Private Wealth

Q4 2022 Quarterly Investment Markets Report

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In this Quarterly report, you will find:

  • Economic and investment market conditions
  • Summary of major global risks to investment markets
  • Portfolio and underlying fund returns
  • Portfolio positioning and adjustments
  • Descriptions of the new funds we are adding to portfolios


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

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

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