Reviews

Please find below all of the documents relating to the latest quarterly review

Quarterly summary

This quarterly update includes a review of the previous quarter, highlighting the stories and events that influenced markets and impacted on portfolio returns over the period. It also provides a summary of the latest performance figures as well as an explanation about the main changes which we have made to the portfolios at this review.

Quarterly summary

Cautious - Q1 2024

Factsheet

Fund Changes

Balanced - Q1 2024

Factsheet

Fund Changes

Growth - Q1 2024

Factsheet

Fund Changes

Future Focused Cautious - Q1 2024

Factsheet

Fund Changes

Future Focused Balanced - Q1 2024

Factsheet

Fund Changes

Future Focused Growth - Q1 2024

Factsheet

Fund Changes

Defensive Income - Q1 2024

Factsheet

Fund Changes

High Income - Q1 2024

Factsheet

Fund Changes

Accepting these fund changes will result in portfolios being updated to reflect the selection shown. Where no changes are recommended, a rebalance will occur to restore the correct weightings. In the case of fund suspensions, a cash alternative will be used for new investments and regular premiums and also where it is necessary to bring a portfolio up to 100%.

 

The fund change summaries below relate to plans which are invested in older style contracts on the Quilter platform only.

Old Mutual charge basis 1&2

Cautious - Q1 2024

Fund Changes

Old Mutual charge basis 1&2

Balanced - Q1 2024

Fund Changes

Old Mutual charge basis 1&2

Growth - Q1 2024

Fund Changes

Old Mutual charge basis 1&2

Future Focused Balanced - Q1 2024

Fund Changes