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.
Our fees cover performance monitoring, which includes:
- Online access to your portfolio: portfolio performance is updated daily and you can view the details at any time.
- Quarterly Performance Reports: providing financial returns and commentary on our Model Portfolios. Here’s our most recent Quarterly Report.
- Annual tax statements: Your personalised annual tax statement providing details needed for your tax return.
- Annual portfolio rebalancing: rebalancing of your portfolio to ensure it reflects the most appropriate asset allocation.