Offshore fund facts

Download the latest fund information from the table below.

Fund name

Status

Fact sheet

Latest report & accounts

Key features 
& important information

The Freehold Income Trust (FIT)

Open

Download

Annual

Interim

Information memorandum

All Weather Fund Euro

Open

Download

Annual

 

All Weather Fund Sterling

Open

Download

Annual

 

All Weather Fund US Dollar

Open

Download

Annual

 

Bond & Equity Fund

Open

Download

Annual

 

Close Enhanced Commodities II Fund

Active

Download

Annual

Interim

 AGM results

Close European Accelerated Fund

Active

Download

 Annual

 Interim

AGM results

RNS

Close High Income Properties Ordinary Share

Open

Download

Annual

Interim

Stock Exchange Announcement

RNS Nov 09

RNS Dec 09

RNS Dec 09

NAV Announcement Jan10

NAV Announcement Feb10

NAV Announcement Mar10

Ten Largest Investments Mar10

NAV Announcement Apr10

13 July 10 Circular

13 July 10 Announcement

Conservative Strategy Euro

Open

Download

Annual

 

Conservative Strategy Sterling

Open

Download

Annual

 

Conservative Strategy US Dollar

Open

Download

Annual

 

Dynamic Strategy Euro

Open

Download

Annual

 

Dynamic Strategy Sterling

Open

Download

Annual

 

Dynamic Strategy US Dollar

Open

Download

Annual

 

Equity Growth Fund

Open

Download

Annual

 

Euro Income Bond Fund

Open

Download

Annual

 

Global Funds Monthly Performance Summary

n/a

Download

n/a

 

High Income Gilt Fund

n/a

Download

Annual

 

International Bond Fund

n/a

Download

Annual

 

International Equity Fund

n/a

Download

Annual

 

International Euro Growth Fund

n/a

Download

Annual

 

International Sterling Growth Fund

n/a

Download

Annual

 

International US Dollar Growth Fund

n/a

Download

Annual

 

Japanese Accelerated Return Fund II

Active

Download

Annual

Interim

AGM results

RNS

Euro Currency Fund

n/a

Download

Annual

 

Sterling Currency Fund

n/a

Download

Annual

 

US Dollar Currency Fund

n/a

Download

Annual

 

Managed Currency

Open

Download

Annual

 

Multi-Asset Fund of Funds Euro

n/a

Download

n/a

 

Multi-Asset Fund of Funds Sterling

n/a

Download

n/a

 

Multi-Asset Fund of Funds US Dollar

n/a

Download

n/a

 

Pension Strategy Cash Sterling Overview

Open

Download

n/a

 

Pension Strategy Cash Euro Overview

Open

Download

n/a

 

Pension Strategy Cash US Dollar Overview

Open

Download

n/a

 

Pension Strategy Cautious Sterling Overview

Open

Download

n/a

 

Pension Strategy Cautious Euro Overview

Open

Download

n/a

 

Pension Strategy Cautious US Dollar Overview

Open

Download

n/a

 

Pension Strategy Neutral Sterling Overview

Open

Download

n/a

 

Pension Strategy Neutral Euro Overview

Open

Download

n/a

 

Pension Strategy Neutral US Dollar Overview

Open

Download

n/a

 

Pension Strategy Balanced Sterling Overview

n/a

Download

n/a

 

Pension Strategy Balanced Euro Overview

n/a

Download

n/a

 

Pension Strategy Balanced US Dollar Overview

Open

Download

n/a

 

Pension Strategy Growth Sterling Overview

Open

Download

n/a

 

Pension Strategy Growth Euro Overview

Open

Download

n/a

 

Pension Strategy Growth US Dollar Overview

Open

Download

n/a

 

Progressive Strategy Euro

Open

Download

Annual

 

Progresive Strategy Sterling

Open

Download

Annual

 

Progressive Strategy US Dollar

Open

Download

Annual

 

Sterling Income Bond Fund

Open

Download

Annual

 

Trojan Fund

Open

Download

Annual

 

 UK Index Growth Fund 2012

Active

Download

Annual

Interim

AGM results

Please be advised that hard copy report and accounts can be requested; please contact us here.

For the latest fund information on the suspended property funds (including Active Commercial Estates, Business Centre Properties, Closepip ISA & PEP, European Property Investment Portfolio and Property Income Portfolio) please call 0800 269824*

* Calls to this number will be recorded. Calls to 0800 numbers from UK landlines are usually free; calls from mobile networks will vary.