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Page links: 1Elite Unit Trusts 2 WAY Green Fund

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Elite Unit Trusts & Related Products

pdf Simplified Prospectus

Contents - This Simplified Prospectus document gives a summary of the Elite Unit Trusts. There are two funds, viz: Elite Balanced Trust and Elite Income Trust. Issue date: January 2012.

pdf Key Features Document (ISA)

Contents - This document describes the Key Features and Terms & Conditions of the Elite Unit Trusts Stocks and Shares Individual Savings Account (Elite Unit Trusts ISA). Issue date: April 2012.

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 Interim Short Report for the period ending 30th November 2011. Issue date: January 2012.

pdf Financial - Short Report 2

Contents - Elite Income Trust. Manager's Interim Short Report for the period ending 30th November 2011. Issue date: January 2012.

pdf Financial - Long Report 1

Contents - Elite Balanced Trust. Interim Report and (unaudited) Financial Statements for the accounting period ended 30th November 2010. Issue date: February 2011.

pdf Financial - Long Report 2

Contents - Elite Income Trust. Final Report and Audited Financial Statements for the accounting year ended 31st May 2010. Issue date: September 2010.

pdf Fund Factsheet 1

Contents - Fund Factsheet. Elite Balanced Trust. Issue date: April 2012.

pdf Fund Factsheet 2

Contents - Fund Factsheet. Elite Income Trust. Issue date: April 2012.

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WAY Green Portfolio Fund & Related Products

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 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: April 2012.

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 Financial - Short Report (WAY Green Portfolio)

Contents - WAY Portfolio Funds. Combined Interim Short Reports for the accounting period from 1st April 2011 to 30th September 2011, in respect of the WAY Portfolio Funds, including the WAY Green Portfolio Fund. Issue date: November 2011.

pdf Fund Factsheet (WAY Green Portfolio)

Contents - link to latest Fund Factsheet. WAY Green Portfolio Fund.