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Sample Reports
We report to clients in writing every six months, and if required a face to face meeting can be arranged. Clients will receive an individual set of portfolio statements every six months giving details of the current holdings and the value of the portfolio, the overall asset allocation, the investment transactions made on the client's behalf and the income the portfolio has earned.
An investment commentary (Investment View) is issued quarterly which contains our latest views on the economic and market environment, the progress of our models and commentary on outlook and positioning.
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