Investment and Fund management information

KMG Rebalance Changes February 2024

...                                                       

Button

KMG Rebalance February 2024

...                                                       

Button

Performance Report - High Portfolio

...                                                       

Button

VT KMGIM Growth Fund Performance Report

...                                                       

Button

Performance Report - Medium High

...                                                       

Button

Performance Report - Medium

...                                                       

Button

Performance Report - Medium-Low Portfolio

...                                                       

Button

Performance Report - Low Portfolio

...                                                       

Button

KMG Rebalance November 2023

...                                                       

Button

KMG Rebalance Changes September 2023

...                                                       

Button

KMG Rebalance September 2023

...                                                       

Button

KIM High Fund Brochure February 2024

...                                                       

Button

VT KMGIM Growth Factsheet - February 2024

...                                                       

Button

KIM Medium High Fund Brochure February 2024

...                                                       

Button

KIM Medium Fund Brochure February 2024

...                                                       

Button

KIM Medium Low Fund Brochure February 2024

...                                                       

Button

KIM Low Fund Brochure February 2024

...                                                       

Button

Strategy Report - High Portfolio July 2023

...                                                       

Button

Rebalance Mailing

July 2023 Rebalance Changes-High...                       

Button

KMG Rebalance April 2023

KMG April Investment Strategy Update...                   

Button

KMG Rebalance Changes April 2023

...                                                       

Button

KMG Rebalance December 2022

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

Button

December 2022 Rebalance Changes

December 2022 Rebalance changes...                        

Button

KMG Rebalance October 2022

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

Button

Rebalance October 2022 – fund tables

Medium High Offshore Rebalance changes Oct 22...          

Button

KMG Rebalance June 2022

Nick Matthews – Chartered Financial Planner...            

Button

Rebalance June 2022 – fund tables

Important Information from the KMG Investment Committee...

Button

Rebalance June 2022 – new fund details

New Fund documents...                                     

Button

Rebalance pre-Easter 2022

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

Button

Rebalance pre-Easter 2022 – fund information

Important Information from the KMG Investment Committee...

Button

Rebalance March 2022 – new funds

Rebalance March 2022 – new funds...                 

Button

Rebalance March 2022 – tables

Important Information from the KMG Investment Committee...

Button