029 £1.1840 as at 13 Nov 2025
UK & Europe Step Down Kick-out Plan (CA073)  Download plan summary 19 Jan 2024 21 Jan 2030 £1.1742 as at 13 Nov 2025
UK & Europe Step Down Kick-out Plan (CA084)  Download plan summary 10 May 2024 10 May 2030 £1.1243 as at 13 Nov 2025
UK & Europe Step Down Kick-out Plan (CA099)  Download plan summary 6 Dec 2024 6 Dec 2030 £1.0825 as at 13 Nov 2025
UK & Europe Step Down Kick-out Plan (CA101)  Download plan summary 17 Jan 2025 17 Jan 2031 £1.0684 as at 13 Nov 2025
UK & Europe Step Down Kick-out Plan (CA105)  Download plan summary 21 Feb 2025 21 Feb 2031 £1.0512 as at 13 Nov 2025
UK & Europe Step Down Kick-out Plan (CA108)  Download plan summary 28 Mar 2025 28 Mar 2031 £1.0418 as at 13 Nov 2025
UK & Europe Step Down Kick-out Plan (CA111)  Download plan summary 9 May 2025 9 May 2031 £1.0320 as at 13 Nov 2025
UK & Europe Step Down Kick-out Plan (CA116)  Download plan summary 27 Jun 2025 27 Jun 2031 £1.0241 as at 13 Nov 2025
UK & Europe Step Down Kick-out Plan (CA120)  Download plan summary 8 Aug 2025 8 Aug 2031 £1.0177 as at 13 Nov 2025
UK & Europe Step Down Kick-out Plan (CA125)  Download plan summary 26 Sep 2025 26 Sep 2031 £1.0130 as at 13 Nov 2025
UK & Europe Step Down Kick-out Plan (CA129)  Download plan summary 7 Nov 2025 7 Nov 2031
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 £1.0910 as at 13 Nov 2025
UK & US Step Down Kick-out Plan (MS187)  Download plan summary 15 Nov 2024 15 Nov 2030 £1.0751 as at 13 Nov 2025
UK & US Step Down Kick-out Plan (MS192)  Download plan summary 20 Dec 2024 20 Dec 2030 £1.0609 as at 13 Nov 2025
UK & US Step Down Kick-out Plan (MS196)  Download plan summary 31 Jan 2025 31 Jan 2031 £1.0390 as at 13 Nov 2025
UK & US Step Down Kick-out Plan (MS200)  Download plan summary 14 Mar 2025 14 Mar 2031 £1.0354 as at 13 Nov 2025
UK & US Step Down Kick-out Plan (MS209)  Download plan summary 25 Apr 2025 25 Apr 2031 £1.0250 as at 13 Nov 2025
UK & US Step Down Kick-out Plan (MS215)  Download plan summary 6 Jun 2025 6 Jun 2031 £1.0177 as at 13 Nov 2025
UK & US Step Down Kick-out Plan (MS218)  Download plan summary 18 Jul 2025 18 Jul 2031 £1.0032 as at 13 Nov 2025
UK & US Step Down Kick-out Plan (MS220)  Download plan summary 22 Aug 2025 22 Aug 2031 £0.9825 as at 13 Nov 2025
UK & US Step Down Kick-out Plan (MS222)  Download plan summary 10 Oct 2025 10 Oct 2031
UK & US Step Down Kick-out Plan (MS224)  Download plan summary 14 Nov 2025 14 Nov 2031
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 £1.1022 as at 13 Nov 2025
UK Defensive Annual Kick-out Plan (CA094)  Download plan summary 13 Sep 2024 15 Sep 2031 £1.0692 as at 13 Nov 2025
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 £1.1480 as at 13 Nov 2025
UK Step Down Kick-out Plan (CA064)  Download plan summary 17 Nov 2023 18 Nov 2030 £1.1306 as at 13 Nov 2025
UK Step Down Kick-out Plan (HS405)  Download plan summary 1 Dec 2023 1 Dec 2028 £1.1465 as at 13 Nov 2025
UK Step Down Kick-out Plan (HS407)  Download plan summary 1 Dec 2023 1 Dec 2028 £1.1515 as at 13 Nov 2025
UK Step Down Kick-out Plan (CT091)  Download plan summary 8 Dec 2023 9 Dec 2030 £1.1441 as at 13 Nov 2025
