In this section you will find brochures detailing our services available for advisers, performance summaries, market commentary, and application packs including terms and conditions.
All MPS factsheets
Smith & Williamson Defensive 3
Smith & Williamson Defensive Income 4
Smith & Williamson Balanced Income 5
Smith & Williamson Balanced Growth 6
Smith & Williamson Growth 7
Smith & Williamson Dynamic Growth 8
Quarterly investment review - Q1 2017
Quarterly investment review - Q4 2016
Quarterly investment review - Q3 2016
All JH factsheets
Smith & Williamson JH Defensive Income 4
Smith & Williamson JH Balanced Income 5
Smith & Williamson JH Balanced Growth 6
Smith & Williamson JH Growth 7
James Hay quarterly investment review - Q1 2017
James Hay quarterly investment review - Q4 2016
James Hay quarterly investment review - Q3 2016
Managed portfolio service brochure
Discretionary fund management brochure
AIM portfolio service brochure
Market asset allocation - June 2017
Market asset allocation - May 2017
Market asset allocation - April 2017
Investment Outlook - May 2017
Investment Outlook - April 2017
Investment Outlook - March 2017
AIM monthly summary - June 2017
AIM monthly summary - May 2017
AIM monthly summary - April 2017
Agreements - Ascentric DM adviser
Agreements - James Hay DM adviser
Agreements - Novia DM adviser
Agreements - Standard Life DM adviser
Agreements - Transact DM adviser
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