Investor supplemental information - 2012
10th March 2012
Further information for clients who have been contacted with regard to portfolio restructure and Capital Gains Tax management prior to the end of the 2011/12 tax year.
Please use the links below to access a factsheet on how using mirror funds can help to reduce your long term exposure to CGT, and also to access Fund Factsheets on the various funds we are proposing to use in your revised portfolio.
Managing Your CGT Liability with Mirror Funds
Factsheet - Global Short Dated Bond Fund
Factsheet - All Stocks Index Linked Gilt Index Fund
Factsheet - Sterling Inflation-Linked Intermediate Duration Fund
Factsheet - Multi-Factor Equity Fund
Factsheet - UK Core Equity Fund
Factsheet - UK Smaller Companies Fund