Premier Portfolio Service reports March 2024

Premier Portfolio Service reports March 2024

These are the performance reports for the Premier Portfolio Service SMAs. Because the final approval of the new SMA portfolios was in April 2024 (after the reporting period end) these reports should be considered draft. The performance history for the Moderate Growth portfolios starts in March, so there are no performance values for the portfolios. For the other profiles, the returns of the historical holdings of the William Buck SA model portfolios have been used (and adjusted for the fees that apply to the SMA portfolios). Because the returns for Partners Group Global Value are published a month in arrears, these reports do not have returns for March 2024. In future this will not affect the reports because the fund was removed from the models in April 2024.

Attached Files

File
Premier Balanced Model Report 2024-03.pdf
Premier Balanced NW SMA Report 2024-03.pdf
Premier Balanced Pan SMA Report 2024-03.pdf
Premier Growth Model Report 2024-03.pdf
Premier Growth NW SMA Report 2024-03.pdf
Premier Growth Pan SMA Report 2024-03.pdf
Premier Mod Growth Model Report 2024-03.pdf
Premier Mod Growth NW SMA Report 2024-03.pdf
Premier Mod Growth Pan SMA Report 2024-03.pdf
Premier combined portfolio performance 2024-03.pdf
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  • File Size 791.33 KB
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  • Create Date 12 April 2024
  • Last Updated 23 April 2024