How about a quarterly report discussing the current markets situation and how your Managed Portfolios are fairing.
Their contents, asset allocation and reasoning behind their make up.
For E.G Invest Engine has reduced it’s allocation to Bonds because of higher inflation in each managed portfolio.
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Hello and thank you for your post. Did you mean something like this? Investment update, dealing with volatility (May 2022)
Thanks
Elise
Many thanks.
That’s exactly it
Cheers
Gordon
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