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.
‍
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 £1.2495 as at 23 Jan 2026
UK Annual Kick-out Plan (MS144)  Download plan summary 17 Nov 2023 18 Nov 2030 £1.2286 as at 23 Jan 2026
UK Annual Kick-out Plan (MS148)  Download plan summary 20 Dec 2023 20 Dec 2030 £1.2246 as at 23 Jan 2026
UK Annual Kick-out Plan (MS152)  Download plan summary 26 Jan 2024 27 Jan 2031 £1.1997 as at 23 Jan 2026
UK Annual Kick-out Plan (CA074)  Download plan summary 28 Feb 2024 28 Feb 2031 £1.2057 as at 23 Jan 2026
UK Annual Kick-out Plan (MS158)  Download plan summary 1 Mar 2024 1 Mar 2030 £1.1649 as at 23 Jan 2026
UK Annual Kick-out Plan (MS157)  Download plan summary 1 Mar 2024 1 Mar 2030 £1.1620 as at 23 Jan 2026
UK Annual Kick-out Plan (CA077)  Download plan summary 27 Mar 2024 27 Mar 2031 £1.1809 as at 23 Jan 2026
UK Annual Kick-out Plan (CT099)  Download plan summary 26 Apr 2024 26 Apr 2030 £1.1497 as at 23 Jan 2026
UK Annual Kick-out Plan (CA082)  Download plan summary 10 May 2024 12 May 2031 £1.1628 as at 23 Jan 2026
UK Annual Kick-out Plan (HS450)  Download plan summary 17 May 2024 17 May 2029 £1.1437 as at 23 Jan 2026
UK Annual Kick-out Plan (HS449)  Download plan summary 17 May 2024 17 May 2029 £1.1376 as at 23 Jan 2026
UK Annual Kick-out Plan (CT101)  Download plan summary 7 Jun 2024 7 Jun 2030 £1.1321 as at 23 Jan 2026
UK Annual Kick-out Plan (HS461)  Download plan summary 21 Jun 2024 21 Jun 2029 £1.1287 as at 23 Jan 2026
UK Annual Kick-out Plan (CA087)  Download plan summary 21 Jun 2024 23 Jun 2031 £1.1446 as at 23 Jan 2026
UK Annual Kick-out Plan (HS462)  Download plan summary 21 Jun 2024 21 Jun 2029 £1.1339 as at 23 Jan 2026
UK Annual Kick-out Plan (CT104)  Download plan summary 19 Jul 2024 19 Jul 2030 £1.1266 as at 23 Jan 2026
UK Annual Kick-out Plan (CT109)  Download plan summary 30 Aug 2024 30 Aug 2030 £1.1164 as at 23 Jan 2026
UK Annual Kick-out Plan (CT115)  Download plan summary 18 Oct 2024 18 Oct 2030 £1.1028 as at 23 Jan 2026
UK Annual Kick-out Plan (CT118)  Download plan summary 29 Nov 2024 29 Nov 2030 £1.0920 as at 23 Jan 2026
UK Annual Kick-out Plan (CT124)  Download plan summary 10 Jan 2025 10 Jan 2031 £1.0892 as at 23 Jan 2026
UK Annual Kick-out Plan (CT127)  Download plan summary 21 Feb 2025 21 Feb 2031 £1.0768 as at 23 Jan 2026
UK Annual Kick-out Plan (HS546)  Download plan summary 28 Feb 2025 28 Feb 2031 £1.0533 as at 23 Jan 2026
UK Annual Kick-out Plan (HS547)  Download plan summary 28 Feb 2025 28 Feb 2031 £1.0560 as at 23 Jan 2026
UK Annual Kick-out Plan (CT130)  Download plan summary 28 Mar 2025 28 Mar 2031 £1.0648 as at 23 Jan 2026
UK Annual Kick-out Plan (SAN056)  Download plan summary 28 Mar 2025 30 Mar 2032 £1.0470 as at 23 Jan 2026
UK Annual Kick-out Plan (HS557)  Download plan summary 14 Apr 2025 15 Apr 2031 £1.0450 as at 23 Jan 2026
UK Annual Kick-out Plan (HS556)  Download plan summary 14 Apr 2025 15 Apr 2031 £1.0426 as at 23 Jan 2026
UK Annual Kick-out Plan (SAN065)  Download plan summary 9 May 2025 10 May 2032 £1.0555 as at 23 Jan 2026
UK Annual Kick-out Plan (CT132)  Download plan summary 9 May 2025 9 May 2031 £1.0582 as at 23 Jan 2026
UK Annual Kick-out Plan (HS578)  Download plan summary 6 Jun 2025 6 Jun 2031 £1.0396 as at 23 Jan 2026
UK Annual Kick-out Plan (HS579)  Download plan summary 6 Jun 2025 6 Jun 2031 £1.0419 as at 23 Jan 2026
UK Annual Kick-out Plan (SAN074)  Download plan summary 20 Jun 2025 21 Jun 2032 £1.0299 as at 23 Jan 2026
UK Annual Kick-out Plan (CT135)  Download plan summary 27 Jun 2025 27 Jun 2031 £1.0406 as at 23 Jan 2026
UK Annual Kick-out Plan (HS592)  Download plan summary 9 Jul 2025 9 Jul 2031 £1.0331 as at 23 Jan 2026
UK Annual Kick-out Plan (HS593)  Download plan summary 9 Jul 2025 9 Jul 2031 £1.0354 as at 23 Jan 2026
UK Annual Kick-out Plan (SAN087)  Download plan summary 8 Aug 2025 9 Aug 2032 £1.0081 as at 23 Jan 2026
UK Annual Kick-out Plan (HS604)  Download plan summary 15 Aug 2025 15 Aug 2031 £1.0225 as at 23 Jan 2026
UK Annual Kick-out Plan (HS603)  Download plan summary 15 Aug 2025 15 Aug 2031 £1.0208 as at 23 Jan 2026
UK Annual Kick-out Plan (CT136)  Download plan summary 22 Aug 2025 22 Aug 2031 £1.0131 as at 23 Jan 2026
UK Annual Kick-out Plan (HS617)  Download plan summary 12 Sep 2025 12 Sep 2031 £1.0081 as at 23 Jan 2026
UK Annual Kick-out Plan (HS618)  Download plan summary 12 Sep 2025 12 Sep 2031 £1.0101 as at 23 Jan 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 £1.0113 as at 23 Jan 2026
UK Annual Kick-out Plan (HS633)  Download plan summary 21 Oct 2025 21 Oct 2031 £0.9982 as at 23 Jan 2026
UK Annual Kick-out Plan (HS634)  Download plan summary 21 Oct 2025 21 Oct 2031 £0.9995 as at 23 Jan 2026
UK Annual Kick-out Plan (SAN102)  Download plan summary 31 Oct 2025 31 Oct 2031 £0.9813 as at 23 Jan 2026
UK Annual Kick-out Plan (CT141)  Download plan summary 21 Nov 2025 21 Nov 2031 £1.0123 as at 23 Jan 2026
UK Annual Kick-out Plan (HS650)  Download plan summary 28 Nov 2025 28 Nov 2031 £0.9944 as at 23 Jan 2026
