Low-cost index and factor building blocks, rebalanced to agreed bands rather than to dates in a calendar. Everything is held in your name at an independent custodian, so you can verify every figure we report without going through us.
What this covers
- Four model portfolios, target allocations published
- Rebalancing to bands, not to the calendar
- Held in your name at an independent custodian
- Average underlying fund cost of 0.11 percent
- No proprietary funds, ever
- Quarterly reporting with the working shown
