We provide Quarterly Performance Reports covering returns and commentary on our Model Portfolios.
You will also receive individualised performance monitoring, which includes:
- Online access to your portfolio to view performance at any time.
- Annual tax statements
- Annual portfolio rebalancing
Most investment reports simply tell you about financial returns. Our annual reporting includes everything you would expect from a traditional report, plus information about all the good things your money has done.
We want you to feel connected to your investments and the positive changes they are making in the world. We’ll be sharing stories about the companies you have invested in, what they accomplished and how they are improving the world.
Our first annual social impact report will be available in 2019.