KIIDS
These documents provide you with key investor information about a fund. It is not marketing material. The information is required by law to help you understand the nature and the risks of investing in a fund. You are advised to read it so you can make an informed decision about whether to invest.
- Click here to download Model Portfolio 3
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- Click here to download Model Portfolio 8
*Please note that the above document was correct from 20.08.2024 - the date this was uploaded.
** Please note that this document represents every charging structure available under the fund, however some of the initial charges may not be applicable on your platforms.
Latest News & Insights
Market Commentary
The world ahead is more uncertainInvestors turned their attention to Sintra, Portugal last week, for the European Central Bank’s (ECB) Annual Forum. Key monetary policymakers from around the globe, including Federal Reserve Chair Jerome Powell, ECB President Christine Lagarde, Bank of England (BoE) Governor Andrew Bailey and Bank of Japan Governor Kazuo Ueda, gathered together to exchange insights and strategies […]
Market Commentary
Realistic pricing will remain key in the coming monthsAverage asking prices dipped by 0.3% in June, according to Rightmove’s June 2025 House Price Index. The dip suggests an unusual seasonal decline as sellers respond to heightened competition and affordability pressures. The £1,277 drop brings the average new seller asking price to £378,240, reversing the record highs seen in April and May. Rightmove noted […]
Market Commentary
The world is highly unpredictableLast week, the Bank of England (BoE) retained Bank Rate at 4.25%. The BoE’s Monetary Policy Committee (MPC) was split, with three members voting for a 0.25 percentage point cut to 4% and six members supporting no change. Despite the decision, BoE Governor Andrew Bailey insisted rates are on a “gradual downward path” before adding, […]