REGULATORY DOCUMENTS
FUND FACTS
SectorWise
Conservative - SectorWise Portfolios
Balanced - SectorWise Portfolios
GreenWise
GreenWise Portfolios - Conservative
GreenWise Portfolios - Balanced
REGULATORY DOCUMENTS
Prospectus and Annual Information Form
Prospectus of RGP Investments funds
See the RGP Investments Funds Simplified Prospectus document by clicking HERE 
Financial statements
Fund name
RGP Global Sectors Fund
Semester
2023-06-30
See the Intermediate Financial Statements – Fund by clicking HERE
Annual
2022-12-31
See the Annual Financial Statement – RGP Global Sectors Fund by clicking HERE
RGP Global Sectors Class Funds
2023-06-30
See the Intermediate Financial Statements – Category by clicking HERE
2022-12-31
See the Annual Financial Statements – RGP Global Sectors Class Funds by clicking HERE
SectorWise Conservative Portfolio
2023-06-30
See the Intermediate Financial Statements – Fund by clicking HERE
2022-12-31
See the Annual Financial Statement – SectorWise Conservative Portfolio by clicking HERE
SectorWise Balanced Portfolio
2023-06-30
See the Intermediate Financial Statements – Fund by clicking HERE
2022-12-31
See the Annual Financial Statement – SectorWise Balanced Portfolio by clicking HERE
SectorWise Growth Portfolio
2023-06-30
See the Intermediate Financial Statements – Fund by clicking HERE
2022-12-31
See the Annual Financial Statement – SectorWise Growth Portfolio by clicking HERE
GreenWise Conservative Portfolio
2023-06-30
See the Intermediate Financial Statements – Fund by clicking HERE
2022-12-31
See the Annual Financial Statement – GreenWise Conservative Portfolio by clicking HERE
GreenWise Balanced Portfolio
2023-06-30
See the Intermediate Financial Statements – Fund by clicking HERE
2022-12-31
See the Annual Financial Statement – GreenWise Balanced Portfolio by clicking HERE
GreenWise Growth Portfolio
2023-06-30
See the Intermediate Financial Statements – Fund by clicking HERE
2022-12-31
See the Annual Financial Statement – GreenWise Growth Portfolio by clicking HERE
RGP Impact Fixed Income Fund
2023-06-30
See the Intermediate Financial Statements – Fund by clicking HERE
2022-12-31
See the Annual Financial Statement – RGP Impact Fixed Income Fund by clicking HERE
RGP Alternative Income Portfolio
2023-06-30
See the Intermediate Financial Statements – Fund by clicking HERE
2022-12-31
See the Annual Financial Statement – RGP Alternative Income Portfolio by clicking HERE
Quarterly Portfolio Disclosure
Fund name
RGP Global Sectors Fund
Quarterly
2023-03-31
See the Quarterly Summary Portfolio – Fund by clicking HERE
RGP Global Sectors Class Funds
2023-03-31
See the Quarterly Summary Portfolio – Category by clicking HERE
SectorWise Conservative Portfolio
2023-03-31
See the Quarterly Summary Portfolio – Conservative document by clicking HERE
SectorWise Balanced Portfolio
2023-03-31
See the Quarterly Summary Portfolio – Balanced by clicking HERE
SectorWise Growth Portfolio
2023-03-31
See the Quarterly Summary Portfolio – Growth by clicking HERE
GreenWise Conservative Portfolio
2023-03-31
See the Quarterly Summary Portfolio – Conservative document by clicking HERE
GreenWise Balanced Portfolio
2023-03-31
See the Quarterly Summary Portfolio – Balanced by clicking HERE
RGP Impact Fixed Income Portfolio
2023-03-31
See the Quartely Summary Portfolio – RGP Impact Fixed Income by clicking HERE
RGP Alternative Income Portfolio
2023-03-31
See the Quartely Summary – RGP Alternative Income Portfolio by clicking HERE
Management’s report on fund performance
Fund name
RGP Global Sectors Fund
Semester
2023-06-30
See the Executive Intermediate Report on Fund Performance – Trust by clicking HERE
Annual
2022-12-31
See the Annual Management Report on Fund Performance – Trust by clicking HERE
RGP Global Sectors Class Funds
2023-06-30
See the Executive Intermediate Management Report on Fund Performance – Category by clicking HERE
2022-12-31
See the Annual Management Report on Fund Performance – Global Equity Class by clicking HERE
SectorWise Conservative Portfolio
2023-06-30
See the Executive Intermediate Management Report on Fund Performance – Conservative by clicking HERE
2022-12-31
See the Annual Management Report on Fund Performance – Conservative by clicking HERE
SectorWise Balanced Portfolio
2023-06-30
See the Executive Intermediate Management Report on Fund Performance – Balanced by clicking HERE
2022-12-31
See the Annual Management Report on Fund Performance – Balanced by clicking HERE
SectorWise Growth Portfolio
2023-06-30
See Executive Intermediate Management Report on Fund Performance – Growth by clicking HERE
2022-12-31
See Annual Management Report on Fund Performance – Growth by clicking HERE
GreenWise Conservative Portfolio
2023-06-30
See the Executive Intermediate Management Report on Fund Performance – Conservative by clicking HERE
2022-12-31
See the Annual Management Report on Fund Performance – Conservative by clicking HERE
GreenWise Balanced Portfolio
2023-06-30
See the Executive Intermediate Management Report on Fund Performance – Balanced by clicking HERE
2022-12-31
See the Annual Management Report on Fund Performance – Balanced by clicking HERE
GreenWise Growth Portfolio
2023-06-30
See Executive Intermediate Management Report on Fund Performance – Growth by clicking HERE
2022-12-31
See Annual Management Report on Fund Performance – Growth by clicking HERE
RGP Impact Fixed Income Fund
2022-06-30
See Executive Intermediate Management Report on Fund Performance – RGP Impact Fixed Income Fund by clicking HERE
2022-12-31
See the Annual Management Report of Fund Performance by clicking HERE
RGP Alternative Income Portfolio
2023-06-30
See Executive Intermediate Management Report on Fund Performance – RGP Alternative Income Fund by clicking HERE
2022-12-31
See the Annual Management Report of Fund Alternative by clicking HERE
Independent Review Committee Report
R.E.G.A.R. IRC Report to Securityholders
See the R.E.G.A.R. IRC Report to Securityholders by clicking HERE
Vote by proxy
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