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  4. Funds
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Funds

Evelyn Partners Fund Solutions Limited provides host ACD/AFM services to a number of high calibre fund sponsors and investment managers. Further information regarding each of the funds is available below by selecting the relevant manager’s logo.

If you would like a copy of the Value of Assessment report for a particular fund, this can be obtained within the Reports and Accounts.

Aubrey Capital Management Limited

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BennBridge Ltd

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Brooks Macdonald Asset Management Limited

Brooks Macdonald

Brown Shipley & Co. Limited

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Brooks Macdonald Asset Management Limited – Cornelian Funds

Brooks Macdonald

Brooks Macdonald Asset Management Limited – Levitas Funds

Brooks Macdonald

Dowgate Wealth Limited

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Heritage Capital Management Limited

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Kennox Asset Management Limited

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Revera Asset Management Limited

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Saltus Partners LLP

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Sanlam Investments UK Limited

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Whitley Asset Management Ltd

Whitley

Zeus Investment Management Limited

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Evelyn Partners Investment Management LLP

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Important information

Further information is available in the Key Investor Information Document (KIID) and the risk section of the Fund’s prospectus.

Further information is contained in the full prospectus, copies of which can be obtained by contacting 0141 222 1151 or emailing SWFADealing@evelyn.com. Investors must read the KIID before making any investment decision.

Additional information

Some of our Financial Services calls are recorded for regulatory and other purposes. Find out more about how we use your personal information in our privacy notice.

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