Key Investor Information and Documents

Brewin Portfolio Service (BPS)
Online investing with BPS

Access Key Investor Information Documents (KIIDs), transfer forms and our risk guide – everything you need to understand your options and manage your account.

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Fund information for BPS portfolios

Each of our portfolios is built from a combination of investment funds selected by our award-winning research team. The Key Investor Information Documents (KIIDs) below outline the objectives, risks, and charges for each fund.

Passive investing style

HSBC European Index Fund
Key Investor Information Documents (KIIDs) for HSBC European Index Fund

FTSE 250 Index Fund
Key Investor Information Documents (KIIDs) for FTSE 250 Index Fund

HSBC GLOBAL FUNDS ICAV – Global Corporate Bond Index Fund
Key Investor Information Documents (KIIDs) for HSBC GLOBAL FUNDS ICAV – Global Corporate Bond Index Fund

HSBC GLOBAL FUNDS ICAV – Global Government Bond Index Fund
Key Investor Information Documents (KIIDs) for HSBC GLOBAL FUNDS ICAV – Global Government Bond Index Fund

iShares Global Property Securities Equity Index Fund (UK)
Key Investor Information Documents (KIIDs) for iShares Global Property Securities Equity Index Fund (UK)

HSBC Japan Index Fund
Key Investor Information Documents (KIIDs) for HSBC Japan Index Fund

Legal and General Global Inflation Linked Bond Index Fund
Key Investor Information Documents (KIIDs) for Legal and General Global Inflation Linked Bond Index Fund

HSBC Pacific Index Fund
Key Investor Information Documents (KIIDs) for HSBC Pacific Index Fund

Vanguard Emerging Markets Stock Index Fund
Key Investor Information Documents (KIIDs) for Vanguard Emerging Markets Stock Index Fund

Vanguard FTSE U.K. All Share Index Unit Trust
Key Investor Information Documents (KIIDs) for Vanguard FTSE U.K. All Share Index Unit Trust

Vanguard Global Short-Term Bond Index Fund
Key Investor Information Documents (KIIDs) for Vanguard Global Short-Term Bond Index Fund

Vanguard U.K. Short-Term Investment Grade Bond Index Fund
Key Investor Information Documents (KIIDs) for Vanguard U.K. Short-Term Investment Grade Bond Index Fund

Vanguard U.K. Government Bond Index Fund
Key Investor Information Documents (KIIDs) for Vanguard U.K. Government Bond Index Fund

Vanguard U.K. Investment Grade Bond Index Fund
Key Investor Information Documents (KIIDs) for Vanguard U.K. Investment Grade Bond Index Fund

Vanguard U.S. Equity Index Fund
Key Investor Information Documents (KIIDs) for Vanguard U.S. Equity Index Fund

HSBC European Index Fund
Key Investor Information Documents (KIIDs) for HSBC European Index Fund

FTSE 250 Index Fund
Key Investor Information Documents (KIIDs) for FTSE 250 Index Fund

HSBC GLOBAL FUNDS ICAV – Global Corporate Bond Index Fund
Key Investor Information Documents (KIIDs) for HSBC GLOBAL FUNDS ICAV – Global Corporate Bond Index Fund

HSBC GLOBAL FUNDS ICAV – Global Government Bond Index Fund
Key Investor Information Documents (KIIDs) for HSBC GLOBAL FUNDS ICAV – Global Government Bond Index Fund

iShares Global Property Securities Equity Index Fund (UK)
Key Investor Information Documents (KIIDs) for iShares Global Property Securities Equity Index Fund (UK)

HSBC Japan Index Fund
Key Investor Information Documents (KIIDs) for HSBC Japan Index Fund

Legal and General Global Inflation Linked Bond Index Fund
Key Investor Information Documents (KIIDs) for Legal and General Global Inflation Linked Bond Index Fund

HSBC Pacific Index Fund
Key Investor Information Documents (KIIDs) for HSBC Pacific Index Fund

Vanguard Emerging Markets Stock Index Fund
Key Investor Information Documents (KIIDs) for Vanguard Emerging Markets Stock Index Fund

Vanguard FTSE U.K. All Share Index Unit Trust
Key Investor Information Documents (KIIDs) for Vanguard FTSE U.K. All Share Index Unit Trust

Vanguard Global Short-Term Bond Index Fund
Key Investor Information Documents (KIIDs) for Vanguard Global Short-Term Bond Index Fund

Vanguard U.K. Short-Term Investment Grade Bond Index Fund
Key Investor Information Documents (KIIDs) for Vanguard U.K. Short-Term Investment Grade Bond Index Fund

Vanguard U.K. Government Bond Index Fund
Key Investor Information Documents (KIIDs) for Vanguard U.K. Government Bond Index Fund

