Investment Review Documents

In line with our quarterly investment review and any correspondence you have received from us in this capacity please find any relevant reference documents below.

 

AMFA Portfolio Summary

If you are currently invested in one or more of our AMFA Portfolios; in our view, your needs and objectives would be better met by investing in our latest version, Version 24.

We strongly recommend that you provide us with the authority to update your portfolios to the latest version.

 

AMFA Market Commentary

Market Commentary & Investment Overview for Q1 2022