The information contained in this email is only for professional financial advisers, their clients and their prospective clients. It is for information purposes only and is not intended to constitute financial, legal, tax, investment or other professional advice. It should not be relied upon as such and PortfolioMetrix cannot accept any liability for loss for doing so. If you are a retail investor, your financial adviser can help explain the information provided. Any forecasts, expected future returns or expected future volatilities are not guaranteed and should not be relied upon. The value of investments, and the income from them, can go down as well as up, and you may not recover the amount of your original investment. Past performance is not a reliable indicator of future performance. Portfolio holdings and asset allocation can change at any time without notice. PortfolioMetrix Asset Management Ltd is authorised and regulated by the Financial Conduct Authority. Full calculation methodology available on request.
©2026 PortfolioMetrix. May not be reproduced or published without prior permission. PortfolioMetrix trademark and logo are the trademarks and exclusive property of PortfolioMetrix and may not be used without the prior permission of PortfolioMetrix.