UK Annual Kick-out Plan (HS651)  Download plan summary 28 Nov 2025 28 Nov 2031 £0.9959 as at 23 Jan 2026
UK Annual Kick-out Plan (CT145)  Download plan summary 9 Jan 2026 9 Jan 2032 £0.9812 as at 23 Jan 2026
UK Annual Kick-out Plan (HS664)  Download plan summary 16 Jan 2026 16 Jan 2032 £0 as at 1 Nov 2025
UK Annual Kick-out Plan (HS665)  Download plan summary 16 Jan 2026 16 Jan 2032 £0 as at 1 Nov 2025
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 £0.9853 as at 23 Jan 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 £1.0141 as at 23 Jan 2026
Defensive Dual Index Plan (UK and US)
Product Name Plan Summary Start Date End Date Price
UK & US Defensive Kick-out Plan (SAN105)  Download plan summary 31 Oct 2025 31 Oct 2031 £0.9820 as at 23 Jan 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 £1.1341 as at 23 Jan 2026
UK Defensive Step Down Kick-out Plan (CT122)  Download plan summary 10 Jan 2025 12 Jan 2032 £1.0598 as at 23 Jan 2026
UK Defensive Step Down Kick-out Plan (SAN058)  Download plan summary 28 Mar 2025 28 Mar 2031 £1.0259 as at 23 Jan 2026
UK Defensive Step Down Kick-out Plan (SAN067)  Download plan summary 9 May 2025 9 May 2031 £1.0242 as at 23 Jan 2026
UK Defensive Step Down Kick-out Plan (SAN076)  Download plan summary 20 Jun 2025 20 Jun 2031 £1.0101 as at 23 Jan 2026
Europe & US Defensive Step Down Kick-out Plan (HS598)  Download plan summary 8 Aug 2025 8 Aug 2031 £0.9958 as at 23 Jan 2026
UK & Europe Defensive Step Down Kick-out Plan (SAN089)  Download plan summary 8 Aug 2025 8 Aug 2031 £0.9752 as at 23 Jan 2026
Europe & US Defensive Step Down Kick-out Plan (HS620)  Download plan summary 17 Sep 2025 17 Sep 2031 £0.9844 as at 23 Jan 2026
UK Defensive Step Down Kick-out Plan (CT138)  Download plan summary 19 Sep 2025 20 Sep 2032 £1.0019 as at 23 Jan 2026
UK & Europe Defensive Step Down Kick-out Plan (SAN097)  Download plan summary 19 Sep 2025 19 Sep 2031 £0.9634 as at 23 Jan 2026
Europe & US Defensive Step Down Kick-out Plan (HS636)  Download plan summary 21 Oct 2025 21 Oct 2031 £0.9701 as at 23 Jan 2026
UK Defensive Step Down Kick-out Plan (CT140)  Download plan summary 31 Oct 2025 31 Oct 2031 £0.9936 as at 23 Jan 2026
UK & Europe Defensive Step Down Kick-out Plan (SAN104)  Download plan summary 31 Oct 2025 31 Oct 2031 £0.9552 as at 23 Jan 2026
Europe & US Defensive Step Down Kick-out Plan (HS652)  Download plan summary 28 Nov 2025 28 Nov 2031 £0.9689 as at 23 Jan 2026
UK & Europe Defensive Step Down Kick-out Plan (SAN112)  Download plan summary 12 Dec 2025 12 Dec 2031 £0.9619 as at 23 Jan 2026
UK Defensive Step Down Kick-out Plan (CT143)  Download plan summary 9 Jan 2026 10 Jan 2033 £1.0000 as at 23 Jan 2026
Europe & US Defensive Step Down Kick-out Plan (HS666)  Download plan summary 16 Jan 2026 16 Jan 2032 £0 as at 1 Nov 2025
UK & Europe Defensive Step Down Kick-out Plan (SAN119)  Download plan summary 23 Jan 2026 23 Jan 2032
Europe Annual Kick-out Plan
Product Name Plan Summary Start Date End Date Price
Europe Annual Kick-out Plan (HS542)  Download plan summary 10 Feb 2025 10 Feb 2031 £1.0797 as at 23 Jan 2026
Europe Annual Kick-out Plan (HS554)  Download plan summary 21 Mar 2025 21 Mar 2031 £1.0612 as at 23 Jan 2026
Europe Annual Kick-out Plan (HS566)  Download plan summary 22 Apr 2025 22 Apr 2031 £1.0558 as at 23 Jan 2026
Europe Annual Kick-out Plan (HS576)  Download plan summary 6 Jun 2025 6 Jun 2031 £1.0462 as at 23 Jan 2026
Europe Annual Kick-out Plan (HS594)  Download plan summary 9 Jul 2025 9 Jul 2031 £1.0378 as at 23 Jan 2026
Europe Annual Kick-out Plan (HS609)  Download plan summary 22 Aug 2025 22 Aug 2031 £1.0210 as at 23 Jan 2026
Europe Annual Kick-out Plan (HS625)  Download plan summary 26 Sep 2025 26 Sep 2031 £1.0046 as at 23 Jan 2026
Europe Step Down Kick-out Plan (HS626)  Download plan summary 26 Sep 2025 26 Sep 2031 £0.9961 as at 23 Jan 2026
Europe Step Down Kick-out Plan (HS642)  Download plan summary 7 Nov 2025 7 Nov 2031 £0.9933 as at 23 Jan 2026
Europe Annual Kick-out Plan (HS641)  Download plan summary 7 Nov 2025 7 Nov 2031 £0.9965 as at 23 Jan 2026
Europe Annual Kick-out Plan (HS657)  Download plan summary 12 Dec 2025 12 Dec 2031 £0.9939 as at 23 Jan 2026
Europe Step Down Kick-out Plan (HS658)  Download plan summary 12 Dec 2025 12 Dec 2031 £0.9889 as at 23 Jan 2026
Europe Annual Kick-out Plan (HS671)  Download plan summary 23 Jan 2026 23 Jan 2032
Europe Step Down Kick-out Plan (HS672)  Download plan summary 23 Jan 2026 23 Jan 2032
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 £1.1038 as at 23 Jan 2026
Europe Step Down Kick-out Plan (HS501)  Download plan summary 11 Oct 2024 11 Oct 2030 £1.0938 as at 23 Jan 2026
Europe Step Down Kick-out Plan (HS531)  Download plan summary 10 Jan 2025 10 Jan 2031 £1.0783 as at 23 Jan 2026
Europe Step Down Kick-out Plan (HS543)  Download plan summary 10 Feb 2025 10 Feb 2031 £1.0604 as at 23 Jan 2026
Europe Step Down Kick-out Plan (HS555)  Download plan summary 21 Mar 2025 21 Mar 2031 £1.0449 as at 23 Jan 2026
Europe Step Down Kick-out Plan (HS567)  Download plan summary 22 Apr 2025 22 Apr 2031 £1.0440 as at 23 Jan 2026
