Our Investment Centre provides easy access to a wide selection of investments from leading fund managers.

The Investment Centre platform offers a comprehensive range of facilities including:

  • Access to over 3,700 collective investment funds
  • Online functionality to buy, sell and switch Investment Centre funds
  • Discounts on initial charges with leading fund houses
  • Free next day fund switching service
  • Centralised online reporting and daily valuation of Investment Centre funds
  • Access to funds normally reserved for institutional pension investors if you have a Financial Adviser appointed
  • No additional transaction charges by James Hay Partnership for buy, sell and switch trades (however fund manager charges may apply).

In addition, Financial Advisers can also benefit from:

  • A comprehensive range of adviser charging options
  • Functionality to trade online 24/7 at either an individual client level or via our bulk trading tools across a number of client portfolios.
  • Create, trade and rebalance model portfolios of Investment Centre funds and receive automatic rebalance reminders.

Make the most of the Investment Centre with James Hay Online, which allows you to track live trades, review valuation statements and find out more about individual funds through the fund research tool.

Select products are only available if a financial adviser is appointed.

You can access the fund ranges on the following products.

Points to consider

The Investment Centre funds may not be suitable for all investors and if you are in any doubt you should consult your financial adviser. James Hay Partnership is not authorised to give financial advice. If you do not already have a financial adviser, information can be obtained from www.unbiased.co.uk

You can also find useful and impartial information about pensions, savings and investments on the Money Advice Service, formerly the UK Consumer Financial Education Body (CFEB).


Capital At Risk Warning

The value of the Investment Centre funds is not guaranteed and can go down as well as up.