Q1 2026 Quarterly Investment Markets Report

10.04.2026

In this Quarterly report, you will find:

• What happened over the quarter
• Performance of major financial markets
• Current investment outlook and portfolio positioning
• Views on major asset classes
• Current portfolio allocations

Download here:

Quarterly Investment Markets Report – Q1 2026

Portfolio returns and asset allocation can be found in the portfolio factsheets, which are linked below:

• Active Conservative Portfolio
• Index Conservative Portfolio
• Active Moderate Portfolio
• Index Moderate Portfolio
• Index Balanced Portfolio
• Active Balanced Portfolio
• Active Growth Portfolio
• Index Growth Portfolio
• Active High Growth Portfolio
• Index High Growth

If you have any questions, please do not hesitate to contact your Adviser.