Key Investors Documents

A Key Investor Information Document (KIID) is a document which must be provided to anyone who invests in a fund which comes under the EU’s new regulatory directive, UCITS IV. Clients are provided with these at outset of any investment.

Please note that the charges detailed in the KIID’s are not necessarily the charges applicable to policies facilitated by Portfolio.

Discounts have been negotiated with a number of the fund groups, which will reduce the charges applicable.

Please click on the links below to download our Key Investors Information Documents (pdf)


Portfolio Wealth Management

Quilter / AEGON ARC / Standard Life Wrap / Optimum

Capital Preservation July 2020*

Cautious Portfolio July 2020

Balanced Portfolio July 2020

Growth Portfolio July 2020

Income July 2020*

*Only available on Quilter & Optimum