KIIDs and T&Cs

KIIDs are standard, legally required documents issued by fund houses which detail the fund’s objective, risk/reward profile, costs and associated charges as well as past performance. For ease of access for our private clients, we have made available here, current KIIDs for all funds that we recommend as part of our Portfolios. The Terms and Conditions for some of our key providers are also contained within this section.

T&Cs

Mazars

Mazars Financial Planning Ltd General Terms and Conditions of Business

Mazars Wealth Management Services General Terms and Conditions of Business

7IM Platform

KIIDs

Artemis

Artemis US Select – Feb 2021

Artemis US Select Hedged – Feb 2021

ASI

ASI Ethical Corporate Bond – Feb 2021

ASI UK Ethical Equity – Feb 2021

Aviva

Aviva Investors Global Convertibles – Jan 2021

AXA

AXA World Funds Global Sustainable Equity Hedged – Feb 2021

Baillie Gifford

Baillie Gifford High Yield Bond – Jan 2021

Baillie Gifford Pacific – Jan 2021

BlackRock

BlackRock Continental European – Feb 2021

BlackRock Gold and General – Feb 2021

iShares £ Index-Linked Gilts ETF – Jan 2021

iShares 100 UK Equity Index – Feb 2021

iShares Continental European Equity Index Acc – Feb 2021

iShares Continental European Equity Index Inc – Feb 2021

iShares Core UK Gilts ETF – Jan 2021

iShares Corporate Bond Index – Feb 2021

iShares Developed World Index Hedged – Feb 2021

iShares Emerging Markets Equity Index Acc – Feb 2021

iShares Emerging Markets Equity Index Inc – Feb 2021

iShares Global High Yield Corp Bond ETF Hedged – Jan 2021

iShares Global Infrastructure ETF – Jan 2021

iShares MSCI World Small Cap ETF – Jan 2021

iShares Physical Gold ETC – Jul 2020

iShares UK Gilts All Stocks Index – Feb 2021

BMO

BMO Responsible Global Emerging Markets Equity – Jan 2021

BMO Responsible Global Equity – Jan 2021

BNY Mellon

BNY Mellon Global Income – Feb 2021

BNY Mellon Japan Smaller Cap Equity Focus – Feb 2021

Calamos

Calamos Global Convertible Hedged

Columbia Threadneedle

Threadneedle Global Equity Income – Jan 2021

Dodge & Cox

Dodge & Cox US Stock – Feb 2021

EdenTree

EdenTree Responsible and Sustainable Short Dated Bond – Feb 2021

EdenTree Responsible and Sustainable Sterling Bond – Feb 2021

Federated Hermes

Federated Hermes SDG Engagement High Yield Credit Hedged – Feb 2021

Fidelity

Fidelity Global Dividend Hedged – Feb 2021

Fidelity UK Smaller Companies – Jan 2021

First Sentier

First Sentier Global Listed Infrastructure – Feb 2021

Stewart Investors Asia Pacific Leaders Sustainability – Feb 2021

Foresight Group

Foresight Global Real Infrastructure – Feb 2021

Franklin Templeton

Franklin UK Mid Cap – Jan 2021

HSBC

HSBC American Index – Feb 2021

HSBC FTSE 250 Index – Feb 2021

HSBC Japan Index – Feb 2021

HSBC S&P 500 ETF – Jan 2021

Invesco

Invesco Corporate Bond – Feb 2021

Janus Henderson

Janus Henderson Fixed Interest Monthly Income – Feb 2021

Janus Henderson Strategic Bond – Feb 2021

JPM

JPM Europe Dynamic Hedged ex UK – Jan 2021

JPM US Equity Income Hedged – Jan 2021

Jupiter

Jupiter Ecology – Feb 2021

Jupiter UK Special Situations – Fen 2021

L&G

L&G All Stocks Index Linked Gilt Index – Feb 2021

L&G Emerging Markets Government Bond (US$) Index – Feb 2021

L&G Multi Index 3 Acc – Feb 2021

L&G Multi Index 3 Inc – Feb 2021

L&G Multi Index 4 Acc – Feb 2021

L&G Multi Index 4 Inc – Feb 2021

L&G Multi Index 5 Acc – Feb 2021

L&G Multi Index 5 Inc – Feb 2021

L&G Multi Index 6 Acc – Feb 2021

L&G Multi Index 6 Inc – Feb 2021

L&G Multi Index 7 Acc – Feb 2021

L&G Multi Index 7 Inc – Feb 2021

L&G Pacific Index – Feb 2021

L&G Short Dated Sterling Corporate Bond Index – Feb 2021

Lindsell Train

Lindsell Train Japanese Equity – Feb 2021

Lindsell Train Japanese Equity Hedged – Feb 2021

Liontrust

Lindsell Train Japanese Equity – Feb 2021

Lindsell Train Japanese Equity Hedged – Feb 2021

M&G

M&G Feeder of Property Portfolio – Feb 2021

M&G Global Macro Bond – Feb 2021

M&G Property Portfolio – Feb 2021

MFS

MFS Meridian Emerging Markets Debt – Feb 2021

Mirabaud

Mirabaud Sustainable Global Focus Hedged – Jan 2021

Montanaro

Montanaro UK Income – Feb 2021

PIMCO

Pimco GIS Emerging Markets Bond ESG – Feb 2021

Pimco GIS Global Bond ESG – Feb 2021

Pimco Global Investment Grade Credit ESG – Feb 2021

PineBridge

PineBridge Asia ex Japan Small Cap – Jan 2021

Royal London

Royal London Short Duration Gilts – Feb 2021

Royal London Sustainable Diversified Trust – Feb 2021

Royal London Sustainable Leaders Trust – Feb 2021

Royal London Sustainable Leaders Trust Inst – Feb 2021

Royal London Sustainable Managed Growth Trust – Feb 2021

Royal London Sustainable World Trust – Feb 2021

Royal London UK Equity Income – Feb 2021

Schroders

Schroder US Smaller Companies – Feb 2021

SSGA

SPDR Bloomberg Barclays 1-5 Year Gilt ETF – Feb 2021

SPDR FTSE UK All Share ETF – Feb 2021

SPDR Refinitiv Global Convertible Bond ETF – Feb 2021

SSGA SPDR Bloomberg Barclays Global Aggregate Bond ETF – Feb 2021

Vanguard

Vanguard FTSE All World ETF – Feb 2021

Vanguard FTSE UK Equity Income Index – Feb 2021

WHEB

WHEB Sustainability – Feb 2021