KIDs-KIIDs

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.

Current Portfolios

January 2020 KIDs

Portfolio

C

D

E

F

G

H

I

Previous Portfolios

July 2019 KIDs

Portfolio

C

D

E

F

G

H

I

January 2019 KIIDs

Portfolio

C

D

E

F

G

H

I

NB.  KIIDs are being phased out and are being replaced with KIDs going forward.

July 2018 KIIDs

Portfolio

C

D

E

F

G

H

I

January 2018 KIIDs

Portfolio

C

D

E

F

G

H

I

July 2017 2018 KIIDs

Portfolio

C

D

E

F

G

H

I

January 2017 2018 KIIDs

Portfolio

C

D

E

F

G

H

I

July 2016 2018 KIIDs

Portfolio

C

D

E

F

G

H

I

Earlier Portfolio KIIDS are available on request.