Institutional Fact Sheets Archive
Institutional Funds
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2009
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
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2017
2018
2019
2020
2021
2022
2023
2024
- Core Equity (Capped SWIX) commentary Q1 23
- Core Equity (Capped SWIX) commentary Q2 23
- Core Equity (Capped SWIX) commentary Q3 23
- Core Equity (Capped SWIX) commentary Q4 23
- Core Equity (Capped SWIX) investment report Q1 23
- Core Equity (Capped SWIX) investment report Q2 23
- Core Equity (Capped SWIX) investment report Q3 23
- Core Equity (Capped SWIX) investment report Q4 23
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2009
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
- Domestic Balanced commentary Q1 23
- Domestic Balanced commentary Q2 23
- Domestic Balanced commentary Q3 23
- Domestic Balanced commentary Q4 23
- Domestic Balanced investment report Q1 23
- Domestic Balanced investment report Q2 23
- Domestic Balanced investment report Q3 23
- Domestic Balanced investment report Q4 23
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2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
- Global Balanced Q1 21
- Global Balanced Q1 22
- Global Balanced Q2 21
- Global Balanced Q2 22
- Global Balanced Q3 21
- Global Balanced Q3 22
- Global Balanced Q4 22
- Global Balanced commentary Q1 21
- Global Balanced commentary Q1 22
- Global Balanced commentary Q2 21
- Global Balanced commentary Q2 22
- Global Balanced commentary Q3 21
- Global Balanced commentary Q3 22
- Global Balanced commentary Q4 22
- Quarterly Commentary
- Quarterly Investor Report
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2019
2020
2021
2022
2023
2024
Click on a date below to download a pdf of the fact sheet, report and commentary
