Quantitative Investments
Creating portfolios that focus on the drivers of excess return.
Broaden your potential
With more than £100bn* of assets under management, our Quantitative Index Solutions team offers a wide range of building blocks that follow a traditional, sustainable, or enhanced- indexation approach. Through a single trade, investors can gain exposure to hundreds of securities in a cost-effective manner.
*as at 30 June 2025
Target your outcome
What we offer
Indexation
Enhanced indexation
Customised solutions
We track customised equity and fixed income indices. These can aim to deliver improved sustainable outcomes, while retaining a similar risk and return profile as their parent indices.
Risk warning
The value of investments, and the income from them, can go down as well as up and an investor may get back less than the amount invested. Past performance is not a guide to future results.
Funds in focus
Visit our fund centre to see all the funds we offer, or take a look at our focus funds below. Click on each fund to find out more about its objectives, past performance, and to access key literature.
Fund ratings
Within the Enhanced Index range, six out of seven funds hold a 4* or 5* Morningstar ratings recognising it as an excellent product with a comprehensive range of features and benefits.
© 2025 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.
Past performance is no guarantee of future results.
Unlocking potential in 2025 with enhanced index investing
Quantitative Investments
