Client Area – Portals, Documents & Key Updates

Portfolio updates

We regularly update our portfolios. Depending on the service level of your investments, these changes are released weekly, monthly and annually.

Keep an eye on your inbox for our email detailing the changes. You will receive a link in the email so you can download the relevant Key Investor Documents (KIIDs) and fund switch commentary. If you have already viewed the fund changes and are happy for us to make the proposed changes, click the button below.

Useful links

Please be aware that by using any of the links below you will be leaving

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