Create a bespoke and highly tailored portfolio using our Self-Directed Investment Option (SDIO)
Self-Directed Investment Option (SDIO)
Our SDIO platform allows you to create a bespoke and highly tailored portfolio. Here you can self-select or work with your Financial Broker to select and manage a portfolio of investments from an available set of Structured Products, Shares, ETFs and Funds. SDIO is a fund on a policy and can be combined with other funds from our Managed for You and Managed with You ranges. There are a wide range of global assets and four different account types available - execution only non-trading account, execution trading, advisory trading, discretionary.
Our Self Directed Investment Option is not available through our Savings and Investment Products.
Wide range of global assets available through SDIO
Structured Product
A structured product is a pre-packaged investment where the return is linked to an underlying asset/selection of assets with pre-defined features such as level of capital protection, maturity date and return calculation.
Equities (shares)
A financial instrument that gives the holder part ownership in a company with unlimited upside potential but significant risk of loss of capital.
Exchange Traded Funds (ETFs)
An ETF is an investment fund traded on stock exchanges much like equities but which provides exposure to a diversified range of securities within the mandate of the ETF.. Investing in an ETF is a cost-effective way for you to achieve returns from indices such as the FTSE 100 or the S&P 500 without having to purchase each individual stock. They are effectively an entire market wrapped up in one share as they invest in a basket of securities from a particular index.
Property
In a property fund, investors’ money is pooled to purchase a range of different properties and property-related securities. The investment return from property comes from capital valuation movements and rental income. These funds may also have holdings in property related securities such as Real Estate Investment Trusts (REITs) and cash instruments. REITs are companies the shares of which trade on a major exchange and invest in real estate directly. Investing in REITs can offer a slightly more liquid, dividend-paying means of participating in the real estate market than investing directly in property.
There are broadly three sectors in the commercial property asset class, namely:
Offices including headquarter buildings, high rise blocks, business parks, technology centres, and science parks.
Industrial buildings such as logistics or distribution centres, data centres, warehouses, and factories.
Retail units including retail parks, shops, showrooms, shopping centres, supermarkets, and restaurants.
Tools and resources
Fund Centre
How are you funds performing and where are they invested? Find out using our daily updated fund centre.