UK Step Down Kick-out Plan (HS411)  Download plan summary 15 Dec 2023 15 Dec 2028 £1.1268 as at 13 Nov 2025
UK Step Down Kick-out Plan (HS412)  Download plan summary 15 Dec 2023 15 Dec 2028 £1.1322 as at 13 Nov 2025
UK Step Down Kick-out Plan (CA068)  Download plan summary 20 Dec 2023 20 Dec 2030 £1.1297 as at 13 Nov 2025
UK Step Down Kick-out Plan (HS414)  Download plan summary 20 Dec 2023 20 Dec 2028 £1.1173 as at 13 Nov 2025
UK Step Down Kick-out Plan (HS415)  Download plan summary 20 Dec 2023 20 Dec 2028 £1.1225 as at 13 Nov 2025
UK Step Down Kick-out Plan (MS149)  Download plan summary 20 Dec 2023 20 Dec 2030 £1.1450 as at 13 Nov 2025
UK Step Down Kick-out Plan (HS417)  Download plan summary 12 Jan 2024 12 Jan 2029 £1.1303 as at 13 Nov 2025
UK Step Down Kick-out Plan (HS419)  Download plan summary 12 Jan 2024 12 Jan 2029 £1.1402 as at 13 Nov 2025
UK Step Down Kick-out Plan (CT092)  Download plan summary 19 Jan 2024 20 Jan 2031 £1.1373 as at 13 Nov 2025
UK Step Down Kick-out Plan (HS420)  Download plan summary 19 Jan 2024 19 Jan 2029 £1.1114 as at 13 Nov 2025
UK Step Down Kick-out Plan (HS421)  Download plan summary 19 Jan 2024 19 Jan 2029 £1.1172 as at 13 Nov 2025
UK Step Down Kick-out Plan (HS422)  Download plan summary 19 Jan 2024 19 Jan 2029 £1.1011 as at 13 Nov 2025
UK Step Down Kick-out Plan (HS423)  Download plan summary 19 Jan 2024 19 Jan 2029 £1.1064 as at 13 Nov 2025
UK Step Down Kick-out Plan (CA072)  Download plan summary 19 Jan 2024 20 Jan 2031 £1.1168 as at 13 Nov 2025
UK Step Down Kick-out Plan (MS153)  Download plan summary 26 Jan 2024 27 Jan 2031 £1.1207 as at 13 Nov 2025
UK Step Down Kick-out Plan (HS427)  Download plan summary 14 Feb 2024 14 Feb 2029 £1.1061 as at 13 Nov 2025
UK Step Down Kick-out Plan (HS429)  Download plan summary 14 Feb 2024 14 Feb 2029 £1.1115 as at 13 Nov 2025
UK Step Down Kick-out Plan (HS430)  Download plan summary 14 Feb 2024 14 Feb 2029 £1.0924 as at 13 Nov 2025
UK Step Down Kick-out Plan (HS431)  Download plan summary 14 Feb 2024 14 Feb 2029 £1.0984 as at 13 Nov 2025
UK Step Down Kick-out Plan (CT095)  Download plan summary 23 Feb 2024 24 Feb 2031 £1.1260 as at 13 Nov 2025
UK Step Down Kick-out Plan (CA075)  Download plan summary 28 Feb 2024 28 Feb 2031 £1.1148 as at 13 Nov 2025
UK Step Down Kick-out Plan (GS194)  Download plan summary 1 Mar 2024 1 Mar 2030 £1.1213 as at 13 Nov 2025
UK Step Down Kick-out Plan (MS163)  Download plan summary 27 Mar 2024 27 Mar 2031 £1.1017 as at 13 Nov 2025
UK Step Down Kick-out Plan (CA078)  Download plan summary 27 Mar 2024 27 Mar 2031 £1.1088 as at 13 Nov 2025
UK Step Down Kick-out Plan (HS435)  Download plan summary 27 Mar 2024 27 Mar 2029 £1.1043 as at 13 Nov 2025
UK Step Down Kick-out Plan (HS437)  Download plan summary 27 Mar 2024 27 Mar 2029 £1.1141 as at 13 Nov 2025
UK Step Down Kick-out Plan (CT098)  Download plan summary 27 Mar 2024 27 Mar 2031 £1.1144 as at 13 Nov 2025
UK Step Down Kick-out Plan (HS441)  Download plan summary 12 Apr 2024 12 Apr 2029 £1.1063 as at 13 Nov 2025
UK Step Down Kick-out Plan (HS442)  Download plan summary 12 Apr 2024 12 Apr 2029 £1.1118 as at 13 Nov 2025
