• 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 understand all the costs involved in their purchase and make more informed decisions in line with the third outcome of the Treating Customers Fairly (TCF) framework.

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