Quarterly investment factsheets
We aim to provide straight talking, clear and open communication. One of our most popular sets of reports is our adviser and client quarterly investment reports, which include:
- Recent and long term investment performance, including income.
- Details of what's been working and what hasn't been working.
- Complete portfolio breakdown.
Independent research and ratings
We know many advisers use fund and risk research by specialist companies. Many of our funds are researched, graded or risk-profiled by these firms, along with other performance rating agencies. These include Citywire, Defaqto, Scopic, Rayner Spencer Mills, Distribution Technology - Dynamic Planner, Morningstar, Financial Express and Square Mile.
Fund charting tool
See how our funds compare against different sectors, benchmarks and each other.