Tax Treatment of Scholarship Benefit Payments

Tax Treatment of Scholarship Benefit Payments

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Statements of Investment Policy and Objectives

Statements of Investment Policy & Objectives (SIPOs)

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Quarterly Fund Updates

These documents tell you how each fund has performed and what fees were charged. The documents will help you to compare the Funds with other funds. Futurity Investment Group Limited (‘ASG’) prepared these updates in accordance with the Financial Markets Conduct Act 2013. This information is not audited and may be updated.

Quarterly Fund Updates for the last 2 years can be found below. Updates for earlier periods can be accessed on the Disclose Register under the relevant scheme’s governing documents at the following link.

31 March 2024

31 December 2023

30 September 2023

30 June 2023

31 March 2023

31 December 2022

30 September 2022

30 June 2022

31 March 2022

Annual Reports

As at 30 June 2020

As at 30 June 2019