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  • Our Services
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KIID(s) – Key Investor Information Document

Please find below the KIIDs for the range of investment funds held across the CDC Investment Profiles

Standard Life UK Smaller Companies

Threadneedle Monthly Extra Income

Investec UK Alpha

Jupiter Strategic Bond

M&G Strategic Corporate Bond

Merian Global Equity

Schroder Global Cities

Baillie Gilford High Yield Bond

Invesco Perpetual Corporate Bond

Standard Life Global EM Equity Income

Investec Diversified Income

Merian UK Mid Cap

Artemis Strategic Bond

Artemis Global Select

Liontrust Special Situations

Schroder Recovery

Threadneedle Dynamic Real Return

Blackrock Emerging Markets

JP Morgan Asia Pacific

AXA Framlington UK Equity Income

Rathbone Global Opportunities

BNY Mellon Long Term Global

T Rowe Price US Equity

River & Mercantile Europe

JP Morgan Japan

M&G Global Infrastructure

Foresight Global Infrastructure

LF Ruffer Diversified Return

 

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    Wearfield Enterprise Park East
    Sunderland, Tyne and Wear SR5 2TA

    Tel: +44 (0)191 5166812

    Edinburgh Office

    7/9 North Saint David Street, Edinburgh EH2 1AW

    Tel: +44 (0)131 5249565
    Fax: +44 (0)131 5249566

    CDC Wealth Management Ltd is authorised and regulated by the Financial Conduct Authority (Reg No 550126). Directors: P Cain, J Dixon, A Mann, S Butterworth, A Gillingham & A Fay.
    Office address, North East Business and Innovation Centre, Wearfield, Enterprise Park East, Sunderland, Tyne and Wear SR5 2TA
    Registered office address, 22 Cross Keys Close, London, W1U 2DW. Tel No 0191 5166812.
    Company No 5883908. Registered in England and Wales.

    The guidance and/or advice contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK.The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website here.

    We are required by the Revised Shareholder Rights Directive (SRD II) to explain whether or not we have an engagement policy in relation to the companies we invest in, where the companies' shares are admitted to trading on a regulated market. As a proportion of shares we hold in investee companies is much lower than those held by large institutional investors, we are not able to engage with investee companies to the extent envisaged by SRD II. Therefore, we do not have a formal engagement policy.

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