Funds & Certificates
Professionally managed diversification in a single instrument — from established funds to actively managed certificates.
How managed instruments work
A fund or fund-like certificate pools capital and delegates the investment decisions to a professional manager, giving you instant diversification without having to assemble and monitor a portfolio yourself. Actively managed certificates (AMCs) are a particularly flexible wrapper: they package a defined strategy into a single tradable instrument that can be accessed like any other security on the platform.
Choose a strategy
Select a fund or certificate whose mandate, asset mix, and management style match your goals and risk appetite.
Invest in one instrument
A single purchase gives you exposure to the manager’s entire underlying portfolio, handled and rebalanced on your behalf.
Let the manager work
The professional manager executes the strategy; you monitor performance and add or redeem according to the instrument’s terms.
Where these strategies reach
Funds and certificates are inherently global wrappers — a single instrument can hold assets across many markets. Available strategies span developed and emerging exposures, letting you access regions that would be hard to reach directly.
Global multi-asset
Diversified certificates and funds spanning equities, fixed income, and alternatives worldwide.
Developed markets
Manager access to US, European, and other developed-market portfolios in one instrument.
Emerging markets
Professionally selected exposure to growth economies without direct single-market accounts.
Thematic wrappers
Certificates built around defined themes, bundling a curated basket into one holding.
What it takes to start
Minimums are set by each individual fund or certificate and shown on the instrument’s page. Many are accessible at modest entry points; some specialist strategies require more.
Because a single instrument delivers broad diversification, funds and certificates are often an efficient way to put a smaller amount of capital to work across many underlying holdings at once.
The backdrop for managed products
In a market environment where returns have concentrated in a narrow set of names and volatility can arrive from geopolitics or shifting monetary policy, the case for professional diversification is strengthening. Managed certificates and funds let investors delegate the work of allocation and rebalancing to specialists — valuable when market leadership is narrow and the cost of being in the wrong handful of positions is high.
The flexibility of the AMC wrapper in particular has driven its adoption, since it lets a manager express a strategy that can adapt as conditions change, all within one instrument an investor can hold as easily as a single share. For someone building a portfolio from a standing start, these instruments offer a route to institutional-style diversification without institutional-scale capital.
Fees, mandates, and risk profiles differ significantly between instruments; read each product’s documentation before investing. Past performance is not a reliable indicator of future results.
Diversification, professionally managed.
Access curated funds and certificates in a single account.
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