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 - Q2 2022

Factsheet

Fund Changes

Balanced - Q2 2022

Factsheet

Fund Changes

Growth - Q2 2022

Factsheet

Fund Changes

Future Focused Cautious - Q2 2022

Factsheet

Fund Changes

Future Focused Balanced - Q2 2022

Factsheet

Fund Changes

Future Focused Growth - Q2 2022

Factsheet

Fund Changes

Defensive Income - Q2 2022

Factsheet

Fund Changes

High Income - Q2 2022

Factsheet

Fund Changes

Please note, a cash alternative may be utilised if necessary in order to process trades, e.g. where a the use of a suspended fund would otherwise prevent a switch from happening.

 

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 - Q2 2022

Fund Changes

Old Mutual charge basis 1 & 2

Balanced - Q2 2022

Fund Changes

Old Mutual charge basis 1 & 2

Growth - Q2 2022

Fund Changes

Old Mutual charge basis 1 & 2

Ethical - Q2 2022

Fund Changes