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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: Verus Sustainable Balanced Fund (Share class A) | Issue date: November 2019 | |
KIID: WAY Flexible Global Growth Portfolio (Share class E) (WAY Global Red Active Portfolio) | Issue date: July 2020 | |
KIID: WAY Flexible Global Growth Portfolio (Share class S) | Issue date: July 2020 | |
KIID: WAY Flexible Global Growth Portfolio (Share class T) | Issue date: July 2020 | |
KIID: WAY Global Balanced Portfolio (Share class E) (WAY Global Blue Managed Portfolio) | Issue date: February 2020 | |
KIID: WAY Global Balanced Portfolio (Share class S) | Issue date: February 2020 | |
KIID: WAY Global Balanced Portfolio (Share class T) | Issue date: February 2020 | |
Non UCITs KIID: WAY Global Cautious Portfolio Fund (Share class E) | Issue date: July 2020 | |
Non UCITs KIID: WAY Global Cautious Portfolio Fund (Share class S) | Issue date: July 2020 | |
Non UCITs KIID: WAY Global Cautious Portfolio Fund (Share class T) | Issue date: July 2020 | |
Non UCITs KIID: WAY Global Growth Portfolio (Share class E) (WAY MA Growth Portfolio) | Issue date: July 2020 | |
Non UCITs KIID: WAY Global Growth Portfolio (Share class S) | Issue date: July 2020 | |
Non UCITs KIID: WAY Global Growth Portfolio Fund (Share class T) | Issue date: July 2020 | |
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: February 2020 | |
Non UCITs KIID: WAY MA Cautious Portfolio Fund (Share class S) | Issue date: February 2020 | |
Non UCITs KIID: WAY MA Cautious Portfolio Fund (Share class T) | Issue date: February 2020 |