Our Clients

Key Investor Information Documents (KIIDs)

Connections & useful links

The Key Investor Information Document (KIID for short) is a new way of providing essential information and key facts about funds, to help you assess whether a particular investment fund meets your needs.

It comes in a standardised format and should be free of jargon and complex descriptions. It replaces the Simplified Prospectus.The aim is to enable potential investors to make clear and fair comparisons between different funds and to make informed investment decisions.

    • Adventurous
    • Balanced
    • Balanced Income
    • Fiducia Conviction Portfolio
    • Fiducia ESG Portfolio
    • Fiducia Glidepath Balanced (10 - 15 years)
    • Fiducia Glidepath Defensive (15-18 years)
    • Fiducia Glidepath Growth (0-10 years)
    • Growth
    • Historical Funds
    • Opportunistic
    • Prudent
    • Prudent Income
3i Infrastructure
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Amati UK Smaller Companies B Acc
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Baillie Gifford Emerging Markets Leading Companies B Acc
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Baillie Gifford Pacific B Acc
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BlackRock Gold & General D Acc
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BMO Private Equity Trust
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Downing Unique Opportunities A Acc
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Finsbury Growth & Income IT
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First Trust Cloud Computing UCITS ETF
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Foresight Global Real Infrastructure A Acc
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HarbourVest Global Private Equity
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iShares Emerging Markets Equity Index D Acc
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Liontrust Special Situations I Acc
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Monks Investment Trust
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Pantheon International
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Robeco Global Consumer Trends Equities
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Scottish Mortgage Investment Trust
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Slater Recovery P Acc
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TB Evenlode Income B Acc
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Trojan Income X Acc
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Veritas Asian A GBP
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Veritas Global Focus
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WisdomTree Physical Gold USD
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Worldwide Healthcare Trust
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3i Infrastructure
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Baillie Gifford Emerging Markets Leading Companies B Acc
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Baillie Gifford Pacific B Acc
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Baillie Gifford Strategic Bond B Acc
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BlackRock Gold & General D Acc
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BNY Mellon Real Return W Acc
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Church House Tenax Absolute Return Strategies C Acc
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Custodian REIT
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Downing Unique Opportunities A Acc
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Finsbury Growth & Income IT
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First Trust Cloud Computing UCITS ETF
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Foresight Global Real Infrastructure A Acc
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HarbourVest Global Private Equity
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HSBC Global Property C Acc
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Liontrust Special Situations I Acc
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Pantheon International
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Royal London Sustainable World Trust C Acc
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Scottish Mortgage Investment Trust
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Slater Recovery P Acc
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TB Evenlode Income B Acc
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Trojan Income X Acc
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Urban Logistics REIT
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Veritas Asian A GBP
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Veritas Global Real Return A GBP
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WisdomTree Physical Gold USD
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Worldwide Healthcare Trust
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3i Infrastructure
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Baillie Gifford Emerging Markets Leading Companies B Inc
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Baillie Gifford Pacific B Inc
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Baillie Gifford Strategic Bond B Inc
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BlackRock Gold & General D Inc
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BNY Mellon Real Return W Inc
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Church House Tenax Absolute Return Strategies C Inc
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Custodian REIT
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Downing Unique Opportunities A Inc
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Finsbury Growth & Income IT
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First Trust Cloud Computing UCITS ETF
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Foresight Global Real Infrastructure A Inc
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HarbourVest Global Private Equity
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HSBC Global Property C Inc
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Kames Diversified Monthly Income B Inc
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L&G Multi Index Income 5 Inc
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Liontrust Special Situations I Inc
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Ninety One Diversified Income I Inc
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Pantheon International
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Royal London Sustainable World Trust C Inc
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Scottish Mortgage Investment Trust
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Slater Recovery P Acc
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TB Evenlode Income B Inc
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Trojan Income X Inc
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Urban Logistics REIT
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Veritas Asian A GBP
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Veritas Global Real Return A GBP
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VT Seneca Diversified Income B Inc
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WisdomTree Physical Gold USD
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Worldwide Healthcare Trust
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3i Infrastructure
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Amati UK Smaller Companies B Acc
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Amundi MSCI Switzerland UCITS ETF
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Baillie Gifford Emerging Markets Leading Companies B Acc
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Baillie Gifford Pacific B Acc
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Downing Unique Opportunities A Acc
