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The information in this area of the website is aimed at financial advisers, corporate service providers, wealth advisers, and legal and accountancy professionals. It is not intended for direct use by private investors or onward distribution to retail clients or the general public. Please visit our homepage for information and resources for private clients.

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Fund literature

Here you will find all the information you need about our Global Equity Fund, including its prospectus, supplement, key investor information document, factsheet and application form.

If you have any questions or can't find what you're looking for, please get in touch with us.

The European MiFID Template (EMT) has been published to meet our obligations in terms of MIFID II, which came into effect on 3 January 2018. The template, produced by asset managers for distributors and/or clients, provides information on product target market and costs and charges for investment funds they sell. The template has been confirmed by the European Fund and Asset Management Association (EFAMA).

Investments in smaller companies, including AIM stocks, carry a higher degree of risk than investing in more liquid shares of larger companies, so they may be difficult to sell at the time you choose. Investments in smaller companies are more volatile and, while they can offer great potential, growth is not guaranteed.

The investments described in these brochures may not be suitable for all investors. Investors should make their own investment decisions based upon their own financial objectives and financial resources and, if in any doubt, should seek advice from an investment adviser.

The tax treatment of all investments depends upon individual circumstances and the levels and basis of taxation may change in the future. Investors should discuss their financial arrangements with their own tax adviser before investing.

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How can we help?

If you would like to know how we can help with your investment management needs, get in touch. We will be delighted to provide more details of our services.

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Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future performance.

Our portfolios are designed to work over a typical investment cycle of 7-10 years, so we recommend you stay invested for at least seven years.

The information provided is not to be treated as specific advice. It has no regard for the specific investment objectives, financial situation or needs of any specific person or entity.

 

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Investment involves risk and you may not get back what you invest. It’s not suitable for everyone.

Investment involves risk and is not suitable for everyone.