The information in this site is intended for Discretionary Wealth Managers only.

The information contained in these pages must not be used or relied upon by private investors. We recommend that you read our 'Terms & Conditions' before browsing the site.

Please click the appropriate button to the right to confirm that you are a Discretionary Wealth Manager and wish to continue. 

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Forms and literature

Download forms and literature associated with our funds including brochures, product information, Key Investor Information Documents (KIIDs) and application forms.

Key Investor Information Documents

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.

Please also read the Important Information for Investors document in conjunction with the KIIDs. This contains details about how to invest, together with our terms and conditions and your rights as an investor. You may also like to view the objective history of our funds.

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Cyveillance Protected

The value of investments will fluctuate, which will cause fund prices to fall as well as rise and you may not get back the original amount you invested.
For Investment Professionals only. Not for onward distribution to any other type of client. No other persons should rely on the information contained on this website. Content should therefore be shared responsibly with other investment professionals.