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
*Only available on Quilter & Optimum
Portfolio Wealth Management Factsheets
Tatton Ethical Portfolios
At Portfolio we have partnered with the award winning Discretionary Investment Managers Tatton to provide us with our suite of available Ethical investments. Tatton have a range of 6 risk rated Ethical portfolios. Please find below a brochure for each of these portfolios. Please also find attached the latest Tatton monthly and quarterly fact sheets for each of the 6 portfolios.