We have designed a range of portfolios that are managed by our team of investment specialists. Our expertise, combined with the guidance of your adviser, gives you access to a mix of investments to suit your individual objectives and investment profile.

Summary performance reports 

• WealthFoundations Performance
• ClearView Managed Portfolios (CMP) Performance
• CFML Managed Funds Performance

Before you make a decision to invest, it is important to read the disclosure documents for the investments you are considering. Your adviser can provide you with copies of the relevant disclosure documents.

For reports from previous quarters, please contact your adviser. You should also speak to your adviser if you have particular questions or wish to review your investments.