Investment and Fund management information

KMG Rebalance June 2024

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KMG High Rebalance March 2024

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KMG Rebalance Changes February 2024

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KMG Rebalance February 2024

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Performance Report - High Portfolio

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VT KMGIM Growth Fund Performance Report

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Performance Report - Medium High

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Performance Report - Medium

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Performance Report - Medium-Low Portfolio

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Performance Report - Low Portfolio

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KIM High Fund Brochure June 2024

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VT KMGIM Growth Factsheet - July 2024

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KIM Medium High Fund Brochure June 2024

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KIM Medium Fund Brochure June 2024

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KIM Medium Low Fund Brochure June 2024

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KMG Rebalance November 2023

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KMG Rebalance Changes September 2023

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KMG Rebalance September 2023

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KIM Low Fund Brochure February 2024

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Strategy Report - High Portfolio July 2023

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Rebalance Mailing

July 2023 Rebalance Changes-High...                       

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KMG Rebalance April 2023

KMG April Investment Strategy Update...                   

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KMG Rebalance Changes April 2023

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KMG Rebalance December 2022

Firstly, we wish you a very happy Christmas and we hope...

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December 2022 Rebalance Changes

December 2022 Rebalance changes...                        

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KMG Rebalance October 2022

We are increasing our allocation to cash and reducing a...

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Rebalance October 2022 – fund tables

Medium High Offshore Rebalance changes Oct 22...          

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KMG Rebalance June 2022

Nick Matthews – Chartered Financial Planner...            

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Rebalance June 2022 – fund tables

Important Information from the KMG Investment Committee...

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Rebalance June 2022 – new fund details

New Fund documents...                                     

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Rebalance pre-Easter 2022

25th March 2022 – Patrick McIntosh – Chartered Financia...

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Rebalance pre-Easter 2022 – fund information

Important Information from the KMG Investment Committee...

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Rebalance March 2022 – new funds

Rebalance March 2022 – new funds...                 

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Rebalance March 2022 – tables

Important Information from the KMG Investment Committee...

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