Super vision

Reporting

What will you say to your clients?

We work hard to make sure that you have quality materials to use with clients that reflect the great work you do and the sophistication of our investments. That's why we've created new packs for each of the ten model portfolios and five multi-asset growth funds.

  • The packs reflect that your clients invest in a model portfolio or multi-asset growth fund.
  • The packs contain a wealth of relevant information including market analysis and performance information.
  • We’ll update the pack on a monthly basis, in the first few days of the month, so you always have current information for your client meetings.

With everything you’ll need for a client review in one easy-to-use document.

The value of investments and the income from them can fall as well as rise and is not guaranteed. Your client may not get back the amount originally invested.

Site preferences

Cookie Policy

This site uses cookies to offer you a better browsing experience. By using our website, you agree to our use of cookies. More information about the types of cookies we use are disclosed in our Privacy Policy. Privacy Policy