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General Information

Key Documents 

Read our standard service charter including, our terms and conditions. 

Pursing a better investment experience

Read our how we view investing.   

Investment Policy Statement 

Read our investment policy statement. 

Service Charter

Bluecoat Portfolio Factsheet

Fidelity Emerging Markets GB00BHZK8D21.pdf

iS_Gbl_Prop_Sec_Eq_D_GB00B5BFJG71.pdf

Dim_Gl_Targ_D_IE00B2PC0930.pdf

Dim_Em_Mrk_Tar_D_IE00B1W6DR00.pdf

Dim_Gl_Targ_D_IE00B2PC0930.pdf

Dimens_Glb_Core_D_A_IE00BG85LL68.pdf

Dimen_Gbl_Sh_Grs_A_GB00B735N017.pdf

Fidelity Index world_GB00BJS8SJ34.pdf

Bluecoat MINT Portfolio Factsheet

Legal & General Future World ESG Emerging Markets Ind I(Acc) GB00BL6C1W53.PDF

Dim_Glo_Low Carbon_Fixed_Income_IE00BKPWG798.pdf

iS_Gbl_Prop_Sec_Eq_D_GB00B5BFJG71

Dimen_Gbl_Sh_Grs_A_GB00B735N017.pdf

Dim_Gl_Targ_D_IE00B2PC0930

Dim_Gbl_Sust_Fix_IA_IE00BKPWG798.pdf

Dim_Gbl_Lower Carbon_IE00B7YBX086

Dim_Em_Mrk_Tar_D_IE00B1W6DR00.pdf

Dimensional World Allocation Portfolio Factsheet

Dimensional World Allocation 80/20 Fund.pdf

Dimensional World Allocation 60/40 Fund.pdf

© 2023 Bluecoat Wealth Management

Decisions should not be taken based solely on the content of this website, individual advice should be taken first. Content is aimed at UK residents.

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Bluecoat Wealth Management is an appointed representative of Best Practice IFA Group, which is authorised and regulated by the Financial Conduct Authority (FCA), FCA no. 223112. Registered Office: 11 Lady Bee Enterprise Centre, Albion Street, Southwick BN42 4BW. Registered in England and Wales no. 6828686. The Financial Ombudsman Service (FOS) is available to sort out individual complaints that financial services businesses and their clients are unable to resolve. To contact FOS please visit www.financial-ombudsman.org.uk

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