Key Information Documents (KIDs) / Key Investor Information Documents (KIIDs)

Below you will find the Key Information Documents (KID) for each of our models. Each link contains the individual KIDs for the underlying funds used in each model.

 

What is a KID?

A KID is a 2-3 page document that is prepared to provide investors with essential information on a fund, including its investment objective and policy, risks, charges and performance.

They come in a standardised format and are intended to help investors compare different funds and make an informed decision about which best meets their specific needs.

 

Please click on the options below to view the KIDs for each of our portfolios:

Cautious

Balanced

Growth

Adventurous

Future Focused Cautious

Future Focused Balanced

Future Focused Growth

Defensive Income

High Income

 

 

Other financial tools:

Portfolio Questionnaire

By asking a series of questions about your investment time frame and your views on risk and return, this tool can help you to decide which of our portfolios is right for you.

Portfolio Questionnaire

Portfolio Types

We offer a range of portfolios suitable for clients looking for long-term growth, those keen on ethical considerations, or those focused on generating a sustainable income.

Portfolio Types