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Please see below a Fund Factsheet of one of the funds we use within some of our client’s portfolios that was received earlier today (01/05/2020). The reason I have uploaded this factsheet is to show that there has been some recovery in markets, the US is probably one of the strongest to recover.

It is important to note that this fund should only be used as part of a diversified investment strategy and for clients who have the appropriate risk appetite.

Please keep safe and healthy.

 

Carl Mitchell – Dip PFS

IFA and Paraplanner

01/05/2020