To read about the changes and fund information specific to your portfolio please click on the links under the model portfolio that reflects your risk level.
For example if your ISA or pension plan is invested in the MWM Model Portfolio 4 you should click on the link MPS 4 – portfolio recommendations to see the latest asset allocation and fund selection, and on the MPS 4 – key investor information link to view the latest key investor information for each fund held within the portfolio.
Please note Key Investor Information is updated quarterly and portfolio recommendations are updated when changes are made to the portfolio.
If you have any questions about your portfolio please contact your usual MWM Financial Planner or call our office on 020 7387 5868.
MWM Model Portfolios and Key Investor Information
Model Portfolio – risk level 3
MPS 3 – portfolio recommendations.
MPS 3 – key investor information.
Model Portfolio – risk level 4
MPS 4 – portfolio recommendations.
MPS 4 – key investor information
Model Portfolio – risk level 5
MPS 5 – portfolio recommendations.
MPS 5 – key investor information.
Model Portfolio – risk level 6
MPS 6 – portfolio recommendations.
MPS 6 – key investor information.
Model Portfolio – risk level 7
MPS 7 – portfolio recommendations.
MPS 7 – key investor information.
Model Portfolio – risk level 8
MPS 8 – portfolio recommendations.
MPS 8 – key investor information.
Disclaimer
Past performance is not necessarily a guide to future performance. The value of investments and the income derived from them can go down as well as up. Investors may not get back the amount they invested. Where the information consists of pricing or performance data, the data contained therein has been obtained from company reports, financial reporting services, periodicals, and other sources believed reliable.
Menzies Wealth Management is authorised and regulated by the Financial Conduct Authority 486548