The advanced funds give you the opportunity to invest in themes that matter to you. These funds are composed almost exclusively of shares.

Note that each fund's 'risk level' is set and cannot be changed. If you want to 'increase/decrease' the risk you would need to invest in another fund.


Advanced Funds At a Glance

Balanced Ethical Fund 🌱

Composition
Thousands of shares and funds across different countries and industries, that have been selected based on Ethical, Social and Governance criteria.

Risk level
5 out 7 from industry standard.

Fund Provider
The name of the underlying fund is the “MyMap 5 Select ESG Fund”.

Past Performance
Shares in the Fund were first issued in 2020. There is insufficient data to provide a useful indication of past performance to investors. However, some performance data can be found on KIID.

More details here: MyMap 5 Select ESG Fund
Key investor information: MyMap 5 Select ESG Fund

Growth Ethical Fund 🌿

Composition
Shares of global companies that have been selected for their Ethical, Social and Governance track record.

Risk level
5 out 7 from industry standard.

Fund Provider
The name of the underlying fund is the “Vanguard ESG Developed World All Cap Equity Index Fund (UK)”.

Past Performance
Shares in the Fund were first issued in 2020. There is insufficient data to provide a useful indication of past performance to investors. However, some performance data can be found on KIID.

More details here: Vanguard ESG Developed World All Cap Equity Index Fund (UK)

Key investor information: Vanguard ESG Developed World All Cap Equity Index Fund (UK)

Tech Giants Fund 💻

Composition
Technology shares (like Facebook and Apple)

Risk level
6 out 7 from industry standard

Fund Provider
The name of the underlying fund is the “Legal & General Global Technology Trust”.

Past Performance

Past performance is not a reliable indicator of future results.
Fund result do not include Plum fees.

More details here: Legal & General Global Technology Trust
Key investor information: Legal & General Global Technology Trust

Clean & Green Fund 🌍

Composition
Shares of companies selected for their social responsibility

Risk level
6 out 7 from industry standard

Fund Provider
The name of the underlying fund is the “ASI UK Ethical Equity Fund”.

Past Performance

Past performance is not a reliable indicator of future results.
Fund result do not include Plum fees.

More details here: ASI UK Ethical Equity Fund
Key investor information: ASI UK Ethical Equity Fund

Rising Stars Fund 🌟

Composition
Shares of companies located in emerging markets around the world.

Risk level
6 out 7 from industry standard.

Fund Provider
The name of the underlying fund is the “Vanguard Global Emerging Markets Fund”.

Past Performance
This fund was founded in May 2016, therefore historical performance is limited to the period since then. You can find the detailed price development in the link below.

Past performance is not a reliable indicator of future results.
Fund result do not include Plum fees.

More details here: Vanguard Global Emerging Markets Fund
Key investor information: Vanguard Global Emerging Markets Fund

American Dream Fund 🇺🇸

Composition
Shares of the 500 largest public companies in the USA, also known as the S&P 500.

Risk level
5 out 7 from industry standard.

Fund Provider
The name of the underlying fund is the “Vanguard U.S. Equity Index Fund”.

Past Performance

Past performance is not a reliable indicator of future results.
Fund result do not include Plum fees.

More details here: Vanguard U.S. Equity Index Fund
Key investor information: Vanguard U.S. Equity Index Fund

Best of British Fund 🇬🇧

Composition
Shares of the 100 largest public companies in the UK, also known as the FTSE 100.

Risk level
6 out 7 from industry standard.

Fund Provider
The name of the underlying fund is the “Vanguard FTSE U.K All Share Index”.

Past Performance

Past performance is not a reliable indicator of future results.
Fund result do not include Plum fees.

More details here: Vanguard FTSE U.K All Share Index
Key investor information: Vanguard FTSE U.K All Share Index

European Essentials Fund 🇪🇺

Composition
Shares of large and mid-sized companies in developed markets in Europe, excl. UK.

Risk level
6 out 7 from industry standard.

Fund Provider
The name of the underlying fund is the “Vanguard FTSE Developed Europe ex-U.K. Equity Index Fund”.

Past Performance

Past performance is not a reliable indicator of future results.
Fund result do not include Plum fees.

More details here: Vanguard FTSE Developed Europe ex-U.K. Equity Index Fund
Key investor info: Vanguard FTSE Developed Europe ex-U.K. Equity Index Fund

The Medic Fund 🏥

Composition
Shares of Healthcare, Pharmaceuticals and Biotechnology companies.

Risk level
6 out 7 from industry standard.

Fund Provider
The name of the underlying fund is the “Legal & General Global Health & Pharmaceuticals Index”.

Past Performance

Past performance is not a reliable indicator of future results.Fund result do not include Plum fees.

More details here: Legal & General Global Health & Pharmaceuticals Index
Key investor info: Legal & General Global Health & Pharmaceuticals Index

Please keep in mind as with all investing, your capital is at risk. Investments can go down as well as up and you may get back less than you originally invested

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