Investing basics

All topics Investments Investing basics What is a KIID?

What is a KIID?

A KIID (Key Investor Information Document) is an information sheet provided by the fund manager that includes all the key facts and figures about a fund. It describes what the fund does, the investment risk, charges and performance to help you assess whether a particular investment fund meets your needs. It comes in a standardised format which is set out in European regulations. The aim is to help potential investors to compare different funds and make informed investment decisions.

You can find KIIDs for each fund you’re investing in by heading to the Accounts tab of the app, selecting an account, tapping on the relevant fund and then ‘Key Investor Information’. You can also email a copy of the KIID to yourself via the button in the top right. These are also available on our website.

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It's important you know

Capital at risk. All investing should be for the longer term. The value of your investments can go up and down, and you may get back less than you invest. Tax treatment depends on individual circumstances and may be subject to change in the future.

A 25% government penalty applies if you withdraw money from a Lifetime ISA for any reason other than buying your first home (up to £450,000) or for retirement, and you may get back less than you paid into your Lifetime ISA.

Your home may be repossessed if you do not keep up repayments on your mortgage.

Payments you make into your pension won’t be accessible until the minimum pension age (currently 55, increasing to age 57 from 2028). Tax treatment depends on individual circumstances and may be subject to change in the future.

For Business Saver: T&Cs apply. Max one withdrawal per day.

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