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Elite Unit Trusts & Related Products

pdf Key Features Document

Contents - This Key Features Document describes the Key Features of the Elite Balanced Trust, the Elite Income Trust and related products. The first section deals with the common features of the unit trusts involved and the subsequent section deals specifically with the Elite Stocks and Shares Individual Savings Account (Elite Stocks and Shares ISA). Issue date: July 2010.

pdf Unit Trusts Application Form

Contents - Elite Unit Trusts Application Form. Revised: September 2004.

pdf ISA Application Form

Contents - Elite Stocks and Shares ISA Application Form. Issue date: September 2009.

pdf ISA Transfer Form

Contents - Elite Stocks and Shares ISA Transfer Form (Multiple). Issue date: April 2009.

pdf Trustee Application Form

Contents - Trustee Application Form for the Elite Unit Trusts. Revised: September 2004.

pdf Financial - Short Report 1

Contents - Elite Balanced Trust. Manager's Final Short Report for the year ended 31st May 2009. Issue date: October 2009.

pdf Financial - Short Report 2

Contents - Elite Income Trust. Manager's Interim Short Report for the period ended 3oth November 2009. Issue date: February 2010.

pdf Financial - Short Report 3

Contents - Elite Income Plan Cash Trust. Manager's Interim Short Report for the period ended 31st July 2009. Issue date: October 2009.

pdf Financial - Long Report 1

Contents - Elite Balanced Trust. Final Report and Audited Financial Statements for the accounting year ended 31st May 2009. Issue date: October 2009.

pdf Financial - Long Report 2

Contents - Elite Income Trust. Interim Report and Unaudited Financial Statements for the accounting period ended 30th November 2009. Issue date: February 2010.

pdf Financial - Long Report 3

Contents - Elite Income Plan Cash Trust. Interim Report and Unaudited Financial Statements for the accounting period ending 31st July 2009. Issue date: October 2009.

pdf Fund Factsheet 1

Contents - Fund Factsheet. Elite Balanced Trust. Issue date: July 2010.

pdf Fund Factsheet 2

Contents - Fund Factsheet. Elite Income Trust. Issue date: July 2010.

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WAY Green Portfolio Fund & Related Products

pdf Key Features Document (ISA - WAY Green Portfolio)

Contents - This Key Features document describes the Key Features and Terms & Conditions of the WAY Green Portfolio Fund Stocks & Shares Individual Savings Account (ISA). It must be read in conjunction with the Simplified Prospectus of the WAY Green Portfolio Fund (Elite Shares). Issue date: February 2010.

pdf Simplified Prospectus (WAY Green Portfolio)

Contents - This Simplified Prospectus document gives a summary of the WAY Green Portfolio Fund (the "Fund"), which is a sub-fund of the WAY MA Portfolio, an Open Ended Investment Company (OEIC). Issue date: February 2010.

pdf Fund Application Form (WAY Green Portfolio)

Contents - WAY Green Portfolio Fund (Elite Shares) Application Form. Issue date: February 2010.

pdf ISA Application Form (WAY Green Portfolio)

Contents - WAY Green Portfolio Fund Stocks & Shares ISA (Elite Shares) Application Form. Issue date: February 2010.

pdf ISA Transfer Form (WAY Green Portfolio)

Contents - WAY Green Portfolio Fund (Elite Shares) - ISA Transfer Form (Multiple). Issue date: February 2010.

pdf Fund Factsheet (WAY Green Portfolio)

Contents - Fund Factsheet. WAY Green Portfolio Fund. Issue date: June 2010.