Vanguard U.K. Investment Grade Bond Index Fund
Key Investor Information Documents (KIIDs) for Vanguard U.K. Investment Grade Bond Index Fund

Vanguard U.S. Equity Index Fund
Key Investor Information Documents (KIIDs) for Vanguard U.S. Equity Index Fund

HSBC European Index Fund
Key Investor Information Documents (KIIDs) for HSBC European Index Fund

FTSE 250 Index Fund
Key Investor Information Documents (KIIDs) for FTSE 250 Index Fund

HSBC GLOBAL FUNDS ICAV – Global Corporate Bond Index Fund
Key Investor Information Documents (KIIDs) for HSBC GLOBAL FUNDS ICAV – Global Corporate Bond Index Fund

HSBC GLOBAL FUNDS ICAV – Global Government Bond Index Fund
Key Investor Information Documents (KIIDs) for HSBC GLOBAL FUNDS ICAV – Global Government Bond Index Fund

iShares Global Property Securities Equity Index Fund (UK)
Key Investor Information Documents (KIIDs) for iShares Global Property Securities Equity Index Fund (UK)

HSBC Japan Index Fund
Key Investor Information Documents (KIIDs) for HSBC Japan Index Fund

Legal and General Global Inflation Linked Bond Index Fund
Key Investor Information Documents (KIIDs) for Legal and General Global Inflation Linked Bond Index Fund

HSBC Pacific Index Fund
Key Investor Information Documents (KIIDs) for HSBC Pacific Index Fund

Vanguard Emerging Markets Stock Index Fund
Key Investor Information Documents (KIIDs) for Vanguard Emerging Markets Stock Index Fund

Vanguard FTSE U.K. All Share Index Unit Trust
Key Investor Information Documents (KIIDs) for Vanguard FTSE U.K. All Share Index Unit Trust

Vanguard Global Short-Term Bond Index Fund
Key Investor Information Documents (KIIDs) for Vanguard Global Short-Term Bond Index Fund

Vanguard U.K. Short-Term Investment Grade Bond Index Fund
Key Investor Information Documents (KIIDs) for Vanguard U.K. Short-Term Investment Grade Bond Index Fund

Vanguard U.K. Government Bond Index Fund
Key Investor Information Documents (KIIDs) for Vanguard U.K. Government Bond Index Fund

Vanguard U.K. Investment Grade Bond Index Fund
Key Investor Information Documents (KIIDs) for Vanguard U.K. Investment Grade Bond Index Fund

Vanguard U.S. Equity Index Fund
Key Investor Information Documents (KIIDs) for Vanguard U.S. Equity Index Fund

HSBC European Index Fund
Key Investor Information Documents (KIIDs) for HSBC European Index Fund

FTSE 250 Index Fund
Key Investor Information Documents (KIIDs) for FTSE 250 Index Fund

HSBC GLOBAL FUNDS ICAV – Global Corporate Bond Index Fund
Key Investor Information Documents (KIIDs) for HSBC GLOBAL FUNDS ICAV – Global Corporate Bond Index Fund

HSBC GLOBAL FUNDS ICAV – Global Government Bond Index Fund
Key Investor Information Documents (KIIDs) for HSBC GLOBAL FUNDS ICAV – Global Government Bond Index Fund

iShares Global Property Securities Equity Index Fund (UK)
Key Investor Information Documents (KIIDs) for iShares Global Property Securities Equity Index Fund (UK)

HSBC Japan Index Fund
Key Investor Information Documents (KIIDs) for HSBC Japan Index Fund

Legal and General Global Inflation Linked Bond Index Fund
Key Investor Information Documents (KIIDs) for Legal and General Global Inflation Linked Bond Index Fund

HSBC Pacific Index Fund
Key Investor Information Documents (KIIDs) for HSBC Pacific Index Fund

Vanguard Emerging Markets Stock Index Fund
Key Investor Information Documents (KIIDs) for Vanguard Emerging Markets Stock Index Fund

Vanguard FTSE U.K. All Share Index Unit Trust
Key Investor Information Documents (KIIDs) for Vanguard FTSE U.K. All Share Index Unit Trust

Vanguard Global Short-Term Bond Index Fund
Key Investor Information Documents (KIIDs) for Vanguard Global Short-Term Bond Index Fund

Vanguard U.K. Short-Term Investment Grade Bond Index Fund
Key Investor Information Documents (KIIDs) for Vanguard U.K. Short-Term Investment Grade Bond Index Fund

Vanguard U.K. Government Bond Index Fund
Key Investor Information Documents (KIIDs) for Vanguard U.K. Government Bond Index Fund

Vanguard U.K. Investment Grade Bond Index Fund
Key Investor Information Documents (KIIDs) for Vanguard U.K. Investment Grade Bond Index Fund

