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The Funds
To set up your Low-cost Index Tracking Portfolio with Fees as low as 0.10% p.a. please call our office on 0208 870 7072 and we'll do the work for you. It'll take just a few moments of your time and then you'll be ready to go.
| Investment Company | Fund | Charges % | 1 year % | 3 years % | 5 years % |
|---|---|---|---|---|---|
|
Index US | 0.06 | 17.70 | 144.90 | 104.60 |
|
|
Index World | 0.12 | 13.50 | 34.30 | 82.30 |
|
Global 100 Index Trust | 0.14 | 20.90 | 48.60 | 113.70 |
|
FTSE Developed World ex UK Equity Index | 0.14 | 15.60 | 33.20 | 82.70 |
|
|
US Equity Index | 0.10 | 18.70 | 36.80 | 95.80 |
| Averages | 0.11% | 17.28% | 59.56% | 95.82% |
Powered by data from Fidelity Adviser Solutions 11 February 2024
Key Investor Information Documents (KIID)
Before investing, it is important to know your funds. You should check the specific risk factors on the key feature documents and be aware of the objectives of each fund you choose to invest in. Please remember however, that any income yields quoted are not guaranteed and not a reliable indicator of future returns.
Fidelity Index US – (KIID) Document
Download
Fidelity Index World – (KIID) Document
Download
L&G Global 100 Index Trust – (KIID) Document
Download
Vanguard FTSE Developed World ex UK Equity Index (KIID)
Download
Vanguard US Equity Index – (KIID) Document
Download
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Your Capital is at Risk
Seymour Sinclair Investments Limited is authorised and regulated by the Financial Conduct Authority and offers an execution-only service. Past performance is not a reliable guide to future returns. Market and exchange-rate movements may cause the value of investments to go down as well as up. Yields will fluctuate and so income from investments is variable and not guaranteed. You may not get back the amount originally invested. Tax treatment depends of your individual circumstances and may be subject to change in the future. If you are unsure about the suitability of any investment you should seek professional advice. Whilst Seymour Sinclair provide product information, guidance and fund research we cannot recommend which of these products or funds, if any, are suitable for your particular circumstances and must leave that judgement to you. Before investing you must read the Seymour Sinclair and Platforms Terms and Conditions and it is important that you read the specific risk factors on the Key Investor Information Documents for the funds which you are considering investing in.
For non-platform business, where we can still give discounts, those discounts are subject to receipt of commission and may be subject to change if commission levels are altered. The information on this site is intended solely for the use of those people who are United Kingdom residents for tax and investment purposes.