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.
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.