UK Step Down Kick-out Plan (HS446)  Download plan summary 22 Apr 2024 23 Apr 2029 £1.1141 as at 13 Nov 2025
UK Step Down Kick-out Plan (HS448)  Download plan summary 22 Apr 2024 23 Apr 2029 £1.1212 as at 13 Nov 2025
UK Step Down Kick-out Plan (CT100)  Download plan summary 10 May 2024 12 May 2031 £1.1027 as at 13 Nov 2025
UK Step Down Kick-out Plan (CA083)  Download plan summary 10 May 2024 12 May 2031 £1.0993 as at 13 Nov 2025
UK Step Down Kick-out Plan (HS452)  Download plan summary 17 May 2024 17 May 2029 £1.0827 as at 13 Nov 2025
UK Step Down Kick-out Plan (HS451)  Download plan summary 17 May 2024 17 May 2029 £1.0932 as at 13 Nov 2025
UK Step Down Kick-out Plan (HS454)  Download plan summary 31 May 2024 31 May 2029 £1.1008 as at 13 Nov 2025
UK Step Down Kick-out Plan (HS456)  Download plan summary 31 May 2024 31 May 2029 £1.1068 as at 13 Nov 2025
UK Step Down Kick-out Plan (CA088)  Download plan summary 21 Jun 2024 23 Jun 2031 £1.0867 as at 13 Nov 2025
UK Step Down Kick-out Plan (CT102)  Download plan summary 21 Jun 2024 23 Jun 2031 £1.0994 as at 13 Nov 2025
UK Step Down Kick-out Plan (HS463)  Download plan summary 21 Jun 2024 21 Jun 2029 £1.0792 as at 13 Nov 2025
UK Step Down Kick-out Plan (HS464)  Download plan summary 21 Jun 2024 21 Jun 2029 £1.0846 as at 13 Nov 2025
UK Step Down Kick-out Plan (HS466)  Download plan summary 5 Jul 2024 5 Jul 2029 £1.0864 as at 13 Nov 2025
UK Step Down Kick-out Plan (HS468)  Download plan summary 5 Jul 2024 5 Jul 2029 £1.0913 as at 13 Nov 2025
UK Step Down Kick-out Plan (HS477)  Download plan summary 23 Jul 2024 23 Jul 2029 £1.0793 as at 13 Nov 2025
UK Step Down Kick-out Plan (HS478)  Download plan summary 23 Jul 2024 23 Jul 2029 £1.0848 as at 13 Nov 2025
UK Step Down Kick-out Plan (CT105)  Download plan summary 2 Aug 2024 4 Aug 2031 £1.0928 as at 13 Nov 2025
UK Step Down Kick-out Plan (CA091)  Download plan summary 2 Aug 2024 4 Aug 2031 £1.0865 as at 13 Nov 2025
UK Step Down Kick-out Plan (HS480)  Download plan summary 9 Aug 2024 9 Aug 2030 £1.0850 as at 13 Nov 2025
UK Step Down Kick-out Plan (HS482)  Download plan summary 9 Aug 2024 9 Aug 2030 £1.0941 as at 13 Nov 2025
UK Step Down Kick-out Plan (HS488)  Download plan summary 30 Aug 2024 30 Aug 2030 £1.0701 as at 13 Nov 2025
UK Step Down Kick-out Plan (HS489)  Download plan summary 30 Aug 2024 30 Aug 2030 £1.0745 as at 13 Nov 2025
UK Step Down Kick-out Plan (CA095)  Download plan summary 13 Sep 2024 15 Sep 2031 £1.0739 as at 13 Nov 2025
UK Step Down Kick-out Plan (CT111)  Download plan summary 13 Sep 2024 15 Sep 2031 £1.0794 as at 13 Nov 2025
UK Step Down Kick-out Plan (HS491)  Download plan summary 13 Sep 2024 13 Sep 2030 £1.0669 as at 13 Nov 2025
UK Step Down Kick-out Plan (HS493)  Download plan summary 13 Sep 2024 13 Sep 2030 £1.0712 as at 13 Nov 2025
UK Step Down Kick-out Plan (HS498)  Download plan summary 4 Oct 2024 4 Oct 2030 £1.0650 as at 13 Nov 2025
UK Step Down Kick-out Plan (HS499)  Download plan summary 4 Oct 2024 4 Oct 2030 £1.0691 as at 13 Nov 2025
UK Step Down Kick-out Plan (HS503)  Download plan summary 18 Oct 2024 18 Oct 2030 £1.0649 as at 13 Nov 2025
