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, July 2023.




Replacement Funds

Key Investor Information Documents Factsheets
Artemis High Income I Inc KIID Artemis High Income I Inc FundFactsheet
Baillie Gifford Global Income Growth B Inc KIID Baillie Gifford Global Income Growth B Inc FundFactsheet
Fidelity Sustainable Global Equity Income W Inc KIID Fidelity Sustainable Global Equity Income W Inc FundFactsheet
Invesco Corporate Bond (UK) Y Acc KIID Invesco Corporate Bond (UK) Y Acc FundFactsheet
JPM Global Bond Opportunities C Gr Acc KIID JPM Global Bond Opportunities C Gr Acc FundFactsheet
M&G Managed Growth I Acc KIID M&G Managed Growth I Acc FundFactsheet
M&G Strategic Corporate Bond I Acc KIID M&G Strategic Corporate Bond I Acc FundFactsheet
Royal London Diversified Asset-Backed Securities Z Acc KIID Royal London Diversified Asset-Backed Securities Z Acc FundFactsheet



Funds Being Removed

Key Investor Information Documents Factsheets
FTF Brandywine Global Income Optimiser W Inc KIID FTF Brandywine Global Income Optimiser W Inc FundFactsheet
IFS Marlborough Global Bond P KIID IFS Marlborough Global Bond P FundFactsheet
Janus Henderson European Absolute Return I Acc KIID Janus Henderson European Absolute Return I Acc FundFactsheet
Liontrust Sustainable Future Monthly Income Bond B Gr Inc KIID Liontrust Sustainable Future Monthly Income Bond B Gr Inc FundFactsheet
Schroder Global Equity Income L Acc KIID Schroder Global Equity Income L Acc FundFactsheet
Schroder Sterling Corporate Bond Z Acc KIID Schroder Sterling Corporate Bond Z Acc FundFactsheet
Trojan Global Income O Acc KIID Trojan Global Income O Acc FundFactsheet
Trojan X Acc KIID Trojan X Acc FundFactsheet



Retained Funds

Key Investor Information Documents Factsheets
abrdn global real estate platform 1 Acc KIID Abrdn global real estate platform 1 Acc
Aegon High Yield Bond B Acc KIID Aegon High Yield Bond B Acc
Fundsmith Equity Class I Acc KIID Fundsmith_LLP_Equity_Class_I
Invesco Monthly Income Plus (UK) Z Acc KIID Invesco Monthly Income Plus (UK) Z Acc
M&G Global Emerging Markets I Acc KIID M&G Global Emerging Markets I Acc GBP
M&G Global Listed Infrastructure I Acc KIID M&G Global Listed Infrastructure I Acc
Man GLG High Yield Opportunities Professional C KIID Man GLG High Yield Opportunities Professional C
Royal London Corporate Bond M Acc KIID Royal London Corporate Bond M Acc
Royal London GMAP Adventurous M Acc KIID Royal London GMAP Adventurous M Acc
Royal London GMAP Balanced M Acc KIID Royal London GMAP Balanced M Acc
Royal London GMAP Defensive M Acc KIID Royal London GMAP Defensive M Acc
Schroder Income Maximiser Z Acc KIID Schroder Income Maximiser Z Acc