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Key Investor Information Documents (KIIDs)  
 

The Key Investor Information Documents are designed to give you information for each fund you intend to invest in. We are required to provide you with this document to help you understand the nature and the risks of investing in these funds. To make an informed decision about whether to invest in a particular fund you need to read the relevant KIID and supporting SIID documents below. You will be required to sign a declaration to confirm that you have read the latest version of the KIID.

Clerical Medical OEIC

Fund Name KIID* Share Class ISIN Number
Clerical Medical FTSE 100 Tracker fund Click to view PDF GB0005588990
Clerical Medical Income fund Click to view PDF Inc GB0005590525
Clerical Medical Income fund Click to view PDF Acc GB00B01CKL51
Clerical Medical International Managed fund Click to view PDF GB0005590632
Clerical Medical Balanced Managed fund Click to view PDF GB0002020229

Clerical Medical ISA

Fund Name KIID* Share Class ISIN Number
Clerical Medical FTSE 100 Tracker fund Click to view PDF GB0005588990
Clerical Medical Income fund Click to view PDF Inc GB0005590525
Clerical Medical Income fund Click to view PDF Acc GB00B01CKL51
Clerical Medical International Managed fund Click to view PDF GB0005590632
Clerical Medical Balanced Managed fund Click to view PDF GB0002020229

*Key Investor Information Document

Supplementary Investor Information Document

The Supplementary Investor Information Document (SIID) is designed to be read alongside the relevant Key Investor Information documents (KIID). Together, they summarise important information about the Clerical Medical OEIC and ISA funds that are currently available for you to invest in, and provide answers to some important questions.

Click to view PDF   SIID for OEICs

Click for our Supplementary Investor Information Document for ISAs   SIID for ISAs

Clerical Medical Investment Fund Managers Limited. Registered Office Trinity Road, Halifax, West Yorkshire HX1 2RG. Registered in England, Registered No. 2792006. Authorised and regulated by the Financial Conduct Authority. Financial Services Register number 171278.

 
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Issued by Clerical Medical Investment Group Limited. Registered Office 33 Old Broad Street, London EC2N 1HZ. Registered in England and Wales, Registered No. 3196171. Clerical Medical Investment Group Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. These pages are intended for UK residents only. Clerical Medical is an introducer of Scottish Widows products. The firms are regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Scottish Widows plc. Registered in Scotland No. 199549. Registered Office in the United Kingdom at 69 Morrison Street, Edinburgh EH3 8YF. Telephone: 0845 767 8910.