Key Investment Information Documents

Download our Key Investor Information Documents

As your investment manager we are required to provide you with ‘Key Investor Information Documents’ (KIIDs) for each of our model portfolios. KIIDs contain detailed information on all of the underlying funds and are provided by the various fund management companies.

Defensive KIIDs

Cautious KIIDs

Balanced KIIDs

Moderately Adventurous KIIDs

Adventurous KIIDs

First class service and advice is what we are paid for.

To learn more, please contact us.


There is no incentive for us to be biased and a core element of our proposition is our impartiality.


We are accountable to you for all our actions and we take the responsibility so you don’t have to.


Impartiality and accountability builds trust and our reputation is built upon it.