Fund Facts

You've probably reached this page from a link that we've provided, and because we've recommended investments to you. You'll be able to find out more about those investments here.

Clicking on the relevant fund name below will download a copy of the fund manager's factsheet, providing details of the fund, its purpose, and how your money will be invested. 

If you have any other questions about your recommended investment after reading the factsheet, please ask your usual contact at our office or enquire here and we'll be delighted to help you. 


Aberforth Smaller Companies (ASL)

Alcentra European Floating Rate Income Fund Ltd (AEFS)

Apax Global Alpha Limited (APAX)

Architas Diversified Real Assets D (Acc)

Architas Diversified Real Assets D (Inc)

BlackRock Gold & General D (Inc)

BlackRock World Gold D2RF GBP Hedged (Acc) LUX

BMO Responsible Global Equity Class 2 (Inc)

CFP SDL UK Buffettology Institutional (Inc)

Civitas Social Housing Plc REIT (CSH)

Empiric Student Property Plc (ESP) (2018 Annual Results)

Empiric Student Property Plc (ESP) (Prospectus July 2017)

FP Foresight Global Real Infrastructure A (Inc)

FP Foresight UK Infrastructure Income A (Inc)

Fundsmith Equity Fund Class I (Inc)

GCP Asset Backed Income Funt Ltd (GABI)

GCP Infrastructure Investments Ltd (GCP)

Ground Rents Income Fund Plc (GRIO)

Impact Healthcare REIT Plc (IHR)

Invesco Distribution Z (Inc)

Janus Henderson Global Sustainable Equity I (Inc)

LF Miton UK Multi Cap Income Fund Class B (Inc)

Lindsell Train Global Equity Fund B GBP (Inc) IRE

Lindsell Train UK Equity Fund A (Inc)

Liontrust Sustainable Future Global Growth 2 (Acc)

Liontrust UK Ethical Class 2 (Acc)

Marlborough Multi Cap Income Class P (Inc)

MI Chelverton UK Equity Income B (Inc)

New River REIT (NRR) (Full Year to 31 Mar 19 Results)

New River REIT (NRR) (Prospectus June 2017)

Premier Ethical Class C (Inc)

Premier Multi-Asset Abslute Return C (Acc)

Premier Multi-Asset Absolute Return C (Inc)

Royal London Sustainable Leaders C (Inc)

Schroder Global Equity Income Z (Inc)

SEI Aggressive GBP Wealth A Class (Inc)

SEI Balanced GBP Wealth A Class (Inc)

SEI Conservative GBP Wealth A Class (Inc)

SEI Core GBP Wealth A Class (Inc)

SEI Defensive GBP Wealth A Class (Inc)

SEI Growth GBP Wealth A Class (Inc)

SEI Moderate GBP Wealth A Class (Inc)

Slater Growth Fund P (Acc)

Slater Income Fund P (Inc)

SQN Asset Finance Income Fund Ltd (SQN)

Standard Life MyFolio Managed I P1 Fund (Acc)

Standard Life MyFolio Managed II Fund (Acc)

Standard Life MyFolio Managed III P1 Fund (Acc)

Standard Life MyFolio Managed IV P1 Fund (Acc)

Standard Life MyFolio Managed V P1 Fund (Acc)

Standard Life UK Ethical P1 (Inc)

Starwood European Real Estate Finance Limited (SWEF)

Unicorn Outstanding British Companies Fund Inst B (Acc)

Unicorn UK Income B (Inc)

Veritas Global Equity Income Fund GBP A (Inc) (B/S 1.5k)

Veritas Global Focus Fund GBP A (Inc)

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We are also an associated business of Moss Solicitors, helping our clients to get both their Financial and Legal affairs in order.

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