Paradigm Norton's Key Investor Information Documents (KIIDs)

KIIDs are standard, legally required documents issued by fund houses which detail the fund’s objective risk/reward profile, costs and associated charges as well as past performance.

For ease of access for our clients, with effect from April 2020 we have made available below the current KIIDs for all funds in our most current target portfolios, that we recommend as part of our Investment Advisory Service.

Please refer to your investment recommendations for details of the exact funds that you hold and therefore which KIIDs are relevant to you. Any relevant KIIDs prior to April 2020 will have been issued to you in hard copy, via e-mail or a direct link.

An archive will be maintained below from April 2020. The KIIDs are updated at least annually.

If you hold funds which are not listed below, your adviser will provide you with the KIIDs for those funds separately.

Current KIIDs
Traditional Investment Portfolios:

Fund NameIncome ClassAccumulation Class
Dimensional Emerging Markets Core EquityDownload PDFDownload PDF
Dimensional International Core Equity FundDownload PDFDownload PDF
Dimensional UK Core Equity FundDownload PDFDownload PDF
Fidelity Index World P FundDownload PDFDownload PDF
Dimensional Emerging Markets Value FundDownload PDFDownload PDF
Dimensional Global Short Dated BondDownload PDFDownload PDF
Dimensional Global Small CompaniesDownload PDFDownload PDF
Dimensional Global Value FundDownload PDFDownload PDF
Dimensional International Value FundDownload PDFDownload PDF
Dimensional Sterling Inflation Linked Intermediate Duration Fixed FundDownload PDFDownload PDF
Dimensional UK Value FundDownload PDFDownload PDF
iShares Global Property Securities Equity Index FundDownload PDFDownload PDF
Vanguard Emerging Markets Stock Index FundDownload PDFDownload PDF
Vanguard FTSE Developed World ex-UK Equity Index FundDownload PDFDownload PDF
Vanguard FTSE UK All Share Index Unit TrustDownload PDFDownload PDF
Vanguard Global Short-Term Bond Index HedgedDownload PDFDownload PDF


Ethical/Impact Investment Portfolios

Fund NameIncome ClassAccumulation Class
Dimensional Global Short-Dated Bond FundDownload PDFDownload PDF
Dimensional Global Sustainability Core Equity FundDownload PDFDownload PDF
IMPAX Environmental Markets Fund – Sterling ‘X’ Distribution SharesDownload PDFDownload PDF
iShares Global Property Securities Equity Index FundDownload PDFDownload PDF
L&G Future Developed World ESG FundDownload PDFDownload PDF
Royal London Emerging Markets ESG Leaders Equity Tracker FundDownload PDF
Threadneedle UK Social Bond FundDownload PDFDownload PDF
Northern Trust Developed Real Estate ESG Index FundDownload PDF
Northern Trust EM Custom ESG Index FundDownload PDF
Vanguard ESG Developed World All Cap Equity Index FundDownload PDFDownload PDF
Vanguard Global Short Bond Index FundDownload PDFDownload PDF
WHEB Sustainability FundDownload PDFDownload PDF


Traditional Investment Portfolios – Secondary Funds
Fund NameIncome ClassAccumulation Class
Dimensional Emerging Markets Targeted ValueDownload PDFDownload PDF
Dimensional Global Core Fixed IncomeDownload PDFDownload PDF
Dimensional Global Targeted ValueDownload PDFDownload PDF
Global Short Fixed Income FundDownload PDFDownload PDF
iShares Emerging Markets Equity IndexDownload PDFDownload PDF
Legal & General Global Real Estate Dividend Index FundDownload PDFDownload PDF
Vanguard Global Small-Cap Index FundDownload PDFDownload PDF
Vanguard FTSE UK All Share Index Unit TrustDownload PDFDownload PDF

