Forward Glance

Strategy Report – Medium Portfolio

March 2021

1st November 2011 – 28th February 2021 – Gross return (since inception)

Strategy – March 2021

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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 – 28th February 2021 – gross return (six months)

Gross statistics – 1st November 2011 – 31st December 2020