• Risk and reward – we judge ourselves on volatility as well as returns, to provide a smoother journey to your financial goals
• Longevity – Our management team has years together with years to come, giving you stability and experience you can trust
• Globally diversified – our managers have a wider toolset to help them meet risk and return objectives
• Truly active management – in today’s volatile markets, managing portfolios requires a hands-on approach, not just monthly rebalancing 

​On 14 December 2021, our return benchmark changed from between CPI +3% and CPI +5% to just CPI +3%. Our volatility benchmark changed from volatility as a percentage of the volatility of the MSCI World Index to volatility as a percentage of the volatility of the FTSE Developed Index. Our reporting material on this site will be updated as the next regular monthly, quarterly or bi-annual update is made.

Summary of investor rights