Investment Portfolios

Following my latest ongoing regular review of our Model Investment Portfolios, I have made changes to the underlying funds which you will have been contacted about separately.

Please refer to the links below for details of the current funds held within the portfolios.

Please contact me if you need any further information in relation to the portfolios or funds
on 01277 219594 or email: apope@abacus-ifa.co.uk

Adrian Pope, October 2024.



KIID and Factsheets

Key Investor Information Documents Factsheets
Dimensional Fund Advisors Ltd Global Core Equity GBP KIID Dimensional Fund Advisors Ltd Global Core Equity GBP FundFactsheet
Dimensional Fund Advisors Ltd Global Core Equity 20-80 GBP KIID Dimensional Fund Advisors Ltd Global Core Equity 20-80 GBP FundFactsheet
Dimensional Fund Advisors Ltd Global Core Equity 40-60 GBP KIID Dimensional Fund Advisors Ltd Global Core Equity 40-60 GBP FundFactsheet
Dimensional Fund Advisors Ltd Global Core Equity 60-40 GBP KIID Dimensional Fund Advisors Ltd Global Core Equity 60-40 GBP FundFactsheet
Dimensional Fund Advisors Ltd Global Core Equity 80-20 GBP KIID Dimensional Fund Advisors Ltd Global Core Equity 80-20 GBP FundFactsheet
VT Tatton Blended Active KIID VT Tatton Blended Active FundFactsheet
VT Tatton Blended Aggressive KIID VT Tatton Blended Aggressive FundFactsheet
VT Tatton Blended Balanced KIID VT Tatton Blended Balanced FundFactsheet
VT Tatton Blended Cautious KIID VT Tatton Blended Cautious FundFactsheet
VT Tatton Blended Defensive Z Acc KIID VT Tatton Blended Defensive FundFactsheet
Vanguard Investments 20% Equity Class A Accumulation KIID Vanguard Investments 20% Equity Class A Accumulation Factsheet
Vanguard Investments 40% Equity Class A Accumulation KIID Vanguard Investments 40% Equity Class A Accumulation FundFactsheet
Vanguard Investments 60% Equity Class A Accumulation KIID Vanguard Investments 60% Equity Class A Accumulation FundFactsheet
Vanguard Investments 80% Equity Class A Accumulation KIID Vanguard Investments 80% Equity Class A Accumulation FundFactsheet
Vanguard Investments 100% Equity Class A Accumulation KIID Vanguard Investments 100% Equity Class A Accumulation FundFactsheet


Regulatory Statement

We are authorised and regulated by the Financial Conduct Authority No. 125177.

Abacus Wealth Planning Ltd.
Registered Office: 18 St Thomas Road, Brentwood, Essex CM14 4DB. Registered in England No. 2061670.

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Contact us

Abacus Wealth Planning Ltd

Telephone: 01277 219 594
Email: contact@abacuswealthplanning.com

Our Address:
18 St Thomas Road, Brentwood, Essex CM14 4DB.