Here you can obtain target market information for funds available through the James Hay Investment Centre. The information is provided to help you assess whether the way individual funds are designed and managed, is in line with your knowledge and experience and your needs. Please note target market information is not available for pension funds available in the Select SIPP or Select fund range, as these are exempt from having to provide such information.
You should read and consider this information before proceeding with the purchase of funds through the James Hay Investment Centre. If you intend to purchase funds by sending us a request via a paper application you will be asked to confirm that you have read this information, alternatively you can purchase funds via James Hay Online where you will be supplied with the target market information online prior to confirming your instruction to us.
It is important to note that James Hay is not able to assess whether your investment needs are aligned to the target market of a specific fund and so we are not able to assess whether a fund is appropriate for you. Therefore you should not proceed in purchasing a fund where you are unsure if it is appropriate after considering this information or alternatively you should seek financial advice to help you make an informed decision. If you do not have a financial adviser but would like to speak to one, please visit www.unbiased.co.uk or call them on 0800 023 6868 to obtain a list of financial advisers in your local area.
Once you have selected the funds you wish to obtain target market information for, a pdf document will be produced which you can save or print. To download the pdfs you will need to have pop ups enabled in your browser. For guidance on how to enable pop ups, you can visit the support pages for Internet Explorer, Chrome and Firefox. If you experience any difficulties, please contact us.
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