Key Investor Information Documents
These documents provide key information about the funds that you may be invested in. They are designed to allow investors an opportunity to understand more about the funds and to help make informed investment decisions.
Cautious portfolio
Documents available for download
Baillie Gifford Strategic Bond Fund
Time Commercial Long Income Feeder Trust Fund
Schroder Global Equity Income Fund
Royal London Short Duration Credit Fund
M&G North American Dividend Fund
L&G Global Infrastructure Index Fund
Janus Henderson Strategic Bond Fund
Franklin UK Equity Income Fund
Fidelity Short Dated Corporate Bond Fund
Cautious medium portfolio
Documents available for download
Janus Henderson Strategic Bond Fund
L&G Global Infrastructure Index Fund
LF Miton UK Multi Cap Income Fund
M&G North American Dividend Fund
Royal London Short Duration Credit Fund
Schroder Global Equity Income Fund
Time Commercial Long Income Feeder Trust Fund
Baillie Gifford Strategic Bond Fund
Fidelity Short Dated Corporate Bond Fund
Medium portfolio
Documents available for download
Janus Henderson Strategic Bond Fund
L&G Global Infrastructure Index Fund
LF Miton UK Multi Cap Income Fund
Natixis Loomis Sayles US Equity Leaders Fund
Time Commercial Long Income Feeder Trust Fund
A Framlington Managed Income Fund
Medium adventurous portfolio
Documents available for download
L&G Global Infrastructure Index Fund
LF Miton European Opportunities Fund
Natixis Loomis Sayles US Equity Leaders Fund
Sandard Life Inv UK Equity Income Unconstrained Fund
Schroder Global Cities Real Estate Fund
T Rowe Price US Smaller Companies Equity Fund
Baillie Gifford Emerging Markets Growth Fund
Baillie Gifford Strategic Bond Fund
BMO Global Real Estate Securities Fund
Adventurous portfolio
Documents available for download
Baillie Gifford Japanese Smaller Companies Fund
Baillie Gifford Positive Change Fund
Fidelity Asia Pacific Opportunities Fund
Janus Henderson Global Technology Fund
L&G Global Infrastructure Index Fund
LF Gresham House UK Micro Cap Fund
LF Miton European Opportunities Fund
T Rowe Price US Smaller Companies Equity Fund
Baillie Gifford Emerging Markets Leading Companies Fund
Socially responsible cautious portfolio
Documents available for download
Kames Property Income Feeder Fund
Liontrust Sustainable Future Corporate Bond Fund
Liontrust Sustainable Future UK Growth Fund
Pictet Global Environmental Opportunities Fund
Royal London Sustainable Leaders Trust Fund
Royal London Sustainable Managed Growth Trust Fund
Stewart Investors Worldwide Sustainability Fund
Socially responsible cautious medium portfolio
Documents available for download
Baillie Gifford Positive Change Fund
Janus Henderson Global Sustainable Equity Fund
Kames Property Income Feeder Fund
Liontrust Sustainable Future Corporate Bond Fund
Liontrust Sustainable Future Global Growth Fund
Liontrust Sustainable Future UK Growth Fund
Pictet Global Environmental Opportunities Fund
Royal London Sustainable Leaders Trust Fund
Socially responsible medium portfolio
Documents available for download
Janus Henderson Global Sustainable Equity Fund
Liontrust Sustainable Future Global Growth Fund
Liontrust Sustainable Future UK Growth Fund
Pictet Global Environmental Opportunities Fund
Royal London Sustainable Leaders Trust Fund
Royal London Sustainable Managed Growth Trust Fund
Stewart Investors Worldwide Sustainability Fund
Alquity Indian Subcontinent Fund
Socially responsible medium adventurous portfolio
Documents available for download
Pictet Global Environmental Opportunities Fund
Royal London Sustainable Leaders Trust Fund
Royal London Sustainable Managed Growth Trust Fund
Stewart Investors Worldwide Sustainability Fund
Alquity Indian Subcontinent Fund
Baillie Gifford Positive Change Fund
Janus Henderson Global Sustainable Equity Fund
Socially responsible adventurous portfolio
Documents available for download
Liontrust Sustainable Future Absolute Growth Fund
Liontrust Sustainable Future Global Growth Fund
Pictet Global Environmental Opportunities Fund
Sarasin Responsible Global Equity Fund
Stewart Investors Worldwide Sustainability Fund
Alquity Indian Subcontinent Fund
Baillie Gifford Positive Change Fund
What our clients say

My husband and I have been advised by Isabel Sinclair regarding our financial affairs for the past 20 years. We have always had confidence in her advice which she has carefully tailored to our needs individually. She is conscientious in gathering our views before advising us about what she thinks will suit us. She is always helpful and happy to advise on all aspects of finance and spending. We would not hesitate to recommend PFM Associates.
Poole Clients since 1999

I have known David Venditti for over 8 years. I have absolute confidence in his ability as an adviser. I trust David implicitly and he has a great ‘bedside manner’. David explains everything to me thoroughly so I can fully understand. I would be happy to refer David.
Southampton A client since 2012

David Venditti is very welcoming and friendly when I contact him. David is very knowledgeable, and I have total confidence in his abilities and he always makes sure we fully understand everything. I could not wish for a better Financial Adviser and would recommend him to anyone as I totally trust his advice and guidance.
Fordingbridge A client since 2012

I have known David Venditti for six years and he is reliable, trustworthy and gives good advice. I would be happy to recommend him to anyone who needs financial advice.
Ringwood A client since 2014

We have known John Skipton for six years. John Skipton is always patient and gives good sound advice. I would be happy to recommend John Skipton and PFM Associates to anyone should the situation arise.
Christchurch Clients since 2014

John has a very strong ability to explain complex financial matters in a simple and concise way, without watering down the key points of detail. This is important when I am making decisions about my financial future.
Bournemouth A client since 2015

Thomas Wilson is always professional and the advice has been good. It has been reassuring to find an adviser that I could fully trust. PFM have always been open and honest with me and my family.
Dorset A client since 2016

PFM have been our Independent Financial Advisers for many years. We like the fact that each adviser has their own area of expertise, so clients have access to a wide knowledge base. We feel confident that our money is well-managed and highly recommend PFM.
Dorset A client since 1998

I was introduced to PFM by a family member about eight years ago, in order to obtain personal pension planning advice. I have been very pleased with the advice given by my adviser, for my pensions and for wealth management. I have no hesitation in recommending PFM.
Bristol A client since 2012

We have been clients of PFM Associates, specifically Isabel Sinclair, for many years and ran a very small family general practice. We found the advice over the years in practice and in our retirement planning very sound. Recently life events have changed the emphasis of our future planning and again we have had advice that we feel is relevant and helpful.
Dorset A client since 1996
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