Investor Hub
The investor hub has been designed to give you access to information and downloads relating to Chase de Vere’s latest Investment Portfolios, from Portfolio fact sheets through to the regulatory Key Investor Information Documents relating to the individual investment funds within each of the portfolios.
We hope you find that this resource gives you all the facts and figures you may need. We’re equally interested in your views so if you have any feedback, do let us know or if you have any specific questions regarding your investments, please do get in touch with one of our advisers.
Portfolio Name
Cautious | Portfolio Fact Sheet | Key Investor Information Document |
Conservative | Portfolio Fact Sheet | Key Investor Information Document |
Balanced | Portfolio Fact Sheet | Key Investor Information Document |
Balanced to Adventurous | Portfolio Fact Sheet | Key Investor Information Document |
Adventurous | Portfolio Fact Sheet | Key Investor Information Document |
Ethical Cautious | Portfolio Fact Sheet | Key Investor Information Document |
Ethical Conservative | Portfolio Fact Sheet | Key Investor Information Document |
Ethical Balanced | Portfolio Fact Sheet | Key Investor Information Document |
Ethical Balanced to Adventurous | Portfolio Fact Sheet | Key Investor Information Document |
Ethical Adventurous | Portfolio Fact Sheet | Key Investor Information Document |
In our quarterly investment updates, we look at each of the key points that are currently impacting global markets and provide our thoughts and share our views.
Summer Investment Update 2018
Autumn Investment Update 2018
Winter Investment Update 2019
Summer Investment Update 2019