• Unit Trusts

    Our optimal suite of unit trusts addresses the income, income and growth and long term growth requirements of the retail investment market.

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  • Life Products

    The life products we offer are ideally suited for investors with a minimum investment period of five years who wish to take advantage of the flexibility offered within a life wrapper.

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  • Fact Sheets

    View and download our Personal Investment products fact sheets.

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  • Transaction Forms

    Download transaction forms for all of our personal investment products.

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  • Cadiz Abridged Annual Financial Statements

    Download our abridged annual financial statements.

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  • Effective Annual Cost (EAC)

    The EAC is there to help consumers better understand all the costs involved in their purchase and make better informed decisions in line with Outcome 3 of the Treating Customers Fairly (TCF) framework.

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