Key Investor Information and Documents

Brewin Portfolio Service (BPS)
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

A human touch

We know how important the human touch is. Our UK-based experts are on hand to answer your questions. You can call us or email us whenever you need support.

Call us on 0333 207 9003
Monday to Friday 8am to 6pm
Saturday 8am to 12pm

Email us at customer.services@brewin.co.uk

Write to us at:
Brewin Portfolio Service
Sixth Floor, Atria One
144 Morrison Street
Edinburgh, EH3 8BR

BPS accounts

Junior ISA

Give your child a financial head start. Invest up to £9,000 per child each tax year with income and growth free from tax.

Explore Junior ISA

Stocks and Shares ISA

Make your money go further. Invest up to £20,000 per year in the stock market, with tax-free returns and withdrawals anytime.

Explore Stocks and Shares ISA

General Investment Account

Used up your ISA allowance? With this account, there are no limits to how much money you can invest. Withdrawals can be made at any time, with profits taxed.

Explore GIA

Bare Trust*

Bare Trusts are a simple form of trust often used to invest money for a child until they’re 18. They let you withdraw money under limited circumstances before the child turns 18, for things like education (but returns may be taxed).

* To open a Bare Trust, contact us directly.

Explore Bare Trusts

This does not constitute tax or legal advice. Tax treatment depends on the individual circumstances of each client and may be subject to change in the future. You should always check the tax implications with an accountant or tax specialist. Information is provided only as an example and is not a recommendation to pursue a particular strategy.

The value of investments and any income from them can fall, and you may not get back what you invested.