Key Investor Information

Important details of our current selection of funds.

Here you can find a series of Key Investor Information Documents (KIIDs) which outline the details of the funds held within the model portfolios our investment committee produce. These do not represent marketing material but legally required information for you, so you are able to consider the risks, charges, objectives and past performance of the funds. It is important material to read through carefully that is designed to assist in making a reasoned judgement on whether it is appropriate to invested in a particular fund or funds.

Simply select the relevant model portfolio dependant on the service you are utilising and click on the title to download a PDF in each case.

Preparing for winter

Our November Quarterly Review

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The Next Move
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Our values

The way we see, colours everything we do.

Safety and security will always provide the foundations for our advice.
'Protecting tomorrow, together' is not just a tagline, it is in our DNA.

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