Europe Step Down Kick-out Plan (HS577)  Download plan summary 6 Jun 2025 6 Jun 2031 £1.0299 as at 23 Jan 2026
Europe Step Down Kick-out Plan (HS595)  Download plan summary 9 Jul 2025 9 Jul 2031 £1.0251 as at 23 Jan 2026
Europe Step Down Kick-out Plan (HS610)  Download plan summary 22 Aug 2025 22 Aug 2031 £1.0103 as at 23 Jan 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 £0.9961 as at 23 Jan 2026
UK Fixed Income Plan (CT046)  Download plan summary 19 Aug 2022 19 Aug 2027 £1.0068 as at 23 Jan 2026
UK Fixed Income Plan (CT052)  Download plan summary 23 Sep 2022 23 Sep 2027 £0.9960 as at 23 Jan 2026
UK Fixed Income Plan (CT056)  Download plan summary 28 Oct 2022 28 Oct 2027 £1.0201 as at 23 Jan 2026
UK Fixed Income Plan (CT062)  Download plan summary 2 Dec 2022 2 Dec 2027 £1.0361 as at 23 Jan 2026
UK Fixed Income Plan (CT067)  Download plan summary 13 Jan 2023 13 Jan 2028 £1.0122 as at 23 Jan 2026
UK Fixed Income Plan (CA041)  Download plan summary 24 Feb 2023 24 Feb 2028 £1.0265 as at 23 Jan 2026
UK Fixed Income Plan (CA045)  Download plan summary 31 Mar 2023 31 Mar 2028 £1.0086 as at 23 Jan 2026
UK Fixed Income Plan (CT079)  Download plan summary 5 May 2023 5 May 2028 £1.0231 as at 23 Jan 2026
UK Fixed Income Plan (CT084)  Download plan summary 9 Jun 2023 9 Jun 2028 £1.0092 as at 23 Jan 2026
UK Fixed Income Plan (CT086)  Download plan summary 17 Jul 2023 17 Jul 2028 £1.0285 as at 23 Jan 2026
UK Fixed Income Plan (CT088)  Download plan summary 25 Aug 2023 25 Aug 2027 £1.0284 as at 23 Jan 2026
UK Fixed Income Plan (GS185)  Download plan summary 1 Dec 2023 1 Dec 2028 £1.0221 as at 23 Jan 2026
UK Fixed Income Plan (CT103)  Download plan summary 19 Jul 2024 19 Jul 2029 £0.9964 as at 23 Jan 2026
UK Fixed Income Plan (CT108)  Download plan summary 30 Aug 2024 30 Aug 2029 £1.0017 as at 23 Jan 2026
UK Fixed Income Plan (CT114)  Download plan summary 11 Oct 2024 11 Oct 2029 £0.9902 as at 23 Jan 2026
UK Fixed Income Plan (CT117)  Download plan summary 22 Nov 2024 22 Nov 2029 £0.9884 as at 23 Jan 2026
UK Fixed Income Plan (CT121)  Download plan summary 10 Jan 2025 10 Jan 2030 £0.9997 as at 23 Jan 2026
UK Fixed Income Plan (CT125)  Download plan summary 21 Feb 2025 21 Feb 2030 £1.0001 as at 23 Jan 2026
UK Fixed Income Plan (CT128)  Download plan summary 28 Mar 2025 28 Mar 2030 £0.9827 as at 23 Jan 2026
UK Fixed Income Plan (CA118)  Download plan summary 4 Jul 2025 4 Jul 2030 £0.9866 as at 23 Jan 2026
UK Fixed Income Plan (CA122)  Download plan summary 29 Aug 2025 29 Aug 2031 £0.9767 as at 23 Jan 2026
UK Fixed Income Plan (HS645)  Download plan summary 28 Nov 2025 28 Nov 2030 £0.9770 as at 23 Jan 2026
UK Fixed Income Plan (CT144)  Download plan summary 9 Jan 2026 9 Jan 2032 £0.9765 as at 23 Jan 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 £1.1735 as at 23 Jan 2026
Japan Annual Kick-out Plan (HS469)  Download plan summary 5 Jul 2024 5 Jul 2030 £1.1603 as at 23 Jan 2026
Japan Annual Kick-out Plan (HS483)  Download plan summary 16 Aug 2024 16 Aug 2030 £1.1468 as at 23 Jan 2026
Japan Annual Kick-out Plan (HS494)  Download plan summary 20 Sep 2024 20 Sep 2030 £1.1356 as at 23 Jan 2026
Japan Annual Kick-out Plan (HS506)  Download plan summary 18 Oct 2024 18 Oct 2030 £1.1262 as at 23 Jan 2026
Japan Annual Kick-out Plan (HS544)  Download plan summary 26 Feb 2025 26 Feb 2031 £1.0702 as at 23 Jan 2026
Japan Annual Kick-out Plan (HS560)  Download plan summary 11 Apr 2025 11 Apr 2031 £1.0617 as at 23 Jan 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 £1.1408 as at 23 Jan 2026
Japan Step Down Kick-out Plan (HS470)  Download plan summary 5 Jul 2024 5 Jul 2030 £1.1275 as at 23 Jan 2026
Japan Step Down Kick-out Plan (HS484)  Download plan summary 16 Aug 2024 16 Aug 2030 £1.1166 as at 23 Jan 2026
Japan Step Down Kick-out Plan (HS495)  Download plan summary 20 Sep 2024 20 Sep 2030 £1.1067 as at 23 Jan 2026
Japan Step Down Kick-out Plan (HS507)  Download plan summary 18 Oct 2024 18 Oct 2030 £1.0991 as at 23 Jan 2026
Japan Step Down Kick-out Plan (HS545)  Download plan summary 26 Feb 2025 26 Feb 2031 £1.0553 as at 23 Jan 2026
Japan Step Down Kick-out Plan (HS561)  Download plan summary 11 Apr 2025 11 Apr 2031 £1.0479 as at 23 Jan 2026
Japan Step Down Kick-out Plan (HS596)  Download plan summary 9 Jul 2025 9 Jul 2031 £1.0338 as at 23 Jan 2026
Japan Step Down Kick-out Plan (HS611)  Download plan summary 22 Aug 2025 22 Aug 2031 £1.0156 as at 23 Jan 2026
Japan Step Down Kick-out Plan (HS627)  Download plan summary 26 Sep 2025 26 Sep 2031 £1.0002 as at 23 Jan 2026
Japan Step Down Kick-out Plan (HS643)  Download plan summary 7 Nov 2025 7 Nov 2031 £0.9798 as at 23 Jan 2026
Japan Step Down Kick-out Plan (HS659)  Download plan summary 12 Dec 2025 12 Dec 2031 £0.9807 as at 23 Jan 2026
Japan Step Down Kick-out Plan (HS673)  Download plan summary 23 Jan 2026 23 Jan 2032
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 £1.0338 as at 23 Jan 2026
UK Quarterly Kick-out Plan (HS597)  Download plan summary 8 Aug 2025 8 Aug 2031 £1.0213 as at 23 Jan 2026
