Welcome to the Gracechurch Knowledge hub
We understand that financial planning matters can sometimes be confusing, not helped by the fact that issues can sometimes be complex, with multiple options to consider. In addition, there is also the terminology to navigate which isn’t always immediately obvious. To help address this we have developed this dedicated area to assist you with your understanding of financial issues. Naturally, our advisers will always seek to ensure you understand what is being recommended and why, but you will find additional background reading here to assist your understanding prior to any meeting.
Engagement documentation
Professional Client
Engagement documentation
Core Active Portfolio (CAP)
1.1 CAPa Cautious Model Performance factsheet
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1.2 CAPa ModC Model Performance factsheet
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1.3 CAPa C2B Model Performance factsheet
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1.4 CAPa Balanced Model Performance factsheet
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1.5 CAPa ModA Model Performance factsheet
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1.6 CAPa Adventurous Model Performance factsheet
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1.6 CAPa Aggressive Model Performance factsheet
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2.1 CAPe Cautious Model Performance factsheet
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2.4 CAPe Balanced Model Performance factsheet
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2.6 CAPe Adventurous Model Performance factsheet
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3.1 CAPi Cautious Income Model Performance factsheet
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3.2 CAPi ModC Income Model Performance factsheet
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3.4 CAPi Balanced Income Model Performance factsheet
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4.4 CAPp Balanced Passive Model Performance factsheet
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4.5 CAPp ModA Passive Model Performance factsheet
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