Factsheet

P1 Ethical | Adventurous

Risk Level: Adventurous Investment Management Charge: 0.20% Comparator IA Flexible Investment Rebalancing Frequency January, April, July & October (First full…

P1 Asset Tracker | Moderate-Adventurous

Risk Level: Moderate-Adventurous Investment Management Charge: 0.08% via the P1 Platform or 0.10% via third-party platforms Comparator IA Mixed Investment…

P1 Asset Tracker | Moderate

Risk Level: Moderate Investment Management Charge: 0.08% via the P1 Platform or 0.10% via third-party platforms Comparator IA Mixed Investment…

P1 Asset Tracker | Conservative

Risk Level: Conservative Investment Management Charge: 0.08% via the P1 Platform or 0.10% via third-party platforms Comparator IA Mixed Investment…

P1 Asset Tracker | Cautious-Moderate

Risk Level: Cautious-Moderate Investment Management Charge: 0.08% via the P1 Platform or 0.10% via third-party platforms Comparator IA Mixed Investment…

P1 Asset Tracker | Cautious

Risk Level: Cautious Investment Management Charge: 0.08% via the P1 Platform or 0.10% via third-party platforms Comparator IA Mixed Investment…

P1 Asset Tracker | Adventurous

Risk Level: Adventurous Investment Management Charge: 0.08% via the P1 Platform or 0.10% via third-party platforms Comparator IA Flexible Investment…

P1 Wealth Accumulator Dashboard - Adventurous Investments

P1 Wealth Accumulator | Moderate (Previously Temperate)

Risk Level: Moderate Investment Management Charge: 0.25% Comparator IA Mixed Investment 40%-85% Shares Rebalancing Frequency January, April, July & October…

P1 Wealth Accumulator Dashboard - Adventurous Investments

P1 Wealth Accumulator | Adventurous

Risk Level: Adventurous Investment Management Charge: 0.25% Comparator IA Flexible Investments Rebalancing Frequency January, April, July & October (First full…