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Legacy Funds

The value of investments can fall as well as rise, and you may not get back the full amount you invest. Eligibility criteria, fees and charges apply.

Our Legacy Funds - Global Bond and UK Equity

  • The two Legacy Funds within the RBS Investment Funds ICVC, Global Bond and UK Equity, are not available to new investors, although existing customers can make additional investments.
  • These funds were launched on 17 May 2019 after previous mergers of UK funds.
  • Both funds offer quarterly income payments and the UK Equity Fund also has the option of having income accumulated.

Management Company: RBS Collective Investment Funds Limited

Fund performance

Find out more about each individual fund by selecting below.

Depending on when you invested in our fund range depends on what Share Class (SC) you hold:

SC1 = Clients who hold assets directly with us.

SC2 = Clients who hold assets on external platforms.

SC3 = Current advised clients.

SC4 = Large clients with > £25m to invest

Global funds: H = Hedged, UH = Unhedged.

 

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Past performance is not a guide to future returns. The value of investments can go down as well as up, and you may not get back the amount you invested.

We publish an Indicative Net Asset Value (an estimate of the value of the fund’s assets) on the last working day of each year due to this being a half day on the London Stock Exchange.

Useful documents

For all documents relating to Legacy Funds, please click here.

 

Frequently asked questions

Need support?

For customers who hold CMaF (SC1 & SC2), you can call us on 0345 300 2585 (Relay UK: 18001 0345 300 2585) Monday to Friday, from 9am to 6pm. We're closed on bank holidays. Calls may be recorded.

What to do if you have a complaint

If you wish to register a complaint:

You can write to us at:

RBS Collective Investment Funds Limited
PO Box 9908
Chelmsford
CM99 2AF 

By telephone 0345 300 2585. (Relay UK: 18001 0345 300 2585)

Telephone lines open Monday-Friday 8am – 6pm (excluding bank holidays). Calls may be recorded for training or monitoring purposes. 

If you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service.

Learn more about investments

Whether you’re an experienced investor or just finding out what investing is, we’ve got a range of articles to help you understand more about investing.

We regularly update our articles depending on what’s happening in the market so check back for future updates.

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