As part of our ongoing commitment to advisers and their clients, we continuously test, refine and implement learnings on our client-friendly marketing materials. In light of Consumer Duty, we are making improvements to our client-friendly quarterly newsletters. This means that, on this occasion, as we implement the results of our findings and create new and improved quarterly newsletters for you to use in conversation with your clients, these documents are not compliance approved for end-investor use.

LifeStrategy® funds and model portfolios

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Investment risk information

The value of investments, and the income from them, may fall or rise and investors may get back less than they invested.