Our monthly reports include the latest performance, performance drivers, asset allocation, holdings and commentary on positioning.
The reports are expected to be updated within three weeks (15 business days) after month end.
Our quarterly reports include performance and commentary on how the portfolios are performing relative to their objectives, what’s driving performance and how they’re positioned and recent portfolio activity.
This report is available 15 business days after quarter end. First report available by 21 October 2020.
Portfolio activity reports
When we add or remove an investment from the portfolios we provide information on the change.