Document Library

Fact Sheets

Investment Information

  • Fund Prospectus

  • Supplementary Information Document

  • Key Investor Information
    (UK Buffettology General Income)

  • Key Investor Information (UK Buffettology General Accumulation)

  • Key Investor Information
    (Free Spirit® General Income)

  • Key Investor Information
    (Free Spirit® General Accumulation)

  • CFP SDL UK Buffettology - Circular - 8 June 2020

  • CFP SDL Free Spirit - Circular - 8 June 2020

  • Sanford DeLand Funds EMT File May 2021

Forms

  • Corporate, trust, pension and charity applicants

  • Individual and Joint Applicants

  • ISA Application

  • Additional Subscription

  • Fund Switching

  • Withdrawal

Financial Reports

  • CFP Sanford Deland Funds - Interim Report & Accounts Aug 2020

  • Sanford DeLand Asset Management Funds - Annual Report & Accounts Feb 2020

  • Sanford DeLand Asset Management Funds - Interim Report & Accounts Aug 2019

  • Sanford DeLand Asset Management Funds - Annual Report & Accounts Feb 2019

  • Sanford DeLand Asset Management Funds - Interim Report & Accounts Aug 2018

  • Sanford DeLand Asset Management Funds - Annual Report & Accounts Feb 2018

  • Sanford DeLand Asset Management Funds - Interim Report & Accounts Aug 2017

  • Sanford DeLand Asset Management Funds - Annual Report & Accounts Feb 2017

Stewardship

  • Sanford DeLand Shareholder Engagement Policy

  • Sanford DeLand Voting Record 2019-2020

Important Information

  • Remuneration Policy

  • Conflicts of Interest Policy

  • Complaint Guide

  • Social Media Policy