Investment management - Funds

As a privately owned, boutique fund management business, we are dedicated to achieving strong fund performance and doing so with integrity. Our regulated funds cover equities, fixed interest and cash.

With a high percentage of staff ownership, our culture and values focus on being professional, trustworthy and effective. And we always aim to provide an excellent service to professional advisers.

Investment Management Funds

Smith & Williamson funds

Smith & Williamson's range of both onshore and offshore, FCA authorised or recognised, funds cover equities, cash and fixed interest. All our funds are ISA qualifying.

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How To Invest

How to invest

Find information here for Smith & Williamson's onshore and offshore investment fund range.

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Key Investor Information Documents

Key Investor Information Documents (KIIDs) and factsheets

A KIID contains the essential information for understanding the nature and risks of a fund. Each Fund has its own KIID. Investors are strongly advised to read it to help make an informed decision about whether to invest. Further information is contained in the full prospectus.

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Please remember investment involves risk. The value of investments and the income from them can fall as well as rise and investors may not receive back the original amount invested. Past performance is not a guide to future performance.

 

Related content

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S&W Artificial Intelligence Fund Webinar: December 2020

Chris Ford, manager of the Smith & Williamson Artificial Intelligence Fund, updates investors on performance and positioning as we enter the final throes of 2020.

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S&W Artificial Intelligence Fund Webinar: Exposure to secular growth driven by development and application of AI

17/04/2020 - Chris Ford, manager of the Smith & Williamson Artificial Intelligence Fund, updates investors on the current state of the market and current portfolio positioning as the Fund approaches its three-year track record.

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