Investment Outlook

The Estate Capital Investment Portfolios are updated every six months. At these reviews we test the asset allocation for each portfolio using a portfolio modelling tool powered by research from actuaries Towers Watson and investment data from Financial Express. We also review our investment fund selections that make up the portfolios.

The justification for our portfolio selections is found in our Investment Outlook report that accompanies each edition of our portfolios. Please find below our most recent report and past reports:-

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