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

Asset allocation review

This is our review of asset classes and sectors for the previous quarter with our outlook for the coming months. It forms the basis of the tactical asset allocation overlay that is used to build our portfolios. The review is the work of the Harwood Wealth Management investment committee which oversees all of the investment mandates managed by the group.

Asset allocation review

Important Update

Please click the link below to read an update regarding an investment manager change on the Defensive Income, High Income and Ethical portfolios.

Update

Cautious - Q4 2019

Factsheet

Fund Changes

Balanced - Q4 2019

Factsheet

Fund Changes

Growth - Q4 2019

Factsheet

Fund Changes

Defensive Income - Q4 2019

Factsheet

Fund Changes

High Income - Q4 2019

Factsheet

Fund Changes

Ethical Managed - Q4 2019

Factsheet

Fund Changes