MyFolio update

Join Robert Bowie, Senior Investment Manager, and Mark Lane, Investment Manager, as they discuss how the MyFolio Monthly Income range will navigate 2021.

We hope you can join us for our first breakfast briefing session of 2021 focusing on the upside for UK equities. Andrew Millington, Head of UK Equities, will be strengthening the case for the asset class. Abby Glennie, Deputy Head of Smaller Companies, will be looking at how investing in Quality Growth businesses is a route to thriving in tough environments. Then finally, Charles Luke, Senior Investment Director will look to deliver resilience and reward to UK equity income investors.

Please join us to hear an update from Sean Flanagan, Investment Manager, and Scott Kay, Senior Investment Specialist, covering key themes within the strategies and a summary of current positions and outlook.

There will be an opportunity to submit questions during the webcast.

0800 368 0707 - UK Toll Free
PIN: 2774904#

For international dial in details please look in attachments.

Portfolio construction in 2021 may well prove more difficult than ever before. Do you stick with risk assets, or are we due another sharp correction? Growth or value? Safe haven or value trap? What’s the appeal of fixed income today? Can alternatives really deliver genuine diversification? Join Gary Shepherd, Octo's Head of Investment Content, Craig Mackenzie, Head of Strategic Asset Allocation at Aberdeen Standard Investments and Michael Walsh, Multi-Asset Solutions Strategist at T. Rowe Price and James Sullivan, Head of Partnerships at Tyndall Investment Management as they answer your questions about todays big decisions including:

- What are the options available today for investors wanting to outsource investment decisions?
- What are the options for those investors worried about capital preservation?
- What is the outlook for risk assets?
- Can equities continue to thrive?
- How can investors navigate a tougher environment for fixed income?
- What are the options today for investors in drawdown?
- Is inflation or deflation the biggest threat in the medium term?

Update and outlook

Listen to an update from Gerry Fowler, Investment Director of Global Multi-Asset Strategies, discuss the key themes within the Global Absolute Return Strategies (GARS) portfolio, how the fund has performed during the quarter and provides a summary of the current positions and outlook for the remainder of Q1 2021.

Robert Bowie, Multi-Manager Strategies Senior Investment Manager and Karolina Noculak, Global Strategy Investment Director, provide an update on the MyFolio range. The MyFolio Funds are carefully constructed risk-based portfolios which offer your clients a choice of active and passive investment strategies across five risk levels.

Phone: 44 (0)20 3451 1919

PIN: 94332511

Listen to Ben Ritchie, Deputy Head of European Equities providing a brief overview of the ASI Europe ex UK Equity Fund's previous quarter including key drivers of performance, portfolio activity and outlook for 2021.

Listen to Abby Glennie, Deputy Head of Smaller Companies providing a brief overview of the ASI UK Mid-Cap Equity Fund's previous quarter including key drivers of performance, portfolio activity and outlook for 2021.

Market update and outlook

Global Corporate Bond Fund Q4 Update with Craig MacDonald

Listen to Mark Munro, Investment Director providing a brief overview of the Total Return Credit Fund's previous quarter including key drivers of performance, portfolio activity and outlook for 2021.

Listen to Charles Luke, Senior Investment Director providing a brief overview of the ASI UK Income Equity Fund's previous quarter including key drivers of performance, portfolio activity and outlook for 2021.

European Corporate Bond Fund Q4 Update with Felix Freund and Josef Helmes