Portfolio Factsheets and Reports

Access up-to-date performance data, portfolio allocations and commentary for our full range of portfolios, designed to support advisers with clear, evidence-based insights.  

Passive Factsheets

Passive Speculative Portfolio
Passive Adventurous Portfolio
Passive Strategic Portfolio
Passive Balanced Portfolio
Passive Cautious Portfolio
Passive Defensive Portfolio
Passive Highly Defensive Portfolio
Passive Portfolios All Factsheets
Passive Quarterly Report

Growth Factsheets

Growth Speculative Portfolio
Growth Adventurous Portfolio
Growth Strategic Portfolio
Growth Balanced Portfolio
Growth Cautious Portfolio
Growth Defensive Portfolio
Growth Portfolios All Factsheets
Growth Quarterly Report

Guardian Factsheets

Guardian Speculative Portfolio
Guardian Adventurous Portfolio
Guardian Strategic Portfolio
Guardian Balanced Portfolio
Guardian Cautious Portfolio
Guardian Defensive Portfolio
Guardian Portfolios All Factsheets
Guardian Brochure
Guardian Quarterly Report

Fusion Factsheets

Fusion Speculative Portfolio
Fusion Adventurous Portfolio
Fusion Strategic Portfolio
Fusion Balanced Portfolio
Fusion Cautious Portfolio
Fusion Defensive Portfolio
Fusion Portfolios All Factsheets
Fusion Quarterly Report

Green Path Factsheets

Green Path Strategic Portfolio
Green Path Balanced Portfolio
Green Path Cautious Portfolio
Green Path Portfolios All Factsheets
Green Path Quarterly Report

Heritage Factsheets

Heritage Adventurous Portfolio
Heritage Strategic Portfolio
Heritage Balanced Portfolio
Heritage Cautious Portfolio
Heritage Portfolios All Factsheets
Heritage Quarterly Report