Managed Portfolio Indices - Monthly Report - Estimates - Global - Sterling Low Risk - Discrete Returns Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec YTD 2014 0.0 % 1.3 % -0.5 % 0.5 % 1.7 % -0.3 % 2.8 % 2015 2.0 % 0.6 % 1.2 % -0.3 % 0.5 % -2.4 % 0.7 % -1.9 % -1.1 % 1.9 % 0.4 % -0.4 % 1.1 % 2016 -1.3 % 0.3 % 1.4 % 0.2 % 0.3 % 1.7 % 2.2 % 1.1 % 0.3 % 0.3 % -1.0 % 1.4 % 7.2 % 2017 0.1 % 1.4 % 0.6 % 0.1 % 1.2 % -0.4 % 0.5 % 0.8 % -0.7 % 0.9 % -0.2 % 0.8 % 5.1 % 2018 -0.2 % -0.9 % -0.9 % 1.2 % 0.7 % -0.2 % 0.7 % 0.1 % -0.2 % -2.1 % -0.1 % -1.6 % -3.5 % 2019 1.9 % 0.7 % 1.4 % 1.0 % -0.3 % 1.8 % 1.6 % 8.3 % Medium Risk - Discrete Returns Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec YTD 2014 -0.1 % 1.8 % -0.8 % 0.4 % 2.5 % -0.4 % 3.5 % 2015 2.3 % 1.4 % 1.1 % -0.1 % 0.8 % -3.2 % 1.0 % -2.9 % -1.8 % 3.1 % 0.8 % -0.3 % 2.0 % 2016 -2.3 % 0.6 % 1.8 % 0.1 % 0.6 % 2.3 % 3.1 % 1.1 % 0.7 % 1.1 % -1.3 % 2.1 % 10.4 % 2017 0.4 % 1.9 % 0.7 % 0.0 % 1.7 % -0.5 % 0.6 % 1.1 % -0.8 % 1.5 % -0.3 % 1.2 % 7.7 % 2018 0.1 % -1.3 % -1.8 % 2.0 % 1.5 % -0.1 % 1.2 % 0.2 % -0.2 % -3.5 % 0.2 % -3.0 % -4.7 % 2019 2.7 % 1.1 % 1.7 % 1.9 % -1.2 % 2.7 % 2.3 % 11.7 % High Risk - Discrete Returns Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec YTD 2014 0.0 % 2.0 % -0.9 % 0.2 % 3.1 % -0.5 % 3.9 % 2015 2.1 % 1.6 % 1.5 % 0.0 % 0.8 % -3.4 % 1.0 % -3.6 % -2.3 % 3.9 % 0.9 % 0.0 % 2.1 % 2016 -3.2 % 1.1 % 2.1 % 0.0 % 0.8 % 2.7 % 3.9 % 1.3 % 1.1 % 1.8 % -1.7 % 2.6 % 12.9 % 2017 0.5 % 2.3 % 1.1 % -0.3 % 2.5 % -0.6 % 0.8 % 1.4 % -1.0 % 2.1 % -0.5 % 1.6 % 10.1 % 2018 0.0 % -1.4 % -2.4 % 3.1 % 2.3 % 0.1 % 1.7 % 0.4 % -0.2 % -4.9 % 0.7 % -4.4 % -5.2 % 2019 3.5 % 1.5 % 2.2 % 2.7 % -1.8 % 3.4 % 3.2 % 15.3 % Cumulative Returns (Includes Estimates) 3 Month 6 Month 1 Year 3 Year 5 Year Annualised Standard Maximum Return Return Return Return Return Return* Deviation* Drawdown* Low Risk 3.08 % 6.35 % 4.07 % 12.25 % 22.29 % 4.11 % 3.69 % -4.74 % Medium Risk 3.81 % 8.77 % 4.86 % 19.11 % 33.73 % 5.98 % 5.48 % -6.81 % High Risk 4.72 % 11.43 % 5.82 % 26.58 % 44.30 % 7.61 % 7.05 % -8.65 % * over 5 Years Bold and Italics indicates estimates Subscribing Investment Managers Investment Manager Contact Name Email 1788 Capital Jordan Huver [email protected] ABN AMRO (Channel Islands) Ltd Stefano Finetti [email protected] ACPI Investments Limited Charlotte Thursfield [email protected] Ashburton Investments Ady Bougourd [email protected] Bentley Reid George Holmes [email protected] Brewin Dolphin (Channel Islands) Ltd Mark Miles [email protected] Brooks Macdonald Richard Hughes [email protected] Capital Generation Partners Claire Flanagan [email protected] Capital International Group Greg Easton [email protected] Cazenove Capital Management Euan Dangerfield [email protected] Cerno Capital Partners LLP Katie Dodd [email protected] Church House Investment Management James Johnsen [email protected] Cidel Asset Managment Inc. Jamie Brubacher [email protected] Close Brothers Asset Management Guy Leadbeater [email protected] Coutts & Co. Natalie Merrens [email protected] Credit Suisse William Ladenburg [email protected] EFG Asset Management (UK) Limited Hilary Wakefield [email protected] Frank Investments Limited Paul Sedgwick [email protected] GAM London Limited Arun Shetty [email protected] HSBC Private Bank (C.I) Ltd Edward Thomas [email protected] IPS Capital Jonathan Blain [email protected] James Hambro & Partners LLP Christopher Macklin [email protected] JM Finn Oliver Tregoning [email protected] Kleinwort Hambros Michelle Ryan [email protected] KW Wealth Dean Crouch [email protected] LGT Vestra Tony Allan [email protected] Lloyds Private Bank RRS Gary Brownbridge [email protected] London & Capital Jessica Crane [email protected] MitonOptimal Portfolio Management (CI) Ltd Simon Sharrott [email protected] Oclaner Asset Management - Balanced Chiara Bartoletti [email protected] Odey Wealth Management Antonia Power [email protected] Quartet Investment Managers Colin McInnes [email protected] Quilter Cheviot Daniel Davies [email protected] Rathbones Matthew Sutton [email protected] Ravenscroft Investment Management Robert Tannahill [email protected] RBC Wealth Management Nick Mangan [email protected] Rocq Capital Harry Bazzaz [email protected] Ruffer LLP Rachel Holdsworth [email protected] 2 Subscribing Investment Managers Investment Manager Contact Name Email Sanlam UK Jonathan Moon [email protected] Sarasin & Partners LLP John Soler [email protected] Seven Investment Management HC Stewart Sanderson [email protected] Smith & Williamson Investment Management Nick Richards [email protected] Sparrows Capital Paul Bailey [email protected] Standard Bank Timothy Townsend [email protected] Standard Chartered Bank, Jersey - SFC Richard Le Quelenec [email protected] Tilney Craig Wright [email protected] UBS AG - Global Strategies Marc Nightingale [email protected] VaR Capital Vikash Gupta [email protected] Veritas Investment Management Caroline Mair [email protected] Vintage Asset Management Darren Hymos [email protected] Waverton Stephen Browne [email protected] 3.