Investment Updates & Fact sheets

Investment Updates

These include a market review of the previous quarter and monthly portfolio performance charts. These downloads are for authorised adviser use only.

Please click on the relevant title below to download a pdf of the report.

Fact sheets (incl. Etfs)

This model range can include funds and ETFs and has an inception date of 31/12/2014:

Please click on the relevant title below to download a pdf of the fact sheet.

PASSIVE WITH ETFS RISK 3

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PASSIVE WITH ETFS RISK 4

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PASSIVE WITH ETFS RISK 5

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PASSIVE WITH ETFS RISK 6

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PASSIVE WITH ETFS RISK 7

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Fact sheets (Excl. Etfs)

This model range includes funds only (no ETFs) and has an inception date of 31/12/2016:

Please click on the relevant title below to download a pdf of the fact sheet.

PASSIVE NO ETFS Risk 3

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PASSIVE NO ETFS Risk 4

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PASSIVE NO ETFS Risk 5

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PASSIVE NO ETFS Risk 6

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PASSIVE NO ETFS Risk 7

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