Portfolio Factsheets – January 2022

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Actual performance of any portfolio may differ due to the timing of trades in that portfolio.

GWM Asset Management Cautious

GWM Asset Management Moderately Cautious

Moderately Cautious Jan 2022

GWM Asset Management Balanced

GWM AM Balanced

GWM Asset Management Moderately Adventurous

GWM AM Moderatley Adventurous

GWM Asset Management Adventurous

GWM Asset Management Adventurous

Sustainable Portfolio Factsheets – January 2022

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Actual performance of any portfolio may differ due to the timing of trades in that portfolio.

Sustainable Cautious

Sustainable Cautious Jan 2022

Sustainable Moderately Cautious

Sustainable Moderately Cautious Jan 2022

Sustainable Balanced

Sustainable Balanced Jan 2022

Sustainable Moderately Adventurous

Sustainable Moderately Adventurous Jan 2022

Sustainable Adventurous

Sustainable Adventurous Jan 2022