Cash Management

We understand the importance cash can play in a client's portfolio and offer a range of cash funds.

Cash Funds

Cash funds in the form of Unit Trusts or Open Ended Investment Companies (OEICs) enable you to purchase units or shares in a cash based collective investment vehicle. These highly liquid funds allow you to hold money with other investors, potentially offering reduced risk and higher returns than investing your cash individually.

Novia makes available a number of cash funds from market leading investment houses. Full details of all the funds available can be found on the Investment List, available here.

We make available cash funds from investment managers including:

BlackRock
Carmignac
Henderson
Aviva
Fidelity
Invesco Perpetual
L & G
Royal London
Insight
Aberdeen

Cash Facility

All of your cash and investments are protected by Novia in accordance with the rules of the Financial Conduct Authority that protect client money and assets.
All Novia Product Wrappers include an integral Cash Facility where monies can be held and will attract interest. For more details on the Cash Facility please click here.
Through Novia you may also access a number of other cash investments offering a wider range of return and maturity.

More Information

Clients seeking more information about how cash can be managed through the service or whether the options available through Novia may be suitable should speak to their adviser.