Forward Glance

Strategy Report – Medium Portfolio

October 2020

1st November 2011 – 30th September 2020 – Gross return (since inception)

Strategy – October 2020

As we continue to live through challenging market conditions that change on a day by day basis, to ensure we keep you informed and up to date as efficiently as possible, we are continuing to update our website. Please visit our News section to see our latest views and actions.

Portfolio analysis

Investment objective

The medium portfolio offers a diverse fund range with the aim of achieving capital growth over the longer-term. The portfolio has the ability to invest in a broad range of investments on a wide geographical basis. Equity exposure within this portfolio will vary between 40% – 65%.

Portfolio details

Contribution to performance by fund – 1 year

1st April 2020 – 30th September 2020 – gross return (six months)

Gross statistics – 1st November 2011 – 30th September 2020