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 funds that I am retaining in the portfolios
  • The funds being removed
  • The new replacement funds

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, June 2020.




Replacement Funds

Key Investor Information Documents Factsheets
ASI Global Real Estate ASI Global Real Estate FF
Baillie Gifford Positive Change Fund Baillie Gifford Positive Change FF
Legal & General Global Technology Index Trust L&G Global Technology Index FF
Liontrust Global Dividend Liontrust Global Dividend FF
Man GLG Income Man GLG Income
Merian Corporate Bond Merian Corporate Bond
Threadneedle High Yield Bond Threadneedle High Yield Bond
Trojan Fund, O Accumulation Trojan Fund, O Accumulation



Funds Being Removed

Key Investor Information Documents Factsheets
Jupiter European Jupiter European
Jupiter Japan Income Jupiter Japan Income
Jupiter UK Smaller Companies Jupiter UK Smaller Companies
L&G UK Property L&G UK Property
Premier Multi-Asset Distribution Premier Multi-Asset Distribution
Royal London Corporate Bond Royal London Corporate Bond
Schroder Income Maximiser Schroder Income Maximiser
Stewart Investors Asia Pacific Leaders Stewart Investors Asia Pacific Leaders



Retained Funds

Key Investor Information Documents Factsheets
Baillie Gifford Global Discovery Fund - Class B Shares Baillie Gifford Global Discovery Fund - Class B Shares
BlackRock Corporate Bond Fund Class D Accumulating GBP BlackRock Corporate Bond Fund Class D Accumulating GBP
BlackRock Emerging Markets Fund Class D Accumulating GBP BlackRock Emerging Markets Fund Class D Accumulating GBP
BlackRock European Absolute Alpha Fund Class D Accumulating GBP BlackRock European Absolute Alpha Fund Class D Accumulating GBP
Fundsmith Equity Fund Fundsmith Equity Fund
Invesco Monthly Income Plus Fund (UK) Invesco Monthly Income Plus Fund (UK)
Liontrust Sustainable Future Managed Growth Liontrust Sustainable Future Managed Growth
Marlborough Global Bond Fund Class P Units Marlborough Global Bond Fund Class P Units
Marlborough Multi-Cap Growth Fund Class P Units Marlborough Multi-Cap Growth Fund Class P Units
Schroder Sterling Corporate Bond Fund Schroder Sterling Corporate Bond Fund
TB Evenlode Income TB Evenlode Income
Threadneedle Monthly Extra Income Threadneedle Monthly Extra Income
Trojan Global Equity Fund, O Accumulation Trojan Global Equity Fund, O Accumulation



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