Click on the links below to open the pdf of each item. Please note pdfs open in a new window.
From 1 January 2013 all new WAY Inheritor Plans were issued with T class units.
From 1 January 2013 all fund switches within WAY Inheritor Plans are issued with S class units.
From 31 March 2017 all new WAY Inheritor Plans are issued with E class units.
Details of pre-1 January 2013 share classes are available on request.
Key Investor Information
Key Investor Information Documents (KIIDs)
KIID: EFA Eden SRI Fund (Share class A) | Issue date: January 2019 | |
KIID: WAY Flexible Global Growth Portfolio (Share class E) (WAY Global Red Active Portfolio) | Issue date: April 2019 | |
KIID: WAY Flexible Global Growth Portfolio (Share class S) | Issue date: April 2019 | |
KIID: WAY Flexible Global Growth Portfolio (Share class T) | Issue date: April 2019 | |
KIID: WAY Global Balanced Portfolio (Share class E) (WAY Global Blue Managed Portfolio) | Issue date: April 2019 | |
KIID: WAY Global Balanced Portfolio (Share class S) | Issue date: April 2019 | |
KIID: WAY Global Balanced Portfolio (Share class T) | Issue date: April 2019 | |
Non UCITs KIID: WAY Global Cautious Portfolio Fund (Share class E) | Issue date: February 2019 | |
Non UCITs KIID: WAY Global Cautious Portfolio Fund (Share class S) | Issue date: February 2019 | |
Non UCITs KIID: WAY Global Cautious Portfolio Fund (Share class T) | Issue date: February 2019 | |
Non UCITs KIID: WAY Global Growth Portfolio (Share class E) (WAY MA Growth Portfolio) | Issue date: April 2019 | |
Non UCITs KIID: WAY Global Growth Portfolio (Share class S) | Issue date: April 2019 | |
Non UCITs KIID: WAY Global Growth Portfolio Fund (Share class T) | Issue date: April 2019 | |
Non UCITs KIID: WAY Global Momentum Fund (Share class E) | Issue date: January 2019 | |
Non UCITs KIID: WAY Global Momentum Fund (Share class S) | Issue date: January 2019 | |
Non UCITs KIID: WAY Global Momentum Fund (Share class T) | Issue date: January 2019 | |
Non UCITs KIID: WAY MA Cautious Portfolio Fund (Share class E) | Issue date: November 2018 | |
Non UCITs KIID: WAY MA Cautious Portfolio Fund (Share class S) | Issue date: November 2018 | |
Non UCITs KIID: WAY MA Cautious Portfolio Fund (Share class T) | Issue date: November 2018 | |
Portfolio Fund WAY Global Blue Managed | Issue date: March 2019 | |
Prospectus: HC Charteris Gold & Precious Metals Fund | Issue date: January 2018 |