UK Quarterly Kick-out Plan (HS619)  Download plan summary 17 Sep 2025 17 Sep 2031 £1.0076 as at 23 Jan 2026
UK Quarterly Kick-out Plan (HS635)  Download plan summary 21 Oct 2025 21 Oct 2031 £0.9969 as at 23 Jan 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 £1.0741 as at 23 Jan 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 (BNP026)  Download plan summary 1 Mar 2024 1 Mar 2030 £1.1991 as at 23 Jan 2026
UK & Europe Annual Kick-out Plan (CA107)  Download plan summary 21 Feb 2025 21 Feb 2031 £1.1021 as at 23 Jan 2026
UK & Europe Annual Kick-out Plan (CA110)  Download plan summary 28 Mar 2025 28 Mar 2031 £1.0893 as at 23 Jan 2026
UK & Europe Annual Kick-out Plan (CA113)  Download plan summary 9 May 2025 9 May 2031 £1.0747 as at 23 Jan 2026
UK & Europe Annual Kick-out Plan (CA115)  Download plan summary 27 Jun 2025 27 Jun 2031 £1.0592 as at 23 Jan 2026
UK & Europe Annual Kick-out Plan (CA119)  Download plan summary 8 Aug 2025 8 Aug 2031 £1.0350 as at 23 Jan 2026
UK & Europe Annual Kick-out Plan (CA124)  Download plan summary 26 Sep 2025 26 Sep 2031 £1.0244 as at 23 Jan 2026
UK & Europe Annual Kick-out Plan (CA128)  Download plan summary 7 Nov 2025 7 Nov 2031 £1.0163 as at 23 Jan 2026
UK & Europe Annual Kick-out Plan (CA130)  Download plan summary 12 Dec 2025 12 Dec 2031 £1.0144 as at 23 Jan 2026
UK & Europe Annual Kick-out Plan (CA132)  Download plan summary 21 Jan 2026 21 Jan 2032 £0 as at 1 Dec 2025
UK & US Defensive Kick-out Plan
Product Name Plan Summary Start Date End Date Price
UK & US Defensive Kick-out Plan (B055)  Download plan summary 19 Dec 2025 19 Dec 2031 £0.9790 as at 23 Jan 2026
UK & US Defensive Kick-out Plan (B056)  Download plan summary 19 Dec 2025 19 Dec 2031 £0.9850 as at 23 Jan 2026
UK & US Kick-out Plan
Product Name Plan Summary Start Date End Date Price
UK & US Annual Kick-out Plan (MS195)  Download plan summary 31 Jan 2025 31 Jan 2031 £1.0923 as at 23 Jan 2026
UK & US Annual Kick-out Plan (MS205)  Download plan summary 10 Feb 2025 10 Feb 2032 £1.0700 as at 23 Jan 2026
UK & US Annual Kick-out Plan (MS199)  Download plan summary 14 Mar 2025 14 Mar 2031 £1.0781 as at 23 Jan 2026
UK & US Annual Kick-out Plan (MS208)  Download plan summary 25 Apr 2025 25 Apr 2031 £1.0662 as at 23 Jan 2026
UK & US Annual Kick-out Plan (MS214)  Download plan summary 6 Jun 2025 6 Jun 2031 £1.0498 as at 23 Jan 2026
UK & US Annual Kick-out Plan (MS217)  Download plan summary 18 Jul 2025 18 Jul 2031 £1.0293 as at 23 Jan 2026
UK & US Annual Kick-out Plan (MS219)  Download plan summary 22 Aug 2025 22 Aug 2031 £1.0072 as at 23 Jan 2026
UK & US Annual Kick-out Plan (MS221)  Download plan summary 10 Oct 2025 10 Oct 2031 £0.9843 as at 23 Jan 2026
UK & US Annual Kick-out Plan (MS223)  Download plan summary 14 Nov 2025 14 Nov 2031 £0.9904 as at 23 Jan 2026
UK & US Annual Kick-out Plan (MS225)  Download plan summary 19 Dec 2025 19 Dec 2031 £0.9889 as at 23 Jan 2026
UK & US Annual Kick-out Plan (MS228)  Download plan summary 23 Jan 2026 23 Jan 2032
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 £1.1209 as at 23 Jan 2026
UK 90% Annual Kick-out Plan (MS162)  Download plan summary 27 Mar 2024 22 Mar 2031 £1.1258 as at 23 Jan 2026
UK 90% Annual Kick-out Plan (MS168)  Download plan summary 14 Jun 2024 14 Jun 2030 £1.1088 as at 23 Jan 2026
UK 90% Annual Kick-out Plan (MS167)  Download plan summary 14 Jun 2024 14 Jun 2030 £1.1052 as at 23 Jan 2026
UK 90% Annual Kick-out Plan (MS174)  Download plan summary 26 Jul 2024 26 Jul 2030 £1.1023 as at 23 Jan 2026
UK 90% Annual Kick-out Plan (MS175)  Download plan summary 26 Jul 2024 26 Jul 2030 £1.1086 as at 23 Jan 2026
UK 90% Annual Kick-out Plan (MS180)  Download plan summary 6 Sep 2024 6 Sep 2030 £1.0934 as at 23 Jan 2026
UK 90% Annual Kick-out Plan (MS179)  Download plan summary 6 Sep 2024 6 Sep 2030 £1.0887 as at 23 Jan 2026
UK 90% Annual Kick-out Plan (MS183)  Download plan summary 18 Oct 2024 18 Oct 2030 £1.0720 as at 23 Jan 2026
UK 90% Annual Kick-out Plan (MS184)  Download plan summary 18 Oct 2024 18 Oct 2030 £1.0777 as at 23 Jan 2026
UK 90% Annual Kick-out Plan (MS189)  Download plan summary 29 Nov 2024 29 Nov 2030 £1.0710 as at 23 Jan 2026
UK 90% Annual Kick-out Plan (MS188)  Download plan summary 29 Nov 2024 29 Nov 2030 £1.0650 as at 23 Jan 2026
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 £1.1414 as at 23 Jan 2026
UK 95% Annual Kick-out Plan (MS194)  Download plan summary 17 Jan 2025 19 Jan 2032 £1.0666 as at 23 Jan 2026
UK 95% Annual Kick-out Plan (MS193)  Download plan summary 17 Jan 2025 19 Jan 2032 £1.0541 as at 23 Jan 2026
UK 95% Annual Kick-out Plan (MS198)  Download plan summary 21 Feb 2025 23 Feb 2032 £1.0576 as at 23 Jan 2026
UK 95% Annual Kick-out Plan (MS197)  Download plan summary 21 Feb 2025 23 Feb 2032 £1.0453 as at 23 Jan 2026
UK 95% Annual Kick-out Plan (MS206)  Download plan summary 26 Mar 2025 30 Mar 2032 £1.0379 as at 23 Jan 2026
UK 95% Annual Kick-out Plan (MS207)  Download plan summary 26 Mar 2025 30 Mar 2032 £1.0502 as at 23 Jan 2026