UK Step Down Kick-out Plan (HS505)  Download plan summary 18 Oct 2024 18 Oct 2030 £1.0700 as at 13 Nov 2025
UK Step Down Kick-out Plan (GS198)  Download plan summary 25 Oct 2024 27 Oct 2031 £1.0824 as at 13 Nov 2025
UK Step Down Kick-out Plan (CA098)  Download plan summary 25 Oct 2024 27 Oct 2031 £1.0518 as at 13 Nov 2025
UK Step Down Kick-out Plan (CT116)  Download plan summary 25 Oct 2024 27 Oct 2031 £1.0685 as at 13 Nov 2025
UK Step Down Kick-out Plan (HS510)  Download plan summary 8 Nov 2024 8 Nov 2030 £1.0506 as at 13 Nov 2025
UK Step Down Kick-out Plan (HS511)  Download plan summary 8 Nov 2024 8 Nov 2030 £1.0554 as at 13 Nov 2025
UK Step Down Kick-out Plan (HS515)  Download plan summary 22 Nov 2024 22 Nov 2030 £1.0495 as at 13 Nov 2025
UK Step Down Kick-out Plan (HS516)  Download plan summary 22 Nov 2024 22 Nov 2030 £1.0503 as at 13 Nov 2025
UK Step Down Kick-out Plan (HS517)  Download plan summary 22 Nov 2024 22 Nov 2030 £1.0520 as at 13 Nov 2025
UK Step Down Kick-out Plan (HS518)  Download plan summary 22 Nov 2024 22 Nov 2030 £1.0546 as at 13 Nov 2025
UK Step Down Kick-out Plan (CT120)  Download plan summary 29 Nov 2024 1 Dec 2031 £1.0627 as at 13 Nov 2025
UK Step Down Kick-out Plan (CA100)  Download plan summary 6 Dec 2024 8 Dec 2031 £1.0484 as at 13 Nov 2025
UK Step Down Kick-out Plan (HS523)  Download plan summary 20 Dec 2024 20 Dec 2030 £1.0437 as at 13 Nov 2025
UK Step Down Kick-out Plan (HS524)  Download plan summary 20 Dec 2024 20 Dec 2030 £1.0488 as at 13 Nov 2025
UK Step Down Kick-out Plan (HS526)  Download plan summary 8 Jan 2025 8 Jan 2031 £1.0455 as at 13 Nov 2025
UK Step Down Kick-out Plan (HS527)  Download plan summary 8 Jan 2025 8 Jan 2031 £1.0474 as at 13 Nov 2025
UK Step Down Kick-out Plan (HS528)  Download plan summary 8 Jan 2025 8 Jan 2031 £1.0509 as at 13 Nov 2025
UK Step Down Kick-out Plan (HS529)  Download plan summary 8 Jan 2025 8 Jan 2031 £1.0567 as at 13 Nov 2025
UK Step Down Kick-out Plan (CT123)  Download plan summary 10 Jan 2025 12 Jan 2032 £1.0555 as at 13 Nov 2025
UK Step Down Kick-out Plan (CA102)  Download plan summary 17 Jan 2025 19 Jan 2032 £1.0412 as at 13 Nov 2025
UK Step Down Kick-out Plan (HS536)  Download plan summary 24 Jan 2025 24 Jan 2031 £1.0351 as at 13 Nov 2025
UK Step Down Kick-out Plan (HS537)  Download plan summary 24 Jan 2025 24 Jan 2031 £1.0395 as at 13 Nov 2025
UK Step Down Kick-out Plan (HS538)  Download plan summary 10 Feb 2025 10 Feb 2031 £1.0374 as at 13 Nov 2025
UK Step Down Kick-out Plan (HS539)  Download plan summary 10 Feb 2025 10 Feb 2031 £1.0359 as at 13 Nov 2025
UK Step Down Kick-out Plan (HS540)  Download plan summary 10 Feb 2025 10 Feb 2031 £1.0427 as at 13 Nov 2025
UK Step Down Kick-out Plan (HS541)  Download plan summary 10 Feb 2025 10 Feb 2031 £1.0453 as at 13 Nov 2025
UK Step Down Kick-out Plan (CA106)  Download plan summary 21 Feb 2025 23 Feb 2032 £1.0346 as at 13 Nov 2025
UK Step Down Kick-out Plan (CT126)  Download plan summary 21 Feb 2025 23 Feb 2032 £1.0484 as at 13 Nov 2025
UK Step Down Kick-out Plan (HS548)  Download plan summary 28 Feb 2025 28 Feb 2031 £1.0309 as at 13 Nov 2025
