Literature & Forms

Here's everything you need to read before making a decision to invest.


Long-term growth is the primary focus. A high-conviction portfolio with income as a secondary focus.
Sector: IMA Global Growth
Monthly Factsheet
Simplified Prospectus
Application Form
Semi-Annual Report
Annual Report

Long-term growth is the primary focus with income as a secondary objective.
Sector: IMA Cautious Managed
Monthly Factsheet
Simplified Prospectus
Application Form
Semi-Annual Report
Annual Report

The investment objective of the Fund is to seek to generate an absolute return in all market conditions.
Sector: IMA Global Growth
Monthly Factsheet
Simplified Prospectus
Application Form
Semi-Annual Report
Annual Report

The investment objective of the Fund is to seek to generate an absolute return in all market conditions through exposure primarily to UK securities.
Sector: IMA UK All Companies
Monthly Factsheet
Simplified Prospectus
Application Form
Semi-Annual Report
Annual Report

The Fund aims to offer a superior risk-adjusted return over that of passively holding a conventional gilt portfolio with similar risk characteristics.
Sector: IMA UK Gilts
Monthly Factsheet
Simplified Prospectus
Application Form
Semi-Annual Report
Annual Report

The investment objective of the Fund is to seek to maximise total return by investing with particular regard to the direction of movements in interest and/or exchange rates.
Sector: IMA Global Bonds
Monthly Factsheet
Simplified Prospectus
Application Form
Semi-Annual Report
Annual Report