Investment Portfolios

Following my latest ongoing regular review of our Model Investment Portfolios, please refer to the links below for details of the current 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, October 2025.

KIID and Factsheets

Key Investor Information Documents
Aegon High Yield Bond Fund B Accumulation KIID
Artemis high Income Fund I Class KIID
Dimensional Global Core Equity Fund GBP Accumulation KIID
Dimensional World Allocation 20_80 Fund GBP Accumulation KIID
Dimensional World Allocation 40_60 Fund GBP Accumulation KIID
Dimensional World Allocation 60_40 Fund GBP Accumulation KIID
Dimensional World Allocation 80_20 Fund GBP Accumulation KIID
Invesco Corporate Bond (UK) Z Income KIID
Invesco Monthly Income Plus Fund UK Z Inc KIID
M&G Strategic Corporate Bond Fund I Accumulation KIID
Man High Yield Opportunities Fund Professional Accumulation Shares (Class C) KIID
Schroder Income Maximiser Z Income KIID
Vanguard Lifestrategy 20% Equity Fund A Accumulation KIID
Vanguard Lifestrategy 40% Equity Fund A Accumulation KIID
Vanguard Lifestrategy 60% Equity Fund A Accumulation KIID
Vanguard Lifestrategy 80% Equity Fund A Accumulation KIID
Vanguard Lifestrategy 100% Equity Fund A Accumulation KIID
VT Tatton Blended Active Fund KIID Class A Accumulation KIID
VT Tatton Blended Aggressive Fund KIID Class Retail A Accumulation KIID
VT Tatton Blended Balanced Fund KIID Class A Accumulation KIID
VT Tatton Blended Cautious Fund KIID Class A Accumulation KIID
VT Tatton Blended Defensive Fund KIID Class Retail A Accumulation KIID