UK 95% Annual Kick-out Plan (HS569)  Download plan summary 6 Jun 2025 6 Jun 2031 £1.0421 as at 23 Jan 2026
UK 95% Annual Kick-out Plan (HS568)  Download plan summary 6 Jun 2025 6 Jun 2031 £1.0384 as at 23 Jan 2026
UK 95% Annual Kick-out Plan (HS585)  Download plan summary 18 Jul 2025 18 Jul 2031 £1.0333 as at 23 Jan 2026
UK 95% Annual Kick-out Plan (HS584)  Download plan summary 18 Jul 2025 18 Jul 2031 £1.0296 as at 23 Jan 2026
UK 95% Annual Kick-out Plan (HS605)  Download plan summary 22 Aug 2025 22 Aug 2031 £1.0083 as at 23 Jan 2026
UK 95% Annual Kick-out Plan (HS606)  Download plan summary 22 Aug 2025 22 Aug 2031 £1.0119 as at 23 Jan 2026
UK 95% Annual Kick-out Plan (HS621)  Download plan summary 26 Sep 2025 26 Sep 2031 £0.9938 as at 23 Jan 2026
UK 95% Annual Kick-out Plan (HS622)  Download plan summary 26 Sep 2025 26 Sep 2031 £0.9952 as at 23 Jan 2026
UK 95% Annual Kick-out Plan (HS637)  Download plan summary 7 Nov 2025 7 Nov 2031 £0.9860 as at 23 Jan 2026
UK 95% Annual Kick-out Plan (HS638)  Download plan summary 7 Nov 2025 7 Nov 2031 £0.9890 as at 23 Jan 2026
UK 95% Annual Kick-out Plan (HS653)  Download plan summary 12 Dec 2025 12 Dec 2031 £0.9960 as at 23 Jan 2026
UK 95% Annual Kick-out Plan (HS654)  Download plan summary 12 Dec 2025 12 Dec 2031 £0.9999 as at 23 Jan 2026
UK 95% Annual Kick-out Plan (HS667)  Download plan summary 23 Jan 2026 23 Jan 2032
UK 95% Annual Kick-out Plan (HS668)  Download plan summary 23 Jan 2026 23 Jan 2032
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 £1.1474 as at 23 Jan 2026
UK & Europe Step Down Kick-out Plan (CA101)  Download plan summary 17 Jan 2025 17 Jan 2031 £1.0858 as at 23 Jan 2026
UK & Europe Step Down Kick-out Plan (CA105)  Download plan summary 21 Feb 2025 21 Feb 2031 £1.0782 as at 23 Jan 2026
UK & Europe Step Down Kick-out Plan (CA108)  Download plan summary 28 Mar 2025 28 Mar 2031 £1.0659 as at 23 Jan 2026
UK & Europe Step Down Kick-out Plan (CA111)  Download plan summary 9 May 2025 9 May 2031 £1.0550 as at 23 Jan 2026
UK & Europe Step Down Kick-out Plan (CA116)  Download plan summary 27 Jun 2025 27 Jun 2031 £1.0385 as at 23 Jan 2026
UK & Europe Step Down Kick-out Plan (CA120)  Download plan summary 8 Aug 2025 8 Aug 2031 £1.0213 as at 23 Jan 2026
UK & Europe Step Down Kick-out Plan (CA125)  Download plan summary 26 Sep 2025 26 Sep 2031 £1.0124 as at 23 Jan 2026
UK & Europe Step Down Kick-out Plan (CA129)  Download plan summary 7 Nov 2025 7 Nov 2031 £1.0000 as at 23 Jan 2026
UK & Europe Step Down Kick-out Plan (CA131)  Download plan summary 12 Dec 2025 12 Dec 2031 £1.0068 as at 23 Jan 2026
UK & Europe Step Down Kick-out Plan (CA133)  Download plan summary 21 Jan 2026 21 Jan 2032 £0 as at 1 Dec 2025
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 £1.1051 as at 23 Jan 2026
UK & US Step Down Kick-out Plan (MS196)  Download plan summary 31 Jan 2025 31 Jan 2031 £1.0724 as at 23 Jan 2026
UK & US Step Down Kick-out Plan (MS200)  Download plan summary 14 Mar 2025 14 Mar 2031 £1.0614 as at 23 Jan 2026
UK & US Step Down Kick-out Plan (MS209)  Download plan summary 25 Apr 2025 25 Apr 2031 £1.0474 as at 23 Jan 2026
UK & US Step Down Kick-out Plan (MS215)  Download plan summary 6 Jun 2025 6 Jun 2031 £1.0326 as at 23 Jan 2026
UK & US Step Down Kick-out Plan (MS218)  Download plan summary 18 Jul 2025 18 Jul 2031 £1.0150 as at 23 Jan 2026
UK & US Step Down Kick-out Plan (MS220)  Download plan summary 22 Aug 2025 22 Aug 2031 £0.9969 as at 23 Jan 2026
UK & US Step Down Kick-out Plan (MS222)  Download plan summary 10 Oct 2025 10 Oct 2031 £0.9857 as at 23 Jan 2026
UK & US Step Down Kick-out Plan (MS224)  Download plan summary 14 Nov 2025 14 Nov 2031 £0.9892 as at 23 Jan 2026
UK & US Step Down Kick-out Plan (MS226)  Download plan summary 19 Dec 2025 19 Dec 2031 £0.9840 as at 23 Jan 2026
UK & US Step Down Kick-out Plan (MS229)  Download plan summary 23 Jan 2026 23 Jan 2032
UK Defensive Annual Kick-out Plan
Product Name Plan Summary Start Date End Date Price
UK Defensive Annual Kick-out Plan (CA090)  Download plan summary 2 Aug 2024 4 Aug 2031 £1.1113 as at 23 Jan 2026
UK Defensive Annual Kick-out Plan (CA094)  Download plan summary 13 Sep 2024 15 Sep 2031 £1.0898 as at 23 Jan 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 £1.1610 as at 23 Jan 2026
UK Step Down Kick-out Plan (MS149)  Download plan summary 20 Dec 2023 20 Dec 2030 £1.1587 as at 23 Jan 2026
UK Step Down Kick-out Plan (MS153)  Download plan summary 26 Jan 2024 27 Jan 2031 £1.1343 as at 23 Jan 2026
UK Step Down Kick-out Plan (HS429)  Download plan summary 14 Feb 2024 14 Feb 2029 £1.1223 as at 23 Jan 2026
UK Step Down Kick-out Plan (HS430)  Download plan summary 14 Feb 2024 14 Feb 2029 £1.1029 as at 23 Jan 2026
UK Step Down Kick-out Plan (HS427)  Download plan summary 14 Feb 2024 14 Feb 2029 £1.1170 as at 23 Jan 2026
UK Step Down Kick-out Plan (HS431)  Download plan summary 14 Feb 2024 14 Feb 2029 £1.1090 as at 23 Jan 2026
UK Step Down Kick-out Plan (CT095)  Download plan summary 23 Feb 2024 24 Feb 2031 £1.1382 as at 23 Jan 2026
UK Step Down Kick-out Plan (CA075)  Download plan summary 28 Feb 2024 28 Feb 2031 £1.1358 as at 23 Jan 2026
UK Step Down Kick-out Plan (GS194)  Download plan summary 1 Mar 2024 1 Mar 2030 £1.1330 as at 23 Jan 2026
UK Step Down Kick-out Plan (HS435)  Download plan summary 27 Mar 2024 27 Mar 2029 £1.1097 as at 23 Jan 2026
UK Step Down Kick-out Plan (MS163)  Download plan summary 27 Mar 2024 27 Mar 2031 £1.1152 as at 23 Jan 2026
UK Step Down Kick-out Plan (CT098)  Download plan summary 27 Mar 2024 27 Mar 2031 £1.1278 as at 23 Jan 2026
UK Step Down Kick-out Plan (CA078)  Download plan summary 27 Mar 2024 27 Mar 2031 £1.1209 as at 23 Jan 2026
UK Step Down Kick-out Plan (HS437)  Download plan summary 27 Mar 2024 27 Mar 2029 £1.1196 as at 23 Jan 2026
UK Step Down Kick-out Plan (HS441)  Download plan summary 12 Apr 2024 12 Apr 2029 £1.1115 as at 23 Jan 2026
UK Step Down Kick-out Plan (HS442)  Download plan summary 12 Apr 2024 12 Apr 2029 £1.1172 as at 23 Jan 2026
UK Step Down Kick-out Plan (HS448)  Download plan summary 22 Apr 2024 23 Apr 2029 £1.1274 as at 23 Jan 2026
UK Step Down Kick-out Plan (HS446)  Download plan summary 22 Apr 2024 23 Apr 2029 £1.1202 as at 23 Jan 2026
UK Step Down Kick-out Plan (CA083)  Download plan summary 10 May 2024 12 May 2031 £1.1128 as at 23 Jan 2026
UK Step Down Kick-out Plan (CT100)  Download plan summary 10 May 2024 12 May 2031 £1.1179 as at 23 Jan 2026
UK Step Down Kick-out Plan (HS452)  Download plan summary 17 May 2024 17 May 2029 £1.0896 as at 23 Jan 2026
UK Step Down Kick-out Plan (HS451)  Download plan summary 17 May 2024 17 May 2029 £1.0997 as at 23 Jan 2026
UK Step Down Kick-out Plan (HS454)  Download plan summary 31 May 2024 31 May 2029 £1.1077 as at 23 Jan 2026
UK Step Down Kick-out Plan (HS456)  Download plan summary 31 May 2024 31 May 2029 £1.1140 as at 23 Jan 2026
UK Step Down Kick-out Plan (CA088)  Download plan summary 21 Jun 2024 23 Jun 2031 £1.1060 as at 23 Jan 2026
UK Step Down Kick-out Plan (HS463)  Download plan summary 21 Jun 2024 21 Jun 2029 £1.0853 as at 23 Jan 2026
UK Step Down Kick-out Plan (CT102)  Download plan summary 21 Jun 2024 23 Jun 2031 £1.1133 as at 23 Jan 2026
UK Step Down Kick-out Plan (HS464)  Download plan summary 21 Jun 2024 21 Jun 2029 £1.0908 as at 23 Jan 2026
UK Step Down Kick-out Plan (HS468)  Download plan summary 5 Jul 2024 5 Jul 2029 £1.0981 as at 23 Jan 2026
UK Step Down Kick-out Plan (HS466)  Download plan summary 5 Jul 2024 5 Jul 2029 £1.0929 as at 23 Jan 2026
UK Step Down Kick-out Plan (HS477)  Download plan summary 23 Jul 2024 23 Jul 2029 £1.0859 as at 23 Jan 2026
UK Step Down Kick-out Plan (HS478)  Download plan summary 23 Jul 2024 23 Jul 2029 £1.0917 as at 23 Jan 2026
UK Step Down Kick-out Plan (CA091)  Download plan summary 2 Aug 2024 4 Aug 2031 £1.0993 as at 23 Jan 2026
UK Step Down Kick-out Plan (CT105)  Download plan summary 2 Aug 2024 4 Aug 2031 £1.1068 as at 23 Jan 2026
UK Step Down Kick-out Plan (HS480)  Download plan summary 9 Aug 2024 9 Aug 2030 £1.0924 as at 23 Jan 2026
UK Step Down Kick-out Plan (HS482)  Download plan summary 9 Aug 2024 9 Aug 2030 £1.1016 as at 23 Jan 2026
UK Step Down Kick-out Plan (HS488)  Download plan summary 30 Aug 2024 30 Aug 2030 £1.0772 as at 23 Jan 2026
UK Step Down Kick-out Plan (HS489)  Download plan summary 30 Aug 2024 30 Aug 2030 £1.0818 as at 23 Jan 2026
UK Step Down Kick-out Plan (HS493)  Download plan summary 13 Sep 2024 13 Sep 2030 £1.0786 as at 23 Jan 2026
UK Step Down Kick-out Plan (CA095)  Download plan summary 13 Sep 2024 15 Sep 2031 £1.0866 as at 23 Jan 2026
UK Step Down Kick-out Plan (CT111)  Download plan summary 13 Sep 2024 15 Sep 2031 £1.0935 as at 23 Jan 2026
UK Step Down Kick-out Plan (HS491)  Download plan summary 13 Sep 2024 13 Sep 2030 £1.0740 as at 23 Jan 2026
UK Step Down Kick-out Plan (HS498)  Download plan summary 4 Oct 2024 4 Oct 2030 £1.0711 as at 23 Jan 2026
UK Step Down Kick-out Plan (HS499)  Download plan summary 4 Oct 2024 4 Oct 2030 £1.0754 as at 23 Jan 2026
UK Step Down Kick-out Plan (HS505)  Download plan summary 18 Oct 2024 18 Oct 2030 £1.0769 as at 23 Jan 2026
UK Step Down Kick-out Plan (HS503)  Download plan summary 18 Oct 2024 18 Oct 2030 £1.0716 as at 23 Jan 2026
UK Step Down Kick-out Plan (GS198)  Download plan summary 25 Oct 2024 27 Oct 2031 £1.0935 as at 23 Jan 2026
UK Step Down Kick-out Plan (CT116)  Download plan summary 25 Oct 2024 27 Oct 2031 £1.0813 as at 23 Jan 2026
UK Step Down Kick-out Plan (CA098)  Download plan summary 25 Oct 2024 27 Oct 2031 £1.0698 as at 23 Jan 2026
UK Step Down Kick-out Plan (HS511)  Download plan summary 8 Nov 2024 8 Nov 2030 £1.0616 as at 23 Jan 2026
UK Step Down Kick-out Plan (HS510)  Download plan summary 8 Nov 2024 8 Nov 2030 £1.0569 as at 23 Jan 2026
UK Step Down Kick-out Plan (HS516)  Download plan summary 22 Nov 2024 22 Nov 2030 £1.0572 as at 23 Jan 2026
UK Step Down Kick-out Plan (HS518)  Download plan summary 22 Nov 2024 22 Nov 2030 £1.0616 as at 23 Jan 2026
UK Step Down Kick-out Plan (CT120)  Download plan summary 29 Nov 2024 1 Dec 2031 £1.0754 as at 23 Jan 2026
