We have completed our research for annual portfolio rebalance.
Due to the impact of the Covid 19 pandemic, our normal bulk switching processes has been delayed. We would like to reassure all of our clients that we are working hard to begin the process as soon as possible, whilst ensuring our staff are able to remain safe. In the meantime, we have been updating client’s portfolios on an ad hoc basis, or on annual reviews.
For a review or your an immediate rebalance please contact your adviser below by email:
Our fund review brochure and the relevant Key Investor Information documents can be found at the bottom of our homepage.