Forward Glance

Strategy Report – Medium Portfolio

September 2021

1st November 2011 – 31st August 2021 – Gross return (since inception)

Please note this chart shows the KMG portfolio before any tax, advisor, DFM, product and wrapper fees. ARC is an index of some 70 investment management firms allowing you to benchmark us against our peers.

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 September 2020 – 31st August 2021 – gross return (1 year)

1st September 2018 – 31st August 2021 – gross return (3 years)

Gross statistics – 1st November 2011 – 31st August 2021