Reporting
Segregated portfolios
The latest performance data for our segregated portfolios is
available to download using the link below:
Collective investment funds
The latest performance data for the collective investment funds
is available to download using the links below:
- Balanced
MultiFund
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- Growth MultiFund
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- Income - Accumulating
The information contained in this document is targeted at IFAs only.
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UK capital gains tax reports for our discretionary managed
clients are produced free of charge and sent directly to the
client.