Reporting

Every quarter, you will receive a personalized review of your portfolio, and a comparison of its performance against the particular markets that you are in. You will also receive a concise overview of the economy, interest rates and our outlook for the markets. Once you've had a chance to read the report, we call to answer any questions you may have and to provide additional perspective.

In addition, we contact you whenever there is a significant market movement or major economic change which affects your investments - and encourage you to contact us whenever you require information or wish to alter your investment strategy.

At your convenience, we will meet twice a year to assess your portfolio and its progress, in the light of your expectations.

The quarterly portfolio review statement will provide the following:

• Portfolio value
• Performance of your portfolio (after all fees) vs. benchmark target and consumer price inflation
• Asset mix; three perspectives are shown – current quarter, previous quarter and benchmark portfolio
• Portfolio holdings
• Investment commentary featuring our outlook for interest rates, inflation, the economy and the markets