UK Step Down Kick-out Plan (HS549)  Download plan summary 28 Feb 2025 28 Feb 2031 £1.0354 as at 13 Nov 2025
UK Step Down Kick-out Plan (HS550)  Download plan summary 21 Mar 2025 21 Mar 2031 £1.0302 as at 13 Nov 2025
UK Step Down Kick-out Plan (HS551)  Download plan summary 21 Mar 2025 21 Mar 2031 £1.0314 as at 13 Nov 2025
UK Step Down Kick-out Plan (HS552)  Download plan summary 21 Mar 2025 21 Mar 2031 £1.0328 as at 13 Nov 2025
UK Step Down Kick-out Plan (HS553)  Download plan summary 21 Mar 2025 21 Mar 2031 £1.0355 as at 13 Nov 2025
UK Step Down Kick-out Plan (SAN057)  Download plan summary 28 Mar 2025 28 Mar 2031 £1.0201 as at 13 Nov 2025
UK Step Down Kick-out Plan (CA109)  Download plan summary 28 Mar 2025 30 Mar 2032 £1.0289 as at 13 Nov 2025
UK Step Down Kick-out Plan (CT129)  Download plan summary 28 Mar 2025 30 Mar 2032 £1.0358 as at 13 Nov 2025
UK Step Down Kick-out Plan (HS558)  Download plan summary 14 Apr 2025 15 Apr 2031 £1.0264 as at 13 Nov 2025
UK Step Down Kick-out Plan (HS559)  Download plan summary 14 Apr 2025 15 Apr 2031 £1.0297 as at 13 Nov 2025
UK Step Down Kick-out Plan (HS562)  Download plan summary 22 Apr 2025 22 Apr 2031 £1.0244 as at 13 Nov 2025
UK Step Down Kick-out Plan (HS563)  Download plan summary 22 Apr 2025 22 Apr 2031 £1.0267 as at 13 Nov 2025
UK Step Down Kick-out Plan (HS564)  Download plan summary 22 Apr 2025 22 Apr 2031 £1.0268 as at 13 Nov 2025
UK Step Down Kick-out Plan (HS565)  Download plan summary 22 Apr 2025 22 Apr 2031 £1.0306 as at 13 Nov 2025
UK Step Down Kick-out Plan (CT131)  Download plan summary 9 May 2025 10 May 2032 £1.0267 as at 13 Nov 2025
UK Step Down Kick-out Plan (CA112)  Download plan summary 9 May 2025 10 May 2032 £1.0235 as at 13 Nov 2025
UK Step Down Kick-out Plan (SAN066)  Download plan summary 9 May 2025 9 May 2031 £1.0200 as at 13 Nov 2025
UK Step Down Kick-out Plan (HS570)  Download plan summary 6 Jun 2025 6 Jun 2031 £1.0157 as at 13 Nov 2025
UK Step Down Kick-out Plan (HS571)  Download plan summary 6 Jun 2025 6 Jun 2031 £1.0192 as at 13 Nov 2025
UK Step Down Kick-out Plan (HS572)  Download plan summary 6 Jun 2025 6 Jun 2031 £1.0199 as at 13 Nov 2025
UK Step Down Kick-out Plan (HS573)  Download plan summary 6 Jun 2025 6 Jun 2031 £1.0258 as at 13 Nov 2025
UK Step Down Kick-out Plan (HS574)  Download plan summary 6 Jun 2025 6 Jun 2031 £1.0214 as at 13 Nov 2025
UK Step Down Kick-out Plan (HS575)  Download plan summary 6 Jun 2025 6 Jun 2031 £1.0281 as at 13 Nov 2025
UK Step Down Kick-out Plan (SAN075)  Download plan summary 20 Jun 2025 20 Jun 2031 £1.0044 as at 13 Nov 2025
UK Step Down Kick-out Plan (CA117)  Download plan summary 27 Jun 2025 28 Jun 2032 £1.0172 as at 13 Nov 2025
UK Step Down Kick-out Plan (CT134)  Download plan summary 27 Jun 2025 28 Jun 2032 £1.0160 as at 13 Nov 2025
UK Step Down Kick-out Plan (HS588)  Download plan summary 9 Jul 2025 9 Jul 2031 £1.0140 as at 13 Nov 2025
UK Step Down Kick-out Plan (HS589)  Download plan summary 9 Jul 2025 9 Jul 2031 £1.0208 as at 13 Nov 2025
UK Step Down Kick-out Plan (HS590)  Download plan summary 9 Jul 2025 9 Jul 2031 £1.0167 as at 13 Nov 2025
UK Step Down Kick-out Plan (HS591)  Download plan summary 9 Jul 2025 9 Jul 2031 £1.0239 as at 13 Nov 2025
