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What methodology have you used when deciding how to construct each portfolio?

In building the portfolios we first identified a set of objectives and goals. We then built portfolios using our own range of Multi-Manager Funds to meet the investment goals. These funds allow for efficient daily monitoring.

Our income portfolios have been structured with a predominant exposure to income-oriented holdings. We have then considered risk appetite. For investors willing to accept more risk with the aim of generating higher returns over a market cycle we have increased the exposure to equity-oriented holdings.

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