The information on the Adviser and Institutional areas of this site have been tailored for investment professionals. Appropriate product, fund and service information
for private investors can be accessed on the Personal area of our site. Terms & conditions.
Please note: All Excalibur funds are only available through Excalibur Wealth’s distribution channel.
Note: Changes to an existing investment, such as an additional lump sum, ad hoc increase in monthly debit order contributions or changes in intermediary fees, may result in a change to the Effective Annual Cost. To obtain an updated calculation please contact us on 0860 100 266.
Performance Fees FAQ