Fund NameIncome ClassAccumulation Class
Dimensional Emerging Markets Core EquityDownload PDFDownload PDF
Dimensional International Core Equity FundDownload PDFDownload PDF
Dimensional UK Core Equity FundDownload PDFDownload PDF
Fidelity Index World P FundDownload PDFDownload PDF
Dimensional Emerging Markets Value FundDownload PDFDownload PDF
Dimensional Global Short Dated BondDownload PDFDownload PDF
Dimensional Global Small CompaniesDownload PDFDownload PDF
Dimensional Global Value FundDownload PDFDownload PDF
Dimensional International Value FundDownload PDFDownload PDF
Dimensional Sterling Inflation Linked Intermediate Duration Fixed FundDownload PDFDownload PDF
Dimensional UK Value FundDownload PDFDownload PDF
iShares Global Property Securities Equity Index FundDownload PDFDownload PDF
Vanguard Emerging Markets Stock Index FundDownload PDFDownload PDF
Vanguard FTSE Developed World ex-UK Equity Index FundDownload PDFDownload PDF
Vanguard FTSE UK All Share Index Unit TrustDownload PDFDownload PDF
Vanguard Global Short-Term Bond Index HedgedDownload PDFDownload PDF



Fund NameIncome ClassAccumulation Class
Dimensional Global Short-Dated Bond FundDownload PDFDownload PDF
Dimensional Global Sustainability Core Equity FundDownload PDFDownload PDF
IMPAX Environmental Markets Fund – Sterling ‘X’ Distribution SharesDownload PDFDownload PDF
iShares Global Property Securities Equity Index FundDownload PDFDownload PDF
L&G Future Developed World ESG FundDownload PDFDownload PDF
Royal London Emerging Markets ESG Leaders Equity Tracker FundDownload PDF
Threadneedle UK Social Bond FundDownload PDFDownload PDF
Northern Trust Developed Real Estate ESG Index FundDownload PDF
Northern Trust EM Custom ESG Index FundDownload PDF
Vanguard ESG Developed World All Cap Equity Index FundDownload PDFDownload PDF
Vanguard Global Short Bond Index FundDownload PDFDownload PDF
WHEB Sustainability FundDownload PDFDownload PDF
Fund NameIncome ClassAccumulation Class
Dimensional Emerging Markets Targeted ValueDownload PDFDownload PDF
Dimensional Global Core Fixed IncomeDownload PDFDownload PDF
Dimensional Global Targeted ValueDownload PDFDownload PDF
Global Short Fixed Income FundDownload PDFDownload PDF
iShares Emerging Markets Equity IndexDownload PDFDownload PDF
Legal & General Global Real Estate Dividend Index FundDownload PDFDownload PDF
Vanguard Global Small-Cap Index FundDownload PDFDownload PDF
Vanguard FTSE UK All Share Index Unit TrustDownload PDFDownload PDF
Previous KIID Versions - 2021
Traditional Investment Portfolios:

Fund NameIncome ClassAccumulation Class
Dimensional Emerging Markets Core Equity (08.02.2021)Download PDFDownload PDF
Dimensional Emerging Markets Core Equity (06.04.2021)Download PDFDownload PDF
Dimensional International Core Equity Fund (Acc 23.03.21)Download PDF
Dimensional International Core Equity Fund (06.04.2021)Download PDFDownload PDF
Dimensional International Value Fund (06.04.2021)Download PDFDownload PDF
Dimensional Global Short Dated Bond (08.02.2021)Download PDFDownload PDF
Dimensional Global Value Fund (08.02.2021)Download PDFDownload PDF
Dimensional Global Small Companies (08.02.2021)Download PDFDownload PDF
Fidelity Index World P Fund (Acc 19.01.2021)Download PDFDownload PDF
Dimensional Emerging Markets Value Fund (08.02.2021)Download PDFDownload PDF
Dimensional UK Core Equity Fund (08.02.2021)Download PDFDownload PDF
Dimensional UK Core Equity Fund (06.04.2021)Download PDFDownload PDF
Dimensional UK Value Fund (08.02.2021)Download PDFDownload PDF
Dimensional UK Value Fund (06.04.2021)Download PDFDownload PDF
iShares Global Property Tracker Fund (17.02.2021)Download PDFDownload PDF
Vanguard FTSE UK All Share Index Unit Trust (16.02.2021)Download PDFDownload PDF


