From the 1st of July 2018 new European regulations come into force which require us to make Key Investor Information Documents (KIIDs) available for the portfolios managed by IMS Capital. These new documents are issued in addition to the Key Features Documents (KFD).
What is a KIID?
The KIID is a two page document describing the key information you need to know about a fund before you invest, such as the nature of the fund, its charges, and the risk associated with investing into it. Information contained in the KIIDs is required by law and enables easy fund comparison across different asset management companies.
What is the difference between a KIID and the KFD?
Whereas the KFD encompasses the entire fund and product range, KIIDs will be produced for each individual fund and be supplied as separate documents.
How will this benefit you?
It will be much simpler for you to see the details of each fund at a glance. The regulations are designed to ensure customers have essential information upfront before they invest. The information is concise and specific, so it's quick and easy to decide if the fund meets your needs.
Will there be any changes to investments?
As part of this initiative, we are not making changes to your investments, or how we manage them.
Please select from the options below to view the KIIDs for each of our portfolios: