Portal Support - How to withdraw funds (Redemptions)

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From Monday 20 October, our team will be based at Northern Quarter, Level 1, 45 The Strand.

Portal Support Guide

How to create a redemption (withdrawal) request

To redeem units in the fund (previously referred to as a withdrawal) you need to navigate through your portfolio.

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1. Log in to the Investor Portal

2. Click the “Portfolio” button in the top toolbar

3. Click the view button next to the fund you wish to make a redemption from

4. Click on the "Redeem" button on the top righthand side of the screen

If you invest in our wholesale fund, you cannot redeem funds from the holding during the fixed term unless we agree.

5. Enter the number of units you wish to redeem (withdraw) and click "Confirm"

The minimum redemption is 100 units or the balance of the investment if you have less than 500 units.

6. You will see a redemption request notification

This means the request has been sent to our team for processing, you’ll receive an email confirming this and an email notification when the request has been actioned.

If we need additional information, like signatures or a confirmation of bank details, the team will reach out for more information.

7. To view the status of your redemption request in the portal, click the "Orders" button on the top toolbar

Got a question?

Contact the team on 0800 321 113 or fill out the form below.

One of the Investment team will get in touch as soon as possible.

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Complete this questionnaire to see what type of fund might be the most tax effective for your circumstances. Please note, this is just a guide and we recommend you seek professional tax advice.

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An individual A trust

Other investor types should seek professional tax advice.

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Disclaimer – This tool is intended to provide general guidance only. This tool does not take into account your particular financial situation, objectives or goals.

There are alternative strategies which may provide better outcomes, we recommend you seek independent advice before making any investment decision. If you have completed this guide and wish to discuss this, we recommend you seek professional tax advice.