The report offers a personalised summary that shows the allocation across different geographies and asset types.
The 1OAK Holding Report shows how a client’s investment is allocated in any of the 1OAK Multi-asset funds.
The report details a client's investment across each of the underlying assets held by the fund.
The report can be used to show new clients how their investment will be allocated and to show existing clients where their money is invested.The report shows the amount of money allocated to each asset and the weight of each asset as a percent of their total investment.
Download Sample Adviser Holdings Report
You can request a report by filling in the summary details below. The report will be sent back to you by email.