UK Step Down Kick-out Plan (CA100)  Download plan summary 6 Dec 2024 8 Dec 2031 £1.0671 as at 23 Jan 2026
UK Step Down Kick-out Plan (HS523)  Download plan summary 20 Dec 2024 20 Dec 2030 £1.0498 as at 23 Jan 2026
UK Step Down Kick-out Plan (HS524)  Download plan summary 20 Dec 2024 20 Dec 2030 £1.0545 as at 23 Jan 2026
UK Step Down Kick-out Plan (HS529)  Download plan summary 8 Jan 2025 8 Jan 2031 £1.0636 as at 23 Jan 2026
UK Step Down Kick-out Plan (HS527)  Download plan summary 8 Jan 2025 8 Jan 2031 £1.0541 as at 23 Jan 2026
UK Step Down Kick-out Plan (CT123)  Download plan summary 10 Jan 2025 12 Jan 2032 £1.0697 as at 23 Jan 2026
UK Step Down Kick-out Plan (CA102)  Download plan summary 17 Jan 2025 19 Jan 2032 £1.0581 as at 23 Jan 2026
UK Step Down Kick-out Plan (HS537)  Download plan summary 24 Jan 2025 24 Jan 2031 £1.0452 as at 23 Jan 2026
UK Step Down Kick-out Plan (HS536)  Download plan summary 24 Jan 2025 24 Jan 2031 £1.0408 as at 23 Jan 2026
UK Step Down Kick-out Plan (HS539)  Download plan summary 10 Feb 2025 10 Feb 2031 £1.0417 as at 23 Jan 2026
UK Step Down Kick-out Plan (HS540)  Download plan summary 10 Feb 2025 10 Feb 2031 £1.0500 as at 23 Jan 2026
UK Step Down Kick-out Plan (HS538)  Download plan summary 10 Feb 2025 10 Feb 2031 £1.0447 as at 23 Jan 2026
UK Step Down Kick-out Plan (HS541)  Download plan summary 10 Feb 2025 10 Feb 2031 £1.0512 as at 23 Jan 2026
UK Step Down Kick-out Plan (CA106)  Download plan summary 21 Feb 2025 23 Feb 2032 £1.0498 as at 23 Jan 2026
UK Step Down Kick-out Plan (CT126)  Download plan summary 21 Feb 2025 23 Feb 2032 £1.0620 as at 23 Jan 2026
UK Step Down Kick-out Plan (HS548)  Download plan summary 28 Feb 2025 28 Feb 2031 £1.0361 as at 23 Jan 2026
UK Step Down Kick-out Plan (HS549)  Download plan summary 28 Feb 2025 28 Feb 2031 £1.0408 as at 23 Jan 2026
UK Step Down Kick-out Plan (HS553)  Download plan summary 21 Mar 2025 21 Mar 2031 £1.0410 as at 23 Jan 2026
UK Step Down Kick-out Plan (HS552)  Download plan summary 21 Mar 2025 21 Mar 2031 £1.0400 as at 23 Jan 2026
UK Step Down Kick-out Plan (HS550)  Download plan summary 21 Mar 2025 21 Mar 2031 £1.0373 as at 23 Jan 2026
UK Step Down Kick-out Plan (HS551)  Download plan summary 21 Mar 2025 21 Mar 2031 £1.0367 as at 23 Jan 2026
UK Step Down Kick-out Plan (CA109)  Download plan summary 28 Mar 2025 30 Mar 2032 £1.0428 as at 23 Jan 2026
UK Step Down Kick-out Plan (SAN057)  Download plan summary 28 Mar 2025 28 Mar 2031 £1.0328 as at 23 Jan 2026
UK Step Down Kick-out Plan (CT129)  Download plan summary 28 Mar 2025 30 Mar 2032 £1.0513 as at 23 Jan 2026
UK Step Down Kick-out Plan (HS558)  Download plan summary 14 Apr 2025 15 Apr 2031 £1.0309 as at 23 Jan 2026
UK Step Down Kick-out Plan (HS559)  Download plan summary 14 Apr 2025 15 Apr 2031 £1.0344 as at 23 Jan 2026
UK Step Down Kick-out Plan (HS563)  Download plan summary 22 Apr 2025 22 Apr 2031 £1.0322 as at 23 Jan 2026
UK Step Down Kick-out Plan (HS565)  Download plan summary 22 Apr 2025 22 Apr 2031 £1.0362 as at 23 Jan 2026
UK Step Down Kick-out Plan (HS564)  Download plan summary 22 Apr 2025 22 Apr 2031 £1.0329 as at 23 Jan 2026
UK Step Down Kick-out Plan (HS562)  Download plan summary 22 Apr 2025 22 Apr 2031 £1.0305 as at 23 Jan 2026
UK Step Down Kick-out Plan (CT131)  Download plan summary 9 May 2025 10 May 2032 £1.0415 as at 23 Jan 2026
UK Step Down Kick-out Plan (SAN066)  Download plan summary 9 May 2025 9 May 2031 £1.0321 as at 23 Jan 2026
UK Step Down Kick-out Plan (CA112)  Download plan summary 9 May 2025 10 May 2032 £1.0369 as at 23 Jan 2026
UK Step Down Kick-out Plan (HS571)  Download plan summary 6 Jun 2025 6 Jun 2031 £1.0260 as at 23 Jan 2026
UK Step Down Kick-out Plan (HS570)  Download plan summary 6 Jun 2025 6 Jun 2031 £1.0221 as at 23 Jan 2026
UK Step Down Kick-out Plan (HS572)  Download plan summary 6 Jun 2025 6 Jun 2031 £1.0270 as at 23 Jan 2026
UK Step Down Kick-out Plan (HS574)  Download plan summary 6 Jun 2025 6 Jun 2031 £1.0287 as at 23 Jan 2026
UK Step Down Kick-out Plan (HS575)  Download plan summary 6 Jun 2025 6 Jun 2031 £1.0353 as at 23 Jan 2026
UK Step Down Kick-out Plan (HS573)  Download plan summary 6 Jun 2025 6 Jun 2031 £1.0326 as at 23 Jan 2026
UK Step Down Kick-out Plan (SAN075)  Download plan summary 20 Jun 2025 20 Jun 2031 £1.0165 as at 23 Jan 2026
UK Step Down Kick-out Plan (CT134)  Download plan summary 27 Jun 2025 28 Jun 2032 £1.0233 as at 23 Jan 2026
UK Step Down Kick-out Plan (CA117)  Download plan summary 27 Jun 2025 28 Jun 2032 £1.0214 as at 23 Jan 2026
UK Step Down Kick-out Plan (HS590)  Download plan summary 9 Jul 2025 9 Jul 2031 £1.0239 as at 23 Jan 2026
UK Step Down Kick-out Plan (HS588)  Download plan summary 9 Jul 2025 9 Jul 2031 £1.0216 as at 23 Jan 2026
UK Step Down Kick-out Plan (HS589)  Download plan summary 9 Jul 2025 9 Jul 2031 £1.0280 as at 23 Jan 2026
UK Step Down Kick-out Plan (HS591)  Download plan summary 9 Jul 2025 9 Jul 2031 £1.0315 as at 23 Jan 2026
UK Step Down Kick-out Plan (HS587)  Download plan summary 18 Jul 2025 18 Jul 2031 £1.0196 as at 23 Jan 2026