Ethical/Impact Investment Portfolios
Fund NameIncome ClassAccumulation Class
Royal London Emerging Markets ESG Leaders Equity Tracker FundN/ADownload PDF
Vanguard ESG Developed World All Cap Equity Index
(INC 06.01.2021) (ACC 16.02.2021)
Download PDFDownload PDF
Threadneedle UK Social Bond Fund INC & ACC (22.01.2021)Download PDFDownload PDF
WHEB Sustainability Fund (19.02.2021)Download PDFDownload PDF
Dimensional Global Sustainability Core Equity Fund (08.02.2021)Download PDFDownload PDF
 
Traditional Investment Portfolios – Secondary Funds
Fund NameIncome ClassAccumulation Class
Global Short Fixed Income Fund (08.02.2021)Download PDFDownload PDF
Dimensional Global Targeted Value (08.02.2021)Download PDFDownload PDF
Fund NameIncome ClassAccumulation Class
Dimensional Emerging Markets Core Equity (08.02.2021)Download PDFDownload PDF
Dimensional Emerging Markets Core Equity (06.04.2021)Download PDFDownload PDF
Dimensional International Core Equity Fund (Acc 23.03.21)Download PDF
Dimensional International Core Equity Fund (06.04.2021)Download PDFDownload PDF
Dimensional International Value Fund (06.04.2021)Download PDFDownload PDF
Dimensional Global Short Dated Bond (08.02.2021)Download PDFDownload PDF
Dimensional Global Value Fund (08.02.2021)Download PDFDownload PDF
Dimensional Global Small Companies (08.02.2021)Download PDFDownload PDF
Fidelity Index World P Fund (Acc 19.01.2021)Download PDFDownload PDF
Dimensional Emerging Markets Value Fund (08.02.2021)Download PDFDownload PDF
Dimensional UK Core Equity Fund (08.02.2021)Download PDFDownload PDF
Dimensional UK Core Equity Fund (06.04.2021)Download PDFDownload PDF
Dimensional UK Value Fund (08.02.2021)Download PDFDownload PDF
Dimensional UK Value Fund (06.04.2021)Download PDFDownload PDF
iShares Global Property Tracker Fund (17.02.2021)Download PDFDownload PDF
Vanguard FTSE UK All Share Index Unit Trust (16.02.2021)Download PDFDownload PDF
Fund NameIncome ClassAccumulation Class
Royal London Emerging Markets ESG Leaders Equity Tracker FundN/ADownload PDF
Vanguard ESG Developed World All Cap Equity Index
(INC 06.01.2021) (ACC 16.02.2021)
Download PDFDownload PDF
Threadneedle UK Social Bond Fund INC & ACC (22.01.2021)Download PDFDownload PDF
WHEB Sustainability Fund (19.02.2021)Download PDFDownload PDF
Dimensional Global Sustainability Core Equity Fund (08.02.2021)Download PDFDownload PDF
Fund NameIncome ClassAccumulation Class
Global Short Fixed Income Fund (08.02.2021)Download PDFDownload PDF
Dimensional Global Targeted Value (08.02.2021)Download PDFDownload PDF
Previous KIID Versions - 2020
Traditional Investment Portfolios:
Fund NameIncome ClassAccumulation Class
Dimensional Emerging Markets Value Fund (17.02.2020 – 29.06.2020)Download PDFDownload PDF
Dimensional Emerging Markets Value Fund (30.07.2020)Download PDFDownload PDF
Dimensional Emerging Markets Core Equity (23.04.2020)Download PDFDownload PDF
Dimensional Global Short Dated Bond (17.02.2020 – 22.04.2020)Download PDFDownload PDF
Dimensional Global Short Dated Bond (24.04.2020)Download PDFDownload PDF
Dimensional Global Small Companies (17.02.2020 – 07.07.2020)Download PDFDownload PDF
Dimensional Global Small Companies (08.07.2020)Download PDFDownload PDF
Dimensional Global Value Fund (17.02.2020 – 07.07.2020)Download PDFDownload PDF
Dimensional Global Value Fund (08.07.2020)Download PDFDownload PDF
Dimensional UK Core Equity Fund (14.07.2020)Download PDFDownload PDF
Dimensional UK Value Fund (17.02.2020)Download PDFDownload PDF
Dimensional International Core Equity Fund Acc (23.04.2020)Download PDF
Dimensional International Core Equity Fund (23.04.2020)Download PDFDownload PDF
Dimensional International Core Equity Fund (28.09.2020)Download PDFDownload PDF
Fidelity Index World P Fund (16.01.2020)Download PDFDownload PDF
Dimensional International Value Fund (17.02.2020 – 21.06.2020)Download PDFDownload PDF
Dimensional International Value Fund (22.06.2020)Download PDFDownload PDF
iShares Global Property Securities Equity Index Fund (03.02.2020 – 16.07.2020)Download PDFDownload PDF
Dimensional Sterling Inflation Linked Intermediate Duration Fixed Fund (17.02.2020)Download PDFDownload PDF
iShares Global Property Tracker Fund (17.07.2020)Download PDFDownload PDF
Vanguard FTSE Developed World ex-UK Equity Index Fund (18.02.2020)Download PDFDownload PDF
Vanguard FTSE UK All Share Index Unit Trust (18.02.2020)Download PDFDownload PDF
Vanguard FTSE UK All Share Index Unit Trust (10.07.2020)Download PDFDownload PDF
Vanguard Emerging Markets Stock Index Fund (18.02.2020)Download PDFDownload PDF
 
