Fund & Portfolio Factsheets

FP Verbatim Active



FP Verbatim Portfolio 3

Factsheet for the month November 2017.

Updated 17/01/18 Download
FP Verbatim Portfolio 4

Factsheet for the month ending November 2017.

Updated 17/01/18 Download
FP Verbatim Portfolio 5 Growth

Factsheet for the month ending November 2017.

Updated 17/01/18 Download
FP Verbatim Portfolio 6

Factsheet for the month ending November 2017.

Updated 17/01/18 Download
FP Verbatim Portfolio 7

Factsheet for the month ending November 2017.

Updated 17/01/18 Download

FP Verbatim Income



FP Verbatim Portfolio 5 Income

Factsheet for the month ending November 2017.

Updated 17/01/18 Download

Total Clarity Passive



Total Clarity Portfolio 3

Factsheet for the month ending November 2017.

Updated 17/01/18 Download
Total Clarity Portfolio 4

Factsheet for the month ending November 2017.

Updated 17/01/18 Download
Total Clarity Portfolio 5

Factsheet for the month ending November 2017.

Updated 17/01/18 Download
Total Clarity Portfolio 6

Factsheet for the month ending November 2017.

Updated 17/01/18 Download

Verbatim Discretionary Service



Henderson Rowe Factsheet
Updated 14/09/16 Download
James Hambro Factsheet
Updated 14/09/16 Download
RSMR Factsheet


Updated 14/09/16 Download
Smith & Williamson Factsheet
Updated 14/09/16 Download
TCF Investments Factsheet
Updated 14/09/16 Download

Verbatim Managed Model Portfolios



Model Portfolio Service - RSMR Factsheet
Updated 05/12/16 Download
Square Mile - Verbatim 3
Updated 17/07/17 Download
Square Mile - Verbatim 4
Updated 17/07/17 Download
Square Mile - Verbatim 5
Updated 17/07/17 Download
Square Mile - Verbatim 6
Updated 17/07/17 Download
Square Mile - Verbatim 7
Updated 17/07/17 Download
Square Mile - Verbatim Capital Preservation
Updated 17/07/17 Download
Square Mile - Verbatim Income 1
Updated 17/07/17 Download
Square Mile - Verbatim Income 2
Updated 17/07/17 Download
Square Mile - Verbatim Income 3
Updated 17/07/17 Download

Useful documents