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Fidelity China Special Situations Plc
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First Trust Cloud Computing UCITS ETF
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Foresight Global Real Infrastructure A Acc
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iShares Emerging Markets Equity Index D Acc
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iShares MSCI China UCITS ETF
Download
Liontrust Special Situations I Acc
Download
Pantheon International
Download
Robeco Global Consumer Trends Equities
Download
Scottish Mortgage Investment Trust
Download
Veritas Asian A GBP
Download
WisdomTree Physical Gold USD
Download
Worldwide Healthcare Trust
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AXA Ethical Distribution Fund Z Acc
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Baillie Gifford Positive Change B Acc
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BMO Responsible Global Equity 2 Inc
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BMO Responsible UK Equity 2 Acc
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Greencoat UK Wind Plc
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Janus Henderson Global Sustainable Equity I Acc
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Liontrust Sustainable Future Managed Growth 2 Acc
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Rathbone Ethical Bond Acc
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Royal London Ethical Bond Inst Acc
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Royal London Sustainable World Trust C Acc
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Sarasin Sustainable Global Real Estate Equity P Acc
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Stewart Asia Pacific Leaders Sustainability B Acc GBP
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Troy Trojan Ethical Income O Acc
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Unicorn UK Ethical Income B Acc
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Vanguard ESG Developed World All Cap Equity Index GBP Acc
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Baillie Gifford Emerging Markets Leading Companies B Acc
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Baillie Gifford Strategic Bond B Acc
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BNY Mellon Real Return W Acc
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Church House Tenax Absolute Return Strategies C Acc
Download
Downing Unique Opportunities A Acc
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Fundsmith Equity I Acc
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HSBC Global Property C Acc
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Royal London Sustainable World Trust C Acc
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Baillie Gifford Emerging Markets Leading Companies B Acc
Download
Baillie Gifford Strategic Bond B Acc
Download
BNY Mellon Real Return W Acc
Download
Church House Tenax Absolute Return Strategies C Acc
Download
HSBC Global Property C Acc
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Royal London Sustainable World Trust C Acc
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TB Evenlode Income B Acc
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Trojan Income X Acc
Download
Veritas Global Real Return A GBP
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Amati UK Smaller Companies B Acc
Download
Baillie Gifford Emerging Markets Leading Companies B Acc
Download
Baillie Gifford Pacific B Acc
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Downing Unique Opportunities A Acc
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Fundsmith Equity I Acc
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Miton UK Multi Cap B Acc
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Royal London Sustainable World Trust C Acc
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Sarasin Digital Opportunities L Acc
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Schroder Global Healthcare Z Acc
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Veritas Asian A GBP
Download
3i Infrastructure
Download
Baillie Gifford Emerging Markets Leading Companies B Acc
Download
Baillie Gifford Pacific B Acc
Download
BlackRock Gold & General D Acc
Download
BMO Private Equity Trust
Download
Downing Unique Opportunities A Acc
Download
Finsbury Growth & Income IT
Download
First Trust Cloud Computing UCITS ETF
Download
Foresight Global Real Infrastructure A Acc
Download
HarbourVest Global Private Equity
Download
iShares Emerging Markets Equity Index D Acc
Download
Liontrust Special Situations I Acc
Download
Pantheon International
Download
Scottish Mortgage Investment Trust
Download
Slater Recovery P Acc
Download
TB Evenlode Income B Acc
Download
TR Property
Download
Trojan Income X Acc
Download
Urban Logistics REIT
Download
Veritas Asian A GBP
Download
Veritas Global Focus
Download
Veritas Global Real Return A GBP
Download
WisdomTree Physical Gold USD
Download
Worldwide Healthcare Trust
Download
Robeco Smart Materials
Download
SPDR FTSE UK All Share UCITS ETF GBP
Download
3i Infrastructure
Download
Amundi MSCI Switzerland UCITS ETF
Download
First Trust Cloud Computing UCITS ETF
Download
iShares Global Timber & Forestry UCITS ETF
Download
iShares MSCI China UCITS ETF
Download
Robeco Global Consumer Trends Equities
Download
Sarasin Food & Agriculture Opportunities P Acc
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Schroder Global Energy Transition C GBP Acc
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Scottish Mortgage Investment Trust
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Veritas Global Focus
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Worldwide Healthcare Trust
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3i Infrastructure
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Artemis US Absolute Return I Hedged Acc
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Baillie Gifford Strategic Bond B Acc
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BNY Mellon Global Income Inst W Acc
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BNY Mellon Real Return W Acc
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Capital Gearing IT
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Church House Tenax Absolute Return Strategies C Acc
Download
Custodian REIT
Download
Finsbury Growth & Income IT
Download
Foresight Global Real Infrastructure A Acc
Download
HSBC Global Property C Acc
Download
Janus Henderson Strategic Bond I Acc
Download
Lazard Global Listed Infrastructure Equity Acc
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Liontrust Special Situations I Acc
Download
Miton UK Multi Cap B Acc
Download
Ninety One Diversified Income I Acc
Download
Royal London Sustainable World Trust C Acc
Download
Scottish Mortgage Investment Trust
Download
TB Evenlode Income B Acc
Download
Trojan Income X Acc
Download
Urban Logistics REIT
Download
3i Infrastructure
Download
Artemis US Absolute Return I Hedged Acc
Download
Baillie Gifford Strategic Bond B Inc
Download
BNY Mellon Global Income Inst W Inc
Download
BNY Mellon Real Return W Inc
Download
Capital Gearing IT
Download
Church House Tenax Absolute Return Strategies C Inc
Download
Custodian REIT
Download
Finsbury Growth & Income IT
Download
Foresight Global Real Infrastructure A Inc
Download
HSBC Global Property C Inc
Download
Janus Henderson Strategic Bond I Inc
Download
Kames Diversified Monthly Income B Inc
Download
L&G Multi Index Income 5 Inc
Download
Lazard Global Listed Infrastructure Equity Inc
Download
Liontrust Special Situations I Inc
Download
Miton UK Multi Cap B Inc
Download
Ninety One Diversified Income I Inc
Download
Royal London Sustainable World Trust C Inc
Download
Scottish Mortgage Investment Trust
Download
TB Evenlode Income B Inc
Download
Trojan Income X Inc
Download
Urban Logistics REIT
Download
VT Seneca Diversified Income B Inc
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