Ethical/Impact Investment Portfolios
Fund NameIncome ClassAccumulation Class
Dimensional Global Short Dated Bond (17.02.2020 – 22.04.2020)Download PDFDownload PDF
Dimensional Global Sustainability Core Equity Fund (17.02.2020 – 13.07.2020)Download PDFDownload PDF
Dimensional Global Sustainability Core Equity Fund (14.07.2020)Download PDFDownload PDF
IMPAX Environmental Markets Fund – Sterling ‘X’ Distribution Shares (27.01.2020)Download PDFDownload PDF
iShares Global Property Securities Equity Index Fund (03.02.2020 – 16.07.2020)Download PDFDownload PDF
iShares Global Property Securities Equity Index Fund (03.02.2020)Download PDFDownload PDF
Vanguard ESG Developed World All Cap Equity Index (19/06/2020)Download PDFDownload PDF
Northern Trust Developed Real Estate ESG Index Fund (15.12.2020)Download PDFN/A
Royal London Emerging Markets ESG Leaders Equity Tracker Fund (19.02.2020)N/ADownload PDF
Threadneedle UK Social Bond Fund (07/02/2020)Download PDFDownload PDF
WHEB Sustainability Fund (14.02.2020 – 19.07.2020)Download PDFDownload PDF
WHEB Sustainability Fund (20.07.2020)Download PDFDownload PDF
 
