Reviews
Please find below all of the documents relating to the latest quarterly review for Q1 2025
Quarterly summary
This quarterly update includes a review of the previous quarter, highlighting the stories and events that influenced markets and impacted on portfolio returns over the period. It also provides a summary of the latest performance figures as well as an explanation about the main changes which we have made to the portfolios at this review.
Accepting these fund changes will result in portfolios being updated to reflect the selection shown. Where no changes are recommended, a rebalance will occur to restore the correct weightings. In the case of fund suspensions, a cash alternative will be used for new investments and regular premiums and also where it is necessary to bring a portfolio up to 100%.