UK Step Down Kick-out Plan (HS586)  Download plan summary 18 Jul 2025 18 Jul 2031 £1.0106 as at 13 Nov 2025
UK Step Down Kick-out Plan (HS587)  Download plan summary 18 Jul 2025 18 Jul 2031 £1.0121 as at 13 Nov 2025
UK Step Down Kick-out Plan (CA121)  Download plan summary 8 Aug 2025 9 Aug 2032 £1.0152 as at 13 Nov 2025
UK Step Down Kick-out Plan (SAN088)  Download plan summary 8 Aug 2025 9 Aug 2032 £0.9841 as at 13 Nov 2025
UK Step Down Kick-out Plan (HS599)  Download plan summary 15 Aug 2025 15 Aug 2031 £1.0012 as at 13 Nov 2025
UK Step Down Kick-out Plan (HS600)  Download plan summary 15 Aug 2025 15 Aug 2031 £1.0031 as at 13 Nov 2025
UK Step Down Kick-out Plan (HS601)  Download plan summary 15 Aug 2025 15 Aug 2031 £1.0033 as at 13 Nov 2025
UK Step Down Kick-out Plan (HS602)  Download plan summary 15 Aug 2025 15 Aug 2031 £1.0060 as at 13 Nov 2025
UK Step Down Kick-out Plan (CT137)  Download plan summary 22 Aug 2025 22 Aug 2031 £0.9973 as at 13 Nov 2025
UK Step Down Kick-out Plan (HS607)  Download plan summary 22 Aug 2025 22 Aug 2031 £0.9915 as at 13 Nov 2025
UK Step Down Kick-out Plan (HS608)  Download plan summary 22 Aug 2025 22 Aug 2031 £0.9947 as at 13 Nov 2025
UK Step Down Kick-out Plan (HS613)  Download plan summary 12 Sep 2025 12 Sep 2031 £0.9934 as at 13 Nov 2025
UK Step Down Kick-out Plan (HS614)  Download plan summary 12 Sep 2025 12 Sep 2031 £0.9920 as at 13 Nov 2025
UK Step Down Kick-out Plan (HS615)  Download plan summary 12 Sep 2025 12 Sep 2031 £0.9947 as at 13 Nov 2025
UK Step Down Kick-out Plan (HS616)  Download plan summary 12 Sep 2025 12 Sep 2031 £0.9936 as at 13 Nov 2025
UK Step Down Kick-out Plan (SAN096)  Download plan summary 19 Sep 2025 20 Sep 2032 £0.9715 as at 13 Nov 2025
UK Step Down Kick-out Plan (HS624)  Download plan summary 26 Sep 2025 26 Sep 2031 £0.9871 as at 13 Nov 2025
UK Step Down Kick-out Plan (CA126)  Download plan summary 26 Sep 2025 27 Sep 2032 £1.0141 as at 13 Nov 2025
UK Step Down Kick-out Plan (HS623)  Download plan summary 26 Sep 2025 26 Sep 2031 £0.9843 as at 13 Nov 2025
UK Step Down Kick-out Plan (HS629)  Download plan summary 21 Oct 2025 21 Oct 2031
UK Step Down Kick-out Plan (HS630)  Download plan summary 21 Oct 2025 21 Oct 2031
UK Step Down Kick-out Plan (HS631)  Download plan summary 21 Oct 2025 21 Oct 2031
UK Step Down Kick-out Plan (HS632)  Download plan summary 21 Oct 2025 21 Oct 2031
UK Step Down Kick-out Plan (SAN103)  Download plan summary 31 Oct 2025 31 Oct 2031
UK Step Down Kick-out Plan (HS639)  Download plan summary 7 Nov 2025 7 Nov 2031
UK Step Down Kick-out Plan (HS640)  Download plan summary 7 Nov 2025 7 Nov 2031
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 £1.0242 as at 13 Nov 2025
US Step Down Kick-out Plan (MS216)  Download plan summary 18 Jul 2025 18 Jul 2031 £1.0110 as at 13 Nov 2025
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© Copyright 2025 Walker Crips Group plc. All rights reserved.
Walker Crips Group plc, 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 plc 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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