Traditional Investment Portfolios – Secondary Funds
Fund NameIncome ClassAccumulation Class
Dimensional Global Core Fixed Income (23.04.2020)Download PDFDownload PDF
Global Short Fixed Income Fund (23.04.2020)Download PDFDownload PDF
Dimensional Global Short Dated Bond FundDownload PDFDownload PDF
Dimensional Global Targeted Value (22.06.2020)Download PDFDownload PDF
Dimensional International Value FundDownload PDFDownload PDF
Fidelity Index UK Fund (income fund 29.06.2020)Download PDFDownload PDF
iShares Emerging Markets Equity Index (29.06.2020)Download PDFDownload PDF
Legal & General Global Real Estate Dividend Index Fund (08.07.2020)Download PDFDownload PDF
Legal & General Global Real Estate Dividend Index Fund (01.12.2020)Download PDFDownload PDF
Vanguard Global Short-Term Bond Index HedgedDownload PDFDownload PDF
Vanguard Global Small-Cap Index Fund (15.07.2020)Download PDFDownload PDF
Fund NameIncome ClassAccumulation Class
Dimensional Emerging Markets Value Fund (17.02.2020 – 29.06.2020)Download PDFDownload PDF
Dimensional Emerging Markets Value Fund (30.07.2020)Download PDFDownload PDF
Dimensional Emerging Markets Core Equity (23.04.2020)Download PDFDownload PDF
Dimensional Global Short Dated Bond (17.02.2020 – 22.04.2020)Download PDFDownload PDF
Dimensional Global Short Dated Bond (24.04.2020)Download PDFDownload PDF
Dimensional Global Small Companies (17.02.2020 – 07.07.2020)Download PDFDownload PDF
Dimensional Global Small Companies (08.07.2020)Download PDFDownload PDF
Dimensional Global Value Fund (17.02.2020 – 07.07.2020)Download PDFDownload PDF
Dimensional Global Value Fund (08.07.2020)Download PDFDownload PDF
Dimensional UK Core Equity Fund (14.07.2020)Download PDFDownload PDF
Dimensional UK Value Fund (17.02.2020)Download PDFDownload PDF
Dimensional International Core Equity Fund Acc (23.04.2020)Download PDF
Dimensional International Core Equity Fund (23.04.2020)Download PDFDownload PDF
Dimensional International Core Equity Fund (28.09.2020)Download PDFDownload PDF
Fidelity Index World P Fund (16.01.2020)Download PDFDownload PDF
Dimensional International Value Fund (17.02.2020 – 21.06.2020)Download PDFDownload PDF
Dimensional International Value Fund (22.06.2020)Download PDFDownload PDF
iShares Global Property Securities Equity Index Fund (03.02.2020 – 16.07.2020)Download PDFDownload PDF
Dimensional Sterling Inflation Linked Intermediate Duration Fixed Fund (17.02.2020)Download PDFDownload PDF
iShares Global Property Tracker Fund (17.07.2020)Download PDFDownload PDF
Vanguard FTSE Developed World ex-UK Equity Index Fund (18.02.2020)Download PDFDownload PDF
Vanguard FTSE UK All Share Index Unit Trust (18.02.2020)Download PDFDownload PDF
Vanguard FTSE UK All Share Index Unit Trust (10.07.2020)Download PDFDownload PDF
Vanguard Emerging Markets Stock Index Fund (18.02.2020)Download PDFDownload PDF
Fund NameIncome ClassAccumulation Class
Dimensional Global Short Dated Bond (17.02.2020 – 22.04.2020)Download PDFDownload PDF
Dimensional Global Sustainability Core Equity Fund (17.02.2020 – 13.07.2020)Download PDFDownload PDF
Dimensional Global Sustainability Core Equity Fund (14.07.2020)Download PDFDownload PDF
IMPAX Environmental Markets Fund – Sterling ‘X’ Distribution Shares (27.01.2020)Download PDFDownload PDF
iShares Global Property Securities Equity Index Fund (03.02.2020 – 16.07.2020)Download PDFDownload PDF
iShares Global Property Securities Equity Index Fund (03.02.2020)Download PDFDownload PDF
Vanguard ESG Developed World All Cap Equity Index (19/06/2020)Download PDFDownload PDF
Northern Trust Developed Real Estate ESG Index Fund (15.12.2020)Download PDFN/A
Royal London Emerging Markets ESG Leaders Equity Tracker Fund (19.02.2020)N/ADownload PDF
Threadneedle UK Social Bond Fund (07/02/2020)Download PDFDownload PDF
WHEB Sustainability Fund (14.02.2020 – 19.07.2020)Download PDFDownload PDF
WHEB Sustainability Fund (20.07.2020)Download PDFDownload PDF
Fund NameIncome ClassAccumulation Class
Dimensional Global Core Fixed Income (23.04.2020)Download PDFDownload PDF
Global Short Fixed Income Fund (23.04.2020)Download PDFDownload PDF
Dimensional Global Short Dated Bond FundDownload PDFDownload PDF
Dimensional Global Targeted Value (22.06.2020)Download PDFDownload PDF
Dimensional International Value FundDownload PDFDownload PDF
Fidelity Index UK Fund (income fund 29.06.2020)Download PDFDownload PDF
iShares Emerging Markets Equity Index (29.06.2020)Download PDFDownload PDF
Legal & General Global Real Estate Dividend Index Fund (08.07.2020)Download PDFDownload PDF
Legal & General Global Real Estate Dividend Index Fund (01.12.2020)Download PDFDownload PDF
Vanguard Global Short-Term Bond Index HedgedDownload PDFDownload PDF
Vanguard Global Small-Cap Index Fund (15.07.2020)Download PDFDownload PDF