Library

Here you can find our Privacy Terms and the Key Investor Information Documents (KIID) for each of the funds that we use.

Please select a file to download it. They are all in Adobe PDF format.

Privacy Terms

Privacy Terms and Disclosure Notice

Key Investor Information Documents (KIID)

Cash/Money Markets

Royal London Cash Plus Fund (Inc)

UK Fixed Interest

Artemis Strategic Bond (Acc)

Artemis Strategic Bond (Inc)

Fidelity Global High Yield (Inc)

Janus Henderson Fixed Interest Monthly Income (Acc)

Henderson Fixed Interest Monthly Income (Inc)

Jupiter Strategic Bond (Inc & Acc)

Rathbone Ethical Bond (Inc & Acc)

Royal London Sterling Extra Yield Bond (Inc) 

Sarasin Sterling Bond (Acc)

International Fixed Interest

Carmignac Portfolio Global Bond (Acc)

M&G Global Government Bond (Inc & Acc)

Marlborough Global Bond Fund (Inc & Acc)

Property

Henderson UK Property PAIF Feeder (Acc)

Henderson UK Property PAIF Feeder (Inc)

Legal & General UK Property Feeder (Acc)

Threadneedle UK Property Authorised Trust (Acc)

UK Equity

Axa Framlington Monthly Income (Inc & Acc)

CF Miton UK Multi Cap Income (Inc)

Evenlode Income (Acc)

Evenlode Income (Inc)

Liontrust Special Situations (Inc)

Marlborough UK Multi Cap Growth (Inc)

Old Mutual UK Mid Cap (Acc)

North American

Baillie Gifford American (Acc)

BlackRock US Dynamic (Acc)

Investec American Fund (Acc)

Old Mutual North American Equity (Acc)

European

Baillie Gifford European (Acc)

Liontrust European Growth

Man GLG Continental European Growth (Acc)

Marlborough European Multi-Cap (Inc)

Japanese

Aberdeen Japan Equity (Acc)

LF Morant Wright Japan Equity (Acc)

Legg Mason IF Japan Equity (Acc)

Far East Ex Japan

Invesco Perpetual Asian (Acc)

JPM Asia Growth (Acc)

Veritas Asian Fund (Inc)

Emerging Market Equity

Baillie Gifford Emerging Markets Growth (Acc)

Schroder Global Emerging Markets (Acc)

UBS Global Emerging Markets Equity (Acc)

Global Specialist

Artemis Global Income (Acc)

Artemis Global Income (Inc)

BlackRock Gold & General (Acc)

Fidelity Global Dividend (Inc)

Fundsmith Equity Fund (Acc & Inc)

Newton Global Income (Inc)

Old Mutual Global Equity (Acc)

Sarasin Global Higher Dividend (Inc)

Managed

Kames Ethical Cautious Managed (Acc)

Ethical Funds

EdenTree Amity European (Inc)

Eden Tree Amity Sterling Bond

Eden Tree Amity UK

F&C Responsible Global Equity (Acc)

Henderson Global Care Growth (Acc)

Jupiter Responsible Income (Inc & Acc)

Kames Ethical Equity (Acc)

Liontrust Sustainable Future Corporate Bond (Inc)

Liontrust Sustainable Future European Growth (Acc)

Liontrust Sustainable Future Global Growth (Acc)

Liontrust Sustainable Future UK Growth (Acc)

Old Mutual Ethical (Acc)

Pictet Timber (Inc)

Premier Ethical (Inc)

Rathbone Ethical Bond (Inc & Acc)

Royal London Ethical Bond (Acc)

Royal London Sustainable Leaders Trust (Acc)

Standard Life Ethical Corporate Bond (Acc)

Standard Life UK Ethical (Acc)

Standard Life UK Ethical Trust (Acc)

Vanguard SRI Global Stock (Acc)