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|Investment Company||Fund||Yield %||1 year %||3 years %||5 years %|
|Global Utilities & Infrastructure Trust||3.27||22.60||72.10||107.70|
|Merchants Trust plc||4.88||16.0||39.7||56.3|
|American Investment Trust||0.96||10.4||57.2||102.4|
|Global Growth & Income plc||3.90||2.5||41.4||72.3|
|Securities Trust of Scotland||2.58||8.8||30.0||59.4|
Powered by data from Fidelity Adviser Solutions 26 July 2022
Key Investor Information Documents (KIID)
Before investing, it is important to know your funds. You should check the specific risk factors on the key feature documents and be aware of the objectives of each fund you choose to invest in. Please remember that any income yields quoted are not guaranteed and not a reliable indicator of future returns. *** Please Note that Investment Trusts have additional dealing charges and a 0.50% stamp duty***
Ecofin Global Utilities & Infrastructure IT – (KIID)Download
Merchants Trust – (KIID)Download
JPMorgan American IT – (KIID)Download
JPMorgan Global Growth & Income IT – (KIID)Download
Securities Trust of Scotland – (KIID)Download
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Your Capital is at Risk
Seymour Sinclair Investments Limited is authorised and regulated by the Financial Conduct Authority and offers an execution-only service. Past performance is not a reliable guide to future returns. Market and exchange-rate movements may cause the value of investments to go down as well as up. Yields will fluctuate and so income from investments is variable and not guaranteed. You may not get back the amount originally invested. Tax treatment depends of your individual circumstances and may be subject to change in the future. If you are unsure about the suitability of any investment you should seek professional advice. Whilst Seymour Sinclair provide product information, guidance and fund research we cannot recommend which of these products or funds, if any, are suitable for your particular circumstances and must leave that judgement to you. Before investing you must read the Seymour Sinclair and Platforms Terms and Conditions and it is important that you read the specific risk factors on the Key Investor Information Documents for the funds which you are considering investing in.
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