Vanguard U.S. Equity Index Fund
Key Investor Information Documents (KIIDs) for Vanguard U.S. Equity Index Fund

HSBC European Index Fund
Key Investor Information Documents (KIIDs) for HSBC European Index Fund

FTSE 250 Index Fund
Key Investor Information Documents (KIIDs) for FTSE 250 Index Fund

HSBC GLOBAL FUNDS ICAV – Global Corporate Bond Index Fund
Key Investor Information Documents (KIIDs) for HSBC GLOBAL FUNDS ICAV – Global Corporate Bond Index Fund

HSBC GLOBAL FUNDS ICAV – Global Government Bond Index Fund
Key Investor Information Documents (KIIDs) for HSBC GLOBAL FUNDS ICAV – Global Government Bond Index Fund

iShares Global Property Securities Equity Index Fund (UK)
Key Investor Information Documents (KIIDs) for iShares Global Property Securities Equity Index Fund (UK)

HSBC Japan Index Fund
Key Investor Information Documents (KIIDs) for HSBC Japan Index Fund

HSBC Pacific Index Fund
Key Investor Information Documents (KIIDs) for HSBC Pacific Index Fund

Vanguard Emerging Markets Stock Index Fund
Key Investor Information Documents (KIIDs) for Vanguard Emerging Markets Stock Index Fund

Vanguard FTSE U.K. All Share Index Unit Trust
Key Investor Information Documents (KIIDs) for Vanguard FTSE U.K. All Share Index Unit Trust

Vanguard Global Short-Term Bond Index Fund
Key Investor Information Documents (KIIDs) for Vanguard Global Short-Term Bond Index Fund

Vanguard U.K. Short-Term Investment Grade Bond Index Fund
Key Investor Information Documents (KIIDs) for Vanguard U.K. Short-Term Investment Grade Bond Index Fund

Vanguard U.K. Government Bond Index Fund
Key Investor Information Documents (KIIDs) for Vanguard U.K. Government Bond Index Fund

Vanguard U.K. Investment Grade Bond Index Fund
Key Investor Information Documents (KIIDs) for Vanguard U.K. Investment Grade Bond Index Fund

Vanguard U.S. Equity Index Fund
Key Investor Information Documents (KIIDs) for Vanguard U.S. Equity Index Fund

HSBC European Index Fund
Key Investor Information Documents (KIIDs) for HSBC European Index Fund

FTSE 250 Index Fund
Key Investor Information Documents (KIIDs) for FTSE 250 Index Fund

HSBC Japan Index Fund
Key Investor Information Documents (KIIDs) for HSBC Japan Index Fund

HSBC Pacific Index Fund
Key Investor Information Documents (KIIDs) for HSBC Pacific Index Fund

Vanguard Emerging Markets Stock Index Fund
Key Investor Information Documents (KIIDs) for Vanguard Emerging Markets Stock Index Fund

Vanguard FTSE U.K. All Share Index Unit Trust
Key Investor Information Documents (KIIDs) for Vanguard FTSE U.K. All Share Index Unit Trust

Vanguard U.K. Short-Term Investment Grade Bond Index Fund
Key Investor Information Documents (KIIDs) for Vanguard U.K. Short-Term Investment Grade Bond Index Fund

Vanguard U.S. Equity Index Fund
Key Investor Information Documents (KIIDs) for Vanguard U.S. Equity Index Fund

Active investing style

MI Brewin Dolphin Voyager Max 40% Equity Fund
Key Investor Information Documents (KIIDs) for MI Brewin Dolphin Voyager Max 40% Equity Fund

MI Brewin Dolphin Voyager Max 60% Equity Fund
Key Investor Information Documents (KIIDs) for MI Brewin Dolphin Voyager Max 60% Equity Fund

MI Brewin Dolphin Voyager Max 70% Equity Fund
Key Investor Information Documents (KIIDs) for MI Brewin Dolphin Voyager Max 70% Equity Fund

MI Brewin Dolphin Voyager Max 80% Equity Fund
Key Investor Information Documents (KIIDs) for MI Brewin Dolphin Voyager Max 80% Equity Fund

MI Brewin Dolphin Voyager Max 90% Equity Fund
Key Investor Information Documents (KIIDs) for MI Brewin Dolphin Voyager Max 90% Equity Fund

MI Brewin Dolphin Voyager Max 100% Equity Fund
Key Investor Information Documents (KIIDs) for MI Brewin Dolphin Voyager Max 100% Equity Fund

Forms and risk guide

ISA transfer form

Junior ISA and Child Trust Fund transfer form

Bare Trust account opening form

Brewin Portfolio Service risk guide

The value of your investment may go down as well as up.