IFSL Ascot Lloyd 7 (previously Avellemy 7)

IFSL Ascot Lloyd 7 (previously Avellemy 7)

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Semi Annual Report

Overview

Risk Warning

Data Source: FE Fundinfo. Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed. An investor may get back significantly less than they invest. Past performance is not a reliable indicator of current or future performance and should not be the sole factor considered when selecting funds. All funds show 5 discrete years performance unless the Fund inception date is less than 5 years. All Fund data is the latest available from FE Fundinfo.

Documents

Fact Sheets

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Key Investor Information Documents

IFSL Ascot Lloyd 7 (previously IFSL Avellemy 7) Class D Inc

IFSL Ascot Lloyd 7 (previously IFSL Avellemy 7) Class D Acc

IFSL Ascot Lloyd 7 (previously IFSL Avellemy 7) Class C Inc

IFSL Ascot Lloyd 7 (previously IFSL Avellemy 7) Class C Acc

IFSL Ascot Lloyd 7 (previously IFSL Avellemy 7) Class A Inc

IFSL Ascot Lloyd 7 Fund (previously Avellemy 7 Class A Acc

Prospectus

IFSL Ascot Lloyd OEIC (previously IFSL Avellemy OEIC)

Report & Accounts

IFSL Ascot Lloyd OEIC (previously IFSL Avellemy OEIC) Interim Report & Accounts

IFSL Ascot Lloyd OEIC (previously IFSL Avellemy OEIC) Annual Report & Accounts

Fund Charges & Costs

IFSL Ascot Lloyd (previously IFSL Avellemy)

Value Assessment Reports

The Assessment of Value Report - IFSL Ascot Lloyd (previously IFSL Avellemy)

TCFD Reporting

IFSL Ascot Lloyd 7 (previously IFSL Avellemy 7)

Sustainability Disclosure (CFD)

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Supplementary Information Document

Supplementary Information Document

Application Forms

Additional Permitted Subscription (APS) allowance transfer form

Additional Permitted Subscription (APS) application form

Additional Permitted Subscription (APS) request to disclose form

Corporate Unit Trust/OEIC accounts form

ISA application form

ISA transfer form

Junior ISA application form

Switch/Conversion form

Top-up & regular saver amendment form

Trust account application form

Unit Trust OEIC to ISA transfer form

Unit Trust/OEIC application form

Withdrawal form

CAF Application Forms

Charities Governed by a Trust Deed

CAF Withdrawal Form

CAF Switch/Conversion Form

CAF Top up Form

Charitable Organisations Form

Facilitated Charging Documents

Facilitated Adviser Charging Documents

Tax Residency Self Certification

Individual Self Certification Form

Entity Self Certification Form

Controlling Person Self Certification Form

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