An industry standard document that provides a description of the minimum set of data (defining a product’s target market, distribution strategy which is consistent with the identified target market and disclosing its costs and charges) from product manufacturers of financial instruments to distributors, firms who distribute these products.

These Funds are suitable for all investor types of all levels of knowledge and experience coming into the fund from all available distribution channels. Investors should be seeking no capital guarantee and be able to bear losses up to their full investment. These Funds seek to increase capital and has a neutral stance on income growth over a long time period.

Please refer to the latest EMT or KIID for the Synthetic Risk Reward Indicator (SRRI).

SVS Brown Shipley Dynamic Fund

• SVS Brown Shipley Dynamic Fund A - Accumulation
• SVS Brown Shipley Dynamic Fund A - Income
• SVS Brown Shipley Dynamic Fund I - Accumulation
• SVS Brown Shipley Dynamic Fund I - Income
• SVS Brown Shipley Growth Fund A - Accumulation
• SVS Brown Shipley Growth Fund A – Income
• SVS Brown Shipley Growth Fund I - Accumulation
• SVS Brown Shipley Growth Fund I – Income

These Funds are suitable for all investor types of all levels of knowledge and experience coming into the fund from all available distribution channels. Investors should be seeking no capital guarantee and be able to bear losses up to their full investment. These Funds seek to increase capital and grow income over a long time period.

Please refer to the latest EMT or KIID for the Synthetic Risk Reward Indicator (SRRI).

SVS Brown Shipley Balanced Fund

• SVS Brown Shipley Balanced Fund A - Accumulation
• SVS Brown Shipley Balanced Fund A – Income
• SVS Brown Shipley Balanced Fund I – Accumulation
• SVS Brown Shipley Balanced Fund I – Income
• SVS Brown Shipley Cautious Fund A – Accumulation
• SVS Brown Shipley Cautious Fund A – Income
• SVS Brown Shipley Cautious Fund I – Accumulation
• SVS Brown Shipley Cautious Fund I - Income
• SVS Brown Shipley Income Fund A – Accumulation
• SVS Brown Shipley Income Fund A – Income
• SVS Brown Shipley Income Fund I – Accumulation
• SVS Brown Shipley Income Fund I - Income

Supplementary Information Document (SID) 

Individual application form 

Institutional application form 

• SVS Brown Shipley Balanced Fund - charges and costs
• SVS Brown Shipley Cautious Fund - charges and costs
• SVS Brown Shipley Dynamic Fund - charges and costs 
• SVS Brown Shipley Growth Fund - charges and costs 
• SVS Brown Shipley Income Fund - charges and costs 

• SVS Brown Shipley Multi Asset Portfolio -  reports and accounts

The Key Investor Information Document (KIID) is not marketing material. A KIID contains the essential information for understanding the nature and risks of a fund. Each Fund has its own KIID.

Where your client invests directly with us, we must confirm that they have seen up-to-date versions of the required documents before we can proceed.

Further information is contained in the full prospectus, copies of which can be obtained by telephoning 0141 222 1151.

SVS Brown Shipley Balanced Fund

• SVS Brown Shipley Balanced Fund – A Accumulation Shares – ISIN (GB00BP4VN048)
• SVS Brown Shipley Balanced Fund – A Income Shares – ISIN (GB00BP4VN154)
• SVS Brown Shipley Balanced Fund – I Accumulation Shares – ISIN (GB00BP4VN261) 
• SVS Brown Shipley Balanced Fund – I Income Shares – ISIN (GB00BP4VN378)

SVS Brown Shipley Cautious Fund

• SVS Brown Shipley Cautious Fund – A Accumulation Shares – ISIN (GB00BP4VN485)
• SVS Brown Shipley Cautious Fund – A Income Shares – ISIN (GB00BP4VN592)
• SVS Brown Shipley Cautious Fund – I Accumulation Shares – ISIN (GB00BP4VN600)
• SVS Brown Shipley Cautious Fund – I Income Shares – ISIN (GB00BP4VN717)

SVS Brown Shipley Dynamic Fund

• SVS Brown Shipley Dynamic Fund – A Accumulation Shares – ISIN (GB0032504150)
• SVS Brown Shipley Dynamic Fund – A Income Shares – ISIN (GB0032504044)
• SVS Brown Shipley Dynamic Fund – I Accumulation Shares – ISIN (GB00B3K4J724)
• SVS Brown Shipley Dynamic Fund – I Income Shares – ISIN (GB00B3K4MR31)

SVS Brown Shipley Growth Fund

• SVS Brown Shipley Growth Fund – A Accumulation Shares – ISIN (GB0032503418)
• SVS Brown Shipley Growth Fund – A Income Shares – ISIN (GB0032503301)
• SVS Brown Shipley Growth Fund – I Accumulation Shares – ISIN (GB00B3NNSP77)
• SVS Brown Shipley Growth Fund – I Income Shares – ISIN (GB00B3NGWQ53)

SVS Brown Shipley Income Fund

• SVS Brown Shipley Income Fund – A Accumulation Shares – ISIN (GB0032503749)
• SVS Brown Shipley Income Fund – A Income Shares – ISIN (GB0032503962)
• SVS Brown Shipley Income Fund – I Income Shares – ISIN (GB00B3QCN234)
• SVS Brown Shipley Income Fund – I Accumulation Shares – ISIN (GB00B3QCN457)

• SVS Brown Shipley Multi Asset Portfolio - Prospectus

• SVS Brown Shipley Balanced Fund - TCFD Product Report
• SVS Brown Shipley Cautious Fund - TCFD Product Report
• SVS Brown Shipley Dynamic Fund - TCFD Product Report
• SVS Brown Shipley Growth Fund - TCFD Product Report
• SVS Brown Shipley Income Fund - TCFD Product Report