UK Step Down Kick-out Plan (HS586)  Download plan summary 18 Jul 2025 18 Jul 2031 £1.0176 as at 23 Jan 2026
UK Step Down Kick-out Plan (SAN088)  Download plan summary 8 Aug 2025 9 Aug 2032 £0.9968 as at 23 Jan 2026
UK Step Down Kick-out Plan (CA121)  Download plan summary 8 Aug 2025 9 Aug 2032 £1.0099 as at 23 Jan 2026
UK Step Down Kick-out Plan (HS601)  Download plan summary 15 Aug 2025 15 Aug 2031 £1.0121 as at 23 Jan 2026
UK Step Down Kick-out Plan (HS602)  Download plan summary 15 Aug 2025 15 Aug 2031 £1.0150 as at 23 Jan 2026
UK Step Down Kick-out Plan (HS600)  Download plan summary 15 Aug 2025 15 Aug 2031 £1.0117 as at 23 Jan 2026
UK Step Down Kick-out Plan (HS599)  Download plan summary 15 Aug 2025 15 Aug 2031 £1.0101 as at 23 Jan 2026
UK Step Down Kick-out Plan (HS608)  Download plan summary 22 Aug 2025 22 Aug 2031 £1.0033 as at 23 Jan 2026
UK Step Down Kick-out Plan (HS607)  Download plan summary 22 Aug 2025 22 Aug 2031 £0.9997 as at 23 Jan 2026
UK Step Down Kick-out Plan (CT137)  Download plan summary 22 Aug 2025 22 Aug 2031 £1.0076 as at 23 Jan 2026
UK Step Down Kick-out Plan (HS614)  Download plan summary 12 Sep 2025 12 Sep 2031 £0.9983 as at 23 Jan 2026
UK Step Down Kick-out Plan (HS613)  Download plan summary 12 Sep 2025 12 Sep 2031 £0.9999 as at 23 Jan 2026
UK Step Down Kick-out Plan (HS615)  Download plan summary 12 Sep 2025 12 Sep 2031 £1.0009 as at 23 Jan 2026
UK Step Down Kick-out Plan (HS616)  Download plan summary 12 Sep 2025 12 Sep 2031 £1.0002 as at 23 Jan 2026
UK Step Down Kick-out Plan (SAN096)  Download plan summary 19 Sep 2025 20 Sep 2032 £0.9827 as at 23 Jan 2026
UK Step Down Kick-out Plan (CA126)  Download plan summary 26 Sep 2025 27 Sep 2032 £1.0024 as at 23 Jan 2026
UK Step Down Kick-out Plan (HS624)  Download plan summary 26 Sep 2025 26 Sep 2031 £0.9869 as at 23 Jan 2026
UK Step Down Kick-out Plan (HS623)  Download plan summary 26 Sep 2025 26 Sep 2031 £0.9842 as at 23 Jan 2026
UK Step Down Kick-out Plan (HS631)  Download plan summary 21 Oct 2025 21 Oct 2031 £0.9932 as at 23 Jan 2026
UK Step Down Kick-out Plan (HS630)  Download plan summary 21 Oct 2025 21 Oct 2031 £0.9917 as at 23 Jan 2026
UK Step Down Kick-out Plan (HS629)  Download plan summary 21 Oct 2025 21 Oct 2031 £0.9926 as at 23 Jan 2026
UK Step Down Kick-out Plan (HS632)  Download plan summary 21 Oct 2025 21 Oct 2031 £0.9927 as at 23 Jan 2026
UK Step Down Kick-out Plan (SAN103)  Download plan summary 31 Oct 2025 31 Oct 2031 £0.9769 as at 23 Jan 2026
UK Step Down Kick-out Plan (HS640)  Download plan summary 7 Nov 2025 7 Nov 2031 £0.9820 as at 23 Jan 2026
UK Step Down Kick-out Plan (HS639)  Download plan summary 7 Nov 2025 7 Nov 2031 £0.9792 as at 23 Jan 2026
UK Step Down Kick-out Plan (CT142)  Download plan summary 21 Nov 2025 22 Nov 2032 £1.0087 as at 23 Jan 2026
UK Step Down Kick-out Plan (HS646)  Download plan summary 28 Nov 2025 28 Nov 2031 £0.9872 as at 23 Jan 2026
UK Step Down Kick-out Plan (HS647)  Download plan summary 28 Nov 2025 28 Nov 2031 £0.9860 as at 23 Jan 2026
UK Step Down Kick-out Plan (HS648)  Download plan summary 28 Nov 2025 28 Nov 2031 £0.9900 as at 23 Jan 2026
UK Step Down Kick-out Plan (HS649)  Download plan summary 28 Nov 2025 28 Nov 2031 £0.9893 as at 23 Jan 2026
UK Step Down Kick-out Plan (HS655)  Download plan summary 12 Dec 2025 12 Dec 2031 £0.9913 as at 23 Jan 2026
UK Step Down Kick-out Plan (SAN110)  Download plan summary 12 Dec 2025 12 Dec 2031 £0.9639 as at 23 Jan 2026
UK Step Down Kick-out Plan (SAN111)  Download plan summary 12 Dec 2025 12 Dec 2031 £0.9671 as at 23 Jan 2026
UK Step Down Kick-out Plan (HS656)  Download plan summary 12 Dec 2025 12 Dec 2031 £0.9917 as at 23 Jan 2026
UK Step Down Kick-out Plan (CT146)  Download plan summary 9 Jan 2026 10 Jan 2033 £0.9823 as at 23 Jan 2026
UK Step Down Kick-out Plan (HS661)  Download plan summary 16 Jan 2026 16 Jan 2032 £0 as at 1 Nov 2025
UK Step Down Kick-out Plan (HS660)  Download plan summary 16 Jan 2026 16 Jan 2032 £0 as at 1 Nov 2025
UK Step Down Kick-out Plan (HS662)  Download plan summary 16 Jan 2026 16 Jan 2032 £0 as at 1 Nov 2025
UK Step Down Kick-out Plan (HS663)  Download plan summary 16 Jan 2026 16 Jan 2032 £0 as at 1 Nov 2025
UK Step Down Kick-out Plan (SAN117)  Download plan summary 23 Jan 2026 23 Jan 2032
UK Step Down Kick-out Plan (SAN118)  Download plan summary 23 Jan 2026 23 Jan 2032
UK Step Down Kick-out Plan (HS669)  Download plan summary 23 Jan 2026 23 Jan 2032
UK Step Down Kick-out Plan (HS670)  Download plan summary 23 Jan 2026 23 Jan 2032
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 £1.0416 as at 23 Jan 2026
US Step Down Kick-out Plan (MS216)  Download plan summary 18 Jul 2025 18 Jul 2031 £1.0268 as at 23 Jan 2026
Subscribe for free resources
& news updates.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form

About

Products and Services

Legal

We use cookies to improve your experience on our website. Please read our Cookie policy to find out more

© Copyright 2026 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.
‍
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.

Back to top