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ASPIM Growth It takes a true partnership to help clients achieve their goals. Combining the best of financial planning, investment management and client service. ASPIM Index The index portfolios are for investors who are looking to invest in a diversified range of assets and markets worldwide through passive vehicles. Key benefits 10 portfolios, risk profiled 2-11 Multi-asset portfolios Actively managed Fees DFM fee 0.15% Ongoing charge (OCF) 0.27% *at 31.10.2025. Based on ASPIM Index 5. See factsheet for latest OCFs. Strategic asset allocation ASPIM Index 2 ASPIM Index 3 ASPIM Index 4 ASPIM Index 5 ASPIM Index 6 ASPIM Index 7 ASPIM Index 8 ASPIM Index 9 ASPIM Index 10 ASPIM Index Equity Equity Fixed interest Alternatives Cash For illustrative purposes only. The Strategic Asset Allocation (SAA) is reviewed and updated annually. Data at 30.11.2024. Please refer to the latest factsheet for the current asset allocation. Related documents MPS portfolio Factsheet ASPIM Index 2 ASPIM Index 3 ASPIM Index 4 ASPIM Index 5 ASPIM Index 6 ASPIM Index 7 ASPIM Index 8 ASPIM Index 9 ASPIM Index 10 ASPIM Index Equity MPS Brochure SERVICES COMMERCIAL Read More SERVICES INDUSTRIAL Read More SERVICES RESIDENTIAL Read More

ASPIM Growth It takes a true partnership to help clients achieve their goals. Combining the best of financial planning, investment management and client service. ASPIM Growth The growth portfolios are for investors who are looking for growth and income by investing in a diversified range of assets and markets worldwide. Key benefits 10 portfolios, risk profiled 2-11 Multi-asset portfolios Actively managed portfolios Fees DFM fee 0.25% Ongoing charge (OCF) 0.49%* *at 31.10.2025. Based on ASPIM Growth 5. See factsheet for latest OCFs. Independently risk profiled by: Strategic asset allocation ASPIM Growth 2 ASPIM Growth 3 ASPIM Growth 4 ASPIM Growth 5 ASPIM Growth 6 ASPIM Growth 7 ASPIM Growth 8 ASPIM Growth 9 ASPIM Growth 10 ASPIM Growth Equity Equity Fixed interest Alternatives Cash For illustrative purposes only. The Strategic Asset Allocation (SAA) is reviewed and updated annually. Data at 30.11.2024. Please refer to the latest factsheet for the current asset allocation. Related documents Portfolio Factsheet ASPIM Growth 2 ASPIM Growth 3 ASPIM Growth 4 ASPIM Growth 5 ASPIM Growth 6 ASPIM Growth 7 ASPIM Growth 8 ASPIM Growth 9 ASPIM Growth 10 ASPIM Growth Equity MPS Brochure SERVICES COMMERCIAL Read More SERVICES INDUSTRIAL Read More SERVICES RESIDENTIAL Read More

ASPIM Growth It takes a true partnership to help clients achieve their goals. Combining the best of financial planning, investment management and client service. ASPIM ESG The ESG portfolios are for investors who are looking to exclude investments in certain parts of the market whilst also pursuing positive change through their investments. Key benefits 8 portfolios, risk profiled 2-9 Multi-asset portfolios Actively managed Fees DFM fee 0.25% Ongoing charge (OCF) 0.68%* *at 31.10.2025. Based on ASPIM ESG 5. See factsheet for latest OCFs. Strategic asset allocation ASPIM ESG 2 ASPIM ESG 3 ASPIM ESG 4 ASPIM ESG 5 ASPIM ESG 6 ASPIM ESG 7 ASPIM ESG 8 ASPIM ESG 9 Equity Fixed interest Alternatives Cash For illustrative purposes only. The Strategic Asset Allocation (SAA) is reviewed and updated annually. Data at 30.11.2024. Please refer to the latest factsheet for the current asset allocation. Related documents MPS portfolio Factsheet ASPIM ESG 2 ASPIM ESG 3 ASPIM ESG 4 ASPIM ESG 5 ASPIM ESG 6 ASPIM ESG 7 ASPIM ESG 8 ASPIM ESG 9 MPS Brochure SERVICES COMMERCIAL Read More SERVICES INDUSTRIAL Read More SERVICES RESIDENTIAL Read More

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ASPIM Growth It takes a true partnership to help clients achieve their goals. Combining the best of financial planning, investment management and client service. Multi-asset funds Our multi-asset fund range consists of three risk profiled funds designed to blend the strengths of our ASPIM Growth portfolios with additional exposure to diverse asset classes like gold and emerging market debt. The funds are managed using the same investment strategy as our model portfolios. Atlantic House Investments is the Investment Adviser for the funds. The Authorised Corporate Director (ACD) is Margetts Fund Management. Key benefits 3 actively managed funds Multi asset approach Fees Annual management charge (AMC) A Acc: 0.50% Inc: 0.10% (ACD fee only) if accessed via our MPS service Acc: 0.10% (ACD fee only) if accessed via our MPS service Ongoing charges (OCF)* A Acc: 0.69% (capped) Inc: 0.29% (ACD fee only) if accessed via our MPS service Acc: 0.29% (ACD fee only) if accessed via our MPS service *at 31.10.2025. Based on Prima Balanced Fund. See factsheet for latest OCFs. Independently risk profiled by: Strategic asset allocation Prima Cautious Prima Balanced Prima Adventurous Equity Fixed interest Alternatives Cash For illustrative purposes only. The Strategic Asset Allocation (SAA) is reviewed and updated annually. Data at 30.11.2024. Please refer to the latest fund information sheet for the current asset allocation. Related documents Fund Information sheet Prima Cautious Fund Prima Balanced Fund Prima Adventurous Fund Dealing directly For advisers who wish to deal directly into the fund, they can do so directly with Margetts Fund Management dealing desk on 0345 607 6808 . Visit Margetts Fund Management for further information. MPS Brochure SERVICES COMMERCIAL Read More SERVICES INDUSTRIAL Read More SERVICES RESIDENTIAL Read More