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info@blackstonemoregate.comAt Blackstone Moregate, we offer our clients a variety of reports such as annual valuation detailing information about each asset you own in different products enabling you to see how your investments have performed. This can help you assess during your review meeting with your financial planner whether the investments remain suitable for your needs.
We are transparent in everything that we do. Our Fees and Charges report will clearly show you what you have paid to us as Adviser fee, to the Platform and/or the Discretionary fund manager. Where implicit charges are not available we take the fund charges from our Financial Analytics report thus giving you clarity.
Our Financial Analytics (FE) reports provides you with tables and charts illustrating the overall performance of the portfolio against its benchmark along with risk, represented by volatility of your portfolio holdings where the portfolio itself and its benchmark against return, represented by performance. The FE Analytics reports can be broken down to Investments and Retirement plans that you hold.