Sweeny Wealth Management Portfolios (Version 4) – November 2020
Below are the Key Investor Information Documents (KIIDs) for each of the portfolios in the Sweeny Wealth Management Central Investment Proposition.
For those clients who are in invested in alternative portfolios including our ethical and fully passive solutions, the KIIDs for these funds/portfolios are provided prior to investment.
The KIID is a two-page ‘fact-sheet’ style document which includes the critical information about a fund. The document aims to help investors understand the nature and key risks of the fund in order to make a more informed investment decision.