As described in our Portfolio Construction Process and Fund Research & Selection Process documents, we review our Portfolios every six months in January and July each year. Below are the Key Investor (Information) Documents for our Model Portfolios C – I.
Clairville York Limited is authorised and regulated by the Financial Conduct Authority. No 207474
Investors should be aware that capital is at risk. Past investment performance is not a reliable guide to future performance. The potential for profit is accompanied by the possibility of loss. The value of investment funds and income from them may go down as well as up and investors may not get back the original amount invested.
The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website as www.financial-ombudsman.org.uk
As described in our Portfolio Construction Process and Fund Research & Selection Process documents, we review our Portfolios every six months in January and July each year. Below are the Key Investor (Information) Documents for our Model Portfolios C – I.