Client Area – Portals & Key Updates

Portfolio updates

We regularly update our portfolios, these changes are usually recommended twice a year. We require you to approve the recommendations before the changes are made to your portfolios.

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), charges